analyst, financial

financial reporting analyst Jobs in Miami

financial reporting analyst

sr financial analyst

Lennar

<div><div>We are Lennar 
 
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and 
 
creating an extraordinary experience for their Homeowners, Communities, and Associates 
 
by building quality homes and providing exceptional customer service, giving back to the 
 
communities in which we work and live in, and fostering a culture of opportunity and 
 
growth for our Associates throughout their career. Lennar has been recognized as a Fortune 
 
500&reg; company and consistently ranked among the top homebuilders in the United States.</div><div> 
Join a Company that Empowers you to Build your Future 
 
Prepare financial reporting of KPIs to provide accurate and timely reporting to management 
 
for decision-making purposes and to support strategic initiatives; prepare presentations to 
 
the Board of Directors and Senior Management Team; this position prepares numerous 
 
monthly and quarterly reconciliations for Essbase uploads, as well as prepares monthly 
 
and quarterly internal reports and fulfills ad hoc requests for Senior Management. 
 
<ul><li>A career with purpose.</li></ul> 
<ul><li>A career built on making dreams come true.</li></ul> 
<ul><li>A career built on building zero defect homes, cost management, and adherence to</li></ul> 
schedules.</div><div> 
Your Responsibilities on the Team 
 
<ul><li>Weekly and monthly statistical reporting, reconciliations, and analysis.</li></ul> 
<ul><li>National purchasing rebate accounting and reporting.</li></ul> 
<ul><li>Dashboard reconciliations.</li></ul> 
<ul><li>Headcount reconciliation.</li></ul> 
<ul><li>Delivered square footage reconciliation.</li></ul> 
<ul><li>Backlog reconciliation and reporting.</li></ul> 
<ul><li>Consolidation and reconciliation of inventory reporting</li></ul> 
<ul><li>Preparation and compilation of the monthly executive summary reporting.</li></ul> 
<ul><li>Quarterly financial and operational reporting.</li></ul> 
<ul><li>Special projects and ad-hoc reporting.</li></ul> 
<ul><li>Creation of manuals and end-user documentation, including visual inserts</li></ul></div><ul><li>Preparations for the subsequent month.</li></ul><div> 
Requirements 
 
<ul><li>Bachelor&rsquo;s degree or higher in Accounting or Finance.</li></ul> 
<ul><li>3-5 or more years of Financial Reporting experience.</li></ul> 
<ul><li>Experience with spreadsheet modeling, data visualization, account reconciliation,</li></ul> 
and analysis. 
 
<ul><li>Proficiency required in Excel (Macros, Pivot Tables, Graph &amp; Advanced Formulas)</li></ul> 
<ul><li>Proficient in Adobe Acrobat, Word, and PowerPoint</li></ul> 
<ul><li>Experience and efficiency in Essbase and JD Edwards</li></ul> 
<ul><li>Detail-orientated to ensure accuracy in analysis and presentations</li></ul> 
<ul><li>Ability to read, research, analyze and interpret general accounting data.</li></ul> 
<ul><li>Ability to write reports and general business correspondence across all levels of the</li></ul> 
organization, including executive management, and effectively respond to 
 
questions from executive management. 
 
<ul><li>Ability to formulate effective and efficient work plans (focusing on relevant</li></ul> 
variables) for analysis projects and identify key areas of reporting improvement. 
 
<ul><li>High initiative and ability to learn independently in a fast-paced environment.</li></ul> 
This description outlines the primary responsibilities and requirements for the position 
 
noted. This is not a comprehensive listing of all job duties of the Associates. Duties, 
 
responsibilities, and activities may change at any time, with or without notice. 
 
Physical &amp; Office/Site Presence Requirements 
 
This is primarily a sedentary office position that requires the Senior Financial Analyst to 
 
have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and 
 
move and carry up to 25 lbs. Finger dexterity is necessary.</div><div></div><div>
Life at Lennar</div><div></div><div>
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone&rsquo;s Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar&rsquo;s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.</div><div></div><div>
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn&lt;<div>https://www.linkedin.com/company/lennar/</div>&gt; for the latest job opportunities.</div><div></div><div>
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.</div></div>

Sr Financial Analyst

<div>
 
 Job Description
 
 
 
 We are Lennar
 
 
 Lennar is one of the nation's leading homebuilders, dedicated to making an impact and
 
 
 creating an extraordinary experience for their Homeowners, Communities, and Associates
 
 
 by building quality homes and providing exceptional customer service, giving back to the
 
 
 communities in which we work and live in, and fostering a culture of opportunity and
 
 
 growth for our Associates throughout their career. Lennar has been recognized as a Fortune
 
 
 500&reg; company and consistently ranked among the top homebuilders in the United States.
 
 
 Join a Company that Empowers you to Build your Future
 
 
 Prepare financial reporting of KPIs to provide accurate and timely reporting to management
 
 
 for decision-making purposes and to support strategic initiatives; prepare presentations to
 
 
 the Board of Directors and Senior Management Team; this position prepares numerous
 
 
 monthly and quarterly reconciliations for Essbase uploads, as well as prepares monthly
 
 
 and quarterly internal reports and fulfills ad hoc requests for Senior Management.
 
 
 
 <ul>
 <li>
 A career with purpose.
 </li>
 <li>
 A career built on making dreams come true.
 </li>
 <li>
 A career built on building zero defect homes, cost management, and adherence to
 
 
 
 </li>
 </ul>
 schedules.
 
 
 Your Responsibilities on the Team
 
 
 
 <ul>
 <li>
 Weekly and monthly statistical reporting, reconciliations, and analysis.
 </li>
 <li>
 National purchasing rebate accounting and reporting.
 </li>
 <li>
 Dashboard reconciliations.
 </li>
 <li>
 Headcount reconciliation.
 </li>
 <li>
 Delivered square footage reconciliation.
 </li>
 <li>
 Backlog reconciliation and reporting.
 </li>
 <li>
 Consolidation and reconciliation of inventory reporting
 </li>
 <li>
 Preparation and compilation of the monthly executive summary reporting.
 </li>
 <li>
 Quarterly financial and operational reporting.
 </li>
 <li>
 Special projects and ad-hoc reporting.
 </li>
 <li>
 Creation of manuals and end-user documentation, including visual inserts
 </li>
 <li>
 Preparations for the subsequent month.
 
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree or higher in Accounting or Finance.
 </li>
 <li>
 3-5 or more years of Financial Reporting experience.
 </li>
 <li>
 Experience with spreadsheet modeling, data visualization, account reconciliation,
 
 
 
 </li>
 </ul>
 and analysis.
 
 
 
 <ul>
 <li>
 Proficiency required in Excel (Macros, Pivot Tables, Graph &amp; Advanced Formulas)
 </li>
 <li>
 Proficient in Adobe Acrobat, Word, and PowerPoint
 </li>
 <li>
 Experience and efficiency in Essbase and JD Edwards
 </li>
 <li>
 Detail-orientated to ensure accuracy in analysis and presentations
 </li>
 <li>
 Ability to read, research, analyze and interpret general accounting data.
 </li>
 <li>
 Ability to write reports and general business correspondence across all levels of the
 
 
 
 </li>
 </ul>
 organization, including executive management, and effectively respond to
 
 
 questions from executive management.
 
 
 
 <ul>
 <li>
 Ability to formulate effective and efficient work plans (focusing on relevant
 
 
 
 </li>
 </ul>
 variables) for analysis projects and identify key areas of reporting improvement.
 
 
 
 <ul>
 <li>
 High initiative and ability to learn independently in a fast-paced environment.
 
 
 
 </li>
 </ul>
 This description outlines the primary responsibilities and requirements for the position
 
 
 noted. This is not a comprehensive listing of all job duties of the Associates. Duties,
 
 
 responsibilities, and activities may change at any time, with or without notice.
 
 
 Physical &amp; Office/Site Presence Requirements
 
 
 This is primarily a sedentary office position that requires the Senior Financial Analyst to
 
 
 have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and
 
 
 move and carry up to 25 lbs. Finger dexterity is necessary.
 
 
 
 Life at Lennar
 
 
 
 At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone&rsquo;s Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar&rsquo;s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
 
 
 Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedInhttps://www.linkedin.com/company/lennar/&gt; for the latest job opportunities.
 
 
 
 Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
 
</div>

MIAX

<div>MIAX has built a multi-disciplinary team of professionals with deep expertise in the trading industry, working to bring enhanced market structure, technological innovation and superior customer service to the exchange space. We offer a challenging and rewarding work environment with an entrepreneurial spirit and culture that emphasizes collaboration and teamwork while maintaining commitment to professional ethics.
MIAX continues to look for talented professionals to fill select roles throughout the company.
If you are interested in applying for a position, please send your resume, cover letter and salary requirements to hr@miaxglobal.com.</div>
 <div><div>Miami, FL
The MIAX Exchange Group (&ldquo;MIAX&rdquo;) of Miami International Holdings, Inc. (MIH) is currently looking for a dynamic individual to join the MIAX Regulatory Department as a Trading Floor Official Analyst for the MIAX Sapphire Options Exchange located in Miami, FL.
Role Description, Responsibilities and Duties
The candidate must possess a detailed understanding and knowledge of the options, equities and capital markets, including the applicable laws, rules and regulations enforceable by MIAX and the Securities Exchange Commission (SEC). The analyst will be required to review real time market activity, remediate exchange and member issues, and conduct both real time and post trade reviews and investigations. This position requires the analyst to interact in-person on the MIAX Sapphire Options Exchange trading floor with MIAX Sapphire member firm personnel and various MIAX Exchange Group personnel on a daily basis. 
 
Duties include:<ul><li>
Monitoring of MIAX trading activity and real-time alerts.</li><li>
Conducting real-time regulatory reviews utilizing MIAX proprietary systems and industry trade data.</li><li>
Identifying and communicating potential regulatory issues and unusual trading behavior to supervisors, senior officers and/or member firms.</li><li>
Interacting with MIAX Sapphire member firm personnel, other Self-Regulatory Organizations (SRO&rsquo;s) personnel and various MIAX Exchange Group personnel.</li><li>
Building relationships with options exchange market participants and providing guidance on MIAX Sapphire Options Exchange rules.</li></ul> 
Organizational Structure
The Trading Floor Official Analyst will report directly to the Vice President of Regulatory Trading Floor Oversight. The Trading Floor Official Analyst will work out of the MIAX Sapphire Options Exchange trading floor located in Miami, FL.
Qualifications<ul><li>
Ability to function at a high level and prioritize critical tasks in a dynamically changing environment.</li><li>
Ability to perform real-time reviews involving complex trading issues.</li><li>
Demonstrate excellent organizational, written and oral communication skills.</li><li>
Proficient computer skills with Microsoft Excel, Word and Outlook. Advanced Excel skills highly desired.
</li><li>Familiarity with LiveVol or other market data vendor platforms.</li><li>
Motivated individual with the ability to work independently, as a team member and across various MIAX departments.</li><li>
Excellent people skills.</li></ul>
Education and Experience<ul><li>
Knowledge of trading and markets in options industry required, including SEC and SRO rules and regulations.</li><li>
Expert-level professional focused on sharpening skills and working under limited guidance and supervision.</li><li>
Experience working in a real-time trading environment (exchange, trading desk, etc.) preferred.</li><li>
Regulatory experience at an SRO strongly desired.</li><li>
Knowledge of Options, Derivatives and Capital Markets.
</li><li>Bachelor&rsquo;s Degree or equivalent in a relevant field.</li></ul>
The anticipated annualized base pay range for this position is $80,000 - $140,000. Actual initial base salary will be determined based on factors that may include qualifications, experience, and/or geography. 
 
If you are interested in applying for a position, please send your resume, cover letter and salary requirements to hr@miaxglobal.com.
Miami International Holdings, Inc. (MIH) is an equal employment opportunity employer. MIH adheres to a policy of making employment decisions without regard to race, color, religion, gender, national origin, age, disability, veteran or other legally protected status. Your opportunity for employment with MIH depends solely upon your qualifications.</div></div>

Trading Floor Official Analyst – MIAX Sapphire Options Exchange

Royal Caribbean Group

<div><div><div><div><div>This position is based in our Miami 1080 Office

Journey with us! Combine your career goals and sense of adventure by joining our incredible team of employees at Royal Caribbean Group We are proud to offer a competitive compensation and benefits package and excellent career development opportunities each offering unique ways to explore the world

We are proud to be the vacation-industry leader with global brands &mdash; including Royal Caribbean International Celebrity Cruises and Silversea Cruises &mdash; the most innovative fleet and private destinations and the best people Together we are dedicated to turning the vacation of a lifetime into a lifetime of vacations for our guests

Royal Caribbean team has an exciting career opportunity for a full-time Financial Analyst reporting to the Newbuild Finance Manager 
Position Summary

This role offers the chance to work in a highly dynamic and innovative environment by providing critical financial support to RCG&rsquo;s cutting-edge Newbuild and Innovation Organization

The finance team is responsible for actively managing costs of the newbuild portfolio approximately $30B on a rolling 5-year cycle related to current and future projects The finance team supports the Newbuild and Innovation Organization by providing support to its operational and strategic processes and plays a critical role in fostering strong relationships with the shipyards

The finance team collaborates closely with the project and operational leaders to manage the project financials risk and opportunities Additionally the finance team is responsible for maintaining effective financial processes and controls across projects and creating and delivering effective financial reports that enable timely decision making and are compliant with RCG&rsquo;s procedures 


Essential Duties and Responsibilities
Updates the cost tracking of the fleet modernization budget covering detailed purchase orders schedules of value<ul><li> and turn-key contracts</li>
Participate in meetings with key project and operational leaders to review budget status monitor scope commitments<li> and escalate potential risks promptly</li>
<li>Maintain and continuously update all financial trackers and budget documents to reflect the most current forecasts</li>
Participate in the identification tracking and management of risk items<li> ensuring items are addressed in each financial meeting with the project teams</li>
Assist the Lead/Finance Manager in creating financial presentations for monthly project team meetings Newbuild executive meetings<li> and Brand meetings</li>
<li>Prepare and submit to Manager necessary journal entries to ensure compliance with company policies</li>
Update the monthly capex file managing the forecasting process for assigned ship(s)<li> and providing variance explanations to the Capital Planning team</li>
<li>Support quarterly internal and external audit processes by preparing and providing required financial data</li>
<li>Partner with Key Project Stakeholders to prepare required financial support for Capital Appropriation Request (CAR) submissions &amp; CAR amendments</li>
Participate in the development of financial plans ROI analysis and proper investment vs<li> expense recognition</li>
<li>Coordinate meetings with Project Managers on a quarterly basis to perform a detail review of all capital expenses and prepare submission for quarterly SOX certification</li>
Financial Control of Vessel Construction costs Revitalizations and projects<li> The active portfolio is approximately $30B on a rolling 5-year cycle</li>
<li>Aids in all ad-hoc financial analysis request within the department</li></ul> 


This position description in no way states or implies that these are the only duties to be performed by the employee occupying this position Employee will be required to perform any other job-related duties assigned by their supervisor or management 


Qualifications Knowledge &amp; Skills
Bachelor&rsquo;s degree in finance Accounting or related field required<ul><li> MBA is a plus</li>
<li>1 -3 years of work experience</li>
Excel and financial modeling required<li> proficiency with Microsoft package</li>
<li>Working knowledge in Business Intelligence Visualization tools such as PowerBI or Tableau</li>
<li>Candidate must have strong written and oral communication skills and be able to work effectively with all levels of operational personnel</li>
<li>Must have the ability to think independently and explain complex solutions in a simple manner</li>
Positive attitude with proven history of success in project analysis<li> tracking &amp; implementation</li>
<li>Excellent organizational skills</li>
<li>Ability to multi-task and manage competing priorities with confidence and composure</li>
<li>Ability to succeed in a team environment</li>
<li>Embrace cross training as back-up for other team members</li>
<li>Ability to share information and work in a standardized environment</li>
Understanding of accounting processes<li> procedure and internal controls</li></ul> 


Physical Requirement

The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations While performing job functions the employee is regularly required to sit stand write review and type reports compile data operate a pc communicate listen and assess information The employee may move about the office complex may travel to other office locations and may lift push pull or move 10 - 15 pounds Visual requirements include distant close and color vision and ability to adjust focus 


Working Conditions

Miami based position with some travel The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job with or without reasonable accommodations The environment includes office locations and/or moving inside/outside the office 


We know there's a lot to consider

As you go through the application process our recruiters will be glad to provide guidance and more relevant details to answer any additional questions Thank you again for your interest in Royal Caribbean Group We'll hope to see you onboard soon!

It is the policy of the Company to ensure equal employment and promotion opportunity to qualified candidates without discrimination or harassment on the basis of race color religion sex age national origin disability sexual orientation sexuality gender identity or expression marital status or any other characteristic protected by law Royal Caribbean Group and each of its subsidiaries prohibit and will not tolerate discrimination or harassment 


#LI-FM1 
</div></div></div></div> 
Nearest Major Market: Miami</div>

Analyst, Financial

American Heart Association

<div>Overview
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today&rsquo;s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association has an excellent opportunity for a Senior Charitable Estate Planning Advisor in our Mission Advancement department!
This individual can be home-based within our Southeast territory, with proximity to an international airport and with a preference for FL, Atlanta, GA, and Charlotte, NC.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support locally.
\#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
Responsibilities
This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to support charitable gift planning, and with staff members, to provide technical assistance.
Success in the Sr. Charitable Estate Planning Advisor role requires mastery of the American Heart Association's mission, gift options, and latest initiatives and programs to inspire and engage donors and professional advisors on the many opportunities to financially support the Association, alongside technical expertise to facilitate giving to the Association using a variety of gift vehicles.
This individual encourages participation, builds strategic relationships, and consults with members of the American Heart Association&rsquo;s growing Professional Advisor Network, which includes estate planning attorneys, financial planners, and other planning professionals involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both virtually and in-person, traveling as needed for visits and making presentations to donors and small groups to support building future interest in planned giving to the American Heart Association.
In addition, the Senior Advisor serves as a subject matter expert on charitable estate giving opportunities, increasing awareness among volunteers and staff, and working with regional and national staff to coordinate charitable estate gift planning program activities with other organizational efforts.
Responsibilities related to Professional Advisors:
<ul><li>Develops and implements a strategic action plan to identify, qualify, and build high-engagement relationships with professional advisors, developing the Association's Professional Advisor Network.</li>
<li>Leverages many marketing and communications resources, events, and tools available, including special events, direct mail, newsletters, websites, email communications, social media messages, etc., with the purpose of generating quality interaction with professionals and their clients.</li>
<li>Provides consultation as needed for technical solicitations and creation of formal proposals involving estate planning advisors and other projects as requested.</li>
<li>Responsible for writing one technical article a month on a technical topic that will be featured in both internal and external publications.</li>
<li>Responsible for recruiting speakers and topics for internal webinars (donor and advisor facing) and serving as host for these presentations.</li>
<li>Work closely and collaborate with the broader MA team and markets to develop blended gift proposals and asks and increase noncash assets.</li>
<li>Responsible for attending conferences &ndash; both nationally and regionally to promote PAN and build relationships and partnerships.</li>
</ul>Responsibilities related to Donors &amp; Prospective Donors:
<ul><li>Responsible for donor cultivation and stewardship, including but not limited to personal visits, calls, written correspondence, and presentations.</li>
<li>Responsible for generating new leads and following up on all leads received from individuals in the assigned territory, requesting charitable estate planning information from the Association.</li>
<li>Supplies charitable estate planning illustrations using Crescendo Interactive software.</li>
<li>Supplies information and reviews estate plans with prospective donors to potentially obtain a gift commitment for the Association. Recommends specific estate gift planning actions in support of donor goals.</li>
</ul>Key Competencies and Experience Requirements
<ul><li>Superb interpersonal skills and ability to build productive, beneficial relationships with a broad range of constituencies, excellent interpersonal skills, tact, and diplomacy.</li>
<li>Excellent written and verbal communication skills, including the ability to effectively communicate Association priorities to professional advisors, donors, and prospects, make presentations, and represent the Association positively and professionally.</li>
<li>Ability to handle multiple tasks, to assess and order priorities, and to track details in a fast-paced environment.</li>
<li>Prioritize and balance priorities with professional advisors, donors, and prospects.</li>
<li>Ability to meet priority reporting and deadlines on multiple projects.</li>
<li>Ability to develop materials, including advisor- and donor-facing presentations, documents, and correspondence; as well as public-facing white papers and articles, in a timely and professional manner.</li>
<li>Ability to document plans, progress, and results in the Association&rsquo;s Salesforce Customer Relationship Management system in an accurate and timely manner.</li>
</ul>Qualifications
<ul><li>Bachelor's Degree or equivalent work experience.</li>
<li>At least five (5) years of experience in Charitable Estate Planning or related fundraising experience, with experience and mastery of various giving vehicles and structures used.</li>
<li>Demonstrated strategic, leadership, and management capabilities in a comprehensive development environment, high level of motivation and assertiveness.</li>
<li>Daily working knowledge of MS Office Products &ndash; Word and PowerPoint. Proficiency in virtual communication platforms, including MS Teams and Zoom.</li>
<li>Ability to successfully establish and maintain working relationships with internal and external stakeholders.</li>
<li>Successful proven record of completing gift agreements through personal interviews.</li>
<li>Proven success in engaging with professional estate planning and wealth advisors.</li>
<li>Demonstrated skills in relationship building and stewardship, conducting effective sales/solicitation calls, and/or effectively closing/sales solicitations.</li>
<li>Ability to manage the appropriate budget for travel and/or marketing expenses.</li>
<li>Ability to travel approximately 60 &ndash; 75% of the time, working to develop programs in major metropolitan areas within the designated territory or as assigned.</li>
<li>Willingness to work evenings and weekends as necessary.</li>
</ul>Preferred Experience:
<ul><li>Advanced degree (master&rsquo;s or higher) or aligned certification, JD, CFP, CAP, CFA, highly preferred.</li>
<li>Ten (10) years of experience preferred.</li>
</ul>Compensation &amp; Benefits
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards &amp; Benefits to see more details.
<ul><li>Compensation &ndash; Our goal is to ensure you have a competitive base salary. That&rsquo;s why we regularly review the market value of jobs and make adjustments, as needed.</li>
<li>Performance and Recognition &ndash; You are rewarded for achieving success through annual salary planning and incentive programs; eligibility for an incentive program is based on the type of position.</li>
<li>Benefits &ndash; We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.</li>
<li>Professional Development &ndash; You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association&rsquo;s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.</li>
<li>Work-Life Harmonization &ndash; The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.</li>
<li>Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.</li>
</ul>The American Heart Association&rsquo;s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.
This position not a match with your skills? Click here to see other opportunities.
In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
\#AHAIND3
Join our Talent Community!
Join our Talent Community to receive updates on new opportunities and future events.
Default: Location : Location US-TX-Dallas
Posted Date 2 weeks ago (11/20/2025 4:25 PM)
Requisition ID 2025-16681
Job Category Individual &amp; Institutional Giving
Position Type Full Time</div>

Sr. Charitable Estate Planning Advisor

New York Life

<div>Insurance Agent with New York Life Insurance Company
The fundamental foundation of a New York Life Insurance Agent&rsquo;s role is built client by client.
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by their customers its first priority.
What is expected of our Agents?<ul><li>
The ability to understand the needs and financial concerns of clients.</li><li>
Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.</li><li>
Promote customized ways for clients to achieve their long-term financial goals.</li><li>
Cultivate relationships and help every family member or individual pursue financial security.</li><li>
Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.</li><li>
Provide compassion and guidance to clients when unfortunate life circumstances arise.</li><li>
Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.</li></ul>
Qualities that we look for in our Agents:<ul><li>
Sales experience preferred with a strong entrepreneurial mindset.</li><li>
Strong communication skills both written and verbal.</li><li>
Desire to help families and businesses to &ldquo;Be Good at Life.&rdquo;</li><li>
Strong business acumen.</li><li>
Professional business demeanor.</li><li>
Perseverance in the face of a challenge.</li><li>
Ability to engage your community and leverage personal networks/contacts.</li></ul>
About New York Life
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
**Source: Individual Third Party Ratings Reports as 7/30/18.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity</div>

Financial Advisor

<div>Join our dependable team.

As an Insurance Agent with New York Life, you will help clients achieve their financial goals, while building a great career for yourself in the process. Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career.

We have confidence in our products but more importantly, we have confidence in our Agents to thoughtfully recommend and implement which financial vehicle is right for every client they support. Just as our Managers in the field work to provide one-on-one support and guidance to every Agent they hire.

Qualities that we look for in our Agents:

Sales experience preferred &ndash; entrepreneurial mindset

Strong communication skills

Desire to help others

Strong business acumen

Perseverance in the face of a challenge

Ability to engage your community and leverage personal networks/contacts

We&rsquo;ve built a strong company, one that puts its clients first. We have confidence in our products but

more importantly, we have confidence in our Agents to thoughtfully recommend and implement which

financial vehicle is right for every client they support. Just as our Managers in the field work to provide

one-on-one support and guidance to every Agent they hire.

Training, Development &amp; Benefits
Our new, blended training and development program is designed to work with your schedule, and in this type of role, that can make all the difference. The multifaceted system includes:

In conjunction with in office trainings, we&rsquo;ve created a comprehensive and user-friendly learning experience within New York Life&rsquo;s online portal system that is accessible anytime, anywhere and from any device. Learn when and how you want!

You can read in full about all benefits for our Financial Professional role here: https://www.nylbenefits.com/agents

We have Fast Track to Management opportunities for qualified professionals once established in the career.

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table the standard of excellence for life insurance sales performance in the insurance and financial services industry.

New York Life is an Equal Opportunity Employer &ndash; M/F/Veteran/Disability/Sexual Orientation/Gender Identity 


SMRU 1827546 7/1/2020 


IND123</div>

Insurance Agent/ Insurance Professional

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