financial services consultant

TIAA

<div><div>Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people&mdash;and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. 
 
But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring passionate, professional and caring Financial Services Consultants who are ready to join our coalition of champions. 
 
This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing individual participants with options for retirement plans, after-tax investments, insurance products, payment flexibility, investment choices and overall retirement, and financial education.
 
 
But this is so much more than a call center job. As a Financial Services Consultant, you will impact the lives of thousands of participants each year, helping TIAA deliver its mission of providing guaranteed income for life. Beyond that, you will set your career on an exciting new path in the financial services industry. Over 1600 current associates began their TIAA journeys in our National Contact Center (NCC) and later changed course, ultimately arriving in entirely different career destinations including sales, learning, talent management and finance. 
 
Every TIAA associate receives the benefits they need to achieve the same financial security we work to provide our clients. From our industry-leading pension program and family support benefits to making it easy to perform your best wherever you work, our experience is designed to set associates up for success. You can even receive funding, coaching and support to pass FINRA Series 6 or 7 and 63 certification exams if you are not currently licensed or registered. 
 
Great Financial Services Consultants bring a wide range of experiences - there&rsquo;s no blueprint, although there are skills and qualities we look for: 
<ul><li>Strong customer service mindset</li></ul>
- Professionalism - reliable, possessing high quality standards, collaborative and team-oriented, respectful and inclusive, demonstrating strong attention to detail and able to work well in a structured operational environment 
<ul><li>Able to communicate clearly and professionally verbally and in writing</li><li>Ability to prioritize multiple tasks and navigate multiple business systems</li><li>Demonstrate care, compassion, and empathy</li><li>A learner&rsquo;s mindset, being coachable and open to feedback</li><li>Performs well in a scheduled work environment</li><li>Banking, Call Center, Customer Service or Sales experience is helpful (though again, not required).</li></ul>
While the Financial Services Consultant educates and provides services to participants, this job does not provide financial advice. 
 
Key Responsibilities and Duties</div><ul><li>
Establishes rapport quickly with participants, setting them at ease and providing direction regarding financial transactions and long-term asset planning</li><li>
Understands participant needs and outlines appropriate solutions leveraging TIAA products and services, explaining viable options using clear and simple explanations.</li><li>
Answers participant questions by communicating financial plan details and providing further explanation when necessary.</li><li>
Executes transactions and service requests on behalf of participant.</li><li>
Maintains records of all participant interactions, including inquiries, complaints, and actions taken, as well as banking service transactions performed.</li><li>
Refers participant to business partners when appropriate to help participant achieved their desired outcome.</li></ul>
Educational Requirements<ul><li>
Associate's Degree or Equivalent Experience Preferred</li></ul>
Work Experience<ul><li>
No Experience Required</li></ul>
FINRA Registrations<ul><li>
SRC Indicator: Series 6 or 7; Series 63</li></ul>
Licenses and Certifications<ul><li>
Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days</li></ul>
Physical Requirements<ul><li>
Physical Requirements: Sedentary Work</li></ul> 
Career Level 
5IC
Other Notes<ul><li>
Hybrid office presence.</li><li>
Candidates with SIE may be eligible for a $1500 bonus.</li><li>
The Start Date will be September 14th, 2026</li><li>
Hours of operation are Mon - Fri 7:00 am to 9:00 pm Central Time.</li><li>
Must be able to successfully complete employment screening, including a Credit Report background check.</li><li>
Interview will be in-person.</li><li>
TIAA offers competitive compensation for this role by continually assessing market data and reflecting that in our pay ranges. Financial Consultants are paid at a base pay rate determined by your relevant experience and market data associated with the position and hiring location. Our total compensation package includes an hourly rate plus an annual bonus with a target of 15% of your base pay and eligible earnings. The potential total compensation range for this position based on the target bonus rate is between $47,000 and $66,700</li></ul>
Related Skills
Adaptability, Collaboration, Communication, Conflict Management, Customer Engagement, Digital Savviness, Innovation, Inspires Others, Prioritizes Effectively, Resourcefulness
Anticipated Posting End Date:
2026-07-13
Base Pay Range: $22.60/hr - $28.85/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways&mdash;because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That&rsquo;s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO &amp; Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.</div>

Financial Services Consultant -SIE & Registered - Frisco, TX National Contact Center

TAWANTECH

<div>We are seeking an experienced OFSAA Consultant to support Enterprise Performance Management (EPM) and Enterprise Risk Management (ERM) initiatives within a banking environment.
Key Responsibilities<ul><li>
Implement and support Oracle Financial Services Analytical Applications (OFSAA) solutions.</li><li>
Configure and maintain EPM and ERM modules.</li><li>
Support risk management, financial planning, and regulatory reporting processes.</li><li>
Collaborate with business stakeholders to gather and analyze requirements.</li><li>
Develop and maintain OFSAA data models and reporting solutions.</li><li>
Ensure compliance with banking regulations and reporting standards.</li><li>
Participate in system enhancements and transformation initiatives.</li></ul> 

Requirements 
<ul><li>
5+ years of OFSAA implementation and support experience.</li><li>
Strong knowledge of OFSAA EPM and ERM modules.</li><li>
Experience with Oracle databases and SQL.</li><li>
Understanding of banking risk and finance processes.</li><li>
Knowledge of Basel regulations, IFRS9, ALM, or related frameworks.</li></ul>
Preferred Qualifications<ul><li>
Banking experience is mandatory.</li><li>
Experience in regulatory reporting and risk management programs.</li><li>
Oracle certifications are a plus.</li></ul></div>

OFSAA EPM / ERM Consultant

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs. 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</div><div>
Basic Qualifications 
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><div>
Preferred Skills/Experience 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Thorough knowledge of all retail products and services</li><li>Proven customer service and interpersonal skills</li><li>Experience in participating in sales campaigns/promotions</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.75 - 29.03
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 3 (Banker) - Marengo, OH

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs. 
 
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. 
 
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</div><div>
Basic Qualifications 
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><div>
Preferred Skills/Experience 
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li></ul>
- - Experience with using and demonstrating digital products and self-service technologies 
<ul><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><div></div><div>
Location Expectation:
This role requires working from a U.S. Bank location for all scheduled work days.</div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $23.19 - 28.35
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Client Relationship Consultant 2 (Banker) - Englewood King Soopers (20 hrs)

Truist

<div>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<h3 class="jobSectionHeader">
Please review the following job description:</h3>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. 4 years professional experience, including 1 year of experience in the securities industry.
3. FINRA Series 7 and 66.
4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work</div>

Financial Consultant, Truist Investment Services, Lancaster, PA

Epicor Software

<div>Duties &amp; Responsibilities 
 
<ul><li>Lead FP&amp;A project kickoff sessions, including scope alignment, success criteria, and delivery cadence
</li><li>Guide customers through FP&amp;A system navigation, user access, and security setup
</li><li>Drive projects to formal graduation and closure, ensuring knowledge transfer and customer readiness
</li><li>Validate financial outputs against ERP source data
</li><li>Support customers in creating executive‑ready financial statements
</li><li>Design and configure budgeting and forecasting models
</li><li>Validate workflows and budget logic with customer stakeholders
</li><li>Advise customers on data governance best practices within FP&amp;A
</li><li>Ensure that project deliverables are completed on time and anticipate issues or conditions that may impact the original estimate or project budget.
</li><li>Meet utilization targets and complete project deliverables on time.
</li>Demonstrate a high level of functional knowledge on the modules associated with their respective certification track. 
<li>
</li></ul> 
Knowledge, Skills &amp; Abilities 
 
 
<ul><li>Ability to meet utilization targets and completes project deliverables on time
</li><li>Ability to perform work plans, identify resource requirements, establish priorities for available resources, and monitor the performance of project tasks
</li><li>Customer centric, results oriented, self-starter, and able to work independently
</li><li>Strong listening, verbal and written communication skills, including virtual presentations
</li><li>Strong organizational, project management and time management skills
</li><li>Strong understanding of accounting and finance principles
</li><li>Ability to translate financial concepts into system configurations
</li><li>Comfort working with multidimensional financial data
</li><li>Advanced Excel skills; experience with Excel add‑ins a plus
</li>Ability to travel up to 100% 
<li>
</li></ul> 
Qualifications 
 
<ul><li>3&ndash;7+ years of experience in one or more of the following:
<ul><li>Financial Planning &amp; Analysis
</li><li>Management Accounting
</li><li>Financial Systems Consulting
</li><li>ERP or EPM implementation services
</li></ul></li><li>Hands‑on experience delivering customer‑facing consulting engagements
</li><li>Experience working with:
<ul><li>Financial statements (P&amp;L, Balance Sheet, Cash Flow, Trial Balance)
</li><li>Budgeting and forecasting processes
</li></ul></li><li>Exposure to ERP systems (e.g., Epicor Kinetic or similar platforms)
</li><li>Experience with Excel‑based financial analysis and reporting
</li><li>Prior Professional Services or implementation consulting experience strongly preferred
</li><li>Bachelor&rsquo;s degree preferred (or equivalent experience)
</li></ul><div>About Epicor
</div><div>At Epicor, we&rsquo;re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
</div><div>We&rsquo;re Proactive, Proud, Partners . 
</div> 
Whatever your career journey, we&rsquo;ll help you find the right path. Through our training courses, mentorship, and continuous support, you&rsquo;ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we&rsquo;re the essential partners for the world&rsquo;s most essential businesses&mdash;the hardworking companies who make, move, and sell the things the world needs.
<div>Competitive Pay &amp; Benefits
</div><div><ul><li>Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
</li></ul></div><div><ul><li>Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
</li></ul></div><div><ul><li>Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
</li></ul></div><div><ul><li>Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
</li></ul></div><div><ul><li>Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
</li></ul></div><div><ul><li>Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
</li></ul></div><div><ul><li>Global Mobility: Comprehensive support for international relocations and permanent residency processes.
</li></ul></div><div>Equal Opportunities and Accommodations Statement
</div><div>Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you&mdash; that&rsquo;s who we&rsquo;re interested in. If you have interest in this or any role- but your experience doesn&rsquo;t match every qualification of the job description, that&rsquo;s okay- consider applying regardless.
</div><div>We are an equal-opportunity employer.
</div>Recruiter:
Vidya Vardhni</div>

Professional Services Consultant, FP&A

Kazamer

<div><ul><li>Full Time</li>
<li>Dubai</li> 
</ul><div><div><div><div><div>Kazamer Tax Consultant is seeking a highly organized and detail-oriented Accountant to join our finance team in Dubai. This role is ideal for a professional with strong accounting knowledge who can manage financial records, ensure compliance, and support the company&rsquo;s financial operations with accuracy and efficiency.

Key Responsibilities:
<ul>
<li>Maintain accurate financial records and accounting transactions.</li>
<li>Prepare and process accounts payable and accounts receivable activities.</li>
<li>Reconcile bank statements and monitor daily financial transactions.</li>
<li>Prepare monthly, quarterly, and annual financial reports.</li>
<li>Assist in budgeting, forecasting, and financial planning activities.</li>
<li>Ensure compliance with accounting standards and UAE financial regulations.</li>
<li>Support VAT calculations, filings, and related documentation.</li>
<li>Prepare audit schedules and assist during internal and external audits.</li>
<li>Maintain organized financial records and documentation for reporting purposes.</li>
</ul>
Requirements:
<ul>
<li>Bachelor&rsquo;s degree in Accounting, Finance, or a related field.</li>
<li>2&ndash;5 years of accounting experience, preferably in a consultancy or professional services environment.</li>
<li>Strong knowledge of accounting principles and financial reporting.</li>
<li>Experience with accounting software and MS Office applications, particularly Excel.</li>
<li>Knowledge of VAT regulations and financial compliance requirements.</li>
<li>Strong analytical and problem-solving skills.</li>
<li>Excellent attention to detail and organizational abilities.</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Strong financial analysis and accounting skills</li>
<li>Attention to detail and accuracy</li>
<li>Time management and organizational abilities</li>
<li>Problem-solving and analytical thinking</li>
<li>Professional integrity and confidentiality</li>
</ul>
At Kazamer Tax Consultant, financial accuracy and compliance are essential to delivering exceptional services to our clients. This Accountant position in Dubai offers an excellent opportunity to grow your career while contributing to a professional and well-established consultancy organization.</div></div></div></div></div></div>

Accountant

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