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Senior Financial Analyst

Optum Eden Prairie, MN 🇺🇸 Remote

Eden Prairie, MN

Today

$60k - $107k/yr Full time Senior Accounting Analytical Skills

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Job Description

Optum’s FP&A organization is seeking a Senior Financial Analyst to support SG&A financial management for Optum Insight. This role partners closely with business leaders across Product and Administrative functions, helping translate financial performance into clear, actionable insights.

This position is based in Eden Prairie, MN with remote work. The salary range is USD 60,200 to 107,400 per year, and the role is well suited to someone who values strong ownership of forecasting, reporting accuracy, and operational discipline.

What you’ll do

Partner with finance and business teams to support financial planning, forecasting, and budgeting activities
Analyze financial results to identify trends, risks, and opportunities that improve business performance
Drive process improvements that increase reporting accuracy and efficiency
Prepare and maintain financial reports, dashboards, and presentations for business partners and leadership
Collaborate cross-functionally with FP&A, Accounting, Operations, Market, and Product
Develop recommendations and insights based on financial and operational data
Support monthly and quarterly business reviews by preparing financial materials and analysis
Monitor key business metrics and support achievement of financial goals
Support team priorities and share knowledge with peers as appropriate

What you bring

Bachelor’s degree in Finance, Accounting, or a related field
Relevant finance or accounting experience
Demonstrated ability to build and improve business processes, templates, and reporting frameworks
Ability to be highly accountable, self-directed, and comfortable working with limited oversight
Proven communication skills, including the ability to synthesize results into concise, executive-level narratives

Tools and technologies

Essbase
Hyperion

Benefits

Comprehensive benefits package
Incentive and recognition programs
Equity stock purchase
401k contribution

Preferred qualifications

Self-motivated with the ability to work independently and collaboratively
Solid analytical and problem-solving skills
Ability to support decisions through data-driven insights
Ability to manage multiple priorities and deadlines
Experience working in a fast-paced, matrixed environment
Experience with financial planning systems such as Essbase, Hyperion, or similar platforms

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Financial Advisor

Sentinel Asset management Leesburg, VA

Leesburg, VA

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$130k - $145k/yr Full time Advisor Business Development Client Relations

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Job Description

Sentinel Asset management is seeking a Financial Advisor to serve clients in Leesburg, VA on an onsite basis. This commission-based W-2 role focuses on building relationships from provided leads and seminar attendees, using a structured two-meeting process to educate prospects and guide them toward clear, confident next steps.

In this position, you will help strengthen Sentinel’s credibility through seminars, run discovery-focused first meetings, and present structured financial plans. As you ramp, the role transitions into ongoing client service, with annual reviews and proactive communication to support long-term relationships.

Key Responsibilities

Lead or support seminars to build Sentinel’s credibility with prospective clients
Run first meetings centered on discovery and listening, rather than pitching
Present structured financial plans and guide clients to a confident decision
Maintain client relationships through annual reviews and proactive communication
Document meetings in line with firm and regulatory compliance standards
Manage 2–3 client meetings per day once fully ramped

Requirements

5 years of relevant professional experience (required)
Series 65 (preferred)
Life & Health Insurance License (preferred)
Bachelor’s degree (preferred); Master’s degree advantageous
Advanced credentials strongly preferred, including CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent
Licensing can be obtained if needed, with an expected ramp-up extension of approximately 45–60 days

Compensation & Growth

Full-time, commission-based W-2 position
Initial 6–8 months focused on immersion in Sentinel’s process
Expect first client within 90 days, with additional clients during the next 90 days, building toward a full, lasting practice
Pay: USD 130,000–145,000 per year
Top performers earn up to $250K+

Benefits

401(k)
401(k) with 4% match
All overhead covered, including marketing, office, admin, and seminars
Flexible work-life balance
Family-oriented culture

What Sentinel Provides

All leads provided and seminars filled for you
Dedicated Paraplanner for plan preparation and administrative support
Hands-on, comprehensive training in Sentinel’s process

Work location: In person in Leesburg, VA.

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Associate Financial Advisor

The MOHR Enterprises LLC Sheboygan, WI

Sheboygan, WI

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$30 - $36/hr Full time Advisor Analytical Skills Associate Financial Advisor

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Job Description

Sheboygan, WI onsite Associate Financial Advisor role supporting a wealth management team with a path toward expanded advisory responsibilities.

Responsibilities

Assist senior advisors with client meetings and post-meeting follow-up.
Collect, organize, and analyze client financial information.
Help develop financial plans, client presentations, and investment recommendations.
Support retirement planning, investment management, and wealth preservation strategies.
Answer client questions and coordinate service needs with the appropriate team members.
Maintain accurate client records and ensure financial planning documents are kept up to date.
Build client relationships and progress toward managing greater responsibilities independently.
Complete required licensing requirements and ongoing professional development.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (or equivalent relevant experience).
1–3 years of experience in financial services, banking, accounting, investment operations, or client service.
Strong analytical, organizational, and communication skills.
High attention to detail and ability to handle confidential information.
Proficiency in Microsoft Office, with emphasis on Excel.
Genuine interest in financial planning and building long-term client relationships.

Preferred

Wealth management or financial advisor support experience.
SIE, Series 7, Series 66, or life and health insurance license.
Progress toward or interest in earning the CFP® certification.
Willingness to obtain required licenses.

Tools and Technologies

Microsoft Office
Excel

Benefits

Mentorship from experienced financial advisors.
Support for licensing and professional development.
Clear path toward a Wealth Advisor role.
Collaborative, client-focused work environment.
Competitive compensation and comprehensive benefits.

Compensation: USD 30–36 per hour.

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Finance Manager

MORRIES RICHFIELD JLR LLC Richfield, MN

Richfield, MN

Today

$60k - $400k/yr Full time Manager Client Relations Finance Manager

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Job Description

The Finance Manager role at Morrie’s Auto Group supports structured, compliant financing outcomes while helping customers understand payment options and product selections. This onsite position in Richfield, MN focuses on deal structuring, consultative customer conversations, and maintaining a high customer experience.

Responsibilities

Structure customer deals to support maximum profitability and collectability
Lead consultative interviews to identify customer financing needs and payment options
Explain a transparent pricing menu that outlines products and financing options
Ensure all finance transactions are compliant with state and federal laws and regulations
Develop and execute activities aimed at achieving targeted product sales goals
Build an in-depth understanding of available products to create customer value and provide effective advocacy
Complete administrative processes in alignment with company standards and efficiency expectations
Maintain Morrie’s reputation for high customer service by advocating for customers, resolving issues, answering questions thoroughly, and maintaining a high CSI

Requirements

College degree in Business Management, Finance, Sales, or a related field
2-3 years of sales and/or finance experience in the automotive industry
Previous management experience preferred
Strong attention to detail, with the ability to multi-task while maintaining confidentiality
Excellent communication and consultative skills
Proven success in sales

Education

A college degree in Business Management, Finance, Sales, or a related field.

Benefits

401(k) and Roth IRA programs with a 4% company match
Full medical coverage through BCBS with their biggest network
HSA and Copay plan options, whichever fits your needs
Dental and vision coverage
PTO accrual starting at 2 weeks
Free life insurance for all employees
AD&D, short- and long-term disability coverage, and voluntary life insurance
Flexible spending plans
Some benefits are offered to full-time employees only

Compensation and Location

Compensation: USD 60,000 - 400,000 per year.

Location: Richfield, MN (onsite).

What You Bring

College degree in Business Management, Finance, Sales, or a related field
2-3 years sales and/or finance experience in the automotive industry
Previous management experience preferred
Detail-oriented approach with the ability to multi-task while maintaining confidentiality
Excellent communicative and consultative skills
Proven success in the sales arena

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Bilingual Japanese/English Credit Associate

Activ8 Recruitment and Solutions New York, NY

New York, NY

Today

$65k - $90k/yr Full time Analytical Skills Bilingual English/japanese Client Service

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Job Description

The role is a Bilingual Japanese/English Credit Associate position based in New York, NY with a hybrid work arrangement. In this role, you will support the credit process for US subsidiaries of Japanese and/or Asian companies, including credit analysis and related documentation to prepare credit applications.

Role Overview

As a Credit Associate, you will analyze the credit profile of US subsidiaries by reviewing historical performance and supporting forward-looking projections. Your work will contribute to the preparation of credit applications and ongoing credit monitoring through portfolio reviews and credit events that may affect borrowers.

Key Responsibilities

Perform analysis and research on borrower and parent performance to evaluate historical results and future projections, including cash flow analysis and risk capital calculations
Collect and organize support documentation to structure deals; coordinate with middle and back office teams for KYC purposes
Assist in drafting prescreen memos for the Credit Department
Conduct quarterly and annual reviews of the loan portfolio
Address system and procedural issues tied to borrowers, including internal grading and monthly/quarterly reporting, plus other ad hoc projects
Support credit events such as amendments, new originations, loan closings, and funding activities
Carry out sector, region, and loan-specific research and analytics; stay current with market conditions
Provide ad hoc reporting for management

Required Qualifications

Bachelor’s degree in finance, Business, or Accounting
5 years of corporate banking experience
Proficiency in MS Excel, MS Word, and MS PowerPoint
Ability to speak, read, and write Japanese

Preferred Skills and Background

Formal credit training preferred
Corporate finance experience: 5 years (preferred)

Tools and Technologies

MS Excel
MS Word
MS PowerPoint

Compensation and Location

Location: New York, NY (hybrid)
Salary: USD 65,000 - 90,000 per year
Work location detail: In person

Benefits

401(k)
Dental insurance
Health insurance
Vision insurance

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Regional Finance Coordinator

Centers Health Care Albany, NY

Albany, NY

Today

$85k - $115k/yr Full time Financial Analysis Healthcare Finance Internal Controls

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Job Description

Regional Finance Coordinator role supporting Skilled Nursing Facilities across Upstate New York with a focus on financial performance, revenue cycle, compliance, and leadership coaching.

Responsibilities

Oversee financial performance for a regional portfolio of skilled nursing facilities
Collaborate with Administrators, DONs, and facility leadership to improve financial and operational outcomes
Monitor revenue cycle performance, including billing, collections, and reimbursement processes
Ensure adherence to corporate financial policies and internal controls
Assess financial risks and opportunities, then develop action plans to address findings
Coach and provide financial education to Business Office Managers and facility leadership

Requirements

SNF experience
Ability to travel throughout Upstate New York (including regular travel)
Experience overseeing financial performance across multiple healthcare facilities
Strong knowledge of Medicare, Medicaid, managed care, and SNF reimbursement models
High comfort level working with executive and facility leadership teams
Strong analytical skills with attention to detail and organization
Good communication skills

Location: Albany, NY (onsite)

Compensation: USD 85,000 - 115,000 per year

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Financial Advisor - Associate

True Axis Recruiting Fargo, ND

Fargo, ND

Today

$80k - $105k/yr Full time Advisor Analytical Skills Associate Financial Advisor

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Job Description

Join a team that invests in your growth from day one. This entry-level Financial Advisor Associate role includes training and ongoing development to strengthen sales techniques and product knowledge. You will support business growth through client engagement, lead generation, and outside sales, while working in a hybrid setup in Fargo, ND (58103).

Compensation for this full-time position ranges from $80,000 to $105,000 per year, with a flexible schedule to help you balance your work life. You will also have access to a competitive benefits package, including retirement and insurance options.

Responsibilities

Develop and maintain client relationships using effective territory management and account management practices.
Perform outside sales activities, including cold calling and direct outreach, to generate new business opportunities.
Conduct product presentations for prospective clients, clearly communicating the benefits of the offerings.
Work with marketing teams to align lead generation and customer engagement strategies.
Use CRM software (including Salesforce) to track sales activities, manage customer interactions, and analyze sales data.
Identify upselling opportunities by recognizing additional needs for existing clients.
Deliver exceptional customer service throughout the sales process to support satisfaction and retention.
Participate in ongoing training and development to improve sales execution and product knowledge.

Requirements

Strong sales background, with a focus on outside sales.
Strong negotiation and customer service skills.
Experience in outside sales or B2B and/or B2C sales is highly desirable.
Familiarity with CRM tools for managing leads and customer interactions.
Strong analytical skills to assess market trends and uncover new opportunities.
Proven ability in negotiation and closing deals.
Retail sales or inside sales experience can be beneficial.
Demonstrated business development capability, including lead generation and territory sales management.
Excellent communication skills with an emphasis on customer service.