Tradition Senior Living is seeking to hire an experienced Senior Business Information Systems Analyst. This is a direct hire position with Tradition Senior Living. Tradition Senior Living offers competitive, performance-based compensation programs for capable and dedicated employees who share that same commitment to quality service and performance.
The Senior Business Information Systems Analyst manages all aspects of Tradition’s central and cross-functional business information systems (BIS). The Senior Business Information Systems Analyst is a critical team member tasked with achieving strategic objectives through the efficient and effective use of BIS. Reports to Director of Financial Planning & Analysis.
Responsibilities Include but are not limited to: Working closely with Tradition leadership, providing engaged, empowering, and strategic guidance, to examine business demands and objectives, solve business problems, recognize needs, and create efficiencies for all Tradition teams through BIS application and management. Utilizing cross-functional business knowledge and experience, lead collaborative examinations of BIS; this involves participating in product demos for identified needs as well as discovery. Collaborating with associated Tradition teams to identify and select appropriate BIS and coordinate and complete BIS developments, implementations, integrations, and deployment. Supporting associated Tradition teams as needed to execute system updates/upgrades as needed. Maintaining and improve the internal control environment for all critical BIS, ensuring data integrity. Developing and oversee processes and procedures for best-practice BIS use; provide training resources when necessary for BIS use; oversee BIS administration, ensuring systems are properly maintained by appropriate team members. Developing and maintaining relationships with cross-functional business partners in the Operations and Finance Teams. Supporting other members of the Financial Leadership Team through collaboration on company and team objectives. Having an adaptive and flexible work style effective for working with varied senior-level leaders, on-site team members, and off-site team members that are geographically dispersed. Completing other projects, special assignments, other tasks, and duties as assigned. Maintaining a high level of confidentiality with sensitive information, documents, etc. Have a rewarding, comfortable work experience at Tradition Senior Living. If you feel that you are a qualified fit and up to the challenge, please apply with your resume. All applicants are being contacted.
Benefits: Medical coverage – 3 plans to choose from Dental Vision Health Savings Account (HSA) Health Reimbursement Arrangement (HRA) Prescription Discounts Telemedicine Basic Life and AD&D Coverage Voluntary Life Voluntary STD and LTD Accident and Critical Illness Coverage 401(k) Employee Assistance Program Advocate4Me – medical concierge United Health Care rewards – earn up to $300 for healthy activities Paid Time Off for Full Time employees
Qualifications: Bachelor's degree in business-related field required; Master’s degree is a plus. Minimum of 5+ years of progressive experience in a business-related field; senior living-related experience preferred; involvement with various business management segments required. Strong MS Office skills and Adobe Acrobat skills required; familiarity with system integrations required; familiarity with Eldermark, Yardi, and Prophix (or other FP&A system) preferred. Demonstrated ability to drive process improvements. Strong ability to adapt to, learn, and understand complex and cross-functional business information systems to generate key data. Ability to take loosely defined business questions and translate them into clearly defined specifications. Must present a high degree of professionalism in both written and verbal communication. Team player able to foster collaborative relationships with functional teams across all business areas. Excellent attention to details and exceptional analytical, quality assurance, and organizational skills. Must be flexible, adaptable, and thrive in a fast-paced, changing environment. Must be self-motivated and able to work independently. Able to handle confidential material in a professional manner.

Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee - Houston, TX Texas | 503157 Field Development Supervisor (Mutual of Omaha Advisors) – Denver, CO (Relocation Assistance Available) Colorado | 503145 Financial Representative Trainee - Austin, TX Texas | 502871

Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle. www.highgate.com Location: Highgate Corporate Offices Irving, TX Overview: The Senior Financial Analyst will play a key role in the company’s Financial Planning & Analysis process. This role will report to the Vice President of Financial Planning & Analysis and will require skills in financial planning, modeling, analysis and reporting. The candidate will participate in a range of analytical and data analysis activities which will enhance departmental understanding of current and pro forma financial and operational results, leading to increased efficiencies, lower operational expense levels and revenue opportunities. This role will partner with the CFO to prepare key financial information for the company. Responsibilities: Review and assist in monthly forecasting of financial statementsGenerate monthly and quarterly reporting for internal and external stakeholdersAssist in the preparation of annual budgets for business leadersPrepare detailed business analysis and provide opportunities and solutions for the businessDevelop cost benefit analysis to assess potential opportunitiesCreate dashboards and ad hoc reports to support business operationsBuild strong interdepartmental relationships and maintain open lines of communicationConduct presentations as requiredReview financial results with business leaders, providing insights into results relative to expectationsPrepare analysis of industry data and trendsLead business case development of the Company’s strategic projects by building financial models and liquidity forecasts, performing ongoing updates, and presenting results and recommendations for Revenue and Operating Expense related projects as well as for the 5 Year Strategic PlanExpectations include building financial models, then quantifying, analyzing, and documenting assumptions, while ensuring consistency across the models following approved modeling standardsWork with key cross-functional business partners as well as FP&A team members to ensure all assumptions are vetted and built-inBuild presentations for Senior Management and BOD that should provide the appropriate insights to aid in decision making with an understanding of the return on investment and/or long-term outlook. Presentation should also highlight areas of opportunity or concernWork closely with Regional business partners and FP&A team to ensure final approved models’ assumptions are updated in the appropriate Budget or Forecast in the systemOwn the tracking of the performance vs. the approved strategic initiatives on a monthly basis, including creating and issuing Performance Dashboards where applicableAssist direct manager and the FP&A team related to acquisitions and M&A activitySeek opportunities to streamline and enhance financial analytical support to meet internal customer needs Qualifications: 5+ years of Financial Planning and Analysis experienceBachelor’s degree in Finance, Accounting, Mathematics or other related degree preferred, MBA a plusExperience and strong proficiency with building financial models in Excel and creating Power Point presentations requiredExperience with Oracle based financial systems, SQL, Smart View, and TM1 a plusBuild strong work relationships within Finance and Accounting as well as cross-functional groups and across multiple layers of the organizationStrong analytic skills and intellectual curiosity with ability to summarize results or findingsExcellent analytical and problem solving abilitiesHigh level of intellectual curiosityAbility to drive strategic direction and take initiativeMust be able to translate performance of business from various data sourcesEffective communicator (verbal and written)Demonstrated innovative thinkingStrong attention to detailThe desire to work collaboratively in a team environmentPosition is based in Highgate’s Irving, Texas office

Make a Difference in YOUR Career! Our vision is both simple and ambitious: to put our drinks on every table. We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National and Emerging (GNE) brands. Our products are distributed worldwide from our production sites in Europe, North America, and Australia. Although our own branding may not appear on the labels of the beverages we produce, there is a good chance you are reading this while sipping one of our drinks. Our ambition is to continually improve and it’s what keeps us at the top of our game.We are solutions-based.We are innovative. We seek out new challenges and conquer them. This is our company ethos, but it’s our people’s too:Refresco is at the cutting edge of a fast-moving industry because we have passionate people pushing the boundaries of what’s best. Stop and think: how wouldYOUput our drinks on every table Position Description The Regional Plant Controller, Southwest is responsible for the overall integrity, accuracy and completeness of the company’s manufacturing operations financial results and safeguarding of the plant assets. The Regional Controller Southwest partners with manufacturing operations management team and engages in all aspects of these operations to provide timely and comprehensive financial leadership to the plants across Canada. Essential Functions: Overall responsibility for the multiple plant operations financial results and delivery of accurate timely results in accordance with General Accepted Accounting Principles (GAAP), company processes/procedures and statutory regulations. Achieves this through working closely with the Plant management team, Cost Accounting/Inventory management and Supply Chain Finance teams.Work with plant management teams to set annual standards and production yields for financial reporting and costing analysisProvide financial guidance and support to plant management with proactive communication of accounting/reporting issues and recommendations.Provide guidance/input to management on key business decisions that enable effective and efficient operations and delivery of WOW savingsProvide guidance to plant management in the origination of capital expenditure requests. Prepare/review financial support for the capex requests ensuring compliance to Refresco policy and robust accurate projections of costs and savings generated by the project. Perform post capital expenditure audits and reviews.Ensure the Manufacturing plant finance team provides local subject expertise for SAP financial reporting and processes. And ensure integrity of plant financial data and information in Refresco systemsEnsure compliance with key control procedures and corporate policies and procedures at the local level plant management team to ensure the overall financial integrity of the plant financial information and safeguarding of assets.Weekly/monthly working capital reporting. Work with Plant management to manage effective working capital utilization and cash flows. Significant areas of focus being inventories and capex cash flows.Maintain open communication with peers to foster a consistent approach in the financial management of the local operating units.Provide support for external and internal audits at the operating facilities. Complete other ad-hoc reporting requestsManage the weekly/monthly/quarterly flash forecast process with the plant management team to deliver accurate forecasted bottling results. Appropriate identification of risks and opportunities.Lead the development of the annual Operating Plan for the manufacturing facilities within the region.Work with the Plant Management Team to identify and recommend process improvements that will deliver financial benefits or mitigate financial risks.Analyze financial data to facilitate decision making process at the plant management level Education and Experience: Bachelor's in Accounting required.CPA, CMA or equivalent designationManufacturing & costing experienceMinimum of 5 years at Controller levelUS GAAP & Sarbanes Oxley knowledgeERP System experience Required Skills and Competencies: Excellent verbal and written communication skillsStrong analytical skills, with proven strategic problem solving skillsAbility to operate and consistently deliver in a changing environmentA self-starter with strong initiative and the ability to work independently. Strong customer service orientation,Strives for high performance and uses technical skills effectively with a demonstrated emphasis to detail and accuracy. Ability to multi-task, and work in an organized, detailed manner under limited time frames & tight deadlines.Intermediate Excel skills & Financial ModelingKnowledge of financial accounting systems, controls and compliance procedures and industry practicesStrong written and verbal communication skills with the ability explain results, document processes, and convey ideas.Financial analysis skills (identifies information needed to prepare and validate analyses; interprets and draws conclusions from financial information; extracts meaning from data by recognizing trends and patterns)US GAAP & Sarbanes Oxley knowledgeAbility to demonstrate continuous improvement in previous roles. Active involvement in cost savings development.Sarbanes-Oxley implementation and maintenance experience.Emphasis on problem prevention and developing ideas for improvement. A Career with Refresco Refresco offers a competitive salary and comprehensive benefits, which include: Medical/dental/vision insurance Life insurance 401(k) savings plan with company matchPaid holidays and vacation Well-being benefitsDiscount programs Join Refresco TODAYand enjoy a rewarding CAREER! Any employment agency, person, or entity that submits a rsum to this career site or a hiring manager does so with the understanding that the applicant's rsum will become the property of Refresco Beverages, Inc. Refresco Beverages, Inc. will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. Employment agencies that have agreements with Refresco Beverages, Inc., and have been engaged in a search shall submit rsum to the designated Refresco recruiter or, upon authorization, submit rsum to this career site to be eligible for placement fees.

Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee - Houston, TX Texas | 503157 Field Development Supervisor (Mutual of Omaha Advisors) – Denver, CO (Relocation Assistance Available) Colorado | 503145 Financial Representative Trainee - Austin, TX Texas | 502871

Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. www.highgate.com Location: Highgate Corporate Offices Irving, TX Overview: The Sr. Staff Accountant is responsible for assisting the Director of Finance in maintaining accurate and timely financial reporting; ensuring acceptable levels of internal control; ensuring hotel compliance to Highgate Hotels Standard Operating Procedures; and support/coach team members. For this role, the emphasis is placed on the management of income audit, depository bank reconciliations, recording of monthly expenses and support to resolve balance sheet variances. This position is Hybrid from our corporate office in Irving, TX. Responsibilities: Reconcile monthly revenue between Property Management System and Oracle General ledger. Produce and distribute monthly analysis to Director of Finance and Hotel Accounting teams.Book Monthly expenses for credit card fees, chargebacks and banking fees.Review, reconcile, and record daily income journal activity from Profit Sword to Oracle for each hotel assignment and provide daily/weekly/monthly status updates to accounting and revenue management teams.Provide support to the Income Journal team to complete weekly STR deadline.Prepare and complete bank/balance sheet reconciliations on assigned accounts.Prepare and post monthly cash entries, work with treasury to confirm deposits are clearing the bank.Reconcile assigned bank accounts daily ensuring that the general ledger activity ties to the bank This must be completed before end of business every day noting any variances to be discussed with the property Operations Team and your GMs.Ensure open items identified during the daily reconciliation process have been communicated with follow-up as necessary.Understand and adhere to internal cash reconciliation process and reporting using Oracle and Blackline application data.Prepare documentation for External AuditorsAnalyze financial statements for discrepancies and alert the Director of Accounting if necessary.Delegate financial responsibilities to the accounting team.Provide training and support to the accounting team.Provide support on the AR process as needed.Provide support on ad hoc projects. Qualifications: Bachelors Degree or higher in Accounting, Finance or similar required.Minimum of 3+ years of experience.Hospitality and hotel specific experience preferred.Blackline, Profit Sword and Oracle experience strongly preferred.A/R experience strongly preferred.Strong PC skills including Excel and Word.Strong organizational, analytical, verbal and written communication skills.Proven ability to handle multiple projects simultaneously.Demonstrated ability to lead a team.Ability to work overtime as necessary to complete assigned tasks.Ability to work in a fast-paced environment.

Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee - Houston, TX Texas | 503157 Field Development Supervisor (Mutual of Omaha Advisors) – Denver, CO (Relocation Assistance Available) Colorado | 503145 Financial Representative Trainee - Austin, TX Texas | 502871

Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee - Houston, TX Texas | 503157 Field Development Supervisor (Mutual of Omaha Advisors) – Denver, CO (Relocation Assistance Available) Colorado | 503145 Financial Representative Trainee - Austin, TX Texas | 502871

Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsFinancial Representative Trainee - Houston, TX Texas | 503157 Field Development Supervisor (Mutual of Omaha Advisors) – Denver, CO (Relocation Assistance Available) Colorado | 503145 Financial Representative Trainee - Austin, TX Texas | 502871

Tradition Senior Living is seeking to hire an experienced Senior Business Information Systems Analyst. This is a direct hire position with Tradition Senior Living. Tradition Senior Living offers competitive, performance-based compensation programs for capable and dedicated employees who share that same commitment to quality service and performance.
The Senior Business Information Systems Analyst manages all aspects of Tradition’s central and cross-functional business information systems (BIS). The Senior Business Information Systems Analyst is a critical team member tasked with achieving strategic objectives through the efficient and effective use of BIS. Reports to Director of Financial Planning & Analysis.
Responsibilities Include but are not limited to: Working closely with Tradition leadership, providing engaged, empowering, and strategic guidance, to examine business demands and objectives, solve business problems, recognize needs, and create efficiencies for all Tradition teams through BIS application and management. Utilizing cross-functional business knowledge and experience, lead collaborative examinations of BIS; this involves participating in product demos for identified needs as well as discovery. Collaborating with associated Tradition teams to identify and select appropriate BIS and coordinate and complete BIS developments, implementations, integrations, and deployment. Supporting associated Tradition teams as needed to execute system updates/upgrades as needed. Maintaining and improve the internal control environment for all critical BIS, ensuring data integrity. Developing and oversee processes and procedures for best-practice BIS use; provide training resources when necessary for BIS use; oversee BIS administration, ensuring systems are properly maintained by appropriate team members. Developing and maintaining relationships with cross-functional business partners in the Operations and Finance Teams. Supporting other members of the Financial Leadership Team through collaboration on company and team objectives. Having an adaptive and flexible work style effective for working with varied senior-level leaders, on-site team members, and off-site team members that are geographically dispersed. Completing other projects, special assignments, other tasks, and duties as assigned. Maintaining a high level of confidentiality with sensitive information, documents, etc. Have a rewarding, comfortable work experience at Tradition Senior Living. If you feel that you are a qualified fit and up to the challenge, please apply with your resume. All applicants are being contacted.
Benefits: Medical coverage – 3 plans to choose from Dental Vision Health Savings Account (HSA) Health Reimbursement Arrangement (HRA) Prescription Discounts Telemedicine Basic Life and AD&D Coverage Voluntary Life Voluntary STD and LTD Accident and Critical Illness Coverage 401(k) Employee Assistance Program Advocate4Me – medical concierge United Health Care rewards – earn up to $300 for healthy activities Paid Time Off for Full Time employees
Qualifications: Bachelor's degree in business-related field required; Master’s degree is a plus. Minimum of 5+ years of progressive experience in a business-related field; senior living-related experience preferred; involvement with various business management segments required. Strong MS Office skills and Adobe Acrobat skills required; familiarity with system integrations required; familiarity with Eldermark, Yardi, and Prophix (or other FP&A system) preferred. Demonstrated ability to drive process improvements. Strong ability to adapt to, learn, and understand complex and cross-functional business information systems to generate key data. Ability to take loosely defined business questions and translate them into clearly defined specifications. Must present a high degree of professionalism in both written and verbal communication. Team player able to foster collaborative relationships with functional teams across all business areas. Excellent attention to details and exceptional analytical, quality assurance, and organizational skills. Must be flexible, adaptable, and thrive in a fast-paced, changing environment. Must be self-motivated and able to work independently. Able to handle confidential material in a professional manner.