1,034 Debt Management jobs in the United States
Vice President, Debt Management Solutions
Posted 19 days ago
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Job Location
Headquarters - Suitland, MD
Description
The Vice President of Debt Management Solutions is responsible for organizing, planning, directing, and controlling all operations of the Debt Management Department. Oversees all collections functions including the control of credit accounts that are late, potentially delinquent, delinquent, or charged off. Assists in the resolution of difficult and complex account situations. Performs periodic evaluation of collections policies and procedures and modifies as needed. Ensures established policies, procedures, and legal requirements are followed. Coordinates activities, ensuring all subordinate areas of responsibility support Company objectives. Trains, directs, and appraises personnel. Ensures services are delivered professionally and efficiently.
ESSENTIAL DUTIES
- Assumes responsibility for the development and implementation of Debt Management Department policies, procedures, and planning.
- Assists the CLO and CFO in developing short and long-term goals and plans.
- Ensure all collection activities comply with regulations and credit union policies and procedures.
- Maintain the credit union's targeted delinquency and charge off ratios. Identify trends and report on elements of risk including delinquency, bankruptcy, repossessions, and foreclosures.
- Executes established operational goals and ensures corporate-wide plans are complemented and supported.
- Assists in developing Department policies and procedures. Conducts periodic reviews of existing policies and procedures to ensure maximum efficiency and service delivery.
- Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Assumes responsibility for the effective and efficient administration and performance of Collections functions.
- Monitors and evaluates work quality, efficiency, and productivity. Provides suggestions for improved service delivery. Seeks new methods to accomplish Department functions.
- Ensures collections functions are completed in accordance with established Company policies and procedures and applicable legal requirements. Ensures confidentiality is maintained.
- Directs, coordinates, and schedules work.
- Provides assistance with complex and sensitive collections activities.
- Ensures supply and equipment needs are met.
- Oversees charge-offs, repossessions, and various court collections actions. Makes recommendations for action. Ensures Company assets are protected.
- Ensures collections actions are thoroughly documented. Ensures accurate accounting for and collection of charged-off accounts.
- Performs miscellaneous collections functions as required.
- Assumes responsibility for ensuring professional business relationships are established and maintained with members, the community, and within the credit union industry.
- Represents the Credit Union in contacts with members and other professionals.
- Ensures requests, questions, and problems are courteously and professionally resolved. Ensures communications are effective and efficient.
- Works with delinquent members to reach suitable arrangements to restore accounts to current status. Utilizes effective human relations skills and persuasion to resolve negative situations.
- Discusses possible financial arrangements, informs members of possible legal actions, and provides or suggests financial counseling as means to arrive at suitable payment arrangements.
- Ensures the Credit Union's professional reputation is maintained.
- Effectively supervises Department personnel, ensuring optimal performance.
- Provides leadership to personnel through effective objective setting, delegation, and communication. Conducts staff meetings as required.
- Informs personnel of policy, procedural, and legal changes. Discusses areas needing improvements.
- Ensures personnel are well trained, effective, and optimally used. Identifies training needs and develops and implements appropriate training programs. Conducts training sessions and cross-trains as appropriate.
- Conducts performance appraisals as required. Formulates and implements corrective actions as needed.
- Ensures staffing levels are appropriate. Interviews, hires, and assigns personnel.
- Assists, supports, and serves personnel as needed.
- Assumes responsibility for establishing and maintaining effective communication and coordination with Credit Union personnel and with management.
- Assists, serves, and informs related departments as needed.
- Coordinates collections efforts with related departments.
- Keeps the CLO/CFO informed of area operations and of any significant problems. Provides recommendations to improve collections processes and effectiveness and ensure the integrity of Department processes.
- Completes required reports, records, and other documentation as required.
- Ensures effective and efficient internal communication.
- Attends and participates in meetings and committees as required.
- Assumes responsibility for related duties as required or assigned.
- Ensures changes in legal requirements and government regulations are integrated into current practices.
- Stays informed regarding changes in collections practices and trends.
- Ensures work area is clean, secure, and well maintained.
- Completes special projects as assigned.
- 10 + years of collections experience
- Bachelor's degree required, Master's degree preferred
- Thorough knowledge of collections, servicing, bankruptcy procedures, and legal requirements.
- Understanding of Company default enforcement clauses.
- Five to seven years of progressive collections experience.
- Supervisory experience preferred.
- Excellent communication and public relations skills.
- Ability to work in stressful, high pressure situations.
- Solid analytical and negotiating skills.
- Strong leadership and supervisory abilities.
- Able to operate computer applications, financial calculator, and other basic business equipment.
- Demonstrated in-depth collection techniques and financial principles.
- Effective ability to communicate orally or in written form with management, internal and external members.
- Demonstrate the ability to anticipate and solve practical problems or resolve issues.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Individuals may need to sit or stand as needed.
- May require walking primarily on a level surface for periodic periods throughout the day.
- Reaching above shoulder heights, below the waist or lifting as required to file documents or store materials throughout the work day.
- Proper lifting techniques required.
- May include lifting up to 20 pounds.
- Must be able to use a personal computer, telephone, and associated office equipment.
Salary Range - $145,672.80 - 180,000.00
Systems Administrator with FICO Debt Management Exp
Posted 2 days ago
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Systems Administrator with FICO Debt Management Exp Infojini Consulting is a full-service IT consulting, services, and staffing firm with offices in Secaucus, NJ. We are recognized as one of the fastest-growing IT services and software development companies. Our partnerships with major technology vendors have enabled us to serve a strong customer base, including Fortune 100 companies and federal and state agencies such as North Carolina, South Carolina, Maryland, California, Pennsylvania, Virginia, Washington, and others. Infojini Consulting is an equal opportunity employer and considers all qualified individuals for employment regardless of race, gender, age, color, or sexual orientation. We offer an excellent compensation package. We are seeking a Systems Administrator in Baltimore, MD, for a 6+ months contract position. Please refer others if you are unavailable or not the right fit for this opportunity. We offer a referral bonus of up to $2500! Don't miss the chance to refer someone looking for projects. Job Description: Position: Systems Administrator with FICO Debt Management Experience Duration: 6+ months Client: Direct Client Scope of Work: Monitor, measure, and record system metrics such as memory usage, virtual disk transactions, network throughput, data transfer, disk storage, and response times. Support related tasks as needed. Required Skills: Education: Associate’s degree in Computer Science, Information Systems, Business, or related technical discipline. A Bachelor’s Degree in these fields equals one year of specialized and two years of general experience. An additional year of specialized experience may substitute for the education requirement. Experience: Two (2) years in a computer-related field. Specialized Experience: Experience with FICO Debt Manager and administering multi-user, shared processor systems and data communication networks. Desired Skills: Experience integrating FICO Debt Manager with peripheral systems such as IVR, IPD, debt referral, debt adjustment, payment processing, and document management systems. All information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr
Vice President, Debt Asset Management
Posted 5 days ago
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Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $35 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.
Overview
The Vice President of the Debt Team understands the importance of engaging and empowering a team of highly talented technical and professional analysts and associates. Vice Presidents will develop and mentor junior team members, represent the team in communications with senior client professionals and lead the creation and implementation of new asset management processes.
Key Responsibilities
- Lead a team that manages highly structured commercial mortgage products, mezzanine loans, as well as structured debt products;
- Mentor and advise direct asset management team and consult closely with portfolio management and underwriting teams;
- Liaison with borrowers, consultants, counsel and senior client professionals in regards to all aspects of debt asset management;
- Develop and implement process improvements;
- Review and improve production of quantitative and qualitative investment- and portfolio-level performance reports;
- Interpret complex loan documents to confirm all relevant loan terms and covenants are being satisfied;
- Work closely with internal and external legal counsel in evaluating legal issues and documenting various transactions arising from the asset management of the portfolio; and
- Leverage industry experience to provide context to team, improve process improvements and client reports, guide team performance.
- People Management Responsibilities Involved with staff selection, interviewing and training as needed;
- Oversee the day-to-day workload and performance of direct reports, providing clear direction and support as needed to achieve work objectives;
- Ensure that direct reports understand their duties and delegated tasks;
- Monitor performance and development of direct reports and provide constructive and timely feedback and coaching;
- Work with direct reports to set individual goals and deadlines and conduct regular performance reviews aligned with performance review process; and
- Handle discipline of employees in accordance with company policy.
- A minimum of 7 years' relevant experience
- Similar positions in acquisitions, asset management or development of commercial office or industrial assets preferred; client-facing experience preferred
- A minimum of 3 years' management experience
- Asset management experience, including development and analysis of real estate-based financial models, underwriting, valuations and discounted cash flows
- Proficiency in Microsoft Excel, PowerPoint and ARGUS Enterprise
- Bachelor's degree required. Business, Finance, Real Estate, Economics, or a related field of study preferred
- Certification preferred
- Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:
- Job Knowledge & Technical Ability: Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets. Ability to build out a complex financial model from scratch including waterfalls and various debt structures. Ability to read and analyze investment, lease, and management agreements.
- Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.
- Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
- Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
- 1-2 times per month depending on deal list.
- Classification: Exempt
- Position Status: Regular / Full Time
- Reports To: Vice President, Debt
- Direct Reports: No
- While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
- Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
- Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
- Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
- Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
- Ability to interact in a courteous professional manner at all times.
- Regular, predictable attendance is required.
- The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Moderate noise (i.e., business office with computers, phones, printers and light traffic)
- Indoor business office environment with windows; light foot traffic within work areas
- The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- We offer a comprehensive benefits package that includes:
- Employer-paid Medical, Dental & Vision, with buy-up options available
- Flexible Spending Account, Health Savings Account
- Carrot Fertility Benefit - $0,000 lifetime benefit
- 401k company match 4%, immediately vested
- Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
- 14 weeks Maternity Leave & 12 weeks Parental Leave
- Wellbeing program offerings
- Cell phone reimbursement
- Engaging team events & holiday parties
160,000 - 180,000 a year
160,000 - 180,000 base, plus discretionary bonus
Offered salary is based on a variety of factors, including skills, experience, and qualifications for the role.
Intent of Position Description
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.
Equal Opportunity Employer
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States and willing to complete a background check.
Financial Planning Analysis / Sr Financial Planning & Analysis
Posted 11 days ago
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Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Continue with Google Continue with Google Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work. Why join our team: We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. We are currently searching for a Sr Financial Planning & Analysis to support the Services business for Transact+CBORD. Please see the details for the position below. Title: Sr Financial Planning & Analysis Location: Remote within the US Key Responsibilities Support strategic business decision making through financial modeling and analysis, including ad-hoc modeling and analysis to achieve business and company goals. Maintain financial budgets and forecasts for the business and track key variances. Design and create monthly, quarterly dashboards to help monitor and identify key business trends. Develops financial plans and reports for organizational leaders. Enhance and maintain key KPIs to drive better investment decisions, such as return on spend at the program or initiative level. Constantly improve accuracy by understanding the underlying business drivers. Update assumptions with inputs from operational business improvements. Variance reporting (forecast vs. actuals) and analysis. Provide inputs to monthly reporting packages, and monthly and quarterly business reviews. Requirements BA/BS in Finance, Accounting, Business Administration, Economics. Three (3) or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting. Excellent Excel skills. Have a rigorous attention to detail. Excellent communication and organization skills. Work well under pressure. Highly organized and can work on multiple projects at once. A high level of analytical ability and accuracy. Ability to work independently and complete tasks with minimal supervision. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Transact Campus by 2x Get notified about new Senior Financial Planning Analyst jobs in St Louis, MO . 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Financial Planning & Analysis
Posted today
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Major Responsibilities: Financial Planning & Analysis is responsible for providing senior management with analysis and insight into Mizuho America's financial results. This position will work closely with a variety of seasoned professionals across te Financial Planning, Financial, Planning, Banking, Management
Analyst, Financial Planning
Posted today
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SUMMARY
The FP&A Analyst plays a critical role in financial planning, forecasting, and strategic decision-making for AMPP and its affiliates. Responsibilities include managing budgeting, forecasting, financial modeling, variance analysis, and performance reporting. The analyst works closely with management and serves as the primary contact across business units.
Reporting to the CFO, this role requires analytical skills, independence, and proactive problem-solving. The analyst partners with leadership to provide insights into revenue, expenses, bookings, and investment opportunities to support company strategies.
Essential Duties and Responsibilities include:
- Conduct complex financial analysis and reporting.
- Lead budgeting, forecasting, and financial planning processes.
- Analyze performance metrics and provide insights.
- Support ROI evaluations and variance analysis.
- Assist in financial reviews and presentations.
- Refine budgeting processes annually.
- Provide forecasts and partner with sales for pipeline analysis.
- Manage ARR tracking and reporting.
- Develop financial models, dashboards, and KPIs.
- Monitor financial results and variances.
- Perform ad hoc analysis for leadership.
- Coordinate with business units and support financial reporting.
- Identify automation opportunities and system improvements.
- Ensure data accuracy and system integration.
- Oversee cash flow and working capital.
- Identify operational efficiencies and cost savings.
- Provide global financial insights and ensure compliance.
- Develop KPIs and communicate insights to stakeholders.
- Conduct business reviews and resource optimization.
- Lead cost-benefit analyses and operational efficiency initiatives.
Supervisory Responsibilities: None.
QualificationsRequirements:
- Self-guided problem solver with solution development skills.
- Experience in financial modeling and reporting.
- Strong analytical skills and data interpretation.
- Adaptability in dynamic environments.
- Experience with budgeting, forecasting, and variance analysis.
- Ability to develop financial statements and projections.
- Familiarity with financial software and industry best practices.
- Effective communication and collaboration skills.
Travel: Occasional, up to 5%.
Education & Experience:
- Bachelor's degree in finance, accounting, or related field.
- Minimum 5 years FP&A experience.
- Knowledge of accounting principles.
- MBA or CGMA preferred.
Proficiency in financial analysis, Microsoft Office, ERP systems, and strong communication skills. Ability to work in fast-paced environments and handle multiple priorities.
Physical & Work EnvironmentStandard office environment with typical physical demands. Moderate noise level. Reasonable accommodations available.
Equal OpportunityAMPP provides equal employment opportunities and maintains a respectful, harassment-free workplace. Contact HR at for accommodations.
#J-18808-LjbffrFinancial Planning & Analysis
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Location: Richmond, VA (Hybrid) Need candidate within 2hrs drivable distance but not Northern VA
Job ID: 759343
Interview Mode: Web Cam Interview Only
The Virginia Department of Transportation (VDOT) is seeking a FinOps Lead. The primary focus will be to monitor and optimize cloud usage/spend, improve cost visibility, & ensure financial alignment with business values.
Job Description:
- The Virginia Department of Transportation(VDOT) has an opportunity for a FinOps Lead in our Information Technology Division. In this role, you will be a critical link between our Infrastructure& Operations (I&O), Project and ITD Finance, and leadership team. Your primary focus will be to monitor, manage and optime cloud usage and spend,improve cost visibility, and ensure financial alignment with our business values.
- This is an individual contributor role reporting to Enterprise Architecture
- This position is a hybrid role based in Richmond, VA at the VDOT Central Office.
- To succeed in this role, you should have excellent time management and communication skills which are necessary to collaborate with business partners and internal teams to coordinate and track the delivery of results ahead of deadlines.
Position specific responsibilities and duties include, but are not limited to:
Cloud Cost Optimization.
•Partner with I&O, Product and DevOps teams to monitor, analyze, and optimize cloud resource usage (e.g. Azure) by Product and Product Line Pipeline.
•Identify opportunities for cost savings through right-sizing, reserved instances, and savings plans.
•Establish policies for resource tagging, allocation, and spend limits to enforce cost accountability.
Financial Planning and Analysis.
•Build detailed forecasts for cloud costs, incorporating growth trends, utilization metrics, and product development needs.
•Collaborate with ITD Finance team align cloud spend withoverall agency budgets and strategic initiatives.
•Create and maintain dashboards for tracking cloud costs against forecasts and budget.
Cross-functional Collaboration.
•Work closely with product, Enterprise Architecture (EA),and engineering teams to ensure efficient resource allocation and budgeting for new features.
•Provide actionable recommendations to leadership on cloud spend trends, anomalies, and risks.
•Lead or support initiatives to educate stakeholders onFinOps best practices.
•Design &implement Cloud Product COGS calculator to guide Pricing & Packaging decisions.
Reporting and Governance.
•Implement tools and frameworks to automate cloud cost reporting and alerts.
•Develop KPIs and benchmarks to track cost efficiency overtime.
•Ensure compliance with internal financial policies and external regulatory requirements.
Experience:
- 8+ years in a Finance/FP&A related role
- 3-4 years in cloud finance or cloud operations role, ideally in a SaaS or cloud-native environment.
- Qualifications:
- Proven track record of implementing a cloud cost analytics framework by product.
- Strong understanding of cloud platforms (AWS, GCP, or Azure) and pricing models.
- Proficiency in financial modeling and cost analysis.
- Experience with cloud cost management tools (e.g., Cloud Health, Spot, AWS Cost Explorer).
- Familiarity with FinOps principles and frameworks.
- Analytical, detail-oriented, and proactive problem-solver with a passion for efficiency and cost management.
- Basic scripting (e.g., Python, SQL) is a plus but not required.
- Bachelor's degree in Finance, Accounting, Computer Science, or a related field.
Work Hours: 40 hours per week,typically Monday through Friday, 8:30 AM to 5 PM, flexible schedule available
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Director, Financial Planning
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The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Commands Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares responsibility for developing, maintaining and enhancing core Financial Planning capabilities across the enterprise. In addition, each Director will have an assigned area of responsibility within the departments operational structure, to be defined in a separate Statement of Responsibilies:
This person is a visionary thought leader who builds and maintains collaborative relationships with key HO business partners, including Field Force Training, Advisor Ops, Supervision & Surveillance, Marketing, BIS, Legal/Compliance, and the Field Force. This person is a change leader who must be able to challenge the status quo, deliver innovative solutions and support enterprise-wide adoption while maintaining support for current Advisor processes.
This role requires a deep understanding of First Commands business model and strategic priorities, the ability to access and apply industry knowledge and best practices to First Commands processes, and the ability to interact extensively with senior leaders across the organization. Additional skills required include effective communication, collaboration, team building, conflict resolution, and change leadership.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
- Familiar with Agile Framework (Preferred).
- Envestnet MoneyGuide
- At least 10 years in the financial services industry with a focus on personal financial planning and experience in face-to-face sales of insurance and investment products.
- At least 5 years experience in the financial services industry in a leadership role.
- Obtains CFP
Analyst, Financial Planning
Posted today
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Job Description
About the Role
In this role you will assist in developing short and long-term strategic guidance, tools and processes to achieve organizational goals.
What You'll Do
- Manage seasonal planning calendar
- Build and maintain seasonal planning forms and provide support to merchants, including brand plans and key classification plans
- Update and run financial modeling to demonstrate the impact of changes
- Leverage data from Finance team to update tools and financial models
- Partner with Planning Managers and Assistant Planning Managers to provide guidance and support on planning tools
- Provide data and analysis to cross-functional partners, including Marketing, Finance and Strategy
- KPIs include: Sales performance, Merchandise Gross Margin performance and Inventory turnover performance to Profit and Loss, Customer and category market share and Forecast Accuracy
- Additional tasks may be assigned
Required
- College degree or equivalent experience
- Strong analytical, reasoning, organization, negotiation and problem-solving skills
- Knowledge of data interpretation
- Strong financial acumen
- Excellent verbal and written communication skills
- Proficiency with SPSS, SAS and/or Microsoft Office
- Project management skills, including the ability to prioritize multiple projects
The requirements listed below are representative of functions you will be required to perform, however you may be required to perform additional functions. Kohl's may revise this job description at any time. To perform this job successfully, you must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, absent undue hardship.
- Ability to perform the accountabilities listed in the "What You'll Do" Section
- Ability to comply with dress code requirements
- Basic math and reading skills, legible handwriting, and basic computer operation
- Ability to maintain prompt and regular attendance and meet scheduling requirements as set by the company
- Ability to learn and comply with all company policies, procedures, standards and guidelines
- Ability to receive, understand and proactively respond to direction from leadership and other company personnel
- Ability to work as part of a team and interact effectively and appropriately with others
- Ability to maintain composure and work in a fast paced environment while accomplishing multiple tasks within established timeframes
- Ability to satisfactorily complete company training programs
- Ability to use a personal computer for tasks such as communicating, preparing reports, etc.
- Ability to plan, prioritize and monitor activities across business units
- Ability to complete or oversee the completion of assigned projects in a timely manner
Analyst, Financial Planning
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Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
Why You'll Love This Job- This job is a member of the Finance Team within the Finance Division.
- Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
- Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
- Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
- Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
- Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
- Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
- Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
- Work extensively as consultants for other groups in the company
- Provide various reports that are reviewed by CFO and other key executives
- Prepare materials for earnings calls and Board of Director meetings
Minimum Qualifications- Education & Prior Job Experience
- 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
Preferred Qualifications- Education & Prior Job Experience
- Airline or travel industry experience
- MBA from a leading institution
Skills, Licenses & Certifications
- Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
- Excellent teamwork skills, with proven ability to work effectively in a variety of situations
- Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
- Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
- Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
- Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
- Wellness Programs: We want you to be the best version of yourself that's why our wellness programs provide you with all the right tools, resources and support you need.
- 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
- Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more.
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.