Kentucky

Finance Jobs in Kentucky

29 jobs found

Include remote jobs

1d ago

Financial Professional

New York Life Insurance Company & NYLIFE Securitiess, LLC. Louisville, KY

Louisville, KY

1d ago

$50k - $150k/yr Full time Advisor Client Relations Client Service

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Job Description

New York Life Insurance Company and NYLIFE Securitiess, LLC. are seeking a Financial Professional to help clients protect what matters and build plans for the future. This Louisville, KY-based role (onsite/hybrid remote) supports the development of your client relationships, along with training to help you offer insurance and financial solutions tailored to individual needs. Compensation is commission-based, with opportunities to grow into independent career agent responsibilities.

Role overview

Support clients through important financial decisions, including retirement, protection, and education planning
Develop your own book of business using networking, referrals, and community involvement
Deliver tailored solutions across insurance and financial products
Build expertise through ongoing training and real-world experience

How training and support works

Structured onboarding and licensing support
Ongoing coaching and access to opportunities to obtain professional credentials
Prepaid tuition for eligible, participating agents pursuing approved credentials
Training subsidy available for eligible candidates during early stages

Products and client solutions

The organization offers a broad range of solutions to help clients and their families pursue financial goals, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a licensed insurance agency.

Access to experienced professionals and institutional knowledge
Proven best practices, plus sales, prospecting, and marketing tools to help attract and retain clients through web, social, and email content

Career path flexibility

After two years of training, agents become independent career agents and run their own businesses
As you grow, you may specialize in wealth management, estate planning, or business solutions, or pursue leadership opportunities
You may also choose to become a financial advisor with Eagle Strategies LLC (registered investment advisor) to offer advisory services

Compensation and income

Commission-based compensation: you determine your own income based on performance
In 2024, the average income of financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555
Individual agent performance determines income

Benefits

401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Professional development assistance
Retirement plan
Vision insurance

For eligible full-time agents, benefits include medical, dental, life and long-term disability coverages, 401(k), and pension.

Requirements

Self-motivated individuals who take initiative
Strong communicators who enjoy building relationships
Coachable with openness to feedback
Interested in long-term learning and growth rather than a short-term role

Pay, location, and additional details

Pay: $50,000.00 - $150,000.00 per year
Work location: Hybrid remote in Louisville, KY 40222
To learn more about commission-based income and benefits, visit: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Why this role

Be supported by a Fortune 100 company while building your own practice
Work toward independence after training, with access to tools, coaching, and institutional expertise
Contribute to outcomes including 5 million policyowners protected and $1.2 trillion in life insurance protection in force
Additional track record includes $1 billion in lifetime annuity income paid and $7.8 billion in living benefits awarded (dividends not guaranteed)
Ranked as the #1 largest mutual insurer in the U.S.

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3d ago

Commercial & Residential Lending Broker Assistant | Marketing & Finance

L3 Home Lending Louisville, KY

Louisville, KY

3d ago

$15 - $25/hr Part time Marketing Business Development Coordinator

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Job Description

L3 Home Lending seeks an entry-level Commercial & Residential Lending Broker Assistant to support mortgage and commercial or business lending workflows while assisting with marketing, lead tracking, and client coordination. This part-time onsite role in Louisville, KY provides exposure to both residential and commercial lending processes.

Role Overview

The Commercial & Residential Lending, Marketing & Finance Associate will help manage administrative tasks and client communications across lending activities. The position includes assisting with loan file preparation and transaction coordination, monitoring loan pipelines, and maintaining CRM records. The role also supports lead management and marketing activities.

Key Responsibilities

Communicate with clients, Realtors, builders, title companies, insurance agents, attorneys, and lending partners.
Gather and organize documentation for residential and commercial loan applications.
Assist with loan file preparation, condition collection, and transaction coordination.
Monitor loan pipelines and provide timely updates to clients and referral partners.
Track leads, maintain CRM records, and support business development efforts.
Assist with social media, email marketing, marketing materials, and company events.
Coordinate client follow-up, thank-you cards, closing gifts, and post-closing outreach.
Schedule appointments, manage calendars, and provide administrative support as needed.
Support daily office operations while delivering an exceptional client experience.

Requirements

Exceptional attention to detail.
Self-motivated with the ability to work independently.
Positive attitude and strong work ethic.
Highly organized and able to manage multiple priorities.
Strong communication and interpersonal skills.
Problem-solving mindset with the ability to take initiative.
Ability to multitask efficiently while maintaining accuracy.
Desire to learn the residential mortgage and commercial lending industries.
Passion for serving clients and creating an outstanding customer experience.

Technology

Benefits

Exposure to residential mortgage lending.
Exposure to commercial real estate and business lending.
Hands-on experience in finance, real estate, sales, marketing, and business development.
Training on CRM systems, lead management, and client relationship management.
Direct mentorship from experienced lending professionals.
Opportunity for career growth within a growing company.

Schedule and Location

Location: Louisville, KY (onsite)
Work type: In person
Schedule: Flexible schedule available
Workdays: Monday, Tuesday, Wednesday, Thursday, Friday
Hours: Flexible based on candidate availability and business needs
Typical start time: Flexible (9AM)
Typical end time: Flexible (5PM)

Compensation

Job type: Part-time
Pay: $15.00 - $25.00 per hour

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5d ago

Senior Financial Analyst

DRC Industries, Inc Carrollton, KY

Carrollton, KY

5d ago

$76k - $85k/yr Full time Senior Accounting Analytical Skills

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Job Description

The Senior Financial Analyst role at DRC Industries, Inc. supports corporate and functional teams as well as manufacturing facilities through monthly reporting, cash and sales/backlog visibility, reconciliations, ad-hoc analysis, and capital expenditures coordination.

Role Summary

In this position, you will prepare and distribute monthly financial reporting, maintain daily cash position and sales/backlog reporting, support month-end and year-end close activities, and ensure the accuracy and integrity of the general ledger. The role also includes operating report preparation and coordination of the capital expenditures approval process.

Key Responsibilities

Prepare, review, and distribute monthly financial reports.
Maintain daily cash position reporting and daily sales, booking, and backlog reporting.
Maintain weekly A/P disbursements and support ACH/check positive pay file activities, including vendor ACH maintenance.
Prepare monthly balance sheet reconciliations.
Perform core financial duties associated with month-end close and year-end close.
Prepare weekly, monthly, and quarterly operating reports.
Collaborate with Accounts Payable and Accounts Receivable to eliminate waste streams and resolve bottlenecks.
Develop, maintain, and distribute ad-hoc reports and financial models as needed.
Coordinate the capital expenditures approval process, perform monthly analysis, and lead the monthly meeting.
Maintain the integrity of the general ledger.
Update the financial reporting system as needed.
Collaborate with operations to maintain inventory accuracy.
Participate in year-end inventory stock take.
Perform other required functions, including work assignments that support efficient flow of work within the business.

Required Qualifications

Accounting and GAAP knowledge.
Advanced or expert knowledge of Microsoft Office with emphasis on Excel and Access (database extraction, complex formulas and functions, pivot table creation and maintenance, macros, and related capabilities).
Detail oriented, highly organized, and analytically inclined.
Strong initiative with the ability to manage multiple projects.
Excellent communication skills.
Ability to complete projects timely and accurately.
Ability to work well with others in a fast-paced, dynamic environment.
Ability to read and interpret documents such as safety rules, policies and procedure manuals, and operating instructions.
Ability to perform basic mathematical functions including addition, subtraction, multiplication, and division.

Education and Experience

Bachelor’s Degree in Accounting or Finance required.
Minimum 3 years of experience (as specified: 3+ years of accounting and/or finance experience in a manufacturing environment).

Tools and Technologies

Microsoft Office
Excel
Access
Pivot tables
Macros

Work Location and Schedule Setup

Location: Carrollton, KY (onsite).

Compensation

Salary: USD 76,000 - 85,000 per year.

Work Authorization

DRC Industries, Inc. is unable to sponsor or take over sponsorship of an employment visa (including H-1B, TN, E-3, O-1, F-1 OPT/STEM, or other employment-based status) for this position at this time.
Candidates must be legally authorized to work in the United States for any employer now and in the future without the need for current or future employment visa sponsorship.

Physical Requirements and Work Environment

Ability to frequently walk or stand for long periods of time.
Ability to regularly sit for extended periods of time.
Ability to regularly lift and/or move up to 10 pounds; frequently lift and/or move up to 25 pounds; occasionally lift up to 50 pounds.
Regular exposure to repetitive motion, bending, lifting, twisting, crouching, reaching, pushing, and/or pulling.
Occasional work near powered automated assembly fixtures.

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13d ago

Plant Finance Manager

Calculated Hire Murray, KY

Murray, KY

13d ago

$105k - $115k/yr Full time Manager Accounting Budget Management

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Job Description

The Plant Finance Manager is the finance leadership point for the Murray, KY site, responsible for planning, budgeting, performance analysis, and financial controls for plant operations. This role coordinates closely with site leadership and supports financial decision-making aligned to Safety, Quality, Reliability, and Customer 1st.

Location and Compensation

Location: Murray, KY (onsite)
Salary: USD 105,000 - 115,000 per yearly
Experience level: 5+ years

Key Responsibilities

Serve as the primary point of contact for the Regional Account Service Center (RASC), General Office (G.O.), and plant personnel on all financial matters.
Review company financial records to verify accuracy and alignment with company policy.
Lead period, quarterly, and yearly closing activities, including journal approvals and reviews to ensure accuracy; conduct financial analysis and provide a period recap to G.O.
Prepare reporting on a period, quarterly, and annual basis for the group controller and federal, state, and local agencies.
Develop period profit estimates and annual budgets for departments and analyze business activity against those plans.
Conduct financial analysis focused on trends, discrepancies, and opportunities to support business performance.
Prepare cost estimates for new products or package changes; continually analyze pricing and maintain pricing and quote support for outside sales.
Evaluate whether new business is financially beneficial and consistent with company strategy.
Analyze capital projects to confirm they meet company requirements.
Control physical and liquid assets, review and approve expenditures, and implement safeguards to prevent excessive spending or waste.
Understand multiple accounting systems and interfaces, investigating issues as they arise.
Supervise office staff, including work scheduling, review of completed work, and investigation and resolution of questions or problems.
Follow established programs, policies, and practices to support safe, quality foods that meet regulatory and company requirements.
Maintain accountability to the Manufacturing Food Safety and Quality Principles.
Coach and supervise direct reports, including performance reviews and ongoing feedback.
Meet essential job functions with or without reasonable accommodation.
Be able to work around ingredients and/or finished products that may contain food allergens.

Required Qualifications

Education: Bachelor’s Degree in accounting or finance
Experience: 5+ years of progressive accounting/finance experience
Thorough knowledge of accounting practices
Ability to build collaborative relationships to achieve work goals
Ability to comprehend complex oral and written instructions
Strong oral and written communication skills
Strong analytical skills
High attention to detail with a high degree of accuracy and precision
Pay level is based on plant complexity, including number of production departments and number of division customers supported

Technologies

Microsoft Excel
Hyperion Essbase

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Vision insurance
Paid time off
Paid parental leave
Parental leave

Preferred Experience

Experience in manufacturing and/or union environment
Proficiency in Microsoft Excel and Hyperion Essbase
Experience working in cost accounting, budgeting, and forecasting

Application Deadline

Applications are accepted until 11/15/2026.

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30d ago

Certified CPA / AI & Financial Operations Specialist

Whiteshore Funding LLC Lexington, KY

Lexington, KY

30d ago Closed

Up to $80k/yr Full time Python Accounting Accounting Automation

This position is no longer accepting applications (closed Nov 12, 2026).

Job Description

The Certified CPA / AI & Financial Operations Specialist role at Whiteshore Funding LLC focuses on designing AI-powered financial and operational systems, pairing advanced accounting expertise with technical development to automate workflows and strengthen compliance and risk controls.

Key Responsibilities

Design, develop, and implement advanced AI systems to automate financial and operational processes.
Build and manage AI agents, custom chatbots, and intelligent automation workflows.
Use ChatGPT, Grok, and other leading AI platforms at an expert level.
Develop AI-powered tools for financial underwriting, cash flow analysis, reporting, compliance monitoring, and business intelligence.
Integrate AI systems with existing business software, databases, spreadsheets, and internal applications.
Identify repetitive company tasks and create automated solutions to reduce or eliminate manual work.
Build systems that extract, interpret, and analyze information from bank statements, financial documents, emails, and spreadsheets.
Continuously research emerging AI technologies and independently implement solutions that improve productivity.
Evaluate AI systems for accuracy, data security, reliability, and regulatory compliance.
Write and maintain code to automate financial and business operations, including API integrations that connect AI models with internal and third-party software.
Create automated dashboards, internal applications, financial reporting systems, and data-processing tools.
Build automated workflows using Microsoft Power Automate, Zapier, Make, or similar technologies.
Troubleshoot technical issues independently and implement practical fixes.
Use AI-assisted coding tools to improve development speed while maintaining accuracy and reliability.
Demonstrate expert-level proficiency in Microsoft Excel and the Microsoft 365 suite, including advanced financial modeling and automation.
Develop complex financial models using advanced formulas (including XLOOKUP, INDEX/MATCH), pivot tables, Power Query, Power Pivot, macros, and VBA.
Automate Excel spreadsheets, financial calculations, reconciliations, and recurring reporting.
Create advanced financial dashboards and interactive business performance reports.
Maintain exceptional proficiency across Microsoft Outlook, Word, PowerPoint, Teams, and other Microsoft applications, including using AI within Microsoft applications to improve workflow efficiency.
Process large amounts of financial data quickly and accurately, including detailed cash flow analysis to evaluate financial health and repayment capacity.
Analyze bank statements, balance sheets, profit and loss statements, financial trends, and business expenses; identify inconsistencies, unusual transactions, and potential risks.
Maintain accurate accounting records, reconciliations, and financial reporting while applying GAAP and relevant accounting standards.
Evaluate business models, revenue streams, operating expenses, and overall profitability, using AI-driven analysis to improve decision speed and accuracy.
Maintain a strong understanding of financial regulations, accounting compliance, and business lending requirements.
Develop automated systems to identify potential compliance violations, financial discrepancies, and operational risks.
Ensure AI-powered financial processes comply with applicable regulations and company policies, supported by internal controls, documentation procedures, and financial monitoring systems.
Support audits, regulatory reporting, and financial risk assessments.
Protect sensitive financial information through secure technology and responsible AI implementation.

Required Qualifications

Active CPA license required.
Strong experience in financial accounting, cash flow analysis, and financial modeling.
Exceptional mathematical ability and financial judgment.
Deep understanding of how businesses operate, generate revenue, manage cash flow, and produce profits.
Strong knowledge of financial compliance, risk assessment, and internal controls.
Expert-level proficiency with ChatGPT, Grok, and multiple AI platforms.
Demonstrated experience building AI agents, chatbots, and automated workflows.
Strong coding skills with the ability to independently develop functional programs and automations.
Experience with APIs, AI integrations, and large-scale data processing.
Proven ability to use AI to solve complex business problems and evaluate AI output for inaccuracies.
Expert-level Microsoft Excel skills are mandatory.
Advanced proficiency across Microsoft Office and other business software.
Extremely fast and accurate typing skills.
Exceptional computer literacy and technical problem-solving abilities.
Ability to work quickly across multiple systems without sacrificing accuracy.
Ability to learn new software and emerging technologies independently.

Technology Stack

Python, SQL, VBA
ChatGPT, Grok
Microsoft Power Automate, Zapier, Make
Microsoft Excel, Microsoft 365
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
XLOOKUP, INDEX/MATCH, Power Query, Power Pivot, macros
AI-assisted coding tools
GAAP

Compensation

Up to $80,000.00 per year

Work Location

Onsite in Lexington, KY

Additional Candidate Skills (Assessment)

Advanced Excel financial modeling and automation.
Cash flow analysis and financial statement interpretation.
AI agent development and workflow automation.
Python programming or comparable coding exercises.
Practical application of ChatGPT, Grok, and AI-assisted business tools.
Financial compliance and analytical problem-solving.
Typing speed, accuracy, and technical proficiency.

Why Join Whiteshore Funding LLC

This role supports the development of technological and financial infrastructure within a growing financial services company. The position combines AI, financial analysis, business strategy, programming, and automation, with an emphasis on automating financial and operational processes while maintaining accuracy, compliance, and oversight.

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1mo ago

Financial Consultant

Truist Bank Louisville, KY

Louisville, KY

1mo ago Closed

Full time Advisor Associate Financial Advisor Business Development

This position is no longer accepting applications (closed Nov 9, 2026).

Job Description

Truist Bank offers a consultative wealth environment for professionals who want to support Financial Advisors while helping clients move toward their goals. This onsite role in Louisville, KY includes a structured benefits package, protected time off, and opportunities to collaborate on client engagements as part of a Financial Advisor team.

Responsibilities

Support the establishment of the Financial Advisor team’s strategic direction to help increase revenue.
Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services.
Implement recommended investment products and services as appropriate.
Help clients with trades, requests for information, research, and account issues.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
Contribute to the preparation for and delivery of client presentations and engagements.
Assist Advisors in maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
Follow professional and ethical standards set by Truist, FINRA, and other applicable regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
4 years of professional experience, including 1 year in the securities industry.
FINRA Series 7 and FINRA Series 66.
Applicable state health and life insurance licenses and jurisdictional registrations matching the advisor(s) supported.
Organized and self-motivated with strong skills in analytics, problem-solving, interpersonal interactions, persuasion, and relationship management.
Proficiency with basic computer applications, including Microsoft Office tools.
Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

Medical, dental, and vision coverage
Life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment type: Regular. Language: English (Required). Technologies: Microsoft Office.

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1mo ago

Financial Advisor

Truist Bank Louisville, KY

Louisville, KY

1mo ago Closed

Full time Advisor Asset & Wealth Management Business Development

This position is no longer accepting applications (closed Nov 9, 2026).

Job Description

Truist Bank is hiring a Financial Advisor in Louisville, KY (onsite) to drive client growth through tailored investment guidance and compliant sales execution.

Responsibilities

Provide personalized investment solutions designed to help clients pursue long-term financial goals.
Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
Maintain a profitable level of securities and insurance sales by executing opportunities identified via external networking and internal referrals.
Ensure sales activities align with the client segmentation model and clients’ best interests.
Use a consultative sales process to partner with clients and review investment plans on a regular basis.
Lead client relationship management strategies to deepen client connections and loyalty.
Record transactions and inquiries accurately, and ensure customer files are completed and maintained to meet regulatory policies.
Stay current on Truist Wealth products and complete all required continuing education.
Build partnerships with Wealth, Commercial, and other internal teams to identify and address unmet client financial needs.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
FINRA Series 7 and 66 (with 63 and 65 in lieu of 66).
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized and self-motivated with strong skills in analytical, problem-solving, interpersonal, persuasion, and relationship management.
Competency with Microsoft Office products.

Technology

Microsoft Office

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
At least 10 days of vacation in the first year (prorated based on hire date and full-time/part-time status)
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Other Information

Regular position
Language: English (Required)
Work shift: 1st shift (United States of America)
Preferred qualifications: Additional credentials such as CFP, CIMA, etc.; banking experience helpful
Benefits eligibility (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits; eligibility for specific benefits may vary by division