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Accounting / Finance Jobs
Full Time
6/12/2024
Dallas, TX 75209
(8.2 miles)
$90,000 to $110,000 / yr
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.
Full Time
7/4/2024
Irving, TX 75062
(0.8 miles)
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 - Guaynabo, Puerto Rico Puerto Rico | 502875 Account Executive - Group Benefits - Omaha, NE or Kansas City, MO Missouri, Nebraska | 503230 Financial Representative Trainee - Omaha, NE Nebraska | 502867
Full Time
6/22/2024
Keller, TX 76244
(19.6 miles)
Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1.Salary for the first four years as you begin to build your practice2A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.1 For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration2 As your new asset compensation and commissions increase over the first four years, salary will decreaseSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeed Skilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
7/7/2024
Irving, TX 75062
(0.8 miles)
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.
Full Time
6/21/2024
Dallas, TX 75240
(12.1 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry.As a Tax Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returnsServe as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedbackWork on multiple complex issues and communicate in a non-technical manner to facilitate communication between the client and the service team, all while managing the risk for both the client and the firmServe as the Tax client service coordinator for appropriate clientsAdvise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activitiesReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsAssist with new business development, extended services and tax issue recognition for existing clientsManage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)Remain up-to-date on current tax practices and changes in tax lawBasic Qualifications:Bachelor’s Degree in Accounting or related field5+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firmActive CPA, JD/LLM or EAPrior tax compliance & consulting experience serving Asset Management clients Working knowledge of tax code and technical aspects of tax preparation and complianceAbility to work closely with clients to answer questions or to collect necessary information for tax service requirementsProven track record managing client engagements from start-to-endPreferred Qualifications:Masters of Accounting, Masters of Taxation or MBAAt RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.Compensation Range: $88,400 - $167,200Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
7/10/2024
Fort Worth, TX 76155
(4.9 miles)
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.
Full Time
7/10/2024
Irving, TX 75062
(0.8 miles)
Job DescriptionEpsilon Retail Media is a growth area for Epsilon and is in the early stages of organization and development. Epsilon sees the need for a leader to oversee all aspects of its Accounting and Billing functions in collaboration with Epsilon Accounting and Revenue leadership. This role will be a key player in the support of the business as it grows in the near and long term.Billing and Collections Oversight and Reconciliation Review:Provide oversight into Billing and Collections in Epsilon Retail Media Billing and Accounting.Build out and stress test all reconciliations to tie out accurately to the GL balance for each Retailer Account Receivable and corresponding Remittance Payable.Provide feedback to the business on issues arising from the reconciliation work to follow up until the reconciliations are accurate and adequately supported on a monthly basis.Integral to the Accounting close on Revenue and the balance sheet, as well as, Bad Debt.Troubleshooting and Process Improvement:Collaborate with teams to identify gaps in billing processes. Understand pain points, inconsistencies, and areas for improvement.Investigate discrepancies or issues. Determine the root causes behind billing errors, delays, or gaps.With the help of key stakeholders, map out the billing process from end to end. Identify touchpoints, data flows, and potential bottlenecks.Develop or enhance SOPs for billing. Ensure they cover troubleshooting scenarios and address common issues.Train billing staff on troubleshooting techniques. Foster open communication channels for reporting issues.Regularly review and refine reconciliations with account teams and or the client. Seek feedback from stakeholders to enhance efficiency.Automation Implementation:Identify manual processes that can be automated to improve efficiency.Work with IT teams to implement tools or software that streamline billing and accounting tasks.Understand the data issues and gaps to determine where to adjust data entry from client services and others.Leverage automation tools and continuously review processes for improvement.Monitor the effectiveness of automation solutions and make adjustments as needed.Collaboration with Operations Teams:Regularly engage with operations teams to understand their pain points and challenges.Encourage open communication channels for team members to raise issues related to billing and accounting.Follow through on reported issues, ensuring timely resolution and process improvements.Internal Audit Leadership:Integrate audit services to provide assurance on internal controls, financial reporting, operational efficiency, and legal compliance.Direct comprehensive audit programs, collaborating with teams to assess controls and risk management.Provide consulting services to improve internal controls and risk management.RequirementsApproximately 5+ years of auditCPA or CMA preferredExtensive experience in different aspects of accounting and billing functions.Solid understanding of GAAPExperience with complex processesLeadership over process improvement and internal audit knowledgeSalary Range: $165,000 - $185,000The application deadline for this job posting is 08/27/2024.Additional InformationEpsilon at Our CORE Epsilon is a global advertising and marketing technology company positioned at the center of Publicis Groupe. Our products accelerate our clients' ability to harness the power of their first-party data to activate campaigns across channels and devices, with an unparalleled ability to prove outcomes. For decades, we've been helping marketers from the world's top brands personalize experiences for millions of people with our cutting-edge technology, solutions and services. Our best-in-class identity gives brands a clear, privacy-safe view of their customers, which they can use across our suite of digital media, retail media, messaging and loyalty solutions. We process 400+ billion consumer actions each day and hold many patents of proprietary technology, including real-time modeling languages and consumer privacy advancements. Thanks to the work of every employee, Epsilon has been consistently recognized as industry-leading by Forrester, Adweek and the MRC. Curious about life at Epsilon Explore Our Culture, DE&I initiatives, and our commitment to our communities. Epsilon has a core set of 5 values that define our culture and guide us to create value for our clients, our people and consumers. We are seeking candidates that align with our company values, demonstrate them and make them meaningful in their day-to-day work:Act with integrity. We are transparent and have the courage to do the right thing. Work together to win together. We believe collaboration is the catalyst that unlocks our full potential. Innovate with purpose. We shape the market with big ideas that drive big outcomes. Respect all voices. We embrace differences and foster a culture of connection and belonging. Empower with accountability. We trust each other to own and deliver on common goals. Because You Matter As an Epsilon employee, you deserve perks and benefits that put you, your family and your finances first. Our benefits encompass a wide range of offerings, including but not limited to the following:Time to Recharge: Flexible time off (FTO), 14 paid holidays Time to Recover: Paid sick time Family Well-Being: Parental/new child leave, childcare & elder care assistance, adoption assistance Extra Perks: Comprehensive health coverage, 401(k), tuition assistance, commuter benefits, professional development, employee recognition, charitable donation matching, health coaching and counseling Epsilon benefits are subject to eligibility requirements and other terms. Epsilon is an Equal Opportunity Employer. Epsilon's policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. Epsilon also prohibits harassment of applicants and employees based on any of these protected categories. Epsilon will provide accommodations to applicants needing accommodations to complete the application process. For San Francisco Bay and Los Angeles Areas: Epsilon will consider for employment qualified applicants with criminal histories in a manner consistent with the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance and San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance. Applicants with criminal histories are welcome to apply. #LI-KM1REF237770K
Full Time
6/25/2024
Irving, TX 75062
(0.8 miles)
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 - Guaynabo, Puerto Rico Puerto Rico | 502875 Account Executive - Group Benefits - Omaha, NE or Kansas City, MO Missouri, Nebraska | 503230 Financial Representative Trainee - Omaha, NE Nebraska | 502867
Full Time
7/4/2024
Irving, TX 75062
(0.8 miles)
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 Accounting Manager will be responsible for taking ownership of all payroll related activities in regards to the general ledger and supporting the payroll transformation from ADP to Ceridian. The performance of this position will be primarily measured by how successful we are in the ensuring that all entries and reconciliations are completed. This position is Hybrid from our corporate office, Irving, TX. Responsibilities: Specialize in the payroll transformation from ADP to Ceridian and reviewing processes.Prepare and post ledger entries with earnings and deductionsPrepare and post accrued payroll, vacation, annual bonuses, and severanceInitiate wire transfers and ACH payments for any off cycle manual payroll, if neededReconciles payroll-related general ledger accounts monthly and ensures reconciliations are completed timely and accuratelyPrepare and maintain accounting files, records, and schedulesProduces ad hoc and recurring payroll reportingPrepare and post entries to bill out allocated compensation to managed propertiesServes as a point of contact for compensation related queriesEvaluate processes and procedural documents for increased efficiencies and opportunities for continuous improvementFacilitates audits by providing records and documentation to auditorsDocument and update payroll proceduresPrepare and post entries of medical benefits allocationsAssists with compensation forecasting and annual budgetsAssists Payroll dept and HR with GL mapping of deductions and earnings codes Qualifications: Bachelor’s Degree in Accounting required3+ years of payroll accounting experience requiredCPA or CPA candidate preferredProficiency with Excel requiredProficient with Oracle accounting systems preferredProficient with ADP and/or Ceridian Dayforce preferredPrior real estate or hospitality experience preferredPublic Accounting experience preferredStrong organizational, analytical, verbal and written communication skills with the ability to prioritize and work independently with minimal supervisionA strong desire to develop into a future finance and accounting leader within a dynamic organization
Full Time
7/1/2024
Dallas, TX 75240
(12.1 miles)
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSM is seeking for a Transaction Advisory Services Manager who will work closely with our clients we serve, Directors, C-level leadership, and other team members to provide financial and operational analysis of US and international businesses for our clients. The Transaction Advisory Services Line offers our clients assistance with buy side due diligence, sell-side due diligence, and working capital assistance. We expect this role to grow alongside our emerging industry focus into energy-related sectors.Responsibilities:·Performs financial due diligence for clients who are acquiring or divesting businesses·Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis·Prepares detailed financial analysis to help clients evaluate their acquisition decisions and financing requirements·Uses various software tools as designated by the firm·Interacts with the other functional areas of the practice including tax, audit and other consulting practices·Assists in preparing proposals and engagement letters·Represents the firm in community activities and professional associationRequired Qualifications:·Bachelor’s degree in Accounting·Minimum of 6 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm·Supervision / Team Leadership experience·Ability to direct and manage client engagements·Excellent verbal and written communication skills·Proficient with Microsoft Excel and Microsoft PowerPoint·Ability to travel 25-30% overnightPreferred Qualifications:·CPA certification·Able to work within tight deadlines and take responsibility for getting the job done in a timely manner·Preferred industry experience in one or more of the following: manufacturing, distribution, and energy related investments, including but not limited to: oil & gas production, midstream, oil field services, utilities & power generation, and green/renewable energy production and services (wind, solar, etc.) At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.Compensation Range: $97,700 - $196,400Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
7/1/2024
Irving, TX 75062
(0.8 miles)
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 - Guaynabo, Puerto Rico Puerto Rico | 502875 Account Executive - Group Benefits - Omaha, NE or Kansas City, MO Missouri, Nebraska | 503230 Financial Representative Trainee - Omaha, NE Nebraska | 502867
Full Time
7/11/2024
Irving, TX 75062
(0.8 miles)
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 Staff Accountant is responsible for assisting the Manager of Accounting in maintaining accurate and timely financial reporting; ensuring acceptable levels of internal control; ensuring hotel compliance to Highgate Hotels Standard Operating Procedures; and support team members. For this role, the emphasis is placed on recording of monthly expenses for a group of select service hotels through our global entry process and to reconcile and resolve balance sheet variances. Responsibilities: Reconcile, Record, and Maintain prepaid insurance and insurance refunds for the Corepoint portfolio.Prepare and complete balance sheet reconciliations on assigned accounts.Prepare and post monthly global entries, work with field and operations to accurately reflect their expenses.Ensure open items identified during the monthly balance sheet reconciliation process have been communicated with follow-up as necessary.Understand and adhere to all internal controls and processes.Develop a relationship with individual Hotel Controllers and various teams within the organization.Prepare documentation for External AuditorsAnalyze financial statements for discrepancies and alert the Manager of Accounting if necessary.Provide training and support to the accounting team.Provide support on the AR process as needed.Provide support on ad hoc projects. Qualifications: Bachelor’s Degree or higher in Accounting required.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 meet deadlines.Ability to work overtime as necessary to complete assigned tasks.Hospitality and hotel specific experience preferred.Blackline experience strongly preferred.Oracle experience strongly preferred.A/R experience strongly preferred.Minimum of 2 years of experience.Ability to work in a fast-paced environment.
Full Time
7/10/2024
Irving, TX 75062
(0.8 miles)
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 - Guaynabo, Puerto Rico Puerto Rico | 502875 Account Executive - Group Benefits - Omaha, NE or Kansas City, MO Missouri, Nebraska | 503230 Financial Representative Trainee - Omaha, NE Nebraska | 502867
Full Time
6/25/2024
Irving, TX 75062
(0.8 miles)
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 - Guaynabo, Puerto Rico Puerto Rico | 502875 Account Executive - Group Benefits - Omaha, NE or Kansas City, MO Missouri, Nebraska | 503230 Financial Representative Trainee - Omaha, NE Nebraska | 502867
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