Financial Services

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

140

Current Available Jobs

16,990

Projected job openings through 2032


Sample Career Roadmap

Investment Fund Managers

Supporting Programs

Investment Fund Managers

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Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Asset & Wealth Management - Tax Senior Manager
    PwC    Phoenix, AZ 85067
     Posted about 19 hours    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

    Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

    + Deal effectively with ambiguous and unstructured problems and situations.

    + Initiate open and candid coaching conversations at all levels.

    + Move easily between big picture thinking and managing relevant detail.

    + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

    + Contribute technical knowledge in area of specialism.

    + Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

    + Navigate the complexities of cross-border and/or diverse teams and engagements.

    + Initiate and lead open conversations with teams, clients and stakeholders to build trust.

    + Uphold the firm's code of ethics and business conduct.

    **The Opportunity**

    As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.

    **Responsibilities**

    - Lead and manage large-scale projects to achieve successful outcomes

    - Innovate and streamline processes to enhance efficiency and effectiveness

    - Maintain exceptional standards of operational excellence in every activity

    - Interact with clients at a senior level to drive project success

    - Build trust with multi-level teams and stakeholders through open communication

    - Motivate and coach teams to solve complex problems

    - Serve as a strategic advisor, leveraging specialized knowledge and industry trends

    - Provide strategic input into the firm’s business strategies

    What You Must Have

    - Bachelor's Degree in Accounting

    - 5 years of experience

    - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

    **What Sets You Apart**

    - In-depth knowledge of compliance for financial partnerships

    - Knowledge of structuring funds to limit tax liability

    - Experience identifying and addressing client needs

    - Building and utilizing networks of client relationships

    - Managing resource requirements and project workflow

    - Creating an atmosphere of trust in teams

    - Developing new relationships and selling new services

    - Innovating through new and existing technologies

    - Utilizing digitization tools to enhance engagements

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

    For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

    The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance


    Employment Type

    Full Time

  • Financial Analyst III, Field Finance
    WM    Phoenix, AZ 85067
     Posted about 19 hours    

    **I. Job Summary**

    This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. The analyst will be assigned to support projects and assignments across a variety of finance functions.

    **_WM candidates will be able to work at their current WM site or if currently remote, may work at the closest WM location. External candidates must be based in the Houston area and able to work out of the Corporate office._**

    **II. Essential Duties and Responsibilities**

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

    + Monitors highly advanced key financial performance measures.

    + Prepares, analyzes and interprets complex financial and non-financial information and recommends improvement opportunities to management.

    + Participates, facilitates and interprets for management operating results that include but are not limited to budget goals, cost reduction efforts, corporate initiatives and other identified opportunities for improvement.

    + Contributes to key project planning and implementation.

    + Assists and facilitates the preparation of budgets and forecasts.

    + Facilitates communication and understanding between the field finance and operations functions and corporate finance.

    + Performs highly advanced financial projects on an ad hoc basis.

    **III. Supervisory Responsibilities**

    This job has no supervisory responsibilities.

    **IV. Qualifications**

    The requirements listed below are representative of the qualifications necessary to perform the job.

    A. Education and Experience

    + Education: Bachelor’s Degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant experience.

    + Experience: Five (5) years previous experience (in addition to education requirement).

    B. Certificates, Licenses, Registrations or Other Requirements

    + None required.

    C. Other Knowledge, Skills or Abilities Required

    + Must be authorized to work in the US.

    + Must be based in the Houston area: No relocations for this role.

    + Strong understanding of the financial reporting cycle, best practices and data flow among financial systems.

    + Strong presentation and communication skills with comfort preparing and presenting information to an executive team and a leadership presence to effectively collaborate across functional teams

    + Insatiably curious and collaborative problem solver with excellent analytical, quantitative, and problem-solving skills

    + Expertise in business analysis tools including advanced Excel skills, Microsoft Office Suite and planning systems (Hyperion, OneStream)

    + Ability to perform well under pressure and in a high-volume and changing environment.

    + Organizational agility, knows how to get things done through formal channels and informal networks, with entrepreneurial drive and the ability to work in a dynamic environment with minimal hierarchy.

    Additional qualifications:

    + Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion

    + Collaborator with colleagues in-side and out-side of the accounting and finance group

    + Customer focused

    + Balance and prioritize multiple tasks simultaneously

    + Flexibility to work overtime, during the week and/ or weekends

    + Sound work ethic

    + Detail-oriented, organized and motivated

    **V. Work Environment**

    Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

    + Required to use motor coordination with finger dexterity (such as keyboarding, computer, phone, etc.) most of the workday.

    + Normal setting for this job is: office setting/hybrid.

    The expected base pay range for this position across the U.S. is $91,375 to $118,250. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. This role is bonus eligible.

    **Benefits**

    At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

    If this sounds like the opportunity that you have been looking for, please click “Apply.”

    Equal Opportunity Employer: Minority/Female/Disability/Veteran


    Employment Type

    Full Time

  • Lead Information Security Analyst - IAM
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 19 hours    

    Wells Fargo is back in the office collaborating together for fabulous outcomes.

    This role is a hybrid position.

    There is no Visa transfers or Visa sponsorships.

    Role is posted in the city where it will be seated on the req.

    In this role you’ll be responsible for ensuring the successful execution of the organization's strategies, while it algins to IAM Operations. They will translate high-level business goals into actionable plans, ensuring alignment between governance and execution. In addition, drive control oversight, and risk reductions for operations while also identify process efficiencies.

    This role is all about processes efficiencies within IAM. We need someone who knows how to find places to automate, look at controls and most importantly has a risk minded background. You may have done implementation work or served as a process engineer in an IAM role. You’ll be an expert at looking at onboarding and offboarding and love finding places to become more efficient. You’ll have a consultant style that listens to input and current challenges and can put a plan together. You are a been there, done that candidate that enjoys listening, solutioning and making the IAM journey seamless for everyone.

    Each day will be different as you manage IAM-related projects, driving continuous improvements in identity governance, workflows, and user experience. You’ll serve as a liaison between business stakeholders and IAM technical teams to translate business needs into actionable IAM strategies.

    In this role, you will:

    Analyze and optimize IAM business operations, ensuring alignment with organizational security and business objectives.

    Oversee identity governance, user access policies, and compliance with industry regulations.

    Collaborate with IT, cybersecurity, HR, and business teams to enhance IAM processes, automation, and efficiency.

    Develop IAM business strategies, metrics, and reporting to measure effectiveness and compliance.

    Support IAM program initiatives, including role-based access control (RBAC), privileged access management (PAM), Cloud, Non-Human Accounts and identity lifecycle management.

    Ensure seamless onboarding, offboarding and access review process to maintain security and minimize risks.

    Monitor and enhance IAM risk management processes, ensuring timely mitigation and security gaps.

    Work with vendor, auditors, and regulatory bodies to ensure IAM operations adhere to best practices.

    Required Qualifications, US:

    5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:

    3+ years experience with IAM technologies such as Okta, SailPoint, Microsoft Azure AD, CyberArk or similar platforms.

    3+ years with authentication protocols (SAML, OAuth, OpenID Connect, LDAP) and compliance frameworks.

    3+ years of proven ability to manage IAM projects, optimize processes, and drive operational efficiencies.

    3+ years of Identity Access Management experience

    2+ years of Technology or Business controls experience

    2+ years of Escalation management or supervisory capacity

    3+ years related work experience in financial industry operations or systems

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $111,100.00 - $197,500.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    4 Jun 2025

    ***** **_Job posting may come down early due to volume of applicants._**

    **We Value Equal Opportunity**

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-458351


    Employment Type

    Full Time

  • Senior Financial Analyst, Field Finance
    WM    Phoenix, AZ 85067
     Posted about 19 hours    

    **I. Job Summary**

    This role applies advanced principles of finance to analyze financial and non-financial information and support the field finance organization. Partnering with an Area and using their business knowledge, operational experience, and finance acumen, this position will play a strategic role in developing and implementing enterprise-wide continuous improvements, aligning finance with the strategic needs of the business.

    **_WM candidates will be able to work at their current WM site or if currently remote, may work at the closest WM location. External candidates must be based in the Houston area and report to the Corporate office._**

    **II. Essential Duties and Responsibilities**

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.

    + Participates in continuous improvement initiatives to establish standardized processes and implement best practices across the Areas and connect those practices into the central performance and financial management functions.

    + Prepares, analyzes and interprets complex financial and non-financial information and recommends improvement opportunities to local, middle and senior management.

    + Participates, facilitates and interprets for senior management operating results that include but are not limited to budget goals, cost reduction efforts, corporate initiatives and other identified opportunities for improvement.

    + Contributes significantly to key project development, planning and implementation.

    + Develops, manages and/or participates in action plans to facilitate the implementation and monitoring of operating directives.

    + Directs, manages and conducts special and ad hoc information requests. Reports results of findings to market areas, groups and corporate offices.

    + Facilitates communication and understanding between the field finance and operations functions and corporate finance.

    + As requested, may participate in conducting major bid and project reviews, including directing pro forma preparation and financial sensitivity analysis.

    **III. Supervisory Responsibilities**

    This job may include mentoring and training responsibilities.

    **IV. Qualifications**

    The requirements listed below are representative of the qualifications necessary to perform the job.

    A. Education and Experience

    + Education: Bachelor’s Degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four (4) years of relevant experience.

    + Experience: Five (5) years previous experience (in addition to education requirement).

    B. Certificates, Licenses, Registrations or Other Requirements

    + None required.

    C. Other Knowledge, Skills or Abilities Required

    + Strong understanding of the financial reporting cycle, best practices and data flow among financial systems.

    + Strong presentation and communication skills with comfort preparing and presenting information to an executive team and a leadership presence to effectively collaborate across functional teams

    + Insatiably curious and collaborative problem solver with excellent analytical, quantitative, and problem-solving skills

    + Expertise in business analysis tools including advanced Excel skills, Microsoft Office Suite and planning systems (Hyperion, OneStream)

    + Ability to perform well under pressure and in a high-volume and changing environment.

    + Organizational agility: knows how to get things done through formal channels and informal networks, with entrepreneurial drive and the ability to work in a dynamic environment with minimal hierarchy.

    + Must be authorized to work in the US.

    + External candidates must be located in the Houston area; no relocations for this role.

    Additional qualifications:

    + Action oriented and takes ownership of tasks and responsibilities and follows through to successful completion

    + Collaborator with colleagues in-side and out-side of the accounting and finance group

    + Customer focused

    + Balance and prioritize multiple tasks simultaneously

    + Flexibility to work overtime, during the week and/ or weekends

    + Sound work ethic

    + Detail-oriented, organized and motivated

    **V. Work Environment**

    Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

    + Required to use motor coordination with finger dexterity (such as keyboarding, computers, phones, etc.) most of the workday.

    + Normal setting for this job is: office setting/hybrid.

    The expected base pay range for this position across the U.S. is $118,490 to $153,340. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate’s relevant experience, education, training, certifications, qualifications, and work location. In addition, this position is eligible for a 25% bonus.

    **Benefits**

    At WM, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.

    If this sounds like the opportunity that you have been looking for, please click “Apply.”

    Equal Opportunity Employer: Minority/Female/Disability/Veteran


    Employment Type

    Full Time

  • Senior Lead Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 19 hours    

    **About this role:**

    Wells Fargo is seeking a Senior Lead Information Security Analyst in Cyber Security as part of Identity Access Management (IAM). Learn more about career areas and business divisions at wellsfargojobs.com.

    The Identity and Access Management (IAM) Governance and Policy Adherence team is responsible for the management of IAM policy requirements and overall adherence monitoring, inclusive of customer security. This role is responsible for the IAM policy management lifecycle including the needs assessment, content development, and reviews leading complex discussions and decisions from both a strategic and technical perspective. The IAM Policy Lead will collaborate with technical SMEs and executives to ensure policy is aligned with the IAM strategy, financial service industry standards and best practices, and is practical and enforceable. This role requires a strong understanding of the technical aspects of IAM solutions, tools, and practices as well as policy governance.

    **In this role, you will:**

    + Provide technical oversight of the Information Security IAM Domain Policy program

    + Assess and align IAM Policy with financial service industry standards (e.g. NIST, FFIEC) and security best practices (e.g. Zero-Trust)

    + Consult with line of business on the consistent implementation and adherence of IAM Domain Policy and technical solutions to remediate information security risks

    + Evaluate technical aspects of IAM solutions, tools, and practices to establish practical and enforceable policy

    + Ensure that risks to information assets meet IAM Domain Policy requirements and adherence gaps are managed in a timely and effective manner

    + Ensure IAM capabilities are included appropriately in the company's technology architecture

    + Engage with many levels of professionals and managers, including executives, companywide and serve as an advisor to senior leadership

    + Monitor adherence with IAM policies and identify areas for policy improvement.

    + Stay current with emerging IAM technologies and trends (e.g. cloud IAM, Passwordless authentication, DevSecOps) and incorporate them within IAM policy

    **Required Qualifications, US:**

    + 7+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 5+ years of experience in Identity and Access Management

    + 2+ years of experience in policy development and implementation

    **Desired Qualifications:**

    + Strong Subject Matter Expertise (SME) experience with IAM principles, technologies, solutions, industry standards and best practices

    + Experience with IAM tools and technologies (e.g., Okta, Azure Entra, PAM, IGA, MFA )

    + Experience with cloud IAM platforms and related technologies (e.g., Azure, Azure Entra, GCP)

    + Experience with DevSecOps practices and integration

    + Experience with Policy-as-Code Tools (e.g. Terraform, Azure Resource Manager, Chef, Puppet, Ansible)

    + Knowledge of emerging IAM technologies, such as decentralized identity, blockchain-based identity, and passwordless authentication

    + Experience with automation and Artificial Intelligence (AI) or Machine Learning (ML)

    + Experience in the financial services industry

    + Strong understanding with security controls and risk management

    + Excellent communication and interpersonal skills

    + Relevant certifications (e.g., CISSP, CCSP)

    **Locations:**

    + 1525 WT Harris Blvd, Charlotte, North Carolina 28262

    + 300 S Brevard St, Charlotte, NC 28202

    + 1301 Solana Blvd, Westlake, Texas 76262

    + 2600 S Price Rd, Chandler, Arizona 85286

    + 550 S 4th St, Minneapolis, Minnesota 55415

    + 800 S Jordan Creek Pkwy - West Des Moines, Iowa 50266

    **Posting Statements:**

    + Job posting may come down early due to volume of applicants.

    + Required location(s) listed above. Relocation assistance is not available for this position.

    + This position offers a hybrid work schedule

    + Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long – term incentive awards.

    + This position is not eligible for visa sponsorship

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $120,400.00 - $250,000.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    26 May 2025

    ***** **_Job posting may come down early due to volume of applicants._**

    **We Value Equal Opportunity**

    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-459641


    Employment Type

    Full Time

  • Financial Analyst Lead
    USAA    Phoenix, AZ 85067
     Posted about 19 hours    

    **Why USAA?**

    At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

    Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

    **The Opportunity**

    As a dedicated **Financial Analyst Lead,** you will be responsible for leading strategic business processes and analysis related to management and Board level reporting, long-range planning, performance standards, financial scenarios and non-member contact incentive compensation scorecards.

    We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in the following locations: San Antonio TX, Plano TX, Tampa FL, Charlotte NC, Phoenix AZ or Colorado Springs CO.

    Relocation assistance is **not** available for this position.

    **What you'll do:**

    + Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers.

    + Anticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management.

    + Consistently interacts with senior management becoming their trusted advisor on all financial issues.

    + Makes recommendations to solve short-term, as well as strategic financial business problems.

    + Teaches and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer.

    + Reviews analysts work and assists management in assigning tasks and managing workflow.

    + Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.

    + Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies.

    + Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues.

    + Acquires and applies expert knowledge of the business, its products and processes.

    + Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

    **What you have:**

    + Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

    + 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities. OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.

    + Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required.

    + Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required.

    + Experience communicating complex financial/accounting topics to a variety of audiences.

    + Experience using financial/accounting technologies and proposing recommendations for improvements.

    + Experience using Microsoft Office Excel for significant financial data analysis and reporting.

    + Experience in the application and adherence to financial regulations and compliance.

    + Experience producing financial reports and providing recommendations based on data.

    + Working knowledge of GAAP.

    **What sets you apart:**

    + Ability to create and translate results into meaningful visualizations.

    + Experience with management and board level reporting.

    + Experience with long-range planning and scenario analysis.

    + Experience with incentive compensation scorecard creation and management.

    + Adept at identifying financial control strength / weakness while developing and maintaining a strong internal control framework.

    + US military experience through military service or a military spouse/domestic partner.

    **Compensation range:** The salary range for this position is: $127,310- $243,340 **.**

    **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

    **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

    Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

    The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

    **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

    For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

    _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

    _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

    **If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

    **Please do not type your first and last name in all caps.**

    **_Find your purpose. Join our mission._**

    USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

    USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

    California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

    USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.


    Employment Type

    Full Time

  • Sr Wealth Advisor
    UMB Bank    Scottsdale, AZ 85258
     Posted about 19 hours    

    The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them — we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.

    As the **Sr. Wealth Advisor** , you will lead a highly integrated team-based approach working to ensure the client’s priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client’s objectives. This role is hybrid (Tues/Wed/Thur on-site).

    **How you’ll spend your time:**

    + Lead the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice.

    + Develop a deep understanding of client wealth planning goals and objectives.

    + Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice.

    + Partner with Private Banking team to deliver clients lending, credit, and banking advice.

    + Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.

    + Opportunistically engage in business development activities, managing a personal new business pipeline of client prospects.

    + Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.

    + Ensure all minimum standards of care are met across all client relationships.

    + Other duties as assigned.

    **We’re excited to talk to you if:**

    + You possess a bachelor’s degree in relevant field.

    + You have 5+ years of applicable experience within Financial Services.

    + You have a combination of education and experience that provides an equivalent background.

    + You hold FINRA Series 7 and 66 (or 7, 63 and 65) licenses, or ability to attain within 90 days.

    + You have systems thinking and complex problem solving skills.

    + You are highly organized and can effectively multi-task.

    + You are a great communicator with exceptional written communication and presentation skills.

    + You have strong wealth advisor sales skills with acumen to close new business.

    + You have knowledge of client service, advice delivery and operational best practices.

    + You have knowledge of investment, tax, estate planning and transfer of wealth strategies.

    + You have proficiency with eMoney client portal and financial planning software.

    **Bonus points if:**

    + You possess an advanced degree or professional certification such as CFP or CFA.

    + You have demonstrated experience with a wide range of client advice and service needs, particularly for the ultra-high net worth segment.

    + You have knowledge of banking products, including lending, credit, and deposit solutions.

    + You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors.

    + You have proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.

    + You have proficiency in Workday, Peoplesoft, Archer, Skillport and Hyperion.

    **Compensation Range:**

    $69,230.00 - $149,000.00

    _The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

    UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

    **Are you ready to be part of something more?**

    You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

    _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _talentacquisition@umb.com_ _to let us know the nature of your request._

    _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

    **_Who we are_**

    We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

    Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

    Check out the road to a career at UMB


    Employment Type

    Full Time

  • Planning Analyst 1, 2, Senior
    SRP    Tempe, AZ 85282
     Posted about 19 hours    

    Planning Analyst 1, 2, Senior

    Location:

    Tempe, AZ, US

    Date: May 15, 2025

    **Requisition ID** : 18723

    **Join us in building a better future for Arizona!**

    SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

    **Why Work at SRP**

    At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

    SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

    + Pension Plan (at no cost to the employee)

    + 401(k) plan with employer matching

    + Available your first day: Medical, vision, dental, and life insurance

    + Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

    + Parental leave (up to 4 weeks) and adoption assistance

    + Wellness programs (including access to a recreation and fitness facility)

    + Short and long-term disability plans

    + Tuition assistance for both undergraduate and graduate programs

    + 10 Employee Resource Groups for career development, community service, and networking

    **Summary**

    The Planning Analyst will manage the Customer Programs budget, coordinating budgetary plans, initiatives, objectives, and reporting with the management team. This role requires a diligent, detail-oriented individual with strong analytical and writing skills, who is quality control minded and excels in collaborative environments. The analyst will support departmental teams with purchase order creation and invoice processing tasks, track and report against budget variances, and facilitate planning and strategy initiatives. Coordination with Customer Strategy organization and executive management is essential.

    **What You'll Do**

    • Budget Management: Coordinate the development, implementation, and reporting of budgetary plans and initiatives. Complete budget templates and input tasks as required by Financial Planning or Executive Analysts.

    • SAP Proficiency: Utilize SAP for managing budgetary tasks, ensuring accurate financial tracking and reporting.

    • Expense Management Support: Assist departmental teams with the creation and management of purchase orders, invoice handling, and maintaining meticulous records.

    • Variance Tracking: Monitor and report monthly on budget variances, providing detailed analysis and actionable insights.

    • Strategic Facilitation: Facilitate and document planning and strategy initiatives, ensuring alignment with organizational goals and objectives.

    • Reporting: Prepare and deliver comprehensive oral presentations and written reports to management on budgetary and strategic planning activities.

    • Analytical Studies: Conduct in-depth analytical studies to support budgetary and strategic planning efforts. Possess the analytical skills to develop bottom-up budget models for programs, portfolios, and departments.

    • Project Leadership: Lead projects related to budgetary and strategic planning, ensuring timely and quality outcomes from the Customer Programs leadership team.

    • Continuous Improvement: Evaluate and refine methodologies for budget tracking and strategic planning to enhance accuracy and efficiency.

    • Collaboration: Work closely with internal and external teams to integrate data into planning processes.

    • Quality Control: Ensure all processes and outputs meet high standards of quality and accuracy.

    **What It Takes To Succeed**

    Experience

    • Proven experience in budget management, financial analysis, or strategic planning.

    • Proficiency in SAP and comfort working within its environment.

    • Accounting or Finance background will be beneficial.

    • Exceptional analytical and writing skills.

    • Strong ability to report and present findings to executive management effectively.

    • Demonstrated diligence, attention to detail, and commitment to quality control.

    • Excellent teamwork and collaboration skills.

    • Dedication to meeting tight deadlines for month-end, year-end, and budget development tasks.

    • Patience to guide fellow team members and leaders through budget development, financial reporting, invoicing, PO management processes.

    **Experience**

    Experience in planning, marketing analysis, financial analysis, or statistical analysis.

    romotion to Level 2 requires a minimum of two years experience at Level 1; demonstrated capability to perform advanced and more difficult work as determined by the supervisor. Promotion to Senior Level requires a minimum of three years experience at Level 2; is fully competent in all aspects of functional area of assignment and as such would be recognized as a specialist in area of assignment and may have periodic or occasional lead responsibilities.

    **Education**

    Completion of a Bachelor's Degree from an accredited institution that prepares the employee for the assignment.

    **Hybrid Workplace**

    SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona.

    **Drug/Alcohol Policy Statement**

    To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

    **Equal Opportunity Employer Statement**

    Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

    **Work Authorization**

    All candidates must be legally authorized to work in the United States.

    Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

    **Nearest Major Market:** Phoenix


    Employment Type

    Full Time

  • Information Security Analyst I
    Sonora Quest    Phoenix, AZ 85067
     Posted about 19 hours    

    **Primary City/State:**

    Phoenix, Arizona

    **Department Name:**

    IT Threat & Vulnerability Mgmt

    **Work Shift:**

    Day

    **Job Category:**

    Information Technology

    **_Find your Voice, Passion, & Purpose_**

    **POSITION SUMMARY**

    This position is responsible for implementation of information security policies, standards, and procedures on all organizational information systems. This position is also responsible for auditing user access, security logs and user permissions. Duties include developing security processes, participating in security investigations, and maintaining documentation. This position supports and maintains the information security infrastructure, including both applications and networking components. This position performs ticket focused tactical incident support, monitors Security Operation Center (SOC) communications and audits Information Technology (IT) controls. _Performs all functions according to established policies, procedures, regulatory and accreditation requirements, as well as applicable professional standards._

    **CORE FUNCTIONS**

    1. Conducts and participates in security reviews, evaluations, and risk assessments, assisting in the development and implementation of appropriate recommendations. Participates in the handling of security incidents, recoveries, breaches, intrusions, and system abuses.

    2. Analyzes the company's information security architecture, including hardware and software components, with the objective of standardizing security throughout company’s infrastructure. Maintains Information Security controlled applications/systems, updating and monitoring for compliance.

    3. Evaluates and assists in the development of security policies and procedures. Evaluates security risk assessments of new systems and upgrades to determine impact to Information Security/Risk Management and the enterprise.

    4. Provides technical expertise and support for security software, including operational aspects of the software. Participates in, and on occasion, leads information security projects, including the development of project scope requirements, budgeting, and project planning.

    5. Provides guidance, direction, and oversight for compliance with all federal, state, and local mandated information security laws, rules, and guidelines. Remain current with the latest industry technical information.

    6. Performs audits of users’ system access and work areas. Performs audits of endpoint security controls. Mitigates any issues with systems that are not in compliance. Monitors anti-virus/malware systems, DLP, encryption, network logs, and users’ Internet access.

    7. Participates in problem resolution and incident support. Investigates security incidents that may negatively impact the company (including hacking attempts, intrusions, virus infections, mishandling of information, and other security threats); provide support during large incidents and investigations; participate in threat hunting activities.

    8. Monitors Service Operations Center (SOC) communications from Information Security applications.

    **MINIMUM QUALIFICATIONS**

    + Associates degree in Information Security, Computer Information Systems, or another relevant field, or have equivalent education and experience.

    + One (1) year of relevant experience of any combination of IT, Information Security, Compliance, or Risk Management experience.

    + Certification in one of the following areas within in one year of entering the position: Certified Information Systems Security Professional (CISSP), Systems Security Certified Practitioner (SSCP), HealthCare Information Security & Privacy Practitioner (HCISSP), Payment Card Industry - Internal Security Assessor (PCI-ISA), CompTIA Security+, HIPAA Security, Information Security Technology Fundamentals, Internet Security or ITAA Information Security Awareness.

    + Must demonstrate general knowledge of information technology and healthcare.

    + Needs experience in small scale project planning and reporting either individually or in a team.

    + Requires communication and presentation skills to engage technical and non-technical audiences.

    + Requires ability to communicate and interact across facilities and at various levels. As is typical in this industry, variable shifts and hours and carrying/responding to cell phone may be required.

    **PREFERRED QUALIFICATIONS**

    + Palo Alto and endpoint product experience

    + Firewalls, Network-based Intrusion Prevention System (NIPS), and web filter experience

    + Vulnerability scanning and patch management experience

    + Security Information and Event Management (SIEM) experience

    + Windows & Linux experience

    + HIPAA, PCI-DSS, or previous healthcare experience

    + Security+, GIAC Security Essentials (GSEC), Associate of (ISC)2, CompTIA A+ and/or Network+ certification and training

    + Additional related education and/or experience.

    **EEO Statement:**

    EEO/Female/Minority/Disability/Veterans (https://www.bannerhealth.com/careers/eeo)

    Our organization supports a drug-free work environment.

    **Privacy Policy:**

    Privacy Policy (https://www.bannerhealth.com/about/legal-notices/privacy)

    Banner Health is one of the largest, nonprofit health care systems in the country and the leading nonprofit provider of hospital services in all the communities we serve. Throughout our network of hospitals, primary care health centers, research centers, labs, physician practices and more, our skilled and compassionate professionals use the latest technology to make health care easier, so life can be better. The many locations, career opportunities, and benefits offered at Banner Health help to make the Banner Journey unique and fulfilling for every employee.

    EOE/Female/Minority/Disability/Veterans

    Banner Health supports a drug-free work environment.
    https://www.bannerhealth.com/careers/eeo


    Employment Type

    Full Time

  • SM-2 Principal Financial Analyst - P3 - (On-Site)
    RTX Corporation    Tucson, AZ 85702
     Posted about 19 hours    

    **Date Posted:**

    2025-05-21

    **Country:**

    United States of America

    **Location:**

    AZ201: RMS AP Bldg 801 1151 East Hermans Road Building 801, Tucson, AZ, 85756 USA

    **Position Role Type:**

    Onsite

    **U.S. Citizen, U.S. Person, or Immigration Status Requirements:**

    U.S. citizenship is required, as only U.S. citizens are authorized to access information under this program/contract.

    **Security Clearance:**

    None/Not Required

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    The Standard Missile 2 program has an immediate opening for an ambitious Finance professional to join our team as a Principal Financial Analyst. In this high-visibility role, you will have primary responsibility for two large production contracts and cash receipts across the SM-2 Production portfolio.

    You will be a strategic business partner to the program functional teams; responsible for financial reporting, EAC development, and providing insightful analysis to program and finance stakeholders. You will work with multiple customers and contract types (DOD, FMS, and DCS) and interact with various levels of management. As a member of the SM-2 Production Finance team, you will be joining a friendly, high-performing group that values collegiality, openness, and mutual respect.

    **What You Will Do**

    + Coordinating and managing the quarterly Estimate at Completion (EAC) process for two major EACs.

    + Supporting the cash collection process across the SM-2 Production portfolio by forecasting billings and working with internal and external stakeholders to ensure timely cash receipts.

    + Serving as a leader for EAC execution across the SM-2 portfolio.

    + Supporting internal Earned Value Management Systems (EVMS) implementation and maintenance

    + Preparing weekly and monthly program reports

    **Qualifications You Must Have**

    + Typically requires a Bachelor’s Degree in Finance, Accounting, Economics, Mathematics or related topic

    + Typically requires 5+ years finance work experience; OR an Advanced degree and 3+ years prior relevant experience

    + Experience with program financial execution and EACs

    + Experience with Microsoft tool suite (Excel, Word, Powerpoint), including advanced Excel skills

    **Qualifications We Prefer**

    + Ability to perform ad-hoc analysis, data integrity checks, and/or reconciliations

    + Ability to manage multiple priorities with limited oversight and prioritize workload

    + Detailed understanding of key financial and program execution metrics

    + Understanding of Raytheon financial and accounting policies and procedures

    + Ability to frame and interpret issues for Management

    + Knowledge of Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS) and Generally Accepted Accounting Principles (GAAP)

    + Ability to work in an autonomous work environment

    + Strong analytical, problem solving and decision-making skills

    + Self-starting, motivated individual with excellent written and oral communication skills

    **What We Offer**

    + Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    **Learn More & Apply Now!**

    Please consider the following role type definition as you apply for this role. Remote: Employees who are working in Remote roles will work primarily offsite (from home). An employee may be expected to travel to the site location as needed.

    The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels.

    RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    _RTX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans’ Readjustment Assistance Act._

    **Privacy Policy and Terms:**

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time


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