Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

94

Current Available Jobs

17,410

Projected job openings through 2030


Sample Career Roadmap

Investment Fund Managers

Degree Recommendations




 Arizona State University


 Arizona State University


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Financial Analyst Sr - Remote
    Prime Therapeutics    Phoenix, AZ 85067
     Posted about 12 hours    

    Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

    **Job Posting Title**

    Financial Analyst Sr - Remote

    **Job Description**

    The Senior Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position will be a partner of the departments it supports, will be viewed as the voice of Finance for those departments, and become a member of the department’s leadership team.

    **Responsibilities**

    + Provide financial leadership and direction to various Prime departments on the annual budget, forecast, and monthly financial requirements. Provide trend analysis on key issues including capital planning and projects

    + Recommend operational improvements after investigating, and analyzing data from a financial and functional view

    + Provide mentoring to junior members of the FP&A team

    + Other duties as assigned

    **Minimum Qualifications**

    + Bachelor’s degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required

    + 5 years of experience in accounting and/or financial analysis

    + Must be eligible to work in the United States without need for work visa or residency sponsorship

    **Additional Qualifications**

    + Strong team player with effective communication and presentation skills as well as a customer service approach

    + Very strong analytical skills and attention to detail, with experience in working in complex environments

    + Ability to adapt and multi-task

    **Preferred Qualifications**

    + MBA in Finance or related field

    + Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas

    + PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience

    + Experience working with databases to retrieve and analyze data

    **Minimum Physical Job Requirements**

    + Flexible work schedule within normal business hours, typically between 7:00 am and 6:00 pm

    + Constantly required to sit, use hands to handle or feel, talk and hear

    + Frequently required to reach with hands and arms

    + Occasionally required to stand, walk and stoop, kneel, and crouch

    + Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

    + Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

    **Reporting Structure**

    + Reports to Manager or Sr Director in the Finance department

    Potential pay for this position ranges from $85,600.00 - $128,400.00 based on experience and skills. Pay range may vary by 8% depending on applicant location.

    To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/careers/benefits/) and click on the "Benefits at a glance" button for more detail.

    _Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, genetic information, marital status, family status, national origin, age, disability, veteran status, or any other legally protected class under federal, state, or local law._

    Positions will be posted for a minimum of five consecutive workdays.

    Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

    If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

    Prime Therapeutics LLC is an Equal Opportunity Employer. We encourage diverse candidates to apply and 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. **​** If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email [email protected].


    Employment Type

    Full Time

  • Financial Analyst or Principal Financial Analyst
    Northrop Grumman    Chandler, AZ 85286
     Posted about 12 hours    

    At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.

    Northrop Grumman Space Division offers exciting opportunities for individuals looking to take part in the development and deployment of cutting-edge space technologies. With a focus on innovation, the Space Division is a leader in designing, building, and launching satellites, space vehicles, and related systems for government and commercial customers. Working in this dynamic environment requires a team of highly-skilled and motivated professionals who are eager to explore the possibilities of space exploration.

    If you are interested in becoming part of the Space Division team, we invite you to apply for a position and join us on our journey.

    The Launch Missile Defense System is seeking a **Financial Analyst (Level 2) or Principal Financial Analyst (Level 3)** to join our team in **Chandler, AZ** . This position can be filled with either the level 2 or level 3 base on qualifying years of experience.

    **In this role, the selected candidate will:**

    + Assisting in all aspects of financial planning, analysis, reporting and forecasting

    + Preparing monthly forecasts and Operation Review packages and analysis for senior management

    + Collaborating with Division leadership team on financial planning and analysis

    + Supporting the Annual Operating Plan (AOP) and Long Range Strategic Plan (LRSP) process for the division including multi-year awards, sales, profit, operating cash, investment and balance sheet forecasts and analysis

    + Teaming with the Assistant Controller on consolidation and reporting of quarterly and annual deliverables in support of the external SEC reporting and earnings release

    + Interfacing and coordinating with the three Business Unit Business Management teams regarding all financial planning, forecasting, and reporting functions

    + Collaborating with the Business Unit and across NG Space sector financial reporting teams to ensure alignment and continuous improvement of the financial planning, reporting, and close process

    + Division subject matter expert for financial reporting systems

    + Coordinating with Sector Business Management on monthly, quarterly, and ad hoc reporting

    + Performing miscellaneous financial support and project work, as required

    **Basic Qualifications:**

    **Level 2**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 3+ years of related professional experience - OR - a Master's degree with 1+ years of related professional experience

    + Experience using MS Office applications including Word and Excel

    **Level 3**

    + Bachelor's degree in Accounting, Finance, Business Management (or related field) with 6+ years of related professional experience - OR - a Master's degree with 4+ years of related professional experience

    + Experience with cost management, finance management, or pricing and estimating

    + Advance experience using MS Office applications including Word and Excel

    **Preferred Qualifications:**

    + Prior experience in the Aerospace or Defense industry

    + Costpoint or SAP experience

    + Advanced experience with Microsoft Excel, PowerPoint and Word

    + Experience collaborating with technical functions or projects/programs

    + Executive presentation skills

    + Accounting knowledge including balance sheet and income statement analysis

    + Cognos Analytics experience

    **Salary Range:** $62,200 - $93,400

    **Salary Range 2:** $76,600 - $115,000

    The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.

    Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.

    The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.

    Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit http://www.northropgrumman.com/EEO . U.S. Citizenship is required for most positions.


    Employment Type

    Full Time

  • Resource Planning Analyst - Work From Home
    CVS Health    Phoenix, AZ 85067
     Posted about 12 hours    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    Position SummaryThis position will support a variety of Resource Planning functions for multiple Clinical programs within CGSO to ensure appropriate staffing by department. Duties include, but are not limited to: monitoring Avaya CMS, Five9, CAS offline queues, MHK, People Safe, any cloud based or predictive dialer for inbound/outbound calls, adjusting staff to ensure service levels and performance goals are met, create and maintain data in CMS, Five9, Verint WFM and other databases which may be applicable to this role. The position will research and support operational staffing adjustments to maximize employee efficiency and assist with forecasting/scheduling all call center functions, including phone and offline/back-office functions within multi-skill/multi-site environments, assist in determining appropriate workload to complete any intraday/real time monitoring of call stats and schedules in order to meet service levels/TAT. Position promotes a positive work environment, performs as a team member and initiates suggestions to continually improve process and protocols related to workforce management for the Clinical Government Shared Organization.

    1. Intraday and real time monitoring of Avaya CMS, Five9 and CAS offline queues, MHK, People Safe, Verint WFM, Aspect, Avaya Predictive Dialer, and CAS for volume including inbound calls, outbound calls, faxes and other offline functions including non- production time (meetings, trainings, etc). Adjusting workflow/skills and staff/schedules to ensure service levels and performance goals are met, including monitoring of employee adherence to schedule2. Participate and present on Adhoc, daily, weekly, quarterly meetings with business partners and team on workflow/scheduling concerns/forecasts and staffing changes3. Provide and maintain reports/data in CMS, Verint WFM and other applicable databases/resources4. Maintain correspondence to emails in a professional and timely manner to meet service levels and the needs of the business5. Review waitlisted PTO for additional approvals which may fall within business parameters6. System maintenance of employees new hires and terms7. Individual Development of skills to maintain skill set and career advancementThe hours of this position are Monday through Friday with specific hours to be 11:30am-8:00pm EST. At least a once a month weekend rotation or as business needs require, with days off during the week.Required Qualifications1. Minimum of 2 years of experience in a high volume customer service environment with actual experience in workforce2. Minimum of 1+ years of experience in data analyzing/data mining/consolidation-interpretation of call center volume forecasting4. Minimum of 6+months of experience in applied use of intraday and real time monitoring of Avaya CMS and CAS offline queues, Verint WFM, Aspect WFM or IEX workforce management tools are required, including cloud based and/or Avaya equivalent dialer program5. Participate in projects and work in groups to promote/develop/maintain professional relationships with all site personnel6. Organize, prioritize and manage multiple tasks on a regular basis with high level of detail

    7. Ability to identify, analyze and solve complex problems taking into account a variety of factors from multiple data resources8. Ability to identify, analyze and solve complex issues involving a variety of factors in narrow turn-around time and provide solid factual information is a key part of this role9. Provide and maintain effective written correspondence through email, office communicator/Skype, as well as, verbal communication for forecasting, scheduling, reports; data requests, employee time off maintenance (approved PTO and unapproved absences/FMLA).10. Ability to work with many groups to acquire, analyze data trends and distribute staffing/scheduling needs to Operations, Vendors, Clients and other internal groups via email/presentations/Webex/conference calls11. Self-Motivated with a strong attention to detail with the ability to work independently12. Ability to work in a high production, time sensitive environment13. Able to prioritize and manage multiple tasks14. Demonstrates resourcefulness in problem-solvingPreferred Qualifications3-5 years experience in high volume customer service environment with actual experience in workforce- Excellent communication skills- Ability to learn new software's- Ability to think outside the box- Ability to obtain and analyze large sets of data- Experience with forecasting and scheduling in a PBM settingEducation

    High School Diploma or GED required. Associate's degree/Bachelor’s degree or equivalent combination of education and work experience preferred.

    Pay Range

    The typical pay range for this role is:

    $40,600.00 - $89,300.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies. For more detailed information on available benefits, please visit jobs.CVSHealth.com/benefits

    We anticipate the application window for this opening will close on: 04/30/2024

    CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.

    You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.

    CVS Health is committed to recruiting, hiring, developing, advancing, and retaining individuals with disabilities. As such, we strive to provide equal access to the benefits and privileges of employment, including the provision of a reasonable accommodation to perform essential job functions. CVS Health can provide a request for a reasonable accommodation, including a qualified interpreter, written information in other formats, translation or other services through [email protected] If you have a speech or hearing disability, please call 7-1-1 to utilize Telecommunications Relay Services (TRS). We will make every effort to respond to your request within 48 business hours and do everything we can to work towards a solution.


    Employment Type

    Full Time

  • Private Client Wealth Advisor III
    Bankers Trust    Phoenix, AZ 85067
     Posted about 13 hours    

    Private Client Wealth Advisor III

    Location Phoenix, AZ

    # of openings 1

    Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627)

    Job Brief

    Work with high-net worth investors, and ultra-high-net worth individuals and families.

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

    Job Summary:

    The Private Client Wealth Advisor III will work with high-net worth investors, and ultra-high-net worth individuals and families. The Private Wealth Advisor III will assist those navigating the often-complex personal financial landscape and will advise on how to plan their finances, typically using services such as investment management, formal financial planning, and tax consulting. This role will frequently engage with internal business partners, referral resources and others found to be influential within the community. This position will have revenue growth and new business development sales goals and will work closely with administrative team to consistently exceed client expectations while exceeding relationship management goals.

    Primary Functions and/or Responsibilities:

    · Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities

    · Oversees a select book of developed High Net Worth customer relationships

    · Continually monitors and evaluates client needs to identify opportunities to expand and deepen customer relationships

    · Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives.

    · Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management

    · Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals

    · Serves as primary customer contact for select clients to resolve problems in a timely and effective manner

    · Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics

    · Manages overall profitability of client relationships

    · Accountable for implementation of recommendations delivered to client

    · Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally

    · Performs other duties as assigned

    Education and/or Experience:

    · Four-year college degree in a related field preferred OR an equivalent combination of education and experience

    Specific Skills, Knowledge & Abilities:

    · College degree in Business Management, Marketing, Sales, Finance, Investments, or other Business related field preferred

    · Advanced degree, such as an MBA or JD, is preferred.

    · Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Trust & Fiduciary Advisor (CTFA) or Certified Public Accountant (CPA) (or other industry certifications) are strongly preferred

    · At least six years of successful Private Client sales experience including relationship management required, including experience managing fiduciary responsibilities and planning based sales models, is preferred

    · Experience with account compliance and risk mitigation responsibilities preferred

    Hiring Salary Range

    The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Targeted Hiring Base Salary Range: $98,000 - $129,000

    Benefits

    · Group Health, Dental, and Vision Insurance

    · Generous Paid Time Off (PTO)

    · Volunteer Time Off (VTO)

    · 401(k) plan with lucrative company match

    · Tuition assistance

    · Company Paid Life Insurance

    · Paid Parental Leave

    · Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

    · Team Member Banking - a suite of products and services with special benefits for employees

    Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

    AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

    “PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”


    Employment Type

    Full Time

  • Senior Financial Analyst
    Centuri Group, Inc.    Phoenix, AZ 85067
     Posted 1 day    

    Senior Financial Analyst

    Date: Mar 26, 2024

    Location:

    Phoenix, AZ, US, 85027

    Company: Centuri Group, Inc. (S4)

    Description:

    Pay Range: $83,229.60 - $115,689.14

    Centuri companies consider several factors when extending an offer, including but not limited to, the role and responsibilities, a candidate's work experience, education, training and skills, and geographic location.

    Who We Are

    Centuri Group, Inc. is comprised of a family of companies that make up a utility infrastructure enterprise, operating throughout the US and Canada, committed to safely delivering gas, electric, 5G wireless and renewable energy services, amongst others, to our customers and the community. We help you build your career on Solid Ground by investing in your development and valuing your unique skills, perspective, and background. Employees are the lifeblood of our organization, and we’re committed to providing a stable foundation to continuously grow and thrive. We’ve got work for the next 100 years - All we need isyou!

    As a Senior Financial Analyst, you'll be immersed in analyzing, monitoring, and reporting on both internal and external financial data across our organization. You'll be empowered to take the lead in identifying and resolving challenges, while also contributing innovative ideas for improvement throughout ongoing analysis and research across various finance functions

    What You'll Do

    + Conduct regular expense and cash flow reviews for financial optimization

    + Manage finance tasks like covenant compliance, debt schedules, and peer analysis

    + Proficiently handle complex spreadsheets with pivot tables and charts

    + Develop advanced forecasting tools for insightful company analysis

    + Assist in company budgeting and forecasting processes

    + Prepare compelling Board presentation materials for senior management

    + Efficiently respond to audit requests and inquiries

    + Advocate for Centuri's Core Values and culture

    + Perform other duties as assigned with versatility and proactivity

    What You'll Have

    + Bachelor’s Degree in Finance, Accounting, or related field

    + 4 to 6 years of experience or equivalent combination of education and experience

    + Profound knowledge and understanding of corporate finance principles

    + Excellent written communication skills for composing complex reports and business plans

    + Proven ability to establish and maintain relationships within the company.

    + Capacity to uncover the narrative behind financial data, providing valuable insights

    + Skill in reading, analyzing, and interpreting professional journals, financial reports, and legal documents

    + Strong organizational skills, capable of planning and scheduling activities over extended periods

    + Effective management of large volumes of information across various formats

    + Commitment to maintaining confidentiality and discretion in all aspects of work

    What You'll Get

    + Benefit Package including Medical, Dental and Vision Coverage

    + 401K w/ Company Match

    + Voluntary Life & AD&D Insurance and Short-Term and Long-Term Disability

    + Vacation/Sick Time and Paid Holidays

    + Potential Bonus Opportunities

    + Career Development Opportunities

    + Employee Discounts

    + Weekly Payroll

    Work Environment

    + Work is performed in a typical indoor office environment

    + 3-2 Hybrid schedule except during critical deadlines

    + Flexibility to work various schedules and stay late when necessary with little or no notice

    + Must be able to read documents, use a computer, communicate verbally and in writing

    + Mobility required within an office, warehouse and construction site environments

    + Ability to occasionally lift up to 20 pounds

    Legal Stuff

    + Pass pre-employment, random, post-accident, and reasonable suspicion drug screens

    + Provide valid US work authorization documents for E-Verify

    + Satisfactory results of pre-employment background check results

    Diversity, Equity & Inclusion Commitment

    This job description is subject to change at any time. It reflects management’s assignment of essential functions, and does not exclude or restrict the tasks that may be assigned. Centuri and its subsidiary companies will provide equal employment opportunities to all applicants without regard to an applicant’s race, color, religion, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability, or any other status protected by federal, state or local law. Centuri will provide reasonable accommodations to allow an applicant to participate in the hiring process (e.g., accommodations for a test or job interview) if so requested.

    Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Centuri Group and our subsidiaries we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles!


    Employment Type

    Full Time

  • Senior Financial Analyst (3153)
    SMX    Phoenix, AZ 85067
     Posted 2 days    

    Senior Financial Analyst (3153)at SMX(View all jobs) (https://www.smxtech.com/careers/)

    United States

    SMX is seeking a Senior Financial Analyst who will independently deliver services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They will lead and administer the financial management of a TDL(s) under a large contract. They will be responsible for all the financial activities in support of that TDL. They are members of the program management team and work with the Sr. Financial Analyst and the Program Manager in meeting the overall contract goals and objectives. They interface with TDL Project Manager, senior technical staff, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They oversee and direct work assignments of Jr. Financial Analyst who support their TDL but will not serve as a career manager.

    **Essential Duties and Responsibilities** **:**

    + Lead the financial management of multiple complex TDL(s) by providing cost, schedule, and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

    + Lead TDL Project set up in compliance with contractual terms, conditions and requirements.

    + Prepare TDL Project financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

    + Identify TDL Project risks and profit improvement opportunities and provide analytical contribution in working financial resolution with PM, Contracts, Procurement and Finance/Accounting.

    + Monitor TDL and manpower cost on a weekly basis ensuring that actuals are within budget and charged to the correct job number. Process incorrect cost transfers as required.

    + Ensure cost reporting documentation is correct by performing TDL analytical review and arithmetic checks.

    + Prepare accurate and complete TDL variance analysis and reporting.

    + Monitor TDL funding status (to include subcontractor funding status), providing reliable and timely notification of funding status by line-item detail as required.

    + Support accounts receivable as required during the billing processing (i.e. Review TDL edit file and ensure cost that will be billed are accurate and allowable against the TDL).

    + Prepare subcontractor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the TDL’s costs/commitment is accurately captured and reported internally and externally.

    + Perform ad-hoc financial analysis on TDL(s) as requested by PMO and others.

    + Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures as they are related to the TDL performance and financials.

    + May serve as a career manager for direct reports. If serving as a career manager, tasking may include timesheet approval/review, providing candid feedback concerning performance, preparing annual assessment(s), and growing and developing skillset of their staff.

    + Ability to build relationships across functional teams and internal Business Partners.

    + Possession of excellent oral and written communication skills.

    + Possession of excellent data management, problem solving and critical thinking skills.

    + Possession of excellent organization skills.

    **Required Skills:**

    + Clearance Requirement: Must be able to obtain a clearance if a program requires it

    + Knowledge of all contract types (CP, T&M, FFP).

    + 10 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis, and reconciliation of estimations verses actuals.

    + Prioritize workload in a fast-paced environment and handle a high volume of work.

    + Experience and Knowledge with Joint Travel Regulations (JTR) rules and guidelines.

    + Experience with Microsoft Office Suite, including Excel, PowerPoint, Word, SharePoint

    + Collect and analyze data from multiple sources and identify, research, and solve financial problems and program risks.

    + Manage and direct work assignments of junior staff. Prioritize workload in a fast-paced environment and handle a high volume of work.

    + BA or BS Degree is desired.

    **US citizenship required for work under DOD contract**

    \#LI-REMOTE

    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 will be subject to a background investigation.


    Employment Type

    Full Time

  • Financial Analyst-Consolidated FP&A
    Lincoln Financial Group    Phoenix, AZ 85067
     Posted 2 days    

    **Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

    **Work Arrangement:**

    Remote : Work at home employee residing outside of a commutable distance to an office location.

    **Relocation assistance:** is not available for this opportunity.

    **Requisition #:** 72938

    **The Role at a Glance**

    As a Financial Analysis Specialist of Corporate Financial Planning and Analysis,, you will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of your assigned area(s) of Financial Analysis responsibility. You will prepare, analyze and report on financial information and provide management with a financial perspective for your assigned area(s) of responsibility.

    **General Purpose of Job**

    This position will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of Financial Analysis responsibility. They will prepare, analyze and report on financial information and provide management with a financial perspective for their assigned area(s) of responsibility.

    **What you'll be doing**

    • Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

    • Promotes and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.

    • Performs and delivers on routine assignments/projects while simultaneously leveraging and applying knowledge.

    • Identifies and communicates to management process improvements that reduce workloads or improve quality.

    • Prepares, analyzes and reports on financial information.

    • Provides management with a financial perspective.

    • Collects, compiles and evaluates financial information to develop and deliver standard and ad-hoc financial analysis.

    • Provides support to financial analysis team members in the preparation and delivery of financial information.

    • Communicates to management on recognized trends of issues/concerns.

    • Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.

    • Performs other duties as required

    **What we’re looking for**

    • 1 - 3+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position (Required)

    • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)

    • Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.

    • Demonstrated solid relationship management skills with internal clients (e.g. management, peers and colleagues).

    • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

    • Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

    • Demonstrates the ability to use sound judgment and discretion regarding confidential information.

    • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.

    • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

    • Successfully completes regulatory and job training requirements.

    **What’s it like to work here?**

    At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    **What’s in it for YOU:**

    + A clearly defined career framework to help you successfully manage your career

    + Leadership development and virtual training opportunities

    + PTO/parental leave

    + Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

    + Free financial counseling, health coaching and employee assistance program

    + Tuition assistance program

    + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

    + Effective productivity/technology tools and training

    **Pay Range:** $53,500 - $92,500

    Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

    **About The Company**

    Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

    Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

    Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

    **Be Aware of Fraudulent Recruiting Activities**

    If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

    Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

    **Additional Information**

    This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

    Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

    Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

    This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

    Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

    Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Prescott, AZ
    JPMorgan Chase    Prescott, AZ 86304
     Posted 3 days    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Wealth Management Associate - AZ, Phoenix, Scottsdale (2678)
    Equitable    SCOTTSDALE, AZ 85258
     Posted 3 days    

    Wealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )

    **Primary Location** : UNITED STATES-AZ-SCOTTSDALE

    **Other Locations** : UNITED STATES-AZ-Phoenix

    **Organization** : Equitable Advisors

    **Description**

    **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

    **Our people**

    Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

    * We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

    * Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

    * Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

    * Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

    **Qualifications**

    **Training and support**

    To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

    Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

    **Benefits and compensation**

    Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

    **Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

    Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

    **Req ID:** PIN\_15039


    Employment Type

    Full Time

  • Wealth Management Associate - AZ, Scottsdale (3554)
    Equitable    SCOTTSDALE, AZ 85258
     Posted 3 days    

    Wealth Management Associate - AZ, Scottsdale (3554) ( PIN\_38769 )

    **Primary Location** : UNITED STATES-AZ-SCOTTSDALE

    **Organization** : Equitable Advisors

    **Description**

    **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

    **Our people**

    Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

    * We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

    * Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

    * Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

    * Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

    **Qualifications**

    **Training and support**

    To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

    Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

    **Benefits and compensation**

    Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

    **Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

    Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

    **Req ID:** PIN\_38769


    Employment Type

    Full Time


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