140 Banking & Finance jobs in Turner
Financial Advisor - Corvallis, OR
Posted 3 days ago
Job Viewed
Job Description
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
- Diversify their income through multiple product lines beyond financial services.
- Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
- Educate clients and prospects about our products and services.
- Collaborate with COUNTRY Financial® Insurance Agents to secure business.
- Establish an office and build a staff.
- Conduct financial solution seminars.
- Have the flexibility to manage their schedules to balance their careers and personal interests.
Our financial advisors have uncapped earning potential and:
- Opportunities to earn performance-based global trips and financial rewards.
- Access to continued learning and marketing resources.
- Corporate office support.
- Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
- There is no buy-in required.
Successful COUNTRY Trust Bank® Financial Advisors are:
- Entrepreneurial and self-motivated.
- Goal-driven with track records of business growth in the insurance and or financial services industry.
- Strong communicators with excellent business acumen.
- Committed to building and maintaining solid connections between their efforts and their rewards.
- Focused on achieving professional success through securing clients' trust.
- Passionate about making positive impacts in their communities.
- Series 6/63 licenses
- Passed SIE
- Life/Health State Insurance License*
- Property/Casualty State Insurance License*
- Accredited Asset Management Specialist (AAMS)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Bachelor's Degree
- 2+ years of experience in the insurance and or financial services industry
- 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Sales Executive - Financial Services Global Industry Unit, Midmarket
Posted today
Job Viewed
Job Description
**The role:**
**Sales Executive, Financial Services Global Industry Unit, Midmarket - Eastern United States**
**Position Overview:**
Oracle is seeking dynamic, results-driven Sales Executives to join our team and focus on selling our SaaS Account Originations and Collections solutions to community banks and credit unions in the United States with assets between $2B and $0B. These positions will play a critical role in growing our presence within this target market. The ideal candidates will have proven sales experience in this market, with a deep understanding of account origination and collections solutions or similar technologies within banking and credit unions. This is a remote role, but candidates will cover a geographic territory of approximately 200 financial institutions. The successful candidates will be responsible for all stages of the sales process, from pipeline development to opportunity management and closing deals.
**Key Responsibilities:**
Sales Pipeline Development & Management:
- Drive the entire sales cycle, from lead generation to closing, with a focus on selling Oracle's SaaS Account Originations and Collections solutions.
- Proactively develop new business opportunities within a designated geographic territory of approximately 200 financial institutions.
- Cultivate strong relationships with senior decision-makers at community banks and credit unions.
- Engage in targeted outreach to new and existing prospects through cold calling, networking, industry events, and other lead-generation strategies.
- Qualify and prioritize sales leads and opportunities, ensuring they align with Oracle's strategic goals.
- Utilize CRM tools to track all sales activities, opportunities, and forecast revenue.
**Prospect Development & Solution Selling:**
- Develop a deep understanding of the needs, challenges, and pain points specific to community banks and credit unions with assets between 2B and 20B.
- Leverage Oracle's suite of SaaS solutions to craft tailored presentations, proposals, and demonstrations that address the unique challenges of each prospect.
- Work closely with marketing and product teams to ensure effective messaging and positioning in line with the needs of the target market.
- Serve as a trusted advisor by providing valuable insights into industry trends, regulatory requirements, and competitive landscape.
**Opportunity Management & Deal Closing:**
- Manage all aspects of the sales process, including discovery calls, product demonstrations, RFP responses, negotiations, and closing.
- Identify and address potential roadblocks to deal closure, working collaboratively with internal stakeholders (e.g., legal, finance, and product teams) to resolve issues in a timely manner.
- Effectively manage and close deals to meet or exceed annual sales quotas and revenue goals.
**Client Relationship Management & Account Growth:**
- Develop long-term relationships with key client stakeholders, ensuring Oracle's solutions are successfully implemented and adopted.
- Collaborate with post-sale teams to ensure smooth onboarding and continued client satisfaction, potentially identifying upsell and cross-sell opportunities.
- Become a subject-matter expert in the SaaS Account Originations and Collections solutions, remaining abreast of product developments, competitive offerings, and industry changes.
**Territory Management & Reporting:**
- Effectively manage and prioritize the sales opportunities across a defined geographic territory, ensuring a balanced approach to prospecting, nurturing, and closing.
- Regularly report on pipeline development, forecasts, and sales activity to management, demonstrating transparency and accuracy in reporting.
- Participate in quarterly business reviews and provide feedback on market trends, competitive intelligence, and product enhancements.
**Qualifications:**
**Experience:**
- Minimum of 5 years of sales experience within the banking and financial services industry, with a focus on community banks and credit unions (assets between 2B and 20B).
- Proven track record of successfully selling SaaS solutions, particularly in the areas of account origination, loan origination, collections, or other core banking systems.
- Demonstrated ability to build and maintain a sales pipeline, generate new business, and close sales in a competitive market.
- Extensive experience working with decision-makers in community banks and credit unions, including C-suite executives, directors, and managers.
**Skills & Expertise:**
- Strong knowledge of the community banking sector, including industry trends, regulatory requirements, and pain points of financial institutions with assets between 2B and 20B.
- Expertise in SaaS solutions for account origination, collections, or adjacent banking solutions, with the ability to articulate value propositions and provide tailored product demonstrations.
- Excellent presentation, communication, and negotiation skills with the ability to influence at all levels within a prospect organization.
- High degree of self-motivation, resilience, and a demonstrated ability to work independently in a remote work environment.
- Strong technical acumen, with the ability to understand and explain the benefits of complex software solutions in a simplified, client-focused manner.
**Education:**
- Bachelor's degree in Business, Marketing, Finance, or a related field preferred.
- Industry certifications or additional training in banking technology or SaaS sales is a plus.
**Personal Attributes:**
- Strong problem-solving skills with a consultative selling approach.
- Highly organized, results-oriented, and capable of managing a territory of multiple accounts simultaneously.
- Ability to adapt to evolving client needs and market conditions.
- A passion for sales and a drive to meet and exceed goals.
**Compensation & Benefits:**
- Competitive base salary with commission and bonus structure designed to reward high performers.
- Total On-Target Earnings (OTE) of 250,000 to 350,000 per year, depending on experience and success in the role.
- Comprehensive benefits package, including health, dental, and vision insurance, retirement plan with company match, paid time off (PTO), and more.
- Access to professional development and training resources, including product certifications and sales training.
- Flexible work environment with a remote-based role and the ability to manage your own schedule.
**Why Oracle?**
At Oracle, we foster a culture of innovation and collaboration, providing our employees with the resources and opportunities to grow professionally. We believe in providing cutting-edge solutions that deliver real-world results for our clients. As a member of our sales team, you will be at the forefront of transforming how community banks and credit unions approach account origination and collections in an increasingly digital world.
**Life at Oracle:**
An Oracle career can span industries, roles, countries, and cultures, giving you the opportunity to tackle new roles and challenges, while blending work and life. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. To nurture the talent that makes this happen, we work hard to build a vibrant and inspiring workplace that celebrates diverse, hardworking teams where everyone can contribute. We take care of each other, and value giving back to the community. We have flexible work arrangements and offer benefits including generous paid parental leave and comprehensive premium medical insurance.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: 90,000 to 185,100 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Sales Executive - Financial Services Global Industry Unit, Midmarket
Posted today
Job Viewed
Job Description
**The role:**
**Sales Executive, Financial Services Global Industry Unit, Midmarket - Western United States**
**Position Overview:**
Oracle is seeking dynamic, results-driven Sales Executives to join our team and focus on selling our SaaS Account Originations and Collections solutions to community banks and credit unions in the **Western United States** with assets between $2B and $0B. These positions will play a critical role in growing our presence within this target market. The ideal candidates will have proven sales experience in this market, with a deep understanding of account origination and collections solutions or similar technologies within banking and credit unions. This is a remote role, but candidates will cover a geographic territory of approximately 200 financial institutions. The successful candidates will be responsible for all stages of the sales process, from pipeline development to opportunity management and closing deals.
**Key Responsibilities:**
Sales Pipeline Development & Management:
- Drive the entire sales cycle, from lead generation to closing, with a focus on selling Oracle's SaaS Account Originations and Collections solutions.
- Proactively develop new business opportunities within a designated geographic territory of approximately 200 financial institutions.
- Cultivate strong relationships with senior decision-makers at community banks and credit unions.
- Engage in targeted outreach to new and existing prospects through cold calling, networking, industry events, and other lead-generation strategies.
- Qualify and prioritize sales leads and opportunities, ensuring they align with Oracle's strategic goals.
- Utilize CRM tools to track all sales activities, opportunities, and forecast revenue.
**Prospect Development & Solution Selling:**
- Develop a deep understanding of the needs, challenges, and pain points specific to community banks and credit unions with assets between 2B and 20B.
- Leverage Oracle's suite of SaaS solutions to craft tailored presentations, proposals, and demonstrations that address the unique challenges of each prospect.
- Work closely with marketing and product teams to ensure effective messaging and positioning in line with the needs of the target market.
- Serve as a trusted advisor by providing valuable insights into industry trends, regulatory requirements, and competitive landscape.
**Opportunity Management & Deal Closing:**
- Manage all aspects of the sales process, including discovery calls, product demonstrations, RFP responses, negotiations, and closing.
- Identify and address potential roadblocks to deal closure, working collaboratively with internal stakeholders (e.g., legal, finance, and product teams) to resolve issues in a timely manner.
- Effectively manage and close deals to meet or exceed annual sales quotas and revenue goals.
**Client Relationship Management & Account Growth:**
- Develop long-term relationships with key client stakeholders, ensuring Oracle's solutions are successfully implemented and adopted.
- Collaborate with post-sale teams to ensure smooth onboarding and continued client satisfaction, potentially identifying upsell and cross-sell opportunities.
- Become a subject-matter expert in the SaaS Account Originations and Collections solutions, remaining abreast of product developments, competitive offerings, and industry changes.
**Territory Management & Reporting:**
- Effectively manage and prioritize the sales opportunities across a defined geographic territory, ensuring a balanced approach to prospecting, nurturing, and closing.
- Regularly report on pipeline development, forecasts, and sales activity to management, demonstrating transparency and accuracy in reporting.
- Participate in quarterly business reviews and provide feedback on market trends, competitive intelligence, and product enhancements.
**Qualifications:**
**Experience:**
- Minimum of 5 years of sales experience within the banking and financial services industry, with a focus on community banks and credit unions (assets between 2B and 20B).
- Proven track record of successfully selling SaaS solutions, particularly in the areas of account origination, loan origination, collections, or other core banking systems.
- Demonstrated ability to build and maintain a sales pipeline, generate new business, and close sales in a competitive market.
- Extensive experience working with decision-makers in community banks and credit unions, including C-suite executives, directors, and managers.
**Skills & Expertise:**
- Strong knowledge of the community banking sector, including industry trends, regulatory requirements, and pain points of financial institutions with assets between 2B and 20B.
- Expertise in SaaS solutions for account origination, collections, or adjacent banking solutions, with the ability to articulate value propositions and provide tailored product demonstrations.
- Excellent presentation, communication, and negotiation skills with the ability to influence at all levels within a prospect organization.
- High degree of self-motivation, resilience, and a demonstrated ability to work independently in a remote work environment.
- Strong technical acumen, with the ability to understand and explain the benefits of complex software solutions in a simplified, client-focused manner.
**Education:**
- Bachelor's degree in Business, Marketing, Finance, or a related field preferred.
- Industry certifications or additional training in banking technology or SaaS sales is a plus.
**Personal Attributes:**
- Strong problem-solving skills with a consultative selling approach.
- Highly organized, results-oriented, and capable of managing a territory of multiple accounts simultaneously.
- Ability to adapt to evolving client needs and market conditions.
- A passion for sales and a drive to meet and exceed goals.
**Compensation & Benefits:**
- Competitive base salary with commission and bonus structure designed to reward high performers.
- Total On-Target Earnings (OTE) of 250,000 to 350,000 per year, depending on experience and success in the role.
- Comprehensive benefits package, including health, dental, and vision insurance, retirement plan with company match, paid time off (PTO), and more.
- Access to professional development and training resources, including product certifications and sales training.
- Flexible work environment with a remote-based role and the ability to manage your own schedule.
**Why Oracle?**
At Oracle, we foster a culture of innovation and collaboration, providing our employees with the resources and opportunities to grow professionally. We believe in providing cutting-edge solutions that deliver real-world results for our clients. As a member of our sales team, you will be at the forefront of transforming how community banks and credit unions approach account origination and collections in an increasingly digital world.
**Life at Oracle:**
An Oracle career can span industries, roles, countries, and cultures, giving you the opportunity to tackle new roles and challenges, while blending work and life. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. To nurture the talent that makes this happen, we work hard to build a vibrant and inspiring workplace that celebrates diverse, hardworking teams where everyone can contribute. We take care of each other, and value giving back to the community. We have flexible work arrangements and offer benefits including generous paid parental leave and comprehensive premium medical insurance.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: 68,400 to 147,600 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC3
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Sales Executive - Financial Services Global Industry Unit, Midmarket
Posted today
Job Viewed
Job Description
**The role:**
**Sales Executive, Financial Services Global Industry Unit, Midmarket - Central United States**
**Position Overview:**
Oracle is seeking dynamic, results-driven Sales Executives to join our team and focus on selling our SaaS Account Originations and Collections solutions to community banks and credit unions in the United States with assets between $2B and $0B. These positions will play a critical role in growing our presence within this target market. The ideal candidates will have proven sales experience in this market, with a deep understanding of account origination and collections solutions or similar technologies within banking and credit unions. This is a remote role, but candidates will cover a geographic territory of approximately 200 financial institutions. The successful candidates will be responsible for all stages of the sales process, from pipeline development to opportunity management and closing deals.
**Key Responsibilities:**
Sales Pipeline Development & Management:
- Drive the entire sales cycle, from lead generation to closing, with a focus on selling Oracle's SaaS Account Originations and Collections solutions.
- Proactively develop new business opportunities within a designated geographic territory of approximately 200 financial institutions.
- Cultivate strong relationships with senior decision-makers at community banks and credit unions.
- Engage in targeted outreach to new and existing prospects through cold calling, networking, industry events, and other lead-generation strategies.
- Qualify and prioritize sales leads and opportunities, ensuring they align with Oracle's strategic goals.
- Utilize CRM tools to track all sales activities, opportunities, and forecast revenue.
**Prospect Development & Solution Selling:**
- Develop a deep understanding of the needs, challenges, and pain points specific to community banks and credit unions with assets between 2B and 20B.
- Leverage Oracle's suite of SaaS solutions to craft tailored presentations, proposals, and demonstrations that address the unique challenges of each prospect.
- Work closely with marketing and product teams to ensure effective messaging and positioning in line with the needs of the target market.
- Serve as a trusted advisor by providing valuable insights into industry trends, regulatory requirements, and competitive landscape.
**Opportunity Management & Deal Closing:**
- Manage all aspects of the sales process, including discovery calls, product demonstrations, RFP responses, negotiations, and closing.
- Identify and address potential roadblocks to deal closure, working collaboratively with internal stakeholders (e.g., legal, finance, and product teams) to resolve issues in a timely manner.
- Effectively manage and close deals to meet or exceed annual sales quotas and revenue goals.
**Client Relationship Management & Account Growth:**
- Develop long-term relationships with key client stakeholders, ensuring Oracle's solutions are successfully implemented and adopted.
- Collaborate with post-sale teams to ensure smooth onboarding and continued client satisfaction, potentially identifying upsell and cross-sell opportunities.
- Become a subject-matter expert in the SaaS Account Originations and Collections solutions, remaining abreast of product developments, competitive offerings, and industry changes.
**Territory Management & Reporting:**
- Effectively manage and prioritize the sales opportunities across a defined geographic territory, ensuring a balanced approach to prospecting, nurturing, and closing.
- Regularly report on pipeline development, forecasts, and sales activity to management, demonstrating transparency and accuracy in reporting.
- Participate in quarterly business reviews and provide feedback on market trends, competitive intelligence, and product enhancements.
**Qualifications:**
**Experience:**
- Minimum of 5 years of sales experience within the banking and financial services industry, with a focus on community banks and credit unions (assets between 2B and 20B).
- Proven track record of successfully selling SaaS solutions, particularly in the areas of account origination, loan origination, collections, or other core banking systems.
- Demonstrated ability to build and maintain a sales pipeline, generate new business, and close sales in a competitive market.
- Extensive experience working with decision-makers in community banks and credit unions, including C-suite executives, directors, and managers.
**Skills & Expertise:**
- Strong knowledge of the community banking sector, including industry trends, regulatory requirements, and pain points of financial institutions with assets between 2B and 20B.
- Expertise in SaaS solutions for account origination, collections, or adjacent banking solutions, with the ability to articulate value propositions and provide tailored product demonstrations.
- Excellent presentation, communication, and negotiation skills with the ability to influence at all levels within a prospect organization.
- High degree of self-motivation, resilience, and a demonstrated ability to work independently in a remote work environment.
- Strong technical acumen, with the ability to understand and explain the benefits of complex software solutions in a simplified, client-focused manner.
**Education:**
- Bachelor's degree in Business, Marketing, Finance, or a related field preferred.
- Industry certifications or additional training in banking technology or SaaS sales is a plus.
**Personal Attributes:**
- Strong problem-solving skills with a consultative selling approach.
- Highly organized, results-oriented, and capable of managing a territory of multiple accounts simultaneously.
- Ability to adapt to evolving client needs and market conditions.
- A passion for sales and a drive to meet and exceed goals.
**Compensation & Benefits:**
- Competitive base salary with commission and bonus structure designed to reward high performers.
- Total On-Target Earnings (OTE) of 250,000 to 350,000 per year, depending on experience and success in the role.
- Comprehensive benefits package, including health, dental, and vision insurance, retirement plan with company match, paid time off (PTO), and more.
- Access to professional development and training resources, including product certifications and sales training.
- Flexible work environment with a remote-based role and the ability to manage your own schedule.
**Why Oracle?**
At Oracle, we foster a culture of innovation and collaboration, providing our employees with the resources and opportunities to grow professionally. We believe in providing cutting-edge solutions that deliver real-world results for our clients. As a member of our sales team, you will be at the forefront of transforming how community banks and credit unions approach account origination and collections in an increasingly digital world.
**Life at Oracle:**
An Oracle career can span industries, roles, countries, and cultures, giving you the opportunity to tackle new roles and challenges, while blending work and life. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. To nurture the talent that makes this happen, we work hard to build a vibrant and inspiring workplace that celebrates diverse, hardworking teams where everyone can contribute. We take care of each other, and value giving back to the community. We have flexible work arrangements and offer benefits including generous paid parental leave and comprehensive premium medical insurance.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: 90,000 to 185,100 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Sales Executive - Financial Services Global Industry Unit
Posted today
Job Viewed
Job Description
**Come join us!**
We are seeking a Sales Executive for Oracle's Financial Services Global Industry Unit.
**Who we are:**
The Financial Services Global Industry Unit (FSGIU) provides software solutions for Core Banking, Trading, Payments, Risk and Compliance, Analytics, Revenue Management and Billing, Private Wealth Management, Cash & Asset Management, also Lending & Leasing products to enterprise customers across the globe.
**The role:**
In this role, you will be selling our solutions to a portfolio of large Enterprise Financial Services accounts generally within a geographic territory.
**Life at Oracle:**
An Oracle career can span industries, roles, countries and cultures, giving you the opportunity to tackle new roles and challenges, while blending work and life. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. To nurture the talent that makes this happen, we work hard to build a vibrant and inspiring workplace that celebrates diverse, hardworking teams where everyone can contribute. We take care of each other, and value giving back to the community. We have flexible work arrangements and offer benefits including generous paid parental leave and comprehensive premium medical insurance.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC5
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Sales Executive - Financial Services Global Industry Unit
Posted today
Job Viewed
Job Description
**Come join us!**
We are seeking a Sales Executive for Oracle's Financial Services Global Industry Unit in the **Northeast US** .
**Who we are:**
The Financial Services Global Industry Unit (FSGIU) provides software solutions for Core Banking, Trading, Payments, Risk and Compliance, Analytics, Revenue Management and Billing, Private Wealth Management, Cash & Asset Management, also Lending & Leasing products to enterprise customers across the globe.
**The role:**
In this role, you will be selling our solutions to a portfolio of large Enterprise Financial Services accounts generally within a geographic territory.
**Life at Oracle:**
An Oracle career can span industries, roles, countries and cultures, giving you the opportunity to tackle new roles and challenges, while blending work and life. Oracle has thrived through 40+ years of change by innovating and operating with integrity while delivering for the top companies in almost every industry. To nurture the talent that makes this happen, we work hard to build a vibrant and inspiring workplace that celebrates diverse, hardworking teams where everyone can contribute. We take care of each other, and value giving back to the community. We have flexible work arrangements and offer benefits including generous paid parental leave and comprehensive premium medical insurance.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
job duty is to sell business applications software/solutions and related services to prospective and existing customers. Manage sales through forecasting, account resource allocation, account strategy, and planning. Develop solution proposals encompassing all aspects of the application. Participate in the development, presentation and sales of a value proposition. Negotiate pricing and contractual agreement to close the sale. Identify and develop strategic alignment with key third party influencers.
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $126,600 to $207,300 per annum. May be eligible for equity. Eligible for commission with an estimated pay mix of 45/55 - 50/50.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC5
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing or by calling +1 in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
Business Analyst - Sponsored Programs Financial Services
Posted 1 day ago
Job Viewed
Job Description
Allegheny Health Network
**Job Description :**
**GENERAL OVERVIEW:**
The incumbent is responsible for implementation and execution of various post-award and financial management activities for grants, contracts and/or clinical trials within the Sponsored Programs Financial Services (SPFS) supporting Allegheny-Singer Research Institute and Allegheny Health Network. Responsibilities include award set-up, transaction processing, compliance review, cash management, collections, financial reporting and project close-out. Responsible for material accuracy of financial statements /reports. Analyze financial results and outcomes, trends/projections, performance metrics and provides root cause analysis to help facilitate business decisions while adhering to institutional policies and procedures and Sponsor guidelines.
**ESSENTIAL RESPONSIBILITIES**
+ Compliance Management: Read and develop full understanding of business and financial terms and conditions of grant, contract, and/or clinical trial agreement.Maintain compliance with allowable costs, period of performance, subrecipient monitoring, tracking cost share and program income, effort reporting, reporting, other special test provisions, cash management invoicing, and clinical trial billing compliance.Keep current on compliance with federal, state, local, private sponsors, and other agency regulation including Uniform Guidance. Evaluates and maintains business processes in support of post-award management.
+ Invoicing, Accounting Receivable, and Cash Management: Develop full understanding of payment terms and payment schedule as outline in the grant, contract and/or clinical agreement terms. Promptly invoice and timely follow-up on outstanding payments owed. Ensure proper recording cash against programs. Ability to independently troubleshoot, analyze, and problem solve payment variances and queries with Sponsor ensuring positive cash flow. Ability to setup and work within Sponsor portals to setup payment profiles, submit invoices, and retrieve payment backup as needed.
+ Month-end Close: Maintains processes and prepares journal entries to support the monthly close process and the generation of the monthly financial statements/reports. Ensures all financial transactions/entries are properly documented and completed timely.Ensures all financial transactions/entries agree with GAAP, Uniform Guidance, and with institutional policies and procedures.Possesses expertise with the institution's financial systems.
+ Reporting: Independently prepares simple to complex financial reports, working collaboratively with management, financial and program staff to address discrepancies and correct errors. Monitors and meets allinternal and Sponsor stipulated deadlines and content requirements. Ensures reports are clear, accurate, and submitted on-time. Ability to translate and accurately report financials on Sponsor required forms as required. Address ad hoc reports and analysis as needed.
+ Project Closeout:Independently complete project closeout documentation that are accurate, properly documented and on time. Ensures cost share requirements have been met, unallowable costs have been removed, subaward/contract expenses are accounted for, and outstanding obligations have been addressed. Communicates clearly with financial and program staff and others as appropriate to gather necessary information and supporting documentation. Ensure all invoices and payments are complete. Close project cost center in all financial systems.
+ Audit: Independently applies compliance with regulations and guidelines and implements/documents internal controls, policies, and procedures. Gather documentation and information for auditors from multiple sources as required.
+ Other duties as assigned or requested.
**Q** **UALIFICATIONS:**
**Required**
+ Bachelor's degree in Accounting, Finance, Business Administration or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
+ Knowledge of accounting principles, budget planning, and financial analysis with the ability to interpret and apply fiscal regulations (preferred with focus on clinical research or healthcare)
+ Ability to assess, research, and resolve complex financial and compliance issues while applying sound judgment.
+ This position requires a deep understanding of financial management in a clinical trial setting, expertise in research accounting, and a strong background in compliance and auditing
**Preferred**
+ Prior experience in grant, contract and clinical trial financial administration, knowledge of federal agency regulations, policies, and procedures, Uniform Guidance, laws and federal acquisition regulations applicable to research and sponsored programs
+ Prior experience with clinical trial financial management and/or clinical research billing compliance and regulations
**SKILLS:**
+ Organizational and mathematical skills with ability to analyze data, formulate conclusions, demonstrate agility and problem-solving techniques.
+ Strong written and verbal communication skills, ability lead financial meetings with all levels within the organization and with ability to translate and summarize numbers into an understandable narrative to others.
+ Strong attention to detail with high level of accuracy
+ Ability to work independently, prioritize and manage large volumes of work to anticipate and meet tight deadlines.
+ Proficiency in financial software and adaptability to new technologies. Understand financial processes and controls including the reconciliations.
+ Proficiency with MS Excel skills such as sorting, pivot tables, filtering, lookups, subtotals, basic formulas.
+ Demonstrated ability to interpret and implement complex regulations, procedures and/or compliance standards.
+ Attention to detail and accuracy.
+ Ability to process and handle confidential information with discretion.
**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._
**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._
_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy._
_Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._
**Pay Range Minimum:**
$25.10
**Pay Range Maximum:**
$38.91
_Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.
We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.
For accommodation requests, please contact HR Services Online at
California Consumer Privacy Act Employees, Contractors, and Applicants Notice
Req ID: J267482
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Senior Analyst, Financial Operations
Posted 1 day ago
Job Viewed
Job Description
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
The PBM Client Billing Financial Analyst role requires an ambitious, motivated, and eager individual, looking to work for an industry leading, Fortune 4 company. The position is a part of our Financial Operations department within the Client Billing Team. The individual will be working with a dynamic and skilled group, which manages the revenue-cycle operations for CVS Health's Caremark business. The Financial Analyst will play an instrumental role in the success of our Client Billing team, as we help people on their path to better health.
This role is a hybrid between operational ticket queue management via SalesForce Case work and Client specific task management. This will require significant time management, and the ability to flex work hours due to the client's invoice and report cadence. Some of the client tasks will require occasional weekend hours and extended hours on any given day to ensure client tasks are completed in accordance with any applicable SLA tied to the task. The Financial Analyst will work with internal partners to document, review, and resolve cycle processing errors. This will include monitoring their own client tasks and supporting the larger PBM Billing Cycle through project work, cycle issue resolution, and other larger initiatives. They will be the first line of support for any issues that may arise for their own tasks and case work and will also work closely with our internal Billing Production Advisors and Finance IT to support, review, and improve our revenue cycle processes. The role does require interfacing with multiple business units, occasionally attending and or conducting conference calls, and establishing good rapport with all internal and external partners.
The candidate should have experience creating work instruction documentation. They need to demonstrate the ability to identify, initiate, and follow through on issues to support projects which align with enterprise objectives. They must also be able to identify process inefficiencies and provide recommendation to management on how to resolve. The individual needs a proven record of working within cross-functional teams which work to identify and resolve issues which have a broad organization impact.
**Required Qualifications**
+ 3+ years of experience in a fast paced, high volume, dynamic revenue cycle work environment.
+ Experience working in Microsoft Excel.
**Preferred Qualifications**
+ Experience in PBM revenue cycle environment
+ Experience creating, reviewing, and approving project documents, reporting, work instructions
+ Experience with SAP and SAP HANA, Access, and SAS is a plus
+ Self-starter, goal- oriented, ability to manage multiple assignments with strict deadlines.
+ Intermediate to expert level in Microsoft Excel, with experience using functions such as PivotTables, V-Lookup, Filters, Macros, etc.
**Education**
+ High Diploma or GED Required
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/02/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Financial Services - Consulting - Guidewire - Business Analyst - Senior

Posted 2 days ago
Job Viewed
Job Description
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.
**Guidewire - Business Analyst - Senior**
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**
Insurers across the globe are investing heavily in technology-enabled transformation programs. A number of solution "hot spots" exist today, such as in claims, underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for our insightful thought leadership, pro-activity in meeting their needs and having truly globally integrated capabilities. Typical projects will span the following areas of insurance technology-enabled transformation:
- Guidewire System Implementation (Policy, Billing, Claims)
- Enterprise Data Management
- Reinsurance Accounting and Reporting Operations/Technology
- Performance Management and Measurement
- Enterprise Technology Expense Reduction
We assist our clients in designing and implementing solutions to improve their organizations' efficiency and effectiveness in the areas of strategy, people, processes and technology.
**Your Key Responsibilities**
You'll be responsible for working directly with clients to transform their business problems into technology solutions. The goal is to support our clients' efforts to make their business units more effective and efficient and, where required, provide services in connection with the remediation and mitigation of process risk. You will assist engagement teams through the analysis of specific business requirements for alignment with technology architecture, technology infrastructure design, vendor selection and technology implementation plans that support our clients.
**Skills and attributes for success**
+ Demonstrate a comprehensive understanding of business needs and requirements, and an ability to translate business requirements into technical specifications, collaborating with technical teams (e.g., architects) to design and deliver system architecture solutions
+ Remain current on new developments in services capabilities and industry knowledge
+ Advise clients on a variety of business process services that help identify, assess, manage and measure the organization's capabilities; team with client technology professionals or third-party strategic alliances to provide implementation of technology solutions
+ Provide insights and recommendations from different data sources to help verify that the solution/technology is meeting business requirements, and identify new projects and opportunities for additional services
+ Collaborate with client engagement teams with diverse skills and backgrounds, mentor junior resources on the team, and foster an innovative and inclusive team-oriented work environment
**To qualify for the role, you must have**
+ Bachelor's degree in Computer Science, Engineering, Technology, Industrial Administration, Business or a related field and 3+ years of progressive, post-baccalaureate work experience defining business and technical requirements; alternatively, a master's degree in Computer Science, Engineering, Technology, Industrial Administration, Business or a related field and 2+ years of work experience defining business and technical requirements
+ Previous application experience in any of the following:
+ Guidewire, OneShield, Exigen/EIS, MajescoMastek, Duck Creek, Insurity, Sapiens/Adaptik, FirstBest, Business Objects, Cognos, Informatica
+ Proficiency in one or more of the following competencies:
+ System and vendor selection and implementation
+ Definition of business and technical requirements
+ Design of business and technology architecture
+ Business intelligence/decision support
+ Program/project management and implementation planning (PMO)
+ Strong relevant experience in either an internal or external business analysis role, or similar, evidenced by experience in gathering and interpreting business requirements, and
+ developing technical requirements and specifications
+ Experience with Agile SCRUM methodology, business analysis methodologies and business analysis documentation standards
+ Knowledge of software engineering methodologies, reporting tools, process flows, data flows, traceability matrices, modeling and testing strategies
+ Excellent written and verbal communication skills for technical writing and client presentations
+ Ability to form relationships with business stakeholders and SMEs, and help them envision the future state and the change needed to facilitate it
+ Ability to demonstrate strategic thinking through a proven ability to research client inquiries and emerging issues related to regulations, industry practice and new application technologies
+ Travel to client site as necessary
**Ideally, you'll also have**
+ Experience with management reporting enhancement, business intelligence/decision support, data warehousing/enterprise data design and management, or enterprise application integration
+ Experience with planning and facilitating user acceptance testing and managing associated business relationships
**What we look for**
We're interested in self-motivated individuals who can easily function in a high-demand, performance-driven environment. In addition, we're looking for people who recognize the accomplishments of the team before the individual and are sought after as people developers. If you're passionate about problem- solving and helping our clients with some of their most complex issues, this role is for you.
**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 $101,500 to $86,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 121,700 to 211,300. 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 .
Advisor, Financial Planning and Analysis
Posted 2 days ago
Job Viewed
Job Description
This is a high impact role supporting three main focus areas in the at-Home Solutions business:
1) Velocare- newer venture for at-Home Solutions, a supply chain solution enabling hospital quality care in the home
2) Capital Project Management and Consolidations
3) Balance Sheet and Cash Flow FP&A
The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis. An understanding of balance sheet, capital investments, and start up business models is a major plus. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity.
at-Home Solution's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of heath care by improving quality of care and facilitating a world class supply chain to enable growth. Advanced Diabetic Supply Group (ADSG) was acquired in 2025 and integration efforts will continue throughout FY26.
**_Responsibilities_**
+ Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning across multiple facets of the business
+ Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
+ Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business
+ Prepare and present financial reports to operational leadership, translating complex data into clear, actionable insights
+ Contribute to the on-going integration of ADSG, including learning and standardizing reporting methods within different domains
+ Assist with end-of-the-month forecasts, including input and modeling of past trends to predict future outcomes
+ Monitor KPI performance and investigative analytics for operational excellence and to improve overall earnings
+ Opportunity to expand current analytics tools and work on mapped out KPI initiatives
**_Leadership & Communication_**
+ Proficient at presenting to operational & financial leadership
+ Growth mindset and change/transformation capabilities
+ Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
+ Problem-solving mindset with an orientation to work through challenging goals.
**_Qualifications_**
+ BA or BS in Finance preferred, an Advanced Degree is a plus
+ CPA certification is a plus
+ Previous experience owning P&L (or segments of) and managing budgets
+ Strong financial modeling skills required
+ Proficiency with Microsoft Excel and Tableau
+ Proficient with Microsoft PowerPoint and storyboarding/storytelling
**Anticipated salary range:** $79,700 - $113,800
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 9/25/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
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