Personal Financial Advisors

Thrivent Financial Advisor

Meaningful work. Rewarding career.

Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program.

Job Description

As a Thrivent Financial advisor, you’ll:

+ Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.

+ Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs.

+ Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community.

+ Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.

+ Have the flexibility to control your schedule, allowing for work-life balance.

+ Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

+ Self-disciplined, independent and driven to succeed.

+ Motivated by helping others and seeing them achieve their goals.

+ A natural coach or guide with strong interpersonal skills.

+ Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

+ Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.

+ Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

+ Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

+ Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures.

+ Medical, dental, vision, disability and accidental death and dismemberment insurance.

+ Pension, 401(k) and retiree medical plans.

+ Ongoing support, training and opportunity for professional growth.

+ Well-being programs to help you manage your physical, emotional and financial health.

+ Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.

+ Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

Date Posted:

2025-01-20

Country:

United States of America

Location:

TX190: 2501 West University, McKinney 2501 West University , McKinney, TX, 75070 USA

Position Role Type:

Onsite

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

The Raytheon Operations & Supply Chain (OSC) Finance organization is seeking a Principal Financial Analyst (P3) to support the Advanced Products & Solutions (APS), Electro-Optical Infrared Solutions (EO/IRS) business.

This position will be responsible for the daily financial activities on a set of programs mainly produced out of the McKinney Consolidated Manufacturing Center. Responsibilities include cost/schedule control and analysis, forecasting, estimate-at-completion (EAC), variance analysis, data reviewing and reporting, partnering with the Program Manager, and CAM’s/IPTLs, Material Program Managers, and Mission Area PMO/Finance and provide personal involvement in the successful execution of contracts. This position will require applying complex problem-solving strategies to program issues, deep dive data analysis in PRISM and APEX, along with interpretation of findings and mentoring junior level analysts.

Other responsibilities are to drive the finance process for a set of programs to ensure and influence processes related to EVM policies and procedures and ensure we adhere to them with regards to BOM traceability, production labor, and production support labor. Performance of additional ad-hoc analysis will also be required. OSC Finance serves as a critical business partner to the Program Operations Manager (POM) by providing the analysis, insight, and guidance to enable strategic decision-making and achieve effective bottom-line results. The ideal candidate is a self-starter and must be able to prioritize and embrace a challenging, fast paced, deadline driven environment. Professional and effective communication skills are required due to frequent interaction with program and functional leadership.

This position currently is designated as remote. Employees who are working in remote roles will work primarily offsite (from home) but may be expected to travel to the site location as needed. The successful candidate for this role will be required to reside and work from one of the 50 U.S. states (excluding U.S. territories).

What You Will Do

+ Cost/schedule control and analysis, forecasting, estimate-at-completion (EAC), variance analysis, data reviewing and reporting for a set of assigned programs and multiple contracts.

+ Frequent collaboration with the Program Manager, and CAM’s/IPTLs, Material Program Managers, and Mission Area PMO/Finance.

+ Personal involvement in the successful execution of contracts.

+ Drive the finance process for a set of programs to influence processes related to EVM policies and procedures and ensure we adhere to them with regards to BOM traceability, production labor, and production support labor.

+ Actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the projects. Performance of additional ad-hoc analysis will be required as well.

Qualifications You Must Have

+ Typically requires a Bachelor’s Degree in Finance, Accounting, Economics, Mathematics or related topic

+ Typically requires 5+ years finance work experience; OR an Advanced degree and 3+ years prior relevant experience

+ Experience with the Microsoft Office Tool Suite, focus on Excel.

+ U.S. Citizenship Status is Required as this position will require the ability to Access US Only Data Systems

Qualifications We Prefer

+ Experience in using SAP Business Systems and experience with PRISM EV

+ Demonstrated sense of urgency and ability to meet multiple commitments as required

+ Excellent organizational skills with ability to work within critical deadlines

+ Demonstrated ability to be proactive, creative, and innovative and use critical and strategic thinking

+ Ability to quickly learn and utilize required systems/tools and independently create and accurately analyze data

+ Organizational skills in leading/coordinating program personnel toward common finance goals by setting priorities and working within deadlines

+ Experience interfacing and conducting business with various functional disciplines (Contracts, Operations, Engineering, etc.) in program development and execution

+ Individual must be a self-starter and an independent worker in support of the program

+ Excellent interpersonal, verbal & written communication skills to support the preparation and presentation of written briefs and summaries to customer, organization, and peers

What We Offer

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

Learn More & Apply Now!

+ RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

+ We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

+ Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Privacy Policy and Terms:

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Date Posted:

2025-01-20

Country:

United States of America

Location:

TX190: 2501 West University, McKinney 2501 West University , McKinney, TX, 75070 USA

Position Role Type:

Onsite

At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

The Raytheon Operations & Supply Chain (OSC) Finance organization is seeking a Principal Financial Analyst (P3) to support the Advanced Products & Solutions (APS), Electro-Optical Infrared Solutions (EO/IRS) business. This position is onsite and mostly serves the McKinney and Forest locations.

This position will be responsible for the daily financial activities on a set of programs mainly produced out of the McKinney Consolidated Manufacturing Center. Responsibilities include cost/schedule control and analysis, forecasting, estimate-at-completion (EAC), variance analysis, data reviewing and reporting, partnering with the Program Manager, and CAM’s/IPTLs, Material Program Managers, and Mission Area PMO/Finance and provide personal involvement in the successful execution of contracts.

This position will require applying complex problem-solving strategies to program issues, deep dive data analysis in PRISM and APEX, along with interpretation of findings and mentoring junior level analysts. Other responsibilities are to drive the finance process for a set of programs to ensure and influence processes related to EVM policies and procedures and ensure we adhere to them with regards to BOM traceability, production labor, and production support labor. Performance of additional ad-hoc analysis will also be required. OSC Finance serves as a critical business partner to the Program Operations Manager (POM) by providing the analysis, insight, and guidance to enable strategic decision-making and achieve effective bottom-line results.

The ideal candidate is a self-starter and must be able to prioritize and embrace a challenging, fast paced, deadline driven environment. Professional and effective communication skills are required due to frequent interaction with program and functional leadership.

What You Will Do

+ Cost/schedule control and analysis, forecasting, estimate-at-completion (EAC), variance analysis, data reviewing and reporting for a set of assigned programs and multiple contracts.

+ Frequent collaboration with the Program Manager, and CAM’s/IPTLs, Material Program Managers, and Mission Area PMO/Finance.

+ Personal involvement in the successful execution of contracts.

+ Drive the finance process for a set of programs to influence processes related to EVM policies and procedures and ensure we adhere to them with regards to BOM traceability, production labor, and production support labor.

+ Actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the projects. Performance of additional ad-hoc analysis will be required as well.

Qualifications You Must Have

+ Typically requires a Bachelor’s Degree in Finance, Accounting, Economics, Mathematics or related topic

+ Typically requires 5+ years finance work experience; OR an Advanced degree and 3+ years prior relevant experience

+ Experience with MS Office (Excel, Word, PowerPoint).

+ U.S. Citizenship Status is Required as this position will require the ability to Access US Only Data Systems

Qualifications We Prefer

+ Experience in using SAP Business Systems and experience with PRISM EV

+ Demonstrated sense of urgency and ability to meet multiple commitments as required

+ Excellent organizational skills with ability to work within critical deadlines

+ Demonstrated ability to be proactive, creative, and innovative and use critical and strategic thinking

+ Ability to quickly learn and utilize required systems/tools and independently create and accurately analyze data

+ Organizational skills in leading/coordinating program personnel toward common finance goals by setting priorities and working within deadlines

+ Experience interfacing and conducting business with various functional disciplines (Contracts, Operations, Engineering, etc.) in program development and execution

+ Individual must be a self-starter and an independent worker in support of the program

+ Excellent interpersonal, verbal & written communication skills to support the preparation and presentation of written briefs and summaries to customer, organization, and peers

What We Offer

+ Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

Learn More & Apply Now!

+ RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

+ We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

+ Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Privacy Policy and Terms:

Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Overview Looking to be part of something more meaningful? At HonorHealth, you’ll be part of a team, creating a multi-dimensional care experience for our patients. You’ll have opportunities to make a difference. From our Ambassador Movement to our robust training and development programs, you can select where and how you want to make an impact. HonorHealth offers a diverse benefits portfolio for our full-time and part-time team members designed to help you and your family live your best lives. Visit honorhealth.com/benefits to learn more. Join us. Let’s go beyond expectations and transform healthcare together. HonorHealth is one of Arizona’s largest nonprofit healthcare systems, serving a population of five million people in the greater Phoenix metropolitan area. The comprehensive network encompasses nine acute-care hospitals, an extensive medical group with primary, specialty and urgent care services, a cancer care network, outpatient surgery centers, clinical research, medical education, a foundation, an accountable care organization, community services and more. With more than 16,000 team members, 3,700 affiliated providers and over 1,100 volunteers dedicated to providing high quality care, HonorHealth strives to go beyond the expectations of a traditional healthcare system to improve the health and well-being of communities across Arizona. Learn more at HonorHealth.com. Responsibilities Job Summary Ensures that an account is established for every scheduled patient. Obtains complete and accurate patient demographics, insurance plan and benefits information, and ensures treatment authorization is secured in advance of the scheduled procedure while maintaining a minimum accuracy rate on reviewed accounts as defined by departmental standards. Verifies patients’ insurance coverage, eligibility, and Point of Service financial obligation for all scheduled services, and documents the system in detail. Adheres to all third party payer requirements for both government and commercial payers. Determines insurance eligibility and coverage, obtains/confirms authorization to avoid non-compliance and penalties to the patient, health system and physician. Communicates current Medicare requirements, HIPAA compliance and reimbursement criteria. Collaborates with Case Management to ensure patient status is correct and documentation is provided to insurances as needed. Creates and/or updates hospital account. Obtains and enters into hospital information system required patient demographics and insurance information in a timely manner after procedure is scheduled. Documents all information according to departmental guidelines. Provides feedback to supervisor on changes/updates implemented by insurances as obtained. Contacts patients to verify demographic information and to perform financial counseling prior to time of service. Collects patient responsibility due, provides information on payment plans and financial assistance as necessary. Follows department and network policies concerning discounts, package rates and basic financial assistance. Qualifications Education High School Diploma or GED Required Experience 1 year in healthcare field including medical office insurance/front desk, hospital registration, hospital business office (billing or collections) Required

Sell ad space in local magazine

Responsibilities:

Vanguard Personal Advisor Select® advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. They partner with investors who need help planning their financial goals and are seeking disciplined investing approaches, tax management strategies, and additional financial planning support. Our advisors truly get to know their clients’ goals and aspirations to develop a personalized investment strategy and deliver financial planning guidance for the moments that matter.

Advisors partner with clients with $500,000 up to $5M through an ongoing advice relationship. At the onset of a relationship, personalized consultations are conducted to assess investors’ financial situations, goals, risk tolerance, and financial planning needs to develop a personalized investment plan. Advisors maintain deep relationships and high client satisfaction and loyalty by delivering personalized interactions enabled by digital experiences, investment planning expertise , and shaping client financi al health through proactive outreach helping them stay focused on their goals. Advisors will join a collaborative and supportive team with opportunities to grow and develop others and self.

Qualifications:

+ CFP® designation required .

+ Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).

+ Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.

+ Shown experience managing a book of business with a track record of client satisfaction and loyalty.

+ Apply trust and estate planning knowledge to help preserve client’s wealth.

+ In-depth knowledge of financial planning, investment strategies, and industry regulations.

+ Positive and resilient change agent while fostering collaboration as both a peer and business partner.

Special Factors:

+ Vanguard is not offering visa sponsorship for this position.

+ Relocation available to those who qualify.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report (https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/we-care-about/diversity-equity-inclusion.html) .

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 40%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Analyse and identify the linkages and interactions between the component parts of an entire system.

+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

+ Develop skills outside your comfort zone, and encourage others to do the same.

+ Effectively mentor others.

+ Use the review of work as an opportunity to deepen the expertise of team members.

+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

Responsibilities

- Supervise and develop team members to achieve exceptional deliverables

- Manage client service accounts and engagement workstreams

- Independently solve and analyze complex problems

- Utilize PwC's technical knowledge and industry insights to address client needs

- Drive digitization, automation, and efficiency improvements

- Coach teams to enhance their skills and performance

- Oversee successful planning, budgeting, and execution of projects

- Foster a culture of continuous improvement and innovation

What You Must Have

- Bachelor's Degree in Accounting

- 4 years of experience

- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

- Thorough knowledge of compliance and consulting for financial partnerships

- Knowledge of structuring funds to limit tax liability

- In-depth tax technical skills in partnership tax forms

- Experience identifying and addressing client needs

- Building, maintaining, and utilizing networks of client relationships

- Success as tax technical business advisor

- Familiarity with CRM systems

- Knowledge of automation and digitization in professional services

- Experience with alternative fee arrangements and pricing strategies

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid

Oracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

Preferred locations are in the **Philadelphia area** , but remote work may be considered.

**Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

+ **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

+ **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

+ **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

+ Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

+ Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

+ User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

+ Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

**Required Skills and Experience:**

+ Clearance Required: None

+ Bachelor's degree in Business Administration, Accounting, Economics, or related field

+ 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

+ “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

+ Proficient in creating functional specifications, process flows, and system configurations

+ Experience with data migration, system integration, and interface design

+ Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

+ Excellent problem-solving skills with a strong attention to detail

+ Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

+ Ability to work independently and manage multiple priorities in a dynamic environment

+ Ability to travel up to 50%

Application deadline 12-13-2024

\#cjpost #LI-REMOTE #LI-JJ1

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$150,000—$190,000 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

Selected applicant may be subject to a background investigation and/or education verification.

**Specialty/Competency:** Industry Tax Practice

**Industry/Sector:** Asset and Wealth Management

**Time Type:** Full time

**Travel Requirements:** Up to 20%

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Respond effectively to the diverse perspectives, needs, and feelings of others.

+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

+ Use critical thinking to break down complex concepts.

+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.

+ Develop a deeper understanding of the business context and how it is changing.

+ Use reflection to develop self awareness, enhance strengths and address development areas.

+ Interpret data to inform insights and recommendations.

+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

Responsibilities

- Lead digitization and automation efforts

- Solve intricate tax challenges

- Mentor and guide junior team members

- Foster and sustain client relationships

- Gain thorough understanding of business contexts

- Navigate complex tax scenarios effectively

- Grow personal brand and technical skills

- Uphold exceptional professional and technical standards

What You Must Have

- Bachelor's Degree in Accounting

- 2 years of experience

- Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

What Sets You Apart

- Innovating through new and existing technologies

- Experimenting with digitization solutions

- Working with large, complex data sets

- Building models and leveraging data visualization tools

- Exposure to pricing and client worth

- Reviewing contracts and finding new pricing options

- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

- Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

\#LI-Hybrid

Become an integral part of a diverse team while working at an Industry Leading Organization, where our employees come first. At ManTech International, you’ll help protect our national security while working on innovative projects that offer opportunities for advancement.

Currently, ManTech is seeking a motivated, career and customer-oriented **Senior Financial Analyst** to join our team in the **Chandler, AZ.**

**Responsibilities include but are not limited to:**

+ Lead team with providing Program Financial Control functions including budgeting, forecasting, financial planning and analysis, reporting, establishing/managing program cost baselines.

+ Develop, monitor and manage program budget

+ Utilize financial modeling, scenario analysis, and sensitivity testing to support strategic planning.

+ Gather, analyze, and interpretfinancial data to support decision-making processes.

+ Responsible for the accurate, timely preparation, submission of financial contract deliverables.

+ Generate financial status reports and/or charts to meet contractual financial reporting requirements (e.g., monthly status report, etc.).

+ Prepares material estimates and delivery schedules.

+ Prepare and present accurate and concise financial reports, presentations, and dashboards.

+ Lead, direct, manage, mentor, and train team(s) in financial management efforts, tools, and practices

+ Liaise with key stakeholders to ensure effective financial management.

+ Collaborates with cross-functional teams to ensure data accuracy and resolve financial discrepancies.

+ Perform ad-hoc financial analysis and research as required.

+ Provides guidance to Associate Financial Analyst

+ Ensure compliance with all applicable laws and regulations.

+ Support customer budget requests and submissions

+ Support customer cost management and hybrid technology cost optimization

+ Support Technology Business Management structure, identification, inputs, tracking, and management for customer IT investments

**Basic Qualifications:**

+ A bachelor’s degree in accounting, Business Administration, or related field

+ A minimum of nine (9) years' of experience

+ Familiarity with financial accounting and reporting systems

+ Understanding of defense contracting, FAR, CAS

+ Demonstrated ability to perform tasks working with Accounting, Finance, or Economics-related financial data

+ Strong analytical and problem-solving skills, with an ability to work independently as well as collaboratively in a team environment.

+ Demonstrated proficiency in MS Office tools (Word, Excel, PowerPoint, Outlook, Power BI)

**Preferred Qualifications:**

+ An advanced degree

+ FinOps experience

+ TBM experience

**Clearance Requirements:**

+ Must hold a Secret clearance

+ Must be able to obtain a TS/SCI clearance

+ Must be able to pass DHS Suitability

**Physical Requirements:**

+ Must be able to remain in a stationary position 50%

+ Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer

+ The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

ManTech International Corporation, as well as its subsidiaries proactively fulfills its role as an equal opportunity employer. We do not discriminate against any employee or applicant for employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are a qualified individual with a disability and require a reasonable accommodation to apply for a position with ManTech through its online applicant system, please email us at [email protected] and provide your name and contact information.