financial consultant

WealthBridge Financial Group

<div>
 <strong>
  Financial Consultant | WealthBridge
  <br/>
  <br/>
 </strong>
 WealthBridge Financial Group is seeking a results-oriented
 <strong>
  Financial Consultant
 </strong>
 to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
 <br/>
 <br/>
 As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
 <br/>
 <br/>
 Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
 <br/>
 <br/>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in finance, accounting, or a related field
  </li>
  <li>
   Experience in financial consulting or a similar role is preferred
  </li>
  <li>
   Strong analytical and problem-solving skills
  </li>
  <li>
   Excellent communication and interpersonal skills to effectively connect with clients
  </li>
  <li>
   Demonstrated ability to build and maintain client relationships
  </li>
  <li>
   Licenses or certifications in financial planning are a plus
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  </li>
  <li>
   401(k) retirement plan with company match to help you build long-term security
  </li>
  <li>
   Life and disability insurance for added peace of mind
  </li>
  <li>
   Employee wellness programs and mental health resources
  </li>
  <li>
   Career growth opportunities and ongoing training support
  </li>
 </ul>
</div>


Financial Consultant

Tap Payments

<div><p><b>About Tap</b></p><p>
Tap Payments is revolutionizing online payments across the MENA region by connecting businesses with simple, unified payment experiences. We need exceptional talent to help us on this journey.</p><p><b><br>
The Operations Team</b></p><p>
Great ideas aren't enough. To build a truly global business, we need great experiences. Join our operations team and help build, operate, and scale our customer, financial and administrative operations across the Middle East and beyond. Yalla! let's do this</p><p></p><p><b>
As a Tapster you will:</b></p><ul><li><p>
Perform reconciliations between Internal systems, Payment Gateways and Banks</p></li><li><p>
Ensure Refunds/Chargebacks are processed on time. Collaborate and maintain a healthy relationship with the Acquirer Bank (s) for timely processing</p></li><li><p>
Conduct Internal Controls review and reconciliation between the sales captured on Operation System against the payment gateways to identify the range/level of difference</p></li><li><p>
Execute Internal Controls &amp; Reviews of existing and new merchants onboarded within Tap from a Finance perspective to avoid probable Monetary issues</p></li><li><p>
Act as a Liaison between the merchants and the acquirer banks and various functional departments within the firm</p></li><li><p>
Participate in meetings and discussions on collaboration, processes, technical front and implement best practices</p></li><li><p>
Comply with the Internal Finance Operating procedures and rules and regulations</p></li><li><p>
Carry out other duties, as assigned based on the demands of the business and growth of the role</p></li></ul><p>
</p><p><b>What you will bring to the party:</b></p><ul><li><p>
Up to 3 years of role-specific experience in Financial Services/Fintech/High-Growth Startups</p></li><li><p>
Preferred degree, but real-world experience is also accepted.</p></li><li><p>
Ability to establish credibility and internal relationships</p></li><li><p>
Understanding of client/merchant/stakeholder care</p></li><li><p>
Awareness of how your role supports the business</p></li><li><p>
Enthusiasm for working in a growing fintech</p></li><li><p>
Strong proficiency in Microsoft Excel and financial software.</p></li><li><p>
Ability to work in a team and follow daily tasks</p></li><li><p>
Skills and knowledge to actively participate in meetings</p></li><li><p>
Ability to deliver work on time</p></li><li><p>
Problem-solving and quick-thinking skills</p></li><li><p>
Ability to organize information and ask relevant questions</p></li><li><p>
Strong communication skills in English, with a preference for Arabic language ability</p></li></ul><p><br>
<br>
<br>
<b>Are you ready to shape the future of payments in MENA?</b></p></div>

Financial Operations Consultant

Banner Health

<div><p><b>Department Name:
</b></p>Admin-Clinic<p></p><p><b>
Work Shift:
</b></p>Day<p></p><p><b>
Job Category:</b></p>
Finance<p></p><p>
Those who have joined the Banner mission come from all walks of life, united by the common goal: Make health care easier, so life can be better. If changing health care for the better sounds like something you want to be part of, we want to hear from you.</p><p></p><p>
As a<b> Finance Analyst</b>, you will be helping support our Telehealth and Banner Medical Group Finance teams, responsible for all of the Banner Medical Group financial reporting for the Medical Group division, along with the annual budget preparation for those entities, monthly variance analysis of results/trend analysis, as well as incentive payment processing. Banner is seeking applicants that have previous experience within a physician/medical group or health care system setting. Knowledge of medical professional billing including an understanding of CPT codes, wRVUs, and billing systems and processes. Expert level knowledge of MS Excel.</p><p></p><p>
The ideal candidate will have experience in physician compensation, finance, or accounting. This individual will be required to work collaboratively with cross-functional teams. Effective communication is essential as this position will be required to efficiently convey complex information to physicians, HR, finance, legal, and operations. The ability to effectively manage stress and prioritize assignments with shifting deadlines will be critical. This is a unique role requiring an individual who is not only analytical and a critical thinker but also comfortable communicating to physicians and medical group leadership (i.e. Senior Directors, CFO, COO, etc.).</p><p></p><p>
Location: Remote</p><p>
Schedule: Mon-Fri 8-5</p><p></p>
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.<p></p><p>
POSITION SUMMARY<br>
This position provides analytical support for the financial positioning and future growth of assigned area/region. This position leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.<br>
<br>
CORE FUNCTIONS<br>
1. Provides high level of financial expertise through analysis and interpretation of data gathered for decision support. Gather and challenge assumptions from various multi-disciplinary teams, develop financial proformas, and assist in preparation and presentation of business plans.<br>
<br>
2. Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.<br>
<br>
3. Ensures regulatory compliance within the assigned business unit(s). Provides assistance, coordination and education, as necessary to internal customers for compliance within contractual and regulatory requirements.<br>
<br>
4. Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.<br>
<br>
5. Implements and help guide processes to implement changes based on data. Provides strategic financial guidance based on high level analysis of various data elements.<br>
<br>
6. Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality. Develops and presents ongoing financial indicators and education programs based on the needs of assigned business unit(s).<br>
<br>
7. Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.<br>
<br>
8. Assignments located at various Banner locations will have regional accountability and will provide financial analysis support for multiple facilities within Banner.<br>
<br>
9. Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors. Proven advanced analytical and modeling skills are necessary. Must be able to work with minimal supervision and prioritize multiple projects and use of sophisticated software programs. Exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Position interacts with Regulatory Agencies, Information Services Benefits, Finance and Human Resources ensure timely, accurate and efficient reporting of data and processes. Incumbent must be able to read and understand technical pronouncements, identify compliance issues and make independent decisions. Assignments with in the Western Region will have regional scope and accountability.</p><p><br>
MINIMUM QUALIFICATIONS</p><p><br>
Requires a Bachelor&rsquo;s degree in Accounting, Finance or Business Administration or equivalent experience.<br>
<br>
Requires a proficiency level typically attained with 7+ years of experience in financial management. Must be able to work with minimal supervision and prioritize multiple projects. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.<br>
<br>
Must be proficient in the use of sophisticated software programs. Proven advanced, analytical, and modeling skills are necessary. Must possess operational skills and knowledge in healthcare, strong leadership, and confidence.<br>
<br>
PREFERRED QUALIFICATIONS</p><p><br>
Previous supervisory/team leadership experience preferred. Master of Business Administration (MBA) preferred. Experience in healthcare financial management preferred.<br>
<br>
Additional related education and/or experience preferred.</p><p></p><p><b>
Estimated Pay Range:</b></p>
$35.37 - $58.95 / hour Banner Health is committed to pay equity and transparency. The posted compensation range is a reasonable estimate that extends from the lowest to the highest pay Banner Health in good faith believes it might pay for this particular job, based on the circumstances at the time of posting. This range is based on possible base salaries and does not include the value of our total rewards package. Actual pay determined at offer will be based on years of relevant work experience, education, certifications, skills, and geographic location, along with a review of current employees in similar roles to ensure pay equity is achieved and maintained.
<p><b>EEO Statement:</b></p><p>
EEO/Disabled/Veterans</p><p>
Our organization supports a drug-free work environment.</p><p></p><p><b>
Privacy Policy:</b></p><p>
Privacy Policy</p></div><p></p>

Financial Analysis Consultant Provider Compensation

Charles Schwab

<div><div>Atlanta, GA
</div><b>Requisition ID</b> 2026-123860 <b>Category</b> Retail Branch <b>Position type</b> Regular <b>Pay range</b> USD $27.40 - $39.28 / Hour <b>Application deadline</b> 2026-07-17</div>
<br><div><div><div><h2 class="jobSectionHeader"><b>Your opportunity</b></h2><div><br>
At Schwab, you&rsquo;ll make an impact on your career while helping clients take ownership of
<br>
their financial futures. In a collaborative, inclusive environment, you&rsquo;ll build meaningful
<br>
relationships, grow your skills, and contribute to a client-first culture that drives innovation.</div><div></div><div>
As an <b>Investment Consultant (IC)</b> in Schwab&rsquo;s Branch Network, you&rsquo;ll take a critical first
<br>
step on the path toward becoming a Financial Consultant. This role is designed for
<br>
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
<br>
through hands-on experience.</div><div><br>
You&rsquo;ll develop core consulting skills through proactive client outreach, needs-based
<br>
conversations, and solution positioning&mdash;while learning alongside experienced Financial
<br>
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
<br>
curiosity, effort, and coachability matter just as much as prior experience.</div><div></div>
<ul><li> active listening and thoughtful questioning to align solutions to client goals</li><li>
Build relationship management skills through timely, accurate, client-focused support</li><li>
Manage priorities effectively across outreach, follow-up, and administrative work</li><li>
Demonstrate resilience and motivation in achieving individual and team goals</li><li>
Collaborate with Financial Consultants and branch leaders to enhance client<br>
experience</li><li>
Take ownership of your learning, results, and professional growth</li></ul><div></div><div><b>
Why you&rsquo;re set up for success:</b></div><div><ul><li><br>
<b>Schwab Training and Development</b></li></ul></div><div><br>
Start with <b>Wealth Management University</b>&mdash;a four-week, live virtual program
<br>
designed to build your foundation for success.</div><div><br>
Afterward, continue your development through<b> hands-on training and mentorship</b> in
<br>
your branch, partnering with your manager, peers, and mentors for guidance aligned to
<br>
your goals.</div><div><ul><li><br>
<b>Career Pathing</b></li></ul></div><div><br>
The Investment Consultant role provides a strong foundation for growth, with a clear
<br>
path to a <b>Financial Consultant</b> position for those looking to deepen client relationships,
<br>
business development skills <b>&ldquo;choose your own adventure&quot;,</b> and financial expertise.</div><div></div><div>
Schwab also supports a approach&mdash;empowering you to explore leadership, expanded branch roles, or opportunities across service and support<br>
teams. You&rsquo;ll be supported by leaders who invest in your growth and continuous
<br>
development over time.</div><div><ul><li><br>
<b>Competitive Compensation</b></li></ul></div><div><br>
In addition to base pay, this role offers <b>bonus and incentive opportunities</b> tied to
<br>
performance.</div><h2 class="jobSectionHeader"><b>
What you have</b></h2><div><b><br>
The expertise you bring:</b></div><div><ul><li><br>
A valid and active FINRA Series 7 license required
</li><li>Currently hold or obtain the FINRA Series 66 (63/65) license and Life &amp; Health
</li></ul>Insurance, both of which are required for this role.<br>
<ul><li>Relevant experience in financial services or a similar client-facing, sales, or advisory
</li></ul>environment preferred</div><div></div><div><b>
The skills you bring:</b></div><div><ul><li><br>
<b>Motivation</b></li></ul></div><div></div><div>
Demonstrate strong ownership, persistence, and drive in achieving goals</div><div><br>
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
<br>
contribute to client and business outcomes</div><div><ul><li><br>
<b>Adaptability</b></li></ul></div><div></div><div>
Actively seek, receive, and feedback to strengthen performance</div><div><br>
Adapt to evolving client needs, business priorities, and new information with a flexible,
<br>
solutions-oriented approach</div><div><ul><li><br>
<b>Time</b><b>Management</b></li></ul></div><div><br>
Effectively prioritize and manage multiple responsibilities, including client outreach,
<br>
follow-ups, and ongoing development</div><div><br>
Stay organized and focused in a fast-paced environment to meet deadlines and deliver
<br>
consistent results</div><div><ul><li><br>
<b>Influencing Others</b></li></ul></div><div></div><div>
Use active listening and thoughtful questioning to understand client needs and identify
<br>
appropriate solutions<br>
<br>
Communicate clearly and persuasively to build trust, align on next steps, and guide
<br>
client decisions</div><div><ul><li><br>
<b>Entrepreneurial Orientation</b></li></ul></div><div><br>
Take initiative to identify opportunities, expand client relationships, and contribute to
<br>
business growth</div><div></div><div>
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges</div><div><h2 class="jobSectionHeader"><b><br>
What&rsquo;s in it for you
</b></h2><p>At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact.</p><p>
We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:</p><ul><li>
401(k) with company match and Employee stock purchase plan</li><li>
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>
Paid parental leave and family building benefits</li><li>
Tuition reimbursement</li><li>
Health, dental, and vision insurance</li></ul></div>
<p></p><div>
</div></div><div><div><h3 class="jobSectionHeader"><b>Share:</b></h3>
<ul><li>Facebook</li>
<li>LinkedIn</li>
<li>X</li>
<li>Email</li>
</ul></div></div></div><div><h2 class="jobSectionHeader"><b>Eligible Schwabbies receive</b></h2>
<ul><li><h2 class="jobSectionHeader"><b>Medical, dental and vision benefits</b></h2>
</li><li><h2 class="jobSectionHeader"><b>401(k) and employee stock purchase plans</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Tuition reimbursement to keep developing your career</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Paid parental leave and adoption/family building benefits</b></h2>
</li><li><h2 class="jobSectionHeader"><b>Sabbatical leave available after five years of employment</b></h2></li></ul></div></div>

Investment Consultant - Atlanta, GA - Midtown

Capita Technologies WLL

<p><b>Job Description:</b></p><p>Capita Technologies is currently looking for an Arabic speaking SAP FICO Consultant to be based in Riyadh, Saudi Arabia.</p><p>Location: Riyadh, Saudi Arabia</p><p>Experience: Minimum 8+ years</p><p><b>Responsibilities:</b></p><p>&middot; Translating business needs into SAP solutions, process consulting, end-user training, first-line support, and continuous improvement initiatives within the finance domain</p><p>&middot; Expertise in OData Services, REST APIs, and CDS (Core Data Services) modeling</p><p>&middot; Translate customer financial processes into effective SAP FICO solutions.</p><p>&middot; Lead and support SAP FICO projects, including implementation, deployment of releases, and handling ongoing operational challenges.</p><p>&middot; Provide first-line support to users and coordinate with manufacturers for second-line support.</p><p>&middot; Collaborate with stakeholders to implement continuous improvement initiatives for the SAP FICO application.</p><p>&middot; Train end-users and conduct refresher sessions as needed.</p><p>&middot; Perform administrative tasks within the SAP FICO environment.</p><p><b>Qualification and skills:</b></p><p>&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Computer Science, Information Systems, Business, or a related field.</p><p>&middot; At least 8 years of experience as an SAP FICO consultant</p><p>&middot; Must speak Arabic</p><p>&middot; Strong experience with SAP Business Technology Platform (BTP).</p><p>&middot; Strong background in SAP FICO, with experience in SAP S/4HANA and its finance modules being a significant advantage.</p><p>&middot; Proficiency in translating business requirements into technical solutions and managing application releases and fixes.</p><p>&middot; Team leadership and collaboration with stakeholders skills are vital.</p><p>&middot; Excellent problem-solving, analytical, and strong communication skills</p><p>&middot; Ability to work independently and as part of a team.</p><p>&middot; Good verbal and written communication in English.</p><p>Job Type: Full-time</p><p>Ability to commute/relocate:</p><ul><li>Riyadh: Reliably commute or planning to relocate before starting work (Required)</li></ul><p>Experience:</p><ul><li>SAP FICO : 8 years (Required)</li></ul><p>Language:</p><ul><li>Arabic and English (Required)</li></ul>

SAP FICO Consultant

TLA LLC

<p></p><div><p><b>Job Description: Finance Resource Generalist-Senior&ndash; Intelligence Community</b></p><p><b>
Position Title:</b> Finance Administrator- Senior<br>
<b>Clearance Required:</b> Active Government Clearance with Polygraph</p><p><b>
Location: Northern Virginia Area</b></p><p><b>
Employment Type:</b> Full-time, On-site</p><p></p><p><br>
We are seeking a highly organized and meticulous <b>Finance Administrator- Senior </b>to support financial operations within the U.S. Intelligence Community.
</p><p>This role is essential to ensuring accurate financial tracking, reporting, documentation, and administrative support for mission-critical programs.
</p><p>The ideal candidate is dependable, proactive, and able to operate effectively within a secure, demanding environment.</p><p>
Candidate will provide general, financial, and technical guidance to customers regarding entitlements, accounting requirements, established finance policies on complex financial matters/issues such as OGA and vendor payments, accounting preparation</p><p><br>
 </p><p><b>Candidate must be a U.S Citizen and hold a Government Security Clearance with a polygraph.</b></p><p></p><p><b>
&quot;Security clearance information is subject to verification. Falsifying or misrepresenting your clearance status may result in disqualification from employment or termination. False statements made in matters involving the U.S. Government may also carry civil or criminal penalties under applicable law.&quot;</b></p><b><br>
Requirements</b><p><b><br>
Key Responsibilities-Requirements:</b></p><ul><li>Provide information and guidance to team members on the RESERVED procedures, policy interpretation, workflow, and work unit priorities.</li><li>Perform the full range of financial activities and analysis to support management, staff, and customers in the office of assignment.</li><li>Prepare accounting in support of debt collection, vendor payments, Liaison, accounting operations. Banking and finance, Budget or Finance offices, RESERVED, Working Capital Fund businesses, platforms, and Pay &amp; Benefits.</li><li>Reconcile general ledger accounts, bank accounts, sponsor financial systems and subsystems, and/or financial statements and take corrective action as needed/directed</li><li>Review, analyze, and process corrective vouchers on various General Ledger accounts and update information to ensure accuracy.</li><li>Assist in the establishment of commitments and obligations and periodically revalidate them within established guidelines and procedures, being careful to remove funds on commitments and/or obligations that are deemed no longer necessary.</li><li>Provide technical and financial guidance to managers, junior analysts, and team members in area of assignment on complex financial matters such as approving procedures, accounting/financial procedures, and maintenance of data integrity across multiple systems.</li><li>Provide functional expertise to system development activities; create ad hoc system reports and conduct functional testing of business systems.</li><li>Provide general, financial, and technical guidance to customers regarding entitlements, accounting requirements, established finance policies on complex financial matters/issues such as OGA and vendor payments, accounting preparation, General Ledgers, documentation of expenditures based on interpretation and application of finance policies, unique Sponsor authorities, and office policies.</li></ul><p></p><p><b><br>
Work Environment</b></p><ul><li>
Position is <b>100% on-site.</b></li><li>
May require occasional surge hours during budget cycles or key financial deadlines.</li><li>
Requires strict compliance with government security, finance, and information-handling procedures.</li></ul><p></p><p><b><br>
Education:</b></p><p>
A bachelor&rsquo;s degree in finance, business administration, or closely related field.
</p><p>An additional 3 years of equivalent relevant experience may be substituted for the education requirement
</p><p>(total of 6 years&rsquo; experience)</p><p>
Minimum three (3) years professional experience performing financial records processing and financial records management.</p><p></p><b><br>
Benefits</b><p><b><br>
Why Join Us</b></p><p>
As a Finance Administrator, you will support essential financial operations that enable critical national security missions. This role offers meaningful work, close collaboration with skilled financial and program professionals, and clear pathways for career development in the federal financial management space.</p><p></p><p><br>
TLA is proud to offer its teammates benefits designed for growth, health, wellness, and financial security. For an impactful career doing meaningful work, we are The Logical Answer in a world where being a consultant often feels like you're a commodity, TLA provides a refreshing culture of inclusion, a direct line to leadership, and a family feel where our teammates are valued for their expertise and contributions. Complementing our employee focus are these benefits offered as part of your total compensation package:<br>
<br>
</p><ul><li>Highly competitive salaries are afforded by our low overhead and non-physical footprint.</li><li>Competitive medical, dental, and vision insurance for you and your family</li><li>Health, Flexible Spending, and Dependent Care savings account options</li><li>Group life insurance.</li><li>Company paid short- and long-term disability insurance.</li><li>401(k) retirement plan with 6% company match and immediate vesting</li><li>$5,000 annual professional development allowance to keep your skills sharp.</li><li>$2,000 annual certification allowance</li><li>$500 health and wellness budget</li><li>Generous referral bonuses as you help expand our talent pool.</li><li>Business development bonuses as you share our capabilities throughout your client space.</li><li>Team and family events to celebrate camaraderie and share successes.</li><li>Eleven (11) paid Federal holidays.</li><li>Twenty (22) days paid- time off to use at your discretion.
</li></ul><p></p><p>TLA is an equal opportunity employer</p><p></p><p><br>
 Salary Range: $92,500 - $100,000</p></div>

Finance Resource Generalist- Senior

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Financial Analysis Consultant Provider Compensation

Investment Consultant - Atlanta, GA - Midtown

SAP FICO Consultant

Finance Resource Generalist- Senior