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Alaskausa Mortgage Company Anchorage AK, 99501

Financial Services Representative

Description Category: 15 Reports to: Varies by location Primary Functions: Provide prompt, professional, helpful, knowled...

Posted 1 week ago

Description Category: 15 Reports to: Varies by location Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service. Perform teller, member service activities and loan activities, as well as meet sales goals through cross sales of credit union products and services. Duties and Responsibilities: * Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. * In compliance with credit union marketing image and service delivery goals, be knowledgeable of and sell credit union products and services, answer inquiries and provide information to members on all types of accounts, loans, and other credit union services. * Perform duties of Member Service Representative. * Open all types of new accounts, cross sell credit union services and add new relationships to existing accounts. * Assist members with loan applications, loan closing documentation and loan declinations consistent with credit union policies, the Equal Credit Opportunity Act and The Fair Credit Reporting Act. * Receive and process member service requests. Identify, research and correct member account discrepancies. * Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned. * Perform other duties as assigned. Requirements Education: High school graduate or equivalent. Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Prior customer interactive experience. Good communications and human relation skills. Must be able to lift 25 pounds. Tenure: Financial Services Representative, Category 15, requires six months tenure in the Member Services Representative position with performance that meets or exceeds expectations. Senior Financial Services Representative, Category 14, requires six months tenure in the Financial Services Representative position that meets or exceeds expectations and demonstrated ability to perform all duties and responsibilities. Directly related work experience and/or accelerated training completion may be substituted for tenure. Apply OnlineSend This Job to a Friend

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Analyst, Financial

GCI Anchorage AK, 99501

Financial Analyst will provide accurate financial information and support corporate and departmental decision making by performing...

Posted 2 weeks ago

Financial Analyst will provide accurate financial information and support corporate and departmental decision making by performing financial analyses and offering recommendations based on interpretation of analyses. Maintains financial records and adheres to controls and procedures for the financial stewardship and proper utilization of Company assets in compliance with Company policy and reporting requirements Position's Customers: Management, Senior Management, vendors, other business line and group executives and internal/ external customers. Essential Duties at All Levels in the Position: * Provide financial analysis of Group revenues, expenses, and costs of goods sold. Maintain oversight on operating costs. Develop and coordinate Business Cases. Develop, track, and report on group, Customer Budgets Sub-Contract invoice approval and payment. Provide input and data as requested by corporate level entities. * Develop EBITDA performance tracking updates for management. Develop rolling eight quarter forecasts of EBITDA and capital requirements. Monitor, track, and report on Labor and material expenditures. Comparison of business plan expectations to actual results. Create and maintain capital and operating budgets, forecasts, and variance analyses. Research all variances. * Answer internal and external audit questions. Maintain and administer processes/tools for financial and operational aspects of budget analysis, documentation and reporting. Accurate and timely preparation of journal entries ranging from simple to complex with appropriate backup documentation to include creation and maintenance of supporting spreadsheets. Accurate, detailed and timely analytical review of financial results fluctuations as needed. * Overall financial analysis including revenues, cost of goods sold, operating costs, capital, subscribers, and key metrics for products and services. Publish monthly departmental reports as needed. Job Qualifications at All Levels in the Position Knowledge, Skills and Ability: * Ability to prepare and review financial analyses and documents, maintaining consistent analysis methodologies, finding and resolving errors in imported data and minimizing forecasting and analysis errors. * Ability to efficiently develop financial computer models. * Ability to move easily between detail and conceptual levels. * Manage multiple projects with minimal supervision within varying and changing priorities and timelines. * Demonstrated technical knowledge of accounting procedures and solid understanding of accrual accounting based on Generally Accepted Accounting Principles (GAAP). * Dependable with commitment to meeting deadlines. Willingness to work additional hours as needed to meet deadlines. Additional hours may include working additional time on weekends, holidays, evenings, and/or before work hours. * Computer knowledge: proficiency with Microsoft Excel or equivalent spreadsheet software; proficiency in Microsoft Word or equivalent word processing software; knowledge of Oracle or equivalent accounting system, Microsoft Access and Microsoft Project are desired. * Communication skills: Demonstrated ability to: listen effectively to obtain technical information; verbally communicate (telephone, one-on-one and group presentations) technical requirements, costs, time scheduling information; respectfully demand personnel time and information necessary to meet deadlines; and prepare accurate and decipherable written reports and recommendations; must be able to communicate with personnel at all levels of the company. * Interpersonal skills: Demonstrated ability to work well with others under stressful, time restricted conditions, displaying patience and tolerance and promoting teamwork. Additional Job Requirements: This is an intermediate role and works under moderate supervision and works on moderately complex projects and assignments. * Minimum of six (6) years' experience in financial analysis, accounting or finance required; experience in the Telecommunications industry preferred. * High School Diploma or equivalent required. * Bachelor's degree in Finance, Economics, Accounting, Business or closely related field required. * In addition to minimum experience required, degree may be substituted with relevant exempt work experience and/or education sufficient to perform the duties of the job on a year for year basis. * Certifications: Industry specific certifications are highly valued and may contribute toward education requirement. o Preferred certifications: CPA, CFA, or MBA Reporting Relationships: Position reports directly to: Assigned Manager/ Director of Department Number of direct reports: None Physical Requirements: * Maneuvering/lifting office equipment, paperwork, materials, and/or supplies of up to 20-pound loads occasionally, less weight more frequently. * Daily office tasks frequently involve operation of standard office equipment (phone, fax, and copier) and computer and processing of paperwork, typically requiring sitting, standing, walking, bending, stooping, reaching, grasping, pushing, pulling, lifting, and repetitive motions, talking, hearing, and seeing. * Daily maneuvering workplace, typically sitting, standing, walking, and climbing steps. Working Conditions: Most activities conducted inside. Work can be intense and stressful due to time/resource limitations when scheduling multiple tasks with inflexible deadlines. The Company and its subsidiaries operate in a 24/7 environment providing critical services to Alaskans and may need to respond to public health and safety matters or other business emergencies. Due to business needs employees may be contacted outside of the normal business hours to respond to the immediate emergency. As such, you will be required to provide emergency after hours contact numbers, to include your home and cell phone numbers if you have those services. Driving Requirements (if applicable): Must possess and maintain a valid driver's license, proof of insurance and a satisfactory driving record EEO: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or another characteristic protected by law. 8.2017

Alaskausa Mortgage Company Anchorage AK, 99501

Financial Reporting Analyst

Description Category: 08 Reports To: Manager, Finance and Accounting Primary Functions: Responsible for the Accounting re...

Posted 2 weeks ago

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The Financial Advisor Foundations Program - Milwaukee Based

Robert W. Baird & Co. Incorporated Houston AK, 99654

Baird's Financial Advisor Foundations Program is a highly competitive and rigorous rotational program that provides work exper...

Posted 4 weeks ago

Job Description Baird's Financial Advisor Foundations Program is a highly competitive and rigorous rotational program that provides work experiences and educational opportunities in select Private Wealth Management functional areas to train NextGen Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team. This up to two-year program aims to provide practical opportunities to achieve progressive mastery of success principles through rotations for those who are dedicated and driven to become a Financial Advisor. This time period is divided between three phases: the Education Phase, the Application Phase and the Rotations Phase. Education Phase In the Education Phase, associates complete a critical foundational curriculum, which includes education and training, while shadowing key departments and finishing licensing exams. * Receive training on the breadth of Baird's expertise, resources, investment solutions and technology that collectively give you a competitive advantage * Complete sales and client service training, finish the financial planning boot camp, articulate your value proposition as well as tackle a variety of quizzes and case studies to test your knowledge and understanding * Create a simulated investment portfolio that you will track throughout the rest of the program, create mock performance reports and practice quarterly client reviews tied to a financial plan * Complete a rough draft of a biography, business plan and pipeline tracking document * Shadow relevant departments, including Operations, Marketing, Technology Best Practices, Supervision, Financial Planning, the Client Resource Team (CRT), Product Management and PWM Research * Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNER™ exam Application Phase In the Application Phase, associates will face real, practical, client-facing work in the Client Resource Team (CRT) and on a sponsoring wealth management team that requires individuals to leverage and apply training from the Education Phase. * Work with CRT to communicate with clients, understand their goals and needs, identify and then implement investment solutions within a structured environment with close coaching * Be paired with a sponsoring wealth management team to work as a dedicated teammate to provide the highest level of client service and help the team grow their business * Begin to drip on your pipeline through your sponsoring wealth management team * The goal during this phase is to earn the trust of your team and build credibility such that you are given increased responsibilities, access to a variety of challenges and an opportunity to apply solutions, all with the aim to get as many real-world application experiences to build your confidence and expertise. Rotations Phase In the Rotations Phase, associates will rotate through a variety of departments that will be relevant to your career as a Financial Advisor with the chance to earn branch rotations on prospective teams with the goal of identifying and solidifying a permanent teaming opportunity. * Complete meaningful work with the Product Management, Financial Planning, Marketing, and our Business Development Consultant departments, all with a dual goal to further the efforts of each of those areas of Baird and also to continue to complete value-adding work for the sponsoring team from the Applications Phase * Begin to target potential branch rotations with permanent teaming opportunities on established wealth management teams, articulating the value you could add to their practice and testing the fit of the relationship * Begin negotiating a teaming deal * Finalize your biography and business plan, complete the CFP curriculum and schedule the CFP exam * Deepen knowledge gained during the other two phases The goal of this highly competitive program is to train young professionals who aspire to be a Financial Advisor on how to give wealth management advice to clients so that they are able to accomplish their goals. At Baird, we believe true financial partnership means providing the personal attention and service our clients deserve and the thoughtful advice and solutions they need to succeed – no matter what's next. There is a heightened expectation to produce measurable results in the Financial Advisor Foundations Program. Individuals in this program should aim to add value every step of the way, increasing results for Baird while earning opportunities to deepen their knowledge and experience with the ultimate goal of joining a team. Public rankings will be posted through a leaderboard to drive self-accountability, document proficiencies and lead to a better team match. The practical work through the rotations will provide meaningful, firsthand understanding, strengthening investment knowledge, communication skills, and sales abilities. The program also fortifies one's character, increasing resiliency, driving a stronger work ethic, teaching humility, fostering human connection and encouraging initiative. What makes this opportunity great? * Extensive resources and time dedicated to the development necessary to jump start your journey * to becoming a Financial Advisor * Ability to work with a variety of teams and leaders, increasing your knowledge and skills through * many different work experiences and opportunities across Private Wealth Management * Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork, a * hard work ethic and initiative What we look for: This Foundations program is for entrepreneurial and career-minded individuals. Baird is selectively seeking highly driven, people-oriented candidates committed to a long-term career as a Financial Advisor. Ideal candidates will have a solid work history in sales and business. Additional ideal attributes include: * Bachelor's degree in Business, Accounting, Finance, or Marketing * Open to being based out of Milwaukee, WI during the training period and also open to relocation where business opportunities exist post-completion of the program * 3+ years relevant professional experience or proven private wealth management internship experience with passed SIE exam * Exceptional communications and analytical skills * Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative and resilience * Strong desire to develop skills in client service, wealth management, new business development and practice management with a commitment to become a Financial Advisor at the conclusion of the program * Must have the ability to obtain the Series 7 SIE, Top-Off Exam & 66 licenses within 16 weeks of hire and to pass the examination portion of the CFP by the conclusion of the program

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Associate, Financial Analyst

GCI Anchorage AK, 99501

Associate, Financial will provide accurate financial information and support corporate and departmental decision making by perform...

Posted 3 weeks ago

Associate, Financial will provide accurate financial information and support corporate and departmental decision making by performing financial analyses and offering recommendations based on interpretation of analyses. Maintains financial records and adheres to controls and procedures for the financial stewardship and proper utilization of Company assets in compliance with Company policy and reporting requirements Position's Customers: Management, Senior Management, vendors, other business line and group executives and internal/ external customers. Essential Duties at All Levels in the Position: * Provide financial analysis of Group revenues, expenses, and costs of goods sold. Maintain oversight on operating costs. Develop and coordinate Business Cases. Develop, track, and report on group, Customer Budgets Sub-Contract invoice approval and payment. Provide input and data as requested by corporate level entities. * Develop EBITDA performance tracking updates for management. Develop rolling eight quarter forecasts of EBITDA and capital requirements. Monitor, track, and report on Labor and material expenditures. Comparison of business plan expectations to actual results. Create and maintain capital and operating budgets, forecasts, and variance analyses. Research all variances. * Answer internal and external audit questions. Maintain and administer processes/tools for financial and operational aspects of budget analysis, documentation and reporting. Accurate and timely preparation of journal entries ranging from simple to complex with appropriate backup documentation to include creation and maintenance of supporting spreadsheets. Accurate, detailed and timely analytical review of financial results fluctuations as needed. * Overall financial analysis including revenues, cost of goods sold, operating costs, capital, subscribers, and key metrics for products and services. Publish monthly departmental reports as needed. Job Qualifications at All Levels in the Position Knowledge, Skills and Ability: * Ability to prepare and review financial analyses and documents, maintaining consistent analysis methodologies, finding and resolving errors in imported data and minimizing forecasting and analysis errors. * Ability to efficiently develop financial computer models. * Ability to move easily between detail and conceptual levels. * Manage multiple projects with minimal supervision within varying and changing priorities and timelines. * Demonstrated technical knowledge of accounting procedures and solid understanding of accrual accounting based on Generally Accepted Accounting Principles (GAAP). * Dependable with commitment to meeting deadlines. Willingness to work additional hours as needed to meet deadlines. Additional hours may include working additional time on weekends, holidays, evenings, and/or before work hours. * Computer knowledge: proficiency with Microsoft Excel or equivalent spreadsheet software; proficiency in Microsoft Word or equivalent word processing software; knowledge of Oracle or equivalent accounting system, Microsoft Access and Microsoft Project are desired. * Communication skills: Demonstrated ability to: listen effectively to obtain technical information; verbally communicate (telephone, one-on-one and group presentations) technical requirements, costs, time scheduling information; respectfully demand personnel time and information necessary to meet deadlines; and prepare accurate and decipherable written reports and recommendations; must be able to communicate with personnel at all levels of the company. * Interpersonal skills: Demonstrated ability to work well with others under stressful, time restricted conditions, displaying patience and tolerance and promoting teamwork. Additional Job Requirements: This is an entry role and works under close supervision and guidance to support the financial team and management. Works on less complex projects and assignments. * Must have a minimum of three to five years' experience in financial analysis, accounting or finance required; experience in the Telecommunications industry preferred. * High School Diploma or equivalent required. * Bachelor's degree in Finance, Economics, Accounting, Business or closely related field required. * Or a combination of relevant education and/or work experience sufficient to perform the duties of the job. * Certifications: Industry specific certifications are highly valued and may contribute toward education requirement. Preferred certifications: CPA, CFA, or MBA Physical Requirements: * Maneuvering/lifting office equipment, paperwork, materials, and/or supplies of up to 20-pound loads occasionally, less weight more frequently. * Daily office tasks frequently involve operation of standard office equipment (phone, fax, and copier) and computer and processing of paperwork, typically requiring sitting, standing, walking, bending, stooping, reaching, grasping, pushing, pulling, lifting, and repetitive motions, talking, hearing, and seeing. * Daily maneuvering workplace, typically sitting, standing, walking, and climbing steps. Working Conditions: Most activities conducted inside. Work can be intense and stressful due to time/resource limitations when scheduling multiple tasks with inflexible deadlines. The Company and its subsidiaries operate in a 24/7 environment providing critical services to Alaskans and may need to respond to public health and safety matters or other business emergencies. Due to business needs employees may be contacted outside of the normal business hours to respond to the immediate emergency. As such, you will be required to provide emergency after hours contact numbers, to include your home and cell phone numbers if you have those services. Driving Requirements (if applicable): Must possess and maintain a valid driver's license, proof of insurance and a satisfactory driving record EEO: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or another characteristic protected by law. 8.2017

Assistant Controller / Accounting Manager

Alaska Executive Search, Inc. Anchorage AK, 99501

Position : Assistant Controller/Accounting Manager Location: Anchorage

Coffee Shop Manager

Avitus Group Anchorage AK, 99507

Coffee Shop Manager Major Responsibilities : This position involves the management, ...

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RN Clinical Manager Neonatal Intensive Care

E-Health Jobs Soldotna AK, 99501

The Clinical Manager of Nursing coordinates team in delivery of patient care in a compassionate and ethical manner according to re...

Medicaid Compliance Manager

Alaska Executive Search, Inc. Anchorage Alaska, 99501

Position : Medicaid Compliance Manager Location: Anchorage Pay Ra...