Daily Thermetrics is a fast-growing manufacturing company, and we are looking for a dedicated Purchasing Assistant to join our team. In this role, you will support our purchasing and sales departments, ensuring that projects are completed safely, accurately, and within tight deadlines to meet both quality standards and customer expectations.
The Purchasing Assistant is an entry-level position that plays a key role in maintaining the smooth operation of our supply chain. You will be responsible for providing administrative and operational support, assisting with the preparation of key procurement documents, and tracking orders to ensure timely deliveries.
Support the Purchasing Department in preparing RFQs (Request for Quotation), RFPs (Request for Proposal), and purchase orders. Collaborate with the Sales team to obtain pricing from suppliers for RFQs. Assist in tracking open orders, updating procurement statuses, and maintaining detailed reports. Work with the Accounting team to resolve supplier invoicing discrepancies. Communicate with suppliers to address missed deliveries, short shipments, and other order issues. Contribute to team objectives by taking on additional responsibilities as needed.
Benefits: 100% Company paid Employee Only Medical Health Savings Account with Employer contribution 100% Company paid Life Insurance Paid Time Off Paid Holidays 401K with Employer match Medical Plan options available (two medical plans, dependent/family coverage) Health Savings Account Flexible Savings Account Optional Voluntary Benefits Including: Dental, Vision, Supplemental Life Insurance, Disability, Accident plan)
Qualifications: High school diploma or equivalent (Associate Degree or B.Sc. in Supply Chain or related fields preferred) Minimum two years experience in a purchasing position Proficient in purchasing functions, supply and inventory management. Excellent communication, negotiation and interpersonal skills Must be a detail-oriented team player with ability to prioritize, multitask and work with minimal supervision Strong organizational skills, understanding of sourcing and the ability to maintain vendor relationships Experience with spreadsheet computer applications a must Dependable and Reliable production orientation Position is based at a manufacturing/fabrication shop, climate-controlled shop environment. Interaction with machine shop employees with varying experience, engineers, supervisors as well as third-party inspectors, as needed. Working in plant and/or shop areas around production machinery Ability to lift and carry 20 pounds Sufficient clarity of speech and hearing or other communication capabilities, with or without reasonable accommodation, which permits employee to communicate effectively Strong attention to detail Sufficient personal mobility and physical reflexes, with or without reasonable accommodations to perform inspection duties in a fabrication/manufacturing shop, as needed. Ability to maintain focus and multitask effectively Ability to communicate technical concepts and materials specifications, written and verbal
Daily Instruments provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.   This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our team of professionals take a holistic approach by simultaneously analyzing appropriate income tax, estate, gift, generation-skipping, philanthropic, retirement and trust aspects of a client’s planning and compliance needs. We collaborate with our clients, including their attorneys, and other advisors, along with subject matter experts both within and outside RSM to achieve our clients’ goals.As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholdsAnticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as across line of business to build client relationships and support growthParticipate in prospective client proposals and intentionally plan to build new client relationshipsDelivers exceptional talent experience by building collaborative teams, developing and rewarding team membersParticipate in local and national committees focused on building technical expertise and strategic plansDevelop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvementDemonstrates alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leaderBasic Qualifications:Bachelor’s degree in accounting or business-related fieldCPA license in one’s principal place of business/home state, licensed J.D. or enrolled agent (with approval from regional tax leader)Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals. Most recent years should include experience in leading all aspects of client engagements and driving growthProficient in individual, fiduciary, and investment partnership taxation, with an understanding of complex investments and the related tax implications and/or estate, gift and generation skipping transfer taxationFamiliar with multi-state taxationStrong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectationsPreferred Qualifications:LL.M. in Taxation and/or Master’s in TaxationAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at or send us an email at .RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $137,700 - $276,700Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSummer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Remote, Nebraska | 503336 Financial Representative Trainee - Miami, FL Florida | 502874 Financial Representative Trainee - Springfield, MO Missouri | 502872

Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first four years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.Benefits:Includes bonus potential, 401K, and comprehensive health benefitsFor more information please visit: Edward Jones Benefits PageYou can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration² As your new asset compensation and commissions increase over the first four years, salary will decreaseWe know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $38,500 - $100,000Hiring Minimum: $Hiring Maximum: $Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Awards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA

Job Type:Intern/Student (Fixed Term)Plains All American (PAA) is an industry-leading transportation and midstream provider specializing in transportation, storage, processing and marketing solutions for crude oil and natural gas liquids (NGLs). We own an extensive network of pipeline transportation, terminalling, storage and gathering assets in key crude oil and NGL producing basins and transportation corridors and at major market hubs in the United States and Canada. On average, PAA handles more than 6 million barrels per day of crude oil and NGL in its Transportation segment. The company is headquartered in Houston, Texas.We are looking for highly-motivated students who enjoy working as part of a team in a dynamic and entrepreneurial work environment and have a strong interest in a career in the energy industry.Interns are an integral part of our team, whose contributions help drive our business forward. #Plains is proud to foster a culture where students are empowered to ask questions and feel as though they are part of the team from day one. We provide our interns with opportunities to build their professional networks through working alongside skilled professionals, mentors, and other students.Plains’Intern Program is an opportunity to get hands on experience and education which is aligned with each student’s degree, in the oil and gas midstream sector. Plains’ intern opportunities have been specifically designed to providestudents the opportunity to apply their academic studies and gain valuable experience through meaningful and challenging work. Plains offers one of the industry’s best formal training programs in which high achieving participants may become eligible to receive an offer to join Plains upon graduation. We have multiple 3-month Accounting & Internal Audit Intern opportunities available across a variety of business groups. These roles are based in our downtown Houston office and will commence on May 19, 2025. The successful candidates will be exposed to sub-disciplines within Accounting and Finance that will put the knowledge obtained through university into practice. Successful candidates will also participate in several meaningful projects that are designed to both impact the bottom line of Plains business success and develop skills necessary for our graduate opportunities that strong performing interns may become eligible for upon graduation. Our Intern opportunities are available in the following groups:Financial AccountingFinancial ReportingJV and Regulatory AccountingPipeline AccountingCrude Oil AccountingInternal AuditAccounting Responsibilities:Assist & support senior team members in various ad-hoc & reoccurring projects involving the gathering, consolidating, analyzing, and presenting of company and commodity market data;Assist in analyzing and developing various Accounting initiatives & ideas to support Plains’ asset and commodity logistics business;Creating and updating reports based on both internal proprietary company data, and commodity market data using Microsoft tools, Oracle, and SharePoint;Utilize the latest technologies available to support senior team members in creating more efficient and streamlined processes for analyzing and presenting data to make business decisions;Develop an understanding of both processes and the overall function of the assigned business group;Achieve and complete assigned tasks as outlined at the beginning of the work term;Complete and present an assigned project; andAttend internal/external meetings, where applicable.Internal Audit Responsibilities:Interview business process personnel at various levels throughout the organization;Understand and document business processes, risks, and controls;Conduct audit procedures to provide compliance assurance and identify process improvement opportunities for company operations;Maintain and communicate audit status and results to Internal Audit supervisory and management personnel.Qualifications:Interns must be pursuing an undergraduate (bachelors) degree in Business, Economics, Finance, and/or Accounting;Previous work terms are considered an asset;Ideal candidates are analytical, creative, connected, and entrepreneurial;Proficient in Microsoft Excel, Word, PowerPoint and SharePoint;Strong written and verbal communication skills;Strong organizational skills and attention to detail;Proven flexibility and the ability to adapt to changing business conditions;Ability to work in a fast-paced environment while demonstrating strong analytical and organizational skills;Preference will be given to a student who will be returning to university to finish their undergraduate degree following the completion of this work term;Interns must be able and willing to relocate themselves to Houston for the entire duration of the work term;Interns must be able to commit to a 3-month work term starting May 19, 2025to be considered for the program;The successful candidate must comply with the Company’s Drug & Alcohol Policy including pre-employment testing; andThe successful candidate must provide satisfactory references and complete a Criminal Background Check.Documents required with your application:Cover letterResumeCopy of your unofficial transcript (you must include this to be considered)Interested candidates are encouraged to submit their application(s) online through our company website before September 25, 2024to be considered for the position.For our summer internship program, we look for sophomores, juniors, or seniors, working toward a bachelor's degree with solid academic credentials along with significant extracurricular involvement. Strong written and verbal communications skills are key to our business as well as having strong attention to detail. Students must demonstrate effective planning and organizational skills, proficiency with Microsoft products (MS Word, Excel, and PowerPoint), and a strong desire to learn more about the Oil and Gas business.Salary details estimated by job boards such as Indeed, Glassdoor, and LinkedIn do not represent Plains’ compensation structure. We thank all candidates for their interest; however, only those selected for an interview will be contacted.By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process. Learn more.

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join UsCareer Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Senior Accountant under the leadership of the Accounting Manager is responsible for general ledger accounting functions, including fixed asset accounting. This role involves ensuring the accuracy of financial data recorded, compliance with accounting standards, and timely financial reporting. The ideal candidate will have a strong background in accounting, exceptional analytical skills, and experience in managing complex financial transactions.As a Senior Accountant you will:Execute a Monthly Close of the General Ledger for Gulf States Toyota and maintain the close schedule.Prepare journal entries for Month End Close. Make materiality decisions on close entries.Compare the actual results to the budgeted results and provide variance explanations on a monthly basis.Reconcile balance sheet accounts in a timely fashion; resolve reconciling items in a timely manner.Manage and maintain the fixed asset register, ensuring accurate tracking of all capital expenditures.Record asset acquisitions, disposals, transfers, and depreciation; ensure compliance with capitalization policies and procedures.Maintain well-documented workpapers and instructions for journal entries, account reconciliations and system processes.Analyze monthly and year-end financial data to ensure all financial transactions are accurately recorded in accordance with Generally Accepted Accounting Principles (GAAP).Assist in reviewing or preparing ancillary audit schedules, audit footnotes and tax schedules.Research and resolve accounting transaction questions and other business unit issues in an agreed upon timeframe.Perform on special projects.What We Need From YouBachelor's Degree with 5 - 8 years of experience in the field or in a related area or possess an equivalent combination of education and experience.Hands on experience with SAP S4/Hana, including Financial Accounting Module Preferred‘Big Four' accounting firm experience PreferredProficient in effective communication (both oral and written)Proficient in change management (promote, coordinate, and support)Ability to quickly learn and adapt to new systems, tools, and processesAbility to work independently and as part of a teamThrives in environments where goals, processes or strategies may not be clearly definedExcellent attention to details and organizational skillsStrong Excel skills, including data validation and complex formula based calculationsSolid problem-solving skills with the ability to troubleshoot and resolve system issues in SAP and ERP environmentapply common sense.Certified Public Accountant (CPA) candidates who have passed at least three parts of the CPA exam may also be considered. PreferredPhysical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis).Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1#HP125

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join UsCareer Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Senior Manager, Business Planning and Accounting will be accountable for establishing and maintaining accurate accounting records and financial reports. The Sr. Manager will apply accounting and financial planning and analysis skills specifically in the areas of 1) general ledger and intercompany accounting, 2) accounts receivable and accounts payable, 3)inventory and cost accounting, 4) financial analysis, operational efficiencies and profitability, 5) provide timely and quality financial analysis and information to management, 6) development of various financial plans, budgets and forecast, 7) direction and support of Odoo and Microsoft AX accounting systems, 8) accounting functions within business unit, 9) ad hoc project or analytical support, and 10) customer bid support. This position will have a key role in process improvement projects.As a Sr Manager, Business Planning & Accounting you will:Development, review, analysis and presentation of monthly reporting package(s) to executive management and ASG Steering Committee members including but not limited to: * Review monthly financial results and facilitate the annual business plan and monthly close processes * Identify unusual balances, trends, transactions for research or explanation * Ensure quality, accurate and timely reporting.Development, coordination, review, analysis, presentation and enhancement of financial budgeting, forecasting, cash flow and other financial models for ASG including but not limited to: * Manage the annual business planning, budgeting and forecasting process * Routine forecast process * Other financial models that assist leadership in making key business decisions in designated areasLead, motivate, reward and develop direct reports to improve productivity and performance.Development, review, analysis and presentation of external reporting to financial institutions, regulatory agencies, etc.Interact with family accountants and/or family representation on a regular basis to: * Identity and quantify potential financial benefits of improvement ideas and initiatives * Assist in the development of performance measurements and other financial tools * Assist ASG in reporting and translating performance measurements so that they can drive changes * Assist with research and resolution of accounting transaction questionsBe a change agent * Provide out of the box thinking on solving issues * Participate with affiliate financial team members in establishing appropriate financial thinking and decision support * Focus the affiliate team members on methods and tools for engendering improvements that impact the business model and cost structure. * Participate in developing diagnostic analysis specific to a business unit * Assist affiliates in streamlining and eliminating transactions and efforts * Assess and communicate the financial benefits of improvements to current processesComplete the monthly and year-end accounting close processes within deadlines, review account reconciliations, prepare internal financial reporting and analyses.Support internal and external auditsResponsibly receive, transmit, and handle consumer and customer data per applicable policies and proceduresMaintain a system of internal controls that comply with company policies and proceduresResponsibly receive, transmit, and handle consumer and customer data per applicable policies and proceduresReview and follow data privacy practices, policies, guidelines and Management of coordination and preparation of the corporate and financial reporting function.Other duties and special projects as assigned.This position will not immediately have direct reports and is responsible for the management, coordination, and evaluation of the financial planning and analysis processes.Responsibilities also include sponsoring, managing, coordinating, and supporting project and process improvement teams, and participating in and/or supporting project teams sponsored by other management team members.What We Need From YouBachelor's Degree Accounting or Finance Required and7-9 years related experience and/or training; or equivalent combination of education and experience.Strong proven financial analysis skill set and strong knowledge of accounting principles and concepts.Strong communication skills in discussing and presenting financial results of the affiliates to business unit management and the top executive team.Work in a self-directed environment with a proven ability to multi-task across different work assignment and different business unitsDemonstrate leadership, team building, financial planning, and coordinationAble to put concepts into Able to identify key performance indicators, best practices suggestion for increasing performance managementCustomer service orientation, with an ability to identify customer needs, concerns and prioritiesLeadership skills with an aptitude towards guiding individuals and groups toward desired outcomes, by building confidence based upon a shared vision and the means to attain itTechnical expertise in the accounting and financial arena along with a proficiency in using Oracle, One Stream, Microsoft office software, and other PC applicationsSignificant interpersonal skills required, with an ability to build working relationships with others, while gaining the respect of othersCommitment to quality work and service along with a high achievementExperience working in a start-up company is a plusCertified Public Accountant (CPA) PreferredPhysical and Environmental RequirementsOffice: The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis).Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1HP125

At Houston Methodist, the Senior (Sr.) Financial Analyst position is responsible for maintaining and performing complex data analysis related to the clinical or financial performance of the assigned entity or hospital and/or contractual relationship. The Sr. Financial Analyst is also responsible for independently compiling and reporting information as requested by Financial Accounting, Internal Audit, Revenue Cycle, their department and entity management or administration. The Sr. Financial Analyst works collaboratively with teams and may serve as a liaison with Information Technology Business Intelligence and other stakeholders, as needed. This position is actively involved in developing and advancing best practices and tools for business analysis. The Sr. Financial Analyst highlights performance issues, identifies problems and researches solutions and makes recommendations to management for continuous improvement. Reports statistical information in graphical and other presentation formats. Other responsibilities may include the assistance with annual operating budgets and maintenance of monthly dashboards of key indicators and external benchmarks. May also be assigned to additional responsibilities; such as payer reimbursement analysis and financial reconciliation. PEOPLE ESSENTIAL FUNCTIONSInteracts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance in a timely manner.Serves as subject matter expert for assigned entity(s) (Hospital, Physician Organization, Research Institute, Academic Institute, HM Foundation, MOB, for Clinical and Financial reporting systems. Serves as role model and mentor to more junior team members. Supports training and onboarding of new team members.SERVICE ESSENTIAL FUNCTIONSAssists department administrator, faculty members or department, hospital leadership and entity leadership in managing the departmental budget.Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports.QUALITY/SAFETY ESSENTIAL FUNCTIONSReviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital or entity department(s)Develops, monitors and reports key system operational indicators and recommends improvements. Highlights performance issues, identifies problems and researches solutions. Makes recommendations to management for improvement.Follows all internal audit requirements for appropriate system applications.Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. Submits invoices and follow-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as appropriate.FINANCE ESSENTIAL FUNCTIONSPerforms one or more of the following: - Supports and develops auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. - Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. - Reviews contracts, calculates provider productivity bonuses/compensation models as appropriate. - Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of department's financial files for all grant and donor funding. - Ensures/verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary re-allocation form as appropriate.Utililzes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner.GROWTH/INNOVATION ESSENTIAL FUNCTIONSMaintains and monitors procedures and Standards of Practice (SOP's) for reconciliation process. Maintain working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. Identifies areas for improvement and makes recommendations to management. Seeks out opportunities to grow knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Shares knowledge and learnings with team.Proactively manages own career development. Completes My Development Plan (MDP).Identifies and recommends opportunities to employ new or enhanced functionality in support of continued performance improvement. Develops and advances best practices and tools for business analysis.This job description is not intended to be all-inclusive; the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATIONBachelor's Degree in finance, accounting, healthcare administration, business administration or related field.WORK EXPERIENCEThree years of financial, budget or cost accounting analysis experience required; experience in a health care environment highly preferred LICENSES AND CERTIFICATIONS - REQUIREDN/ALICENSES AND CERTIFICATIONS - PREFERREDCHFP - Certified Healthcare Financial Professional (HFMA) ANDCPA - Certified Public Accountant - State Licensure KNOWLEDGE, SKILLS, AND ABILITIESDemonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations.Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security.Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles.Advanced analytical thinking and creative problem solving and ability to define a variety of approraches to business problems.Advanced knowledge of business process analysis, system requirements, data modeling and functional design.Strong project management skills.Strong statistical analysis and data reductions skills.If assigned to Hospital: Familiarity with hospital patient data bases and relationship to other financial and non-financial systems preferred.Working knowledge of cost accounting system(s).SUPPLEMENTAL REQUIREMENTSWORK ATTIREUniform NoScrubs NoBusiness professional YesOther (department approved) NoON-CALL**Note that employees may be required to be on-call during emergencies (ie. DIsaster, Severe Weather Events, etc) regardless of selection below.On Call* NoTRAVEL****Travel specifications may vary by department**May require travel within the Houston Metropolitan area NoMay require travel outside Houston Metropolitan area NoCompany Profile:Houston Methodist The Woodlands Hospital opened in June 2017 as the eighth hospital in the Houston Methodist system. This 267-bed, 725,000-square-foot, full-service, acute-care hospital offers many of the same services as our flagship hospital in the Texas Medical Center. Also, on the beautiful hospital campus, located at the intersection of Interstate 45 and Texas State Highway 242, are two medical office buildings, which include a Breast Care Center; Cancer Center; infusion center; heart and vascular services; neurology; orthopedics and sports medicine; rehabilitation services; wellness services; an outpatient laboratory; and several other multispecialty physician practices. In January 2022, Houston Methodist The Woodlands opened Healing Tower a $250 million expansion project that added 106 beds, focused on medical-surgical and women’s services, and provided nine operating rooms. The project also included the expansion of the endoscopy center, emergency department and diagnostic imaging department with an enhanced neurodiagnostic and interventional center.Houston Methodist is an equal opportunity employer inclusive of women, minorities, disabled persons and veterans.Equal Employment OpportunityHouston Methodist is an Equal Opportunity Employer.Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or other characteristics protected by law. VEVRAA Federal Contractor – priority referral Protected Veterans requested.

Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSummer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Remote, Nebraska | 503336 Financial Representative Trainee - Miami, FL Florida | 502874 Financial Representative Trainee - Springfield, MO Missouri | 502872

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join UsCareer Growth: Advance your career with opportunities for leadership and personal development.Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.A Day In The LifeThe Sr. Manager, Accounting, under the leadership of the Director, Accounting is responsible for managing the overall GST accounting function for GST. The Sr. Manager will also lead the GST Accounting team to ensure compliance with company accounting policies and procedures, leading the development and implementation of formal internal controls, as well as be responsible for implementing new accounting standards as required. In addition, the Sr. Manager will be responsible for supporting the implementation and maintenance of IT systems, primarily SAP upgrades and enhancements, to ensure accurate books and records. Finally, the Sr. Manager also will work within and take action to enhance or lead cross-functional teams and ensure effective internal communications within GST and across affiliated Friedkin companies.As a Sr Mgr, Accounting you will:Establish and maintain accounting principles, practices, and procedures in accordance with generally accepted accounting principles ("GAAP"), cost accounting methodologies, and industry practices. Establish, maintain and administer accounting records (including the chart of accounts, general ledger, fixed asset ledger and other subsidiary ledgers) in accordance with GAAP, industry practices, company policies and service level agreements.Serves as the functional lead for all technical accounting questions.Responsible for maintenance and analysis of leases in Lease Controller for assigned entities.Responsible for maintenance and integrity of GL master data, including updating all required fields within OneStream and SAP. Coordinate with TFG corporate accounting team on new GL data requests.Serves as business lead for RTR - Interface with FI/CO technical resources and director of accounting on prioritization of SAP issue remediation and system enhancements.Serves as OneStream SME for reporting for accounting, working with director of accounting and business planning as needed to identify, design, and implement required reports.Assists director of accounting and accounting manager with establishment of system of internal controls and maintains risk control matrices.Leads monthly internal balance sheet review and quarterly review with TFG Accounting and Business Planning Teams.Prepare standard recurring internal financial reporting and analyses and other ad-hoc reporting as required.Present findings and recommendations to business leaders and managers.Support internal and external audits.What We Need From YouBachelor's Degree experience in the field or in a related area or possess an equivalent combination of education and experience. ReqMaster's Degree or Accounting preferred but not required. CPA required. Pref7-9 years Experience with a mix of public accounting (Big 4 preferred) and industry experience (preferably with a medium to large size public company)SAP or other large ERP system experienceProven record of process improvement and working cross-functionally with other teamsProficient in change management (promote, coordinate, and support)Proficient in cost accounting methodologies (manufacturing experience a plus)Ability to navigate ambiguity and complex processes to drive clearly defined outcomesCapable of developing team; nurturing talent and providing guidance and mentorshipDeep technical accounting and reporting experience with an emphasis on ASC 606, ASC 842, and ASC 350/Cloud Computing Arrangements with the ability to perform technical research with application to business transactionsProficient in financial planning, business acumen, negotiations, financial analysis, and operational analysisProficient in effective communication (both oral and written)Effective interpersonal skillsCertified Public Accountant (CPA) Upon Hire RequiredPhysical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.Travel Requirements20% Minimal travel is required for this position (up to 20% of the time and on a domestic basis)Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at . We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.#LI-NL1#HP125

Job Type:RegularPlains All American is an industry-leading transportation and midstream provider specializing in transportation, storage, processing and marketing solutions for crude oil and natural gas liquids (NGLs). We own an extensive network of pipeline transportation, terminalling, storage and gathering assets in key crude oil and NGL producing basins and transportation corridors and at major market hubs in the United States and Canada. On average, Plains handles more than 6 million barrels per day of crude oil and NGL in its Transportation segment. The company is headquartered in Houston, Texas.We are looking for highly-motivated individuals who enjoy working as part of a team in a dynamic and entrepreneurial work environment.Plains is looking to fill the role of an information technology Business Analyst for our Commercial accounting and terminal systems at the Houston corporate office. The purpose of this role is to support the delivery of technology projects, application changes, and services in the commercial accounting and terminals business area. Primary focus will be for custom applications supporting the monthly shipper nominations / invoicing, measurements/tickets, meter proving’s and volumetric accounting business activities.This role will span many aspects of the software development life cycle including process modeling, requirements gathering, design, testing, deployment, and support.The successful candidate will have exceptional business analytical skills, a track record of effective communication, a passion for understanding the technology, and proven hands-on experience in solution delivery and support.They are responsible for working directly with the business to gather requirements, present opportunities, and test support against delivered solutions. A demonstrated knowledge of Midstream Commercial and Pipeline Accounting business and systems is preferred. #plainsResponsibilities:1. Business ManagementTranslate business requests and capabilities into product user stories, features, and epics.Establish and maintain relationships with key business and technology stakeholders.Facilitate and drive alignment among key stakeholders.Feed requirements and improvements to enable adaptive governance to make frequent and dynamic prioritization decisions.Demonstrate ownership of the IS brand and positively represent that brand even during challenging phases.2. Delivery ManagementCreate, refine, and prioritize user stories, features, epics, and acceptance criteria.Facilitate Requirement Gathering Sessions.Collaborate with business stakeholders to gather business and functional requirements.Partner with Technical Advisor(s) and Architect(s) to develop technical requirements.Partner with Subject Matter Experts to document as-is processes and to-be processes.Liaison between business users and the development team.Craft documentation to support business processes and key business rules.Identify risks and work with team leadership to mitigate them.Document test cases based on user story acceptancecriteria.Support User Acceptance Testing by developing test plans, test cases, and test data.Participate in the sustainment activities and major initiatives.Manage enhancement requests related to the portfolio, adhering to the Plains Change Management Process.Develop a Support Plan and facilitate the transition to support by assisting in the development of training and support materials for the business users.Skills and Abilities:Strong communication and collaboration skills, and ability to build relationships across business and IS functionsStrong business acumen and analysis skills with hands-on knowledge of:Process mapping using appropriate tools such as Visio, Axure prototypingRequirements management using tools such as Azure DevOpsTesting using tools such as Azure DevOpsStrong problem-solving abilityAbility to effectively prioritize and execute multiple tasks in a fast-paced environmentStrong understanding of the Software Development Life CycleRequirements:Bachelor’s degree in MIS, Business Administration, Computer Science, or relevant practical experience preferred.10+ years of relevant work experience in business analysis and/or operational technologyKnowledge of midstream commercial and pipeline accounting systems for Crude is an assetThorough understanding of business requirements gathering and agile techniques and methodsHands-on SQL and Azure Dev Ops experience is an assetExposure to PowerBuilder and Oracle technology is an assetPreferencesCBAP certification is recommended, but not required.Agile Certifications such as Scrum or Scaled Agile Framework (SAFe) are recommended, but not required.Cleared criminal history (background) check and satisfactory reference checksCompliance with the company’s Drug & Alcohol Policy including pre-employment testingAt Plains, our employees are our most valuable asset. Hard work is rewarded with competitive compensation and a top-tier benefits program designed to keep our employees safe, healthy and happy. We work hard to deliver the best results to our stakeholders and we also respect our employees need for personal and family time, which is reflected in our benefits program.Salary details estimated by job boards such as Indeed, Glassdoor, and LinkedIn do not represent Plains’ compensation structure. We thank all candidates for their interest; however, only those selected for an interview will be contacted.By submitting your resume, you consent to the collection, use and necessary disclosure of the personal information provided during the application and selection process. Learn more.

Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSummer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Remote, Nebraska | 503336 Financial Representative Trainee - Miami, FL Florida | 502874 Financial Representative Trainee - Springfield, MO Missouri | 502872

Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSummer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Remote, Nebraska | 503336 Financial Representative Trainee - Miami, FL Florida | 502874 Financial Representative Trainee - Springfield, MO Missouri | 502872

Financial Representative Trainee - Houston, TXLocation: TexasWork Type: Full Time RegularJob No: 503157Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsSummer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Remote, Nebraska | 503336 Financial Representative Trainee - Miami, FL Florida | 502874 Financial Representative Trainee - Springfield, MO Missouri | 502872