37 Financial jobs

The Oregon Health Authority currently has a fantastic opportunity for Two (2) experienced Fiscal Analysts to join an excellent team and work to advance their operations.  The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians.      What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget.   In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials.   Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Fiscal Analyst , don't delay, apply today!      WHAT WE ARE LOOKING FOR: (a) Five (5) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. OR (b) Five (5) years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. OR (c) Successful completion of the Department of Administrative Services Budget and Management Public Administrative Trainee Program. OR (d) A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related field AND Two (2) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. OR (e) A Master’s Degree or higher in Business, Public or Non-Profit Management, Finance, Accounting or a related field AND One (1) year of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Extensive knowledge of budget processes. Ability to interpret and analyze state and federal statutes and regulations. Ability to determine the impact of policy changes. Strong analytical skills. Outstanding Customer Service skills for both internal and external customers. Experience in promoting a culturally competent and diverse work environment.

Let’s do great things, together   Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we’re focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together.  Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let’s be better together. Moda Health is seeking a Financial Accounting Supervisor. As a Financial Accounting Supervisor in Moda’s Accounting department, you will oversee two direct reports (GL Accountants) and work collaboratively with the GL team of approximately 10 to ensure the complete and accurate accounting and reporting of the Company’s financial data for multiple entities, including Oregon Dental Service. Additionally, you will regularly interact with a broader group both in and out of the Accounting department, as well as interface with various financial stakeholders external to the Company. Primary Functions : 01.    Ensure the integrity of the GAAP general ledger by overseeing the monthly financial close for multiple entities, including the Company’s dental plan (Oregon Dental Service) and parent entities (Oregon Dental Service, Moda Holdings Group, Inc. and Moda Partners, Inc.). This will include detailed journal entry review and analysis of financial results. This will also include acting in the preparer capacity for more difficult and complex accounts.  02.    Ensure that 100% of account reconciliations are completed monthly by direct reports and perform detailed review of those reconciliations. Must have ability to assist or personally complete more difficult reconciliations if needed. Further, must have ability to create appropriate reconciliations for new accounts or processes as needed (i.e. assess appropriateness of ending account balance and develop reconciliation approach from scratch). 03.    Work to build understanding of business operations for relevant entities in order to anticipate financial statement trends. Ability to elevate anticipated financial issues or ideas to management as appropriate.  04.    Work collaboratively with both supervisory team and direct reports in order to maintain adherence to close calendar, both for monthly close as well as quarterly and annual close. 05.    Work with other departments as necessary to ensure financial statements are complete and accurate; work to understand and/or test the completeness and accuracy of key sources of data (key reports, key spreadsheets, etc.). 06.    Train and develop GL Accountants to become more knowledgeable about the relevant entities and to generally develop their accounting and reporting skills. Determine ways to provide cross training opportunities for GL Accountants to further grow and diversify each GL Accountant’s skill sets. Responsible for completion of annual review for two direct reports. 07.    On a quarterly basis, work with relevant GL Accountants on the preparation of SAP basis financial statements to be filed with the Oregon Division of Financial Regulation, the National Association of Insurance Commissioners, and AM Best. These time periods involve extra workload and flexibility to meet deadlines is required.   08.    Oversee preparation and/or independently prepare various schedules, including standalone entity financial statements, in support of the annual external audit. 09.    Perform and document relevant Model Audit Rule (MAR) controls as determined necessary. 10.    Stay informed of current accounting issues, including both GAAP and SAP. 11.    Demonstrate continuous effort to exhibit ownership over key responsibilities, improve operations, and streamline work processes to create efficiencies. 12.    Collaborate regularly with supervisory team over the general body of work to be performed, both by GL Accountants as well as by supervisory staff. 13.    Perform other duties or projects as assigned.   Are you ready to be a betterist?   If you’re ready to make a difference that matters, we want to hear from you. Because it’s time to discover what’s possible.   Together, we can be more. We can be better.   Please apply directly here:  https://j.brt.mv/ATS/jb.do?reqGK=27345164&refresh=true Moda Health seeks to allow equal employment opportunities for all qualified persons without regard to race, religion, color, age, sex, sexual orientation, national origin, marital status, disability, veteran status or any other status protected by law. Required Skills 01. Bachelor degree in Accounting or Finance; Accounting preferred. 02. 5+ years public accounting or GL accounting experience; CPA preferred but not required. 03. Supervisory experience preferred. 04. Strong understanding of accounting concepts and Generally Accepted Accounting Principles (GAAP). 05. Understanding of Statutory Accounting Principles (SAP) preferred. 06. Strong analytical and problem solving skills, including understanding of T-Accounts, and ability to work through difficult accounting scenarios. 07. Experience with various forms of financial reporting, including preparation or review of financials, footnotes and both electronic and hard copy tie outs. 08. Ability to lead and motivate a team to work collaboratively as a group as well as drive and maintain individual ownership amongst staff. 09. Strong verbal, written and interpersonal communication skills. 10. Ability to work well under pressure to meet strict deadlines, as well as ability to maintain flexibility to shift priorities and reprioritize (both for individual workload as well as supervised team). 11. Strong time-management and organization skills; ability to move multiple work streams forward at once and actively prioritize projects. 12. Proficiency with Microsoft applications (Word, Excel, PowerPoint). Use of pivot tables, vlookups, and other moderately difficult Excel functions required. 13. Willingness to work additional hours when necessary. 14. Ability to maintain confidentiality and project a professional business image with both internal and external parties.

The Oregon Health Authority has a fantastic opportunity for an experienced Auditor to join an excellent team and work to advance their Medicaid Program Operations.  The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians.      What you will do! As a Financial Auditor, you will be part of the Oregon Health Authority (OHA) Fiscal and Operations Division and the Office of Program Integrity Audit Unit. The mission of the unit is to assure program integrity of the Medicaid program.   In this role, you will perform large and complex compliance and financial audits of organizations, businesses, and private and public providers participating in Medicaid programs. The audit function is designed to deter medical program fraud and abuse, and to monitor and ensure provider compliance with Federal, State, and Agency rules and regulations. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Auditor , don't delay, apply today!      WHAT WE ARE LOOKING FOR: (a) A Bachelor's degree in a business-related field, such as business administration, public administration, finance, economics, or computer science; AND Three (3) years of auditing experience. OR (b) Twenty (20) quarter hours of college courses in a business or financial field; AND Five (5) years of auditing experience. OR (c) Successful completion of the duties and training as an Oregon Governmental Auditor AND A Bachelor's degree in a business-related field, such as business administration, public administration, finance, economics, or computer science; AND Two (2) years of auditing experience. OR (d) Successful completion of the duties and training as an Oregon Governmental Auditor AND Twenty (20) quarter hours of college courses in a business or financial field; AND Four (4) years of auditing experience. Extensive knowledge of auditing techniques such as financial auditing, analytical review procedures, statistical sampling and/or data mining methodologies. Experience in account analysis, reconciliation methods, flowcharting and/or paperwork preparation. Experience in risk analysis for evaluation of internal and management controls. Extensive knowledge of auditing procedures for researching, writing and finalizing audits. Extensive knowledge of agency programs and the medical provider community. Experience conducting confidential and/or specialized investigations such as healthcare fraud and/or financial fraud. Outstanding customer service skills for both internal and external customers. Excellent written and verbal communication and presentation skills. Experience in promoting a culturally competent and diverse work environment.

A LITTLE ABOUT US  Join the world’s leading conservation organization: The Nature Conservancy, an organization many of whose innovations were pioneered right here in Connecticut! We are dedicated to conserving the lands and waters on which all life depends. Here’s a few reasons why you should join our team: Competitive salary Flexible workplace, including summer hours A generous 401k match, great health benefits that including dental and vision Staff beach day, hike day, and family ski night (who doesn’t want to get paid to do any of these things?) Colleagues who are passionate about their work, many at the top of their field Impromptu and planned social time with colleagues A global and local network of diverse colleagues and the ability to craft your career Mentorship opportunities and investments in professional development and ongoing career growth We need YOU! We’re halfway through an ambitious five-year fundraising campaign, expanding our footprint and becoming even more effective. Our respected board leadership includes scientists, educators, business leaders and attorneys. Many of our staff members have been with us for over 20 years. Apply today and find out why! YOUR POSITION WITH TNC The Finance Specialist is a member of the Operations team and reports to the Director of Finance and Operations. They provide accounting, financial and operational support to help advance the conservation programs of the Connecticut chapter. Responsibilities range from budgeting and reporting assistance to office administration and coordination. They are service-oriented, have strong organizational and systems skills, and possess the ability to work both independently and as part of a team. A positive attitude is essential.    ESSENTIAL FUNCTIONS  They will provide services in financial management and reporting, accounting, and private award administration for the CT Chapter. The position administers and maintains finance/accounting activities in accordance with TNC policies and procedures and best practices in financial management. They will aid staff in finance-related work and respond to moderately complex employee/management questions and problems based on knowledge of the subject area.   They will assist the Director of Finance and Operations in developing the annual budget, preparing forecasts, monitoring and maintaining all financial information, producing month-end reports and analyses, and preparing journal entries. They will monitor monthly accounting reports and key asset and liability account balances, monitor endowment and loan balances, and provide recommendations related to finances in the overall organizational planning, policy development and implementation. The Finance Specialist will communicate monthly via ad-hoc reports and analysis to program leaders and serve as liaison between the CT Chapter and TNC’s Worldwide Office to ensure accurate processing of income, expenses and transfers. As a member of the Operations team, they will provide back-up administrative assistance for the CT chapter and be responsible for various operational activities.   RESPONSIBILITIES & SCOPE   Responsible for the day-to-day detailed accounting/financial transactions for the chapter and ad-hoc reporting and analysis as needed. Coordinate projects with several variables, and work within a defined timeline and budget. Ensure programmatic commitments, TNC policies and procedures, financial standards and legal requirements are met and managed for compliance. Financial responsibilities include purchasing, processing invoices, managing contracts, check batching and assisting with budget preparation. Operations responsibilities up to ~10% include such areas as office reception,   vehicle maintenance, mail distribution and ordering office supplies. May include ~5% time supporting fee and easement monitoring process Reinforces consistency in the organization's policies and procedures and provides support related to relevant field staff. Demonstrates sensitivity in handling confidential information. Duties may require non-routine analysis, research and follow-through. Travel for meetings, training and enrichment a few times a year and work flexible hours as needed. Work within scope of program’s strategic goals. Other duties as assigned. MINIMUM QUALIFICATIONS     Bachelor's Degree in Finance, Accounting, Business Administration or related field and 3 years of related experience or equivalent combination. Experience with GAAP and fund accounting principles, practices and regulations. Experience using automated accounting systems.   DESIRED QUALIFICATIONS   Multi-lingual skills and/or multi-cultural experience appreciated. Ability to manipulate, analyze and interpret data. Advanced expertise in Microsoft Excel. Accuracy, attention to detail and the ability to multi-task. Strong organizational skills. Non-profit accounting experience preferred. Experience working across teams and communicating with a wide range of people.

Pete for America is building our operations team.  The campaign is run by a small, well-organized, and motivated team, backed by volunteers and supporters across the country. We're searching for hard-working and kind people to join us. We are committed to radical transparency and fairness, and are steadfast in our work to share Pete's vision with the country. We don't stand for harassment or discrimination of any kind.  Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that.  This role is a unique opportunity to apply your skills in strategy, financial analysis and critical thinking. The ideal candidate will have an exceptional understanding of how to build systems, models and relationships that generate superior information to allow campaign leadership to make strategic decisions in real-time. This candidate possesses a thirst for learning, growth, and a commitment to integrity.  Are you up to the challenge? You might be a good fit if you enjoy: Understanding and performing the nuts-and-bolts of campaign operations Being detail-oriented and thorough, even when working under tight deadlines Knowing that the best decisions always come from the best data Excelling at budget analysis and management (and enjoy MS Office puns) Building financial models and reports to inform campaign strategy and decision-making Working across teams to make sure folks have the numbers and money they need to help Mayor Pete become the next President of the United States! Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is building our operations team. The campaign is run by a small, well-organized, and motivated team, backed by volunteers and supporters across the country. We're searching for hard-working and kind people to join us. We are committed to radical transparency and fairness, and are steadfast in our work to share Pete's vision with the country. We don't stand for harassment or discrimination of any kind. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. This role is a unique opportunity to apply the study and practice of the accounting field to federal political campaigns. The ideal candidate will have an exceptional understanding of accrual and cash basis accounting and will be able to apply it in a way that will provide accurate, complete, and timely reporting to campaign leadership.  This candidate possesses a thirst for learning, growth, and a commitment to integrity.  Are you up for the challenge? You might be a good fit if you enjoy: Balance Sheet and Bank Reconciliations Budget analysis and management Chart of Accounts and G/L management Closing the books Compliance and document retention Internal Controls and workflow design Internal/External reporting Payroll analysis and recording Sales tax oversight Transaction posting Treasury Management Vendor relationships Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is searching for hard-working and kind people to join the team. We are committed to transparency and fairness, and are steadfast in our work to share Pete's vision with the country. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. Pete for America is looking for a hard-working and talented professional to join our Investment team in Texas. What you'll do: Assist Regional Investment Director in day-to-day fundraising operations in Texas  Bring existing relationships and cultivate new relationships with investors Assist in tracking RSVPs, executing follow-up and staffing investment events with principal and surrogates  Work with Regional Investment Director on coordinating events with hosts/host committees  Track and organize data in NGP,G-Suites and Excel  Manage event operation processes and coordinate with HQ on compliance matters  What you'll bring: Previous campaign experience required  Previous fundraising experience required  Ability to thrive in a fast-paced environment  Excellent communication and interpersonal skills  Excellent attention to detail and organizational skills  Knowledge of NGP/VAN and ActBlue required  Knowledge of Microsoft Word, Google Sheets, and Excel required Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is run by a small, well-organized, and motivated team, backed by volunteers and supporters across the country. We're searching for hard-working and kind people to join us. We are committed to radical transparency and fairness, and are steadfast in our work to share Pete's vision with the country. We don't stand for harassment or discrimination of any kind. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. A team player with a collaborative spirit and positive attitude will be well suited to our work culture. What you'll do: Assist Investment Director and Investment consultants in day-to-day fundraising operations Assist in staffing finance events including tracking RSVPs and follow-up with guests Assist in staffing call time, scheduling follow-up meetings and sending thank you correspondence Track and organize data in NGP and Excel Provide administrative and organizational support to finance team What you'll bring: Previous campaign or political experience required Ability to thrive in a fast-paced environment Excellent communication and interpersonal skills Excellent attention to detail and organizational skills Knowledge of NGP/VAN required Knowledge of Microsoft Word, Google Sheets, and Excel required Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is searching for hard-working and kind people to join the team. We are committed to transparency and fairness, and are steadfast in our work to share Pete's vision with the country. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. Pete for America is looking for a hard-working and talented professional to join our Investment team in South Bend, Indiana. What is the Pete for America Investors Circle? The Pete for America Investors Circle is a community of supporters from around the country dedicated to raising  funds and investing in Pete’s vision for America. This is a select group who give their time, energy and resources to help build the organization supporting Pete for America. We’ve taken the best practices from national finance committees before us as a starting point. We’ve built the program to reflect our dedication to inclusive, transparent fundraising. What you'll do: Oversee the day-to-day execution of the national finance committee program Implement long-term strategy to recruit and retain investors Design briefings, updates, and newsletters for Investors Circle members Work alongside regional teams to plan and execute Investors Circle events nationally Work alongside regional teams and HQ Investment Team staff to build relationships with Investors Circle members What you bring: Previous campaign fundraising experience Ability to self-direct and complete un-structured projects; knows to ask questions or push upward where needed   Ability to thrive in a fast-paced environment Excellent communication and interpersonal skills Excellent attention to detail and organizational skills Knowledge of NGP/VAN required Knowledge of all G Suite tools, Microsoft Word and Excel required Dedication to inclusiveness, transparency, and the core values of Pete’s message Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is run by a small, well-organized, and motivated team, backed by volunteers and supporters across the country. We're searching for hard-working and kind people to join us. We are committed to radical transparency and fairness, and are steadfast in our work to share Pete's vision with the country. We don't stand for harassment or discrimination of any kind. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. A team player with a collaborative spirit and positive attitude will be well suited to our work culture. Pete for America is looking for a hard-working and talented professional to join our Investment team in South Bend, IN. What you'll do: Oversee the operations and logistics for the Investment team nationally Work directly with regional teams and senior Investment staff on securing venues, handling invoices, contracts, and other sensitive material Handle scheduling for the Investment team fundraising events and work across teams to solidify event timing and logistics Act as the Investment team’s liaison with the Pete for America operations team, budget team, legal counsel, and compliance department What you'll bring: Previous campaign fundraising or operations experience required Ability to thrive in a fast-paced environment Excellent communication and interpersonal skills Excellent attention to detail and organizational skills Knowledge of NGP/VAN and ActBlue required Knowledge of Microsoft Word, Google Sheets, and Excel required Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

Pete for America is run by a small, well-organized, and motivated team, backed by volunteers and supporters across the country. We're searching for hard-working and kind people to join us. We are committed to radical transparency and fairness, and are steadfast in our work to share Pete's vision with the country. We don't stand for harassment or discrimination of any kind. Mayor Pete is a different type of politician, and we are a different kind of team. Our goals require collaboration across all departments and our structure facilitates that. A team player with a collaborative spirit and positive attitude will be well suited to our work culture. We're looking for investment interns in South Bend, Los Angeles, and Washington DC. These are paid positions. What you'll do: Assist Investment team in day-to-day fundraising operations Assist in staffing finance events including tracking RSVPs and follow-up with guests Assist in staffing call time, scheduling follow-up meetings and sending thank you correspondence Track and organize data in NGP and Excel Provide administrative and organizational support to finance team You might be a good fit if you: Ability to thrive in a fast-paced environment Excellent communication and interpersonal skills Excellent attention to detail and organizational skills Knowledge of NGP/VAN preferred Knowledge of Microsoft Word, Google Sheets, and Excel required Pete for America is an equal opportunity employer. We believe every employee has the right to work in an environment free from unlawful discrimination as is consistent with our commitment to diversity, respect, and inclusion. Pete for America provides all employees and applicants with equal opportunity in all aspects of the employment relationship.

We are seeking an energetic, dependable retail sales associate to join our growing team. You will directly assist customers, process transactions, help merchandise the sales floor, and play a vital role in making our retail experience a positive one. Top notch customer service skills are a must, as is the ability to learn product knowledge quickly and thrive in a fast-paced environment. Complaint handling is a critical part of this position. Turning a frustrated customer into a happy customer, while adhering to company policies, requires a combination of empathy and tact. Another key responsibility is maintaining the presentation of the sales floor, products, signage, and displays. Sales Associate Job Duties and Responsibilities Welcome and greet customers as they enter the store Offer help and provide direct assistance to customers Provide in-depth product knowledge including features, benefits, and overall value Answer customer questions and concerns Attend to unique and individual shopping needs of each customer Cross-sell and encourage beneficial product add-ons Upsell when appropriate; promote current sales, promotions, coupon deals, etc. Explain store-member benefits and encourage customers to sign up Process purchases, returns, and exchanges Handle customer complains in a calm and professional manner Report anything unusual, or any major incidents, to management Help organize backstock and perform inventory counts Process newly received shipments Organize and replenish front stock and help merchandize store Maintain a clean and tidy work and retail space Be enthusiastic and informative about all products Help create a positive environment in which to shop and buy Take direction from and report to assigned supervisor Work as a team to achieve sales goals Sales Associate Requirements and Qualifications High school diploma or GED equivalent preferred Previous retail, sales and/or hospitality experience a major plus Computer literate; familiarity using POS systems Extremely personable, positive, and approachable Fantastic customer service skills Comfortable standing for long periods of time; can lift up to 20 pounds Ok with shift scheduling, working weekends, and holidays   Benefits For all Employees: Benefits offered are Health Insurance / Vacations / Bonuses/ Work/Life Balance, Health & Dental, Community Involvement / Matching Gifts Program, Tuition Reimbursement Assistance & Education Life Works Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

The Oregon Health Authority currently has a fantastic opportunity for Two (2) experienced Fiscal Analysts to join an excellent team and work to advance their operations.  The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians.      What you will do! As a Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget.   In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials.   Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee . What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Fiscal Analyst , don't delay, apply today!      WHAT WE ARE LOOKING FOR: (a) Five (5) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. OR (b) Five (5) years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. OR (c) Successful completion of the Department of Administrative Services Budget and Management Public Administrative Trainee Program. OR (d) A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related field AND Two (2) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. OR (e) A Master’s Degree or higher in Business, Public or Non-Profit Management, Finance, Accounting or a related field AND One (1) year of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Extensive knowledge of budget processes. Ability to interpret and analyze state and federal statutes and regulations. Ability to determine the impact of policy changes. Strong analytical skills. Outstanding Customer Service skills for both internal and external customers. Experience in promoting a culturally competent and diverse work environment.

Association’s Mission: To lead and position community clinics, health centers and networks through advocacy, education, and services as key players in the health care delivery system to improve the health status of their communities.  Purpose of Position: The Chief Financial Officer will serve as a key member of the executive team and lead and oversee the financial, human resource, and operation functions of the association. This position is responsible for the strategic leadership of the finance and accounting functions, will drive a robust financial planning and analysis to provide real-time insights to the CEO in formulating CPCA’s future strategies. This position will assist in promoting and diversifying funding through effective resource stewardship at an agency with a healthy mix of government funding, private philanthropic support, and earned revenue. This role will contribute to the development and implementation of a business strategy and establishing a culture of strong financial and cost control and appropriate risk management. The CFO will work across the organization to ensure the association is aware of and adopts innovative technology to support the work of the association, the board of directors, and to better serve the needs of the membership. Primary Responsibilities: Financial Management Maintains a high level of fiscal responsibility and accountability including the development and maintenance of efficient accounting, data, and internal fiscal control systems. Provides staff support to Finance Committee of the Board of Directors including preparing organizational budgets, reports, and other documents. Responsible for the department budget line items, monitoring revenue goals and fiscal impact of these areas. Prepares monthly financial statements and balance sheets; maintains investment portfolio and investment policies. Monitors and reports on key performance indicators. Develops budgets for grants and reviews contracts. Responsible for reporting on finances related to the expenditure of grant funds. Responsible for insuring corporate compliance with federal and state laws applicable to 501(c) 3 and 501(c) 4 organizations. Prepares cash flow analysis, projections and forecasting in order to deploy resources efficiently and effectively toward organizational goals. Works with auditor on annual audit.       2.  Accounting Management Maintains general ledger. Directs the payroll function working with outside payroll service. Oversees accounts payable and accounts receivable.       3.  Human Resources Oversees all Human Resources functions of the association including HR policies and procedures, payroll, and benefits administration. Works with leadership to develop hiring practices and strategies to ensure talent necessary to effectively support the association’s work.       4.  Operations Responsible for internal operations ensuring that the association has the necessary support structures, information technology, administrative support, procurement, and facilities. Promote innovative technology to support our mission. Ensure the Association’s physical environment meets space requirements and is a place that staff and members enjoy coming to and one that encourages collaborative work.       5.  Loan programs – CPCA Ventures Plans, implements and evaluates the program. Serves as liaison to the Capital Impact Partners.  Skills and Abilities Required: Exemplary budget, financial, bookkeeping, and accounting skills. Significant supervisory and leadership skills to manage and oversee large teams and recommend strategic direction and influence change. Proven ability to critically problem-solve, recommend strategic direction, and influence change. Excellent program and project management skills with an emphasis on delivering high-quality results in a timely manner. Excellent oral and written presentation skills. Proficiency in Microsoft Office and web based applications and platforms. Establish rapport with CPCA membership in business and community settings. Additional Responsibilities: Works closely and communicates regularly with executive and senior leadership. Attends, leads or participates in required Association meetings. Travel for national and regional meetings, training and site visits by air and ground transportation. Other duties as assigned.   Education and Experience: Master’s degree required. CPA preferred. Certified Association Executive (CAE) designation desired. Minimum of ten years of progressive governmental or non-profit fund accounting experience or its equivalent in a senior leadership position. Experience with community health centers, member-driven associations, or non-profit organizations preferred . Relevant experience may be considered in lieu of degree requirement.  Salary: $196,940 + excellent benefits  To Apply:   Submit cover letter indicating where you heard about this position, resume, and professional references in MS Word format to jobs@cpca.org or FAX 916-440-8172.  We strive for our workforce to represent California’s diverse population including capabilities, culture, language, experience, and socio-economic background, while also meeting the highest standards and qualifications of our industry.  

The Oregon Health Authority is modernizing and expanding their IT infrastructure and currently has a fantastic opportunity for an experienced Fiscal Analyst to join an excellent team and work to advance their IT operations.  The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians.      What you will do! As a Senior Fiscal Analyst, you will provide support to the Budget Planning and Analysis Unit. You will perform a wide range of budget analysis activities, including project management in addition to budget monitoring and activities. Your primary functions will require thorough knowledge of state and federal budgeting and financial processes. You will also support management and staff through budget development, complex forecasting of cost impacts, and by ensuring that programs are supported by sufficient revenues by evaluating expenditures to budget.   In this role, you will be an active participant in policy strategy development including the analysis of financial impacts of proposed policies. You will provide data that is used to affect the processes in meeting the agency mission and deliver the information to top agency, legislative, executive, and other governmental and non-governmental officials.   Additionally, the programs and budgets are often interrelated throughout the agency. You will need to demonstrate in-depth expertise on the programs and budgets that you oversee. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Fiscal Analyst , don't delay, apply today!      WHAT WE ARE LOOKING FOR: Six (6) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system that included modeling and forecasting fiscal information. OR A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree AND Three (3) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system that included modeling and forecasting fiscal information. OR A Master’s degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree AND Two (2) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system that included modeling and forecasting fiscal information. OR A Doctor’s degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree AND One (1) year of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system that included modeling and forecasting fiscal information. Experience interpreting and analyzing state and federal statutes and regulations. Ability to determine the impact of changes to state and federal statutes and regulations. Strong analytical skills. Extensive knowledge of budgeting processes. Outstanding customer service skills for both internal and external customers. Ability to demonstrate initiative and independent judgement on an on-going basis. Excellent written and verbal communication and presentation skills. Willingness to collaborate, share information and contribute to the team’s success. Experience in promoting a culturally competent and diverse work environment.

Department:  Department of County Human Services (DCHS) Job Type:  Regular Non-Represented Exemption Status:  United States of America (Exempt) Closing Date:  July 14, 2019 The Opportunity: IMPORTANT INSTRUCTIONS: We describe the required application materials in the SCREENING AND EVALUATION section below. When completing the application on Workday as an external candidate through multco.us/jobs, you will come to a page where one of the prompts is to upload a "Resume/CV." This is the place where you need to upload your cover letter and resume. There will be no other prompt for you to upload your cover letter and resume. Do not submit your application before you upload all of your attachments. When completing the application on Workday as an internal candidate, you may need to scroll down to see the “Resume / Cover Letter” prompt on your screen. This is the place where you need to upload your cover letter (and your resume, if you choose to include one). There will be no other prompts for you to upload your cover letter (or resume) . Do not click the orange “Submit” button before you upload all of your attachments. -- Only apply ONCE for this opportunity. Duplicate applications CANNOT be submitted in Workday. -- OVERVIEW: Are you an experienced finance professional ready to take the next step in your career? Are you excited to build on your deep knowledge of grants management, accounting and fiscal reporting in order to support programs and services that help the most vulnerable members of our community? Multnomah County Department of County Human Services (DCHS) invites applications for a Finance Supervisor. This is a full time position in Downtown Portland. The eligible list created from this recruitment may be used to fill future regular, limited duration, or temporary positions. This Work Matters - watch our video to learn more. In this Finance Supervisor role in DCHS, you will provide leadership, program development and administration for the Grants Management Unit. You will supervise, plan, direct and evaluate the daily activities and workflow of a diverse team of highly skilled professionals. You will also be the liaison between DCHS and other county work units (including the County Auditor, County Finance and Central Budget) and external auditors. Primary responsibilities include: Providing direct staff supervision and team support using reflective practices Planning, coordinating, leading and directing the Department’s external financial audits Supervising and performing audits of Departmental financial processes, both within Business Services and within the Department’s programs Planning, coordinating, leading and directing the Department’s fiscal year-end closing activities Reviewing, advising, and monitoring accounting practices and internal controls of work conducted outside the Business Services Unit Overseeing the monitoring, billing and collection of the Grants Management Unit, which brings in over $116 million in revenue from over 100 federal, state and local governments and private foundations  The successful candidate will demonstrate: Ability to promote a culture of respect, inclusiveness, and appreciation of diverse perspectives, backgrounds, and values Advanced knowledge of principles and practices of finance, accounting, grants management and contract management Ability to successfully complete duties and assignments that are complex, difficult and varied Ability to collaborate, build relationships and lead a team to achieve positive work outcomes Comfort with change Diversity and Inclusion: At Multnomah County, equity is at the core of what we do. We don't just accept difference; we value it and support it to create a culture of dignity and respect for our employees. We are proud to be an Equal Opportunity Employer.   TO QUALIFY: We will consider any combination of relevant work experience, volunteering, education, and transferable skills as qualifying unless an item or section is labeled required. Please be clear and specific about how your background is relevant. For details about how we typically screen applications, review our overview of the selection process .  Minimum Qualifications/Transferable Skills*: Bachelor's degree in finance or accounting (Professional work at or near the level of this position can substitute year for year for the educational requirement) Three (3) years of increasingly responsible supervision, professional leadership or technical experience in finance or accounting (Public sector experience is preferred but not required) *Transferable skills: Your transferable skills are any skills you have gained through education, work experience (including the military) or life experience that are relevant for this position. Be sure to describe any transferable skills on your application and clearly explain how they apply to this position.   SCREENING AND EVALUATION: The Application Packet:     1.A resume. Please attach your resume as a separate document. (If you are an internal candidate, you may choose to complete your Talent Profile in Workday instead of or in addition to attaching a resume, but a comprehensive Talent Profile is not required to apply for this position.) 2. A cover letter. Please attach your cover letter as a separate document. Your cover letter should address why you are interested in this opportunity and how your qualifications and experiences will make you a successful candidate for this position. The cover letter should demonstrate your work experience and transferable skills and how they are related to those shown in the Overview and To Qualify sections of the job announcement. Note for internal candidates: After you have applied, you will receive the Oregon Veteran Preference Questionnaire in your Workday inbox. Your application as an internal candidate is not complete until you fill out and submit the Oregon Veteran Preference Questionnaire. -- Only apply ONCE for this opportunity. Duplicate applications CANNOT be submitted in Workday. -- We will not review attached files that are not your resume, your cover letter, or documentation that establishes your eligibility for veterans' preference . (The recruiter as listed on the job announcement must receive all required veterans’ preference documentation by the closing date of the recruitment.) The Selection Process: For details about how we typically screen applications, review our overview of the selection process . We expect to evaluate candidates for this recruitment as follows: 1. Initial review of minimum qualifications 2. Application packet review 3. Consideration of top candidates 4. Formal assessment of American Sign Language proficiency 5. Background and reference checks Note: Application information may be used throughout the entire selection process. This process is subject to change without notice.   ADDITIONAL INFORMATION: Type of Position: This classified management position is not eligible for overtime pay. Diversity and Inclusion: At Multnomah County, we don't just accept difference; we value it and support it to create a culture of dignity and respect for our employees. We are proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran or protected veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available for your reference. Multnomah County is a VEVRAA Federal Contractor. We request priority protected veteran referrals. Veterans’ Preference: Under Oregon Law, qualifying veterans may apply for veterans’ preference. Review our veterans’ preference page for details about eligibility and how to apply. Accommodation under the Americans with Disabilities Act: We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please contact the recruiter below in advance to request assistance. Individuals with hearing or speech impairments may contact the recruiter through the Telecommunications Relay Service by dialing 711. Questions? Recruiter:  Mark Kille Email:  mark.kille@multco.us Phone:  +1 (503) 9887527 x87527

The Oregon Health Authority is modernizing and expanding their Actuarial Services Unit and currently has a fantastic Job Rotation available for an experienced Financial Analyst to join an excellent team and work to advance the financial oversight of Coordinated Care Organization (CCO) and the multi-billion dollar Medicaid line of business.   We are at a critical time in preparing for CCO 2.0, where we are making exciting changes in how we financially oversee CCOs.  We are looking for someone who wants to hit the ground running in preparing CCOs for a change in accounting standards, helping oversee the review of financial statements, and informing OHA leadership of the financial status of CCOs. OHA is committed to keep the rate of growth for CCOs to no more than 3.4 percent and this position will help us achieve that by performing the analysis and creating the right tools needed to hold the CCOs accountable to keeping down costs.   The Oregon Health Authority promotes health equity by developing policies and programs to eliminate health disparities and reach health equity for all Oregonians.      What you will do! As a Senior Financial Analyst, you will be responsible for assisting the Chief Financial Officer, Actuarial Services Manager and Budget Director in analyzing and developing policies related to managed care entities' financial reporting and solvency, and designing and implementing processes to track, report, and analyze financial data in support of financial accountability of the Oregon Health Authority (OHA) and contracted managed care entities.   In this role, you will conduct regular financial analysis, monitor trends, and advise OHA leadership on healthcare finance policy matters affecting Medicaid and other OHA programs, such as CCO financial oversight and performance against the CMS 1115 Waiver 2% test. You will work with internal partners and external stakeholders in assessing compliance with legal requirements relating to financial matters. You will report to the Actuarial Services Manager or the CFO in absence of the Actuarial Services Manager. What's in it for you? Collaboration in an open office with a team of bright individuals to work with and learn from. We offer full medical, vision and dental with paid sick leave, vacation, personal leave and ten paid holidays per year. If you are an experienced Financial Analyst , don't delay, apply today!      WHAT WE ARE LOOKING FOR: (a) A Bachelor's Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and Five (5) years of professional-level evaluative, analytical and planning experience related to Financial Analysis. OR ; (c) A Master’s Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and Four (4) years of professional-level evaluative, analytical and planning experience related to Financial Analysis. OR (d) A Doctor’s Degree in Business or Public Administration, Behavioral or Social Sciences, Finance, Political Science or any degree demonstrating the capacity for the knowledge and skills; and Three (3) years of professional-level evaluative, analytical and planning experience related to Financial Analysis. OR (e) Eight (8) years of professional-level evaluative, analytical and planning experience related to Financial Analysis. Successful completion of a CPA or CGFM Certification. Experience in the insurance and/or healthcare industry. Experience with complex health care finance and accounting systems. Specifically, with GAAP and Statutory accounting principles. Experience with health care insurance financials. Experience planning and executing complex budgets. Experience working with complex funding streams. Working knowledge of the legislative branch and legislative processes. Experience in promoting a culturally competent and diverse work environment.

Responsibilities The Grants Administrator works with Ringling Museum departments to create granting opportunities; writes and administers grants; produces grant reports; and assists with developing institutional giving, corporate sponsorships, and grant funding strategies. Manages diverse portfolio of local, state, and national grant applications and researches grant opportunities. Handles museum-wide grant writing and reporting functions including development and updating of annual grants calendar. Prepares and submits letters of inquiry and intent, grant applications, sponsorship proposals and acknowledgement letters. Ensures timely proposal submissions, approval process, and reporting.  Monitors grant funding expenditures and associated activities. Collects data and metrics for reporting and analysis per grant application and reporting requirements. Works closely with Ringling Accounting Department and FSU Sponsored Research Administration as needed in the completion of proposal submissions and grant monitoring and reporting. Meets with representatives from foundations and corporations to cultivate interest in supporting initiatives of the museum through grant funding. Establishes ongoing relationships with constituents of foundations and corporations that provide grant support to the museum. Collaborates with Development in the preparation and submission of corporate grant applications to ensure there is no request redundancy. Assists as needed with developing corporate sponsorships. Provides support and strategic guidance to Ringling departments in identifying needs, prioritizing requests, and developing proposals based on management's approval. Maintains a portfolio of grant prospects in the FSU Foundation CRM donor database and tracks grant timelines and interactions.  Performs other duties as needed.   Qualifications Bachelor's degree and one year experience or a combination of post high school education and experience equal to five years. Experienced communicator with skills in prioritizing, organizing, working independently, managing multiple projects successfully, and establishing and maintaining effective working relationships. Knowledge of and experience in interpreting federal, state, and private sources for contract and grant funds. Proficiency in Microsoft Excel and Word, Adobe Acrobat, and electronic data processing as it applies to fiscal and accounting activities. Knowledge of and ability to apply Generally Accepted Accounting Principles (GAAP). Ability to write and/or proofread and edit written work and information in various formats.   Preferred Advanced experience with Microsoft Office and grant search databases. Prior experience working with university grant writing and administration. Proficiency in CRM. Highly developed writing skills.   Anticipated Salary Range Anticipated salary range of high $30,000s to mid $40,000s, commensurate with experience, +  Florida state benefits available. To learn more about all the benefits and perks offered for this role (including vacation, sick, holiday, retirement, etc.) please visit http://hr.fsu.edu/?page=benefits/benefits_home .     Schedule While the primary working hours for this position are Monday through Friday between 8:00 am to 5:00 pm, the incumbent may be required to work a flexible schedule including nights, weekends, special events, and holidays based on the needs of the Ringling.   How To Apply If qualified and interested, please apply at: https://jobs.omni.fsu.edu/psc/sprdhr_er/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&FOCUS=Applicant&SiteId=1&JobOpeningId=45642&PostingSeq=1 Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.   Equal Employment Opportunity An Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer. FSU's Equal Opportunity Statement can be viewed at: http://www.hr.fsu.edu/PDF/Publications/diversity/EEO_Statement.pdf   Criminal Background Check This position requires successful completion of a criminal history background check, to include fingerprinting. The background check will be conducted as authorized and in accordance with University Policy 4-OP-C-7-B11.   Pay Plan This is an A&P (Administrative and Professional) position.   Soft Money Funded Position This position is time-limited based on soft money funding, with renewal contingent upon available funds and the needs of the University.   Contact Info For more information, or for technical assistance, please contact Ringling Human Resources at 941-359-5700 ext. 2605 or employment@ringling.org .   Department The Ringling is a preeminent center for the arts, history, performance, and learning that is dedicated to bringing the past and contemporary culture to life through extraordinary visitor experiences. From its inception, The Ringling has joined the diverse visual traditions and theatrical spectacle of yesterday with the genre-defying global practitioners of today. A place of exploration, discovery and respite, The Ringling’s campus in Sarasota, Florida—which includes the Museum of Art, Circus Museum, a historic home, an 18th-century theater and bayfront gardens—is listed on the National Register of Historic Places. As the State Art Museum of Florida and part of Florida State University, The Ringling fulfills an important educational mission. The Ringling offers formal and informal programs of study serving as a major resource for students, scholars and lifelong learners of every age across the region, country, and around the world. For more information, please visit www.ringling.org.  

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority.  As a preferred sales agent, you can look forward to • Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner. • Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center. • Communicating with clients throughout the entire shift with structured breaks. • Navigating multiple computer systems while interacting with the client. • Listening to, understanding and providing needs-based sales solutions for our clients. • Incentive opportunities for meeting and/or exceeding critical performance standards. • Opportunity for advancement with structured career development paths. • World-class suite of benefits including tuition and child care reimbursement and employee discount programs. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources. • Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs. You’re a person who (required skills) • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has a minimum of one year of sales experience with cross-selling, upselling or referring products. • Has at least an intermediate level of proficiency with computers. • Is self-motivated with excellent organizational skills. • Has strong decision-making and problem-solving skills. • Bilingual Spanish Required You’ll be better prepared if you have (desired skills) • Experience in the banking/financial industry. • Experience working in a call center. • Experience in telephone sales. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. * Multiple Shifts are Available

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled sales people who can advise and advocate for our clients for their most important financial needs. As part of the Bank of America team, preferred sales agents listen to client needs and understand which products/services will work best for the client throughout the relationship while providing an exceptional client experience. Preferred sales agents are sales professionals who work in an inbound contact center and understand that being there for our clients is our number one priority.  As a preferred sales agent, you can look forward to • Working in a fast-paced, changing environment that requires accuracy, multi-tasking and communicating in an efficient manner. • Working in a collaborative environment with a team of professional preferred sales agents and managers in an inbound call center. • Communicating with clients throughout the entire shift with structured breaks. • Navigating multiple computer systems while interacting with the client. • Listening to, understanding and providing needs-based sales solutions for our clients. • Incentive opportunities for meeting and/or exceeding critical performance standards. • Opportunity for advancement with structured career development paths. • World-class suite of benefits including tuition and child care reimbursement and employee discount programs. We’ll help you • Get training and on-the-job support from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by side-live call handling and continued on-the-job training and coaching. • Learn about core banking products and services we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to uncover their needs using best in class tools and resources. • Provide education to clients. Inform and educate clients on products that are available and will benefit them to meet their needs. You’re a person who (required skills) • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays. • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has a minimum of one year of sales experience with cross-selling, upselling or referring products. • Has at least an intermediate level of proficiency with computers. • Is self-motivated with excellent organizational skills. • Has strong decision-making and problem-solving skills. • Bilingual Spanish Required You’ll be better prepared if you have (desired skills) • Experience in the banking/financial industry. • Experience working in a call center. • Experience in telephone sales. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

StrataTech Education Group specializes in the operation of skilled trade schools. Led by industry veterans, we understand the realities of the career school industry. StrataTech Education Group currently operates four schools: Tulsa Welding School in Tulsa, Oklahoma, Tulsa Welding School in Jacksonville, Florida, Tulsa Welding School and Technology Center in Houston, Texas and The Refrigeration School in Phoenix, Arizona. StrataTech Core Values: I ntegrity, C ommunication, A ccountability, R espect, E xcellence (“I CARE”) We are located close to the Sky Harbor Airport. We are currently seeking a Financial Aid Advisor . Provide guidance to current and prospective students and parents regarding the financial aid application process by answering any questions they may have while determining the eligibility of each student. Job Type: Full Time Responsibilities: Interview applicants and request specified information regarding financial aid program requirements and procedures Counsels and advises students about financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning and individualizes information to the particular needs and situation of the student Accept financial aid applications and forms; review for completeness and accuracy; and verify information reported on student applications to determine eligibility for awards Awards financial aid according to regulations, guidelines, and policies Interpret, apply and comply with federal, state and institutional regulations governing student financial aid Maintain current working knowledge of guidelines/regulations related to financial aid Maintain a close working relationship with Admissions, as well as all other institutional departments Participate in all FA meetings and events as assigned Provide exemplary customer service by responding to all inquiries regarding financial aid programs and eligibility in a timely manner Other duties as assigned Minimum Requirements: Associate’s degree in related field and minimum two years of Financial Aid or related experience and/or training; or equivalent combination of education and experience. ** Bilingual in Spanish is a huge plus Why should you apply? Competitive benefits package including Medical, Dental, and Vision 401(k) employer match Paid holidays 2 weeks PTO- 1st yr. Flexible Schedule Tuition Reimbursement **Candidates must be able to successfully pass a criminal history check and drug test. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Interested? Apply now!    

Title : Finance & Administration Assistant Status : Non-Exempt Reports To : Operations Manager; Senior Revenue Accountant Positions Reporting To This Position : None   General Description : The League of Conservation Voters (LCV) works to turn environmental values into national, state and local priorities. LCV, in collaboration with our state LCV partners, advocates for sound environmental laws and policies, holds elected officials accountable for their votes and actions, and elects pro-environment candidates who will champion our priority issues.   LCV’s work to protect and advocate for the environment is rooted in our commitment to racial, social and environmental justice. Communities of color are disproportionately impacted by climate change and pollution. For this reason, racial justice and equity are inextricably linked to protecting our environment. Within the organization, we are actively building a workplace culture that demonstrates how we value equity and inclusion through more intentional and inclusive practices. We are committed to building an organization that represents a variety of backgrounds, perspectives and skills.   LCV is hiring a Finance & Administration Assistant who will support the financial and administrative operations of the League of Conservation Voters and League of Conservation Voters Education Fund. Responsibilities include database management, invoicing, financial reporting and reconciliation, and providing administrative support to both the Finance department and Human Resources and Administration department.    Responsibilities : Finance Assist with processing invoices for payment using Sage/ABILA general ledger software. Assist with month-end and year-end closing processes including: researching vendor expense requests, running financial reports through Sage software, and assisting in annual preparation of IRS Form 1099’s reporting. Assist with annual audit preparation, including document retrieval, copying, and assisting with audit requests. Maintain filing system of accounts payable documents and journal entries. Work with SVP of Finance to administer vendor survey to measure commitment to racial diversity and equity. Process weekly check requests for the Finance department. Assist with weekly Accounts Payable process. Schedule trainings, meetings, and offsite events for Finance Department. Assist with the Concur expense entry process for the Senior Vice President and Controller of Finance Department. Assist with monthly, quarterly, and annual Unanet Timesheet training and reporting requirements. Other duties as assigned.   Human Resources and Administration Assist in providing general office support (phones, copiers, eFax, postage meter, etc.). Submit new hire tech request forms. Assist with staff business card orders. Assist with opening and distributing office mail. Manage monthly schedule for front desk coverage and assist with coverage as needed. Order office supplies and manage inventory. Submit work order requests to building engineer/manager and applicable vendors. Check general voicemail inbox and eFax inbox twice daily, and distribute incoming information. Manage kitchen duty schedule and send weekly reminders. Work with Human Resources Director to sort and process payroll tax changes and update as needed. Post job vacancy announcements as needed. Update orientation materials as needed. Administer LCV’s metro benefits program. Schedule quarterly New Hire Orientation. Process payments for the Human Resources and Administration department. Contribute to LCV’s commitment to integrating racial justice and equity into the work we do and ensuring an inclusive organizational culture. Other duties as assigned.   Qualifications: Work Experience: 1 year of finance or administrative experience required. Experience working with databases. Experience with scheduling. Experience working with a non-profit organization preferred. Experience with the financial audit process and/or IRS 1099-MISC preparation preferred. Experience working with external vendors preferred. Experience with project management preferred. Experience with training others preferred. Experience writing/creating documents for large audiences preferred. Skills: Highly attentive to detail and able to take ownership of routine tasks; excellent written and oral communications skills; proficient in Microsoft Office Suite; able to maintain confidentiality; strong organizational skills; exhibits strong judgement; self-starter; works well in a fast-paced environment; ability to handle multiple tasks under pressure of deadline and work for several people; plans and can see the big picture. Ability to troubleshoot common IT/technology issues preferred. Ability to process cash receipts and accounts payable preferred. Data management and filing system skills preferred. Cultural Competence: Shares our commitment to increasing racial diversity in our movement and organization, integrating justice and equity into the work we do and ensuring an inclusive organizational culture. Conditions: This position is based in Washington, DC.   To Apply: Send cover letter and resume to hr@lcv.org with “Finance & Admin Assistant” in the subject line by June 7, 2019. No phone calls please.   LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace.

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Consumer Client Services team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, client service representatives (CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules that ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer and Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you •   Get training and on-the-job support   from managers who are invested in your success. You’ll receive in- depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. •   Learn about core banking products and services   we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources. •   Provide education to clients.   Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1+ year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. • Spanish Language required You’ll be better prepared if you have (desired skills and qualifications) • 1+ year of experience in the banking/financial industry. • 1+ year of experience working in a client service call center. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, senior client service representatives (Sr. CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. Sr. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules to ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a senior client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer & Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you •   Get training and on-the-job support   from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. •   Learn about core banking products and services   we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship, and how to resolve client requests successfully using best in class tools and resources. •   Provide education to clients.   Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1+ year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. • Has knowledge with troubleshooting mobile devices and internet browsers. Bilingual skill in Spanish required You’ll be better prepared if you have (desired skills) • 3 years of client service call center or equivalent customer service experience. • 1+ years of experience in the banking/financial industry. • The ability to act as a leader amongst peers and influence as well as coach effectively to help in the overall success of the team. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, senior client service representatives (Sr. CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. Sr. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules to ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a senior client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer & Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you •   Get training and on-the-job support   from managers who are invested in your success. You’ll receive in-depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. •   Learn about core banking products and services   we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship, and how to resolve client requests successfully using best in class tools and resources. •   Provide education to clients.   Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1+ year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. • Has knowledge with troubleshooting mobile devices and internet browsers. You’ll be better prepared if you have (desired skills) • 3 years of client service call center or equivalent customer service experience. • 1+ years of experience in the banking/financial industry. • The ability to act as a leader amongst peers and influence as well as coach effectively to help in the overall success of the team. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

At Bank of America, we are guided by a common purpose to help make financial lives better by connecting clients and communities to the resource they need to be successful. Make a difference where it counts by joining our Consumer Client Services team at Bank of America and help preserve our client’s financial security. We’re looking for skilled people that can think critically and use good, sound judgment when reviewing client accounts for possible fraudulent activity. As part of the Bank of America team, Fraud Client Service Representatives (FCSRs) go beyond reviewing and analyzing simple account transactions, you’ll assess the level of risk and make decisions which directly impact the client experience during life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request.  Fraud Client Service Reps work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks.  Being there for our clients is our number one priority. In order to do that, we need our associates to adhere to their schedules to ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a Client Service Representative, you can look forward to Working in a professional, fast paced environment that requires accuracy, multi-tasking, and clearly communicating resolutions in an efficient manner Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time Understanding how clients engage with us via technology (online, mobile), financial center and contact center to guide them on ways that we can improve their financial life Navigating multiple computer applications while interacting with the client Listening to, understanding, and providing solutions for our client's needs   Incentive opportunities for meeting and/or exceeding critical performance standards Premier suite of benefits including tuition, child care reimbursement and employee discount programs The Consumer Academy, our world-class training program for Consumer & Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America Potential to own your career growth opportunities We’ll help you Get training and on-the-job support from managers who are invested in your success.  You’ll receive in-depth classroom training, including side-by-side live call handling and continued on the job training and coaching Learn about core banking products and services we provide through Bank of America.  Understand which products/services will work best for the client throughout the relationship, and how to successfully resolve client requests using best in class tools and resources Provide education to clients. Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit the You’re a person who (required skills) Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays Communicates effectively and confidently with all clients to make their financial lives better Has the ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections Is comfortable receiving ongoing performance feedback and coaching Is comfortable with ongoing change and learning new technology/processes Has 1+ year of customer/client service experience, including experience handling difficult client situations Has at least an intermediate level of proficiency with computers and current technology Great customer service and multitask Bilingual Spanish Required You’ll be better prepared if you have (desired skills) 2+ years of client service call center or equivalent customer service experience preferred 1+ years of experience in the Banking/Financial industry College degree or commensurate work experience Knowledge with troubleshooting mobile devices and internal browsers We’re a culture that Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance his/her careers.  Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our Consumer Client Services team at Bank of America. We’re looking for skilled people who will advise and advocate for our clients for their most important service needs. As part of the Bank of America team, client service representatives (CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules that ensure our clients have every opportunity to connect with a client service professional in their moments that matter. 1st and 2nd shift schedules are available for this role. As a client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer and Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you •   Get training and on-the-job support   from managers who are invested in your success. You’ll receive in- depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. •   Learn about core banking products and services   we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources. •   Provide education to clients.   Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1+ year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. • Is bilingual (reading, writing and speaking) in Spanish

As part of the Bank of America team, client service representatives (CSRs) go beyond processing simple account transactions – you’ll listen to client needs and advise on products and services to support our clients through life events and moments that matter. Anticipate and resolve client concerns with the goal of exceeding each client’s expectations, no matter how large or small the request. CSRs work in an inbound client service contact center that requires sitting and taking calls for the entire shift, with structured breaks. Being there for our clients is our number one priority. In order to do that, we need our employees to adhere to schedules that ensure our clients have every opportunity to connect with a client service professional in their moments that matter. As a client service representative, you can look forward to • Working in a professional, fast-paced environment that requires accuracy, multi-tasking and effectively communicating resolutions in an efficient manner. • Meeting clients in the moments that matter to fully understand the need and fully resolve their situation the first time. • Understanding how clients engage with us using online and mobile technology, financial centers and contact centers to guide them on ways that we can improve their financial life. • Navigating multiple computer applications while interacting with the client. • Listening to, understanding and providing solutions for our client's needs. • Incentive opportunities for meeting and/or exceeding critical performance standards. • A world-class suite of employee benefits, including tuition and child care reimbursement and employee discount programs. • The Consumer Academy, our world-class training program for Consumer and Small Business employees, providing access to the tools and resources you need to invest in your development and build a successful career at Bank of America. • Potential to own your career growth opportunities. We’ll help you •   Get training and on-the-job support   from managers who are invested in your success. You’ll receive in- depth classroom training, including side-by-side live call handling and continued on-the-job training and coaching. •   Learn about core banking products and services   we provide through Bank of America. Understand which products/services will work best for the client throughout the relationship and how to successfully resolve client requests using best-in-class tools and resources. •   Provide education to clients.   Inform and educate clients on how to conduct simple transactions through self-service technologies that benefit them. You’re a person who (required skills) • Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives. • Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions. • Has a commitment to excellent attendance and proven reliability and can work the agreed upon schedule. • Has a dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays. • Communicates effectively and confidently with all clients to make their financial lives better. • Has the ability to engage with clients – begin a conversation, anticipate questions, actively share information using plain language, build rapport and handle objections. • Is comfortable receiving ongoing performance feedback and coaching. • Is comfortable with ongoing change and learning new technology/processes. • Has 1+ year of customer/client service experience, including experience handling difficult client situations. • Has at least an intermediate level of proficiency with computers and current technology. You’ll be better prepared if you have (desired skills and qualifications) • 1+ year of experience in the banking/financial industry. • 1+ year of experience working in a client service call center. We’re a culture that • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. 1st shift