Financial Services

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

275

Current Available Jobs

6,580

Projected job openings through 2030


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor

Supporting Programs

Personal Financial Advisors

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 Bachelor's Degree  

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 Master's Degree  

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 Associate's Degree  

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 Master's Degree  

Estrella Mountain Community College
 Associate's Degree  

Estrella Mountain Community College
 Associate's Degree  

Grand Canyon University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

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Northern Arizona University
 Credential  

University of Arizona
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Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

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

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Written Expression


Job Opportunities

Personal Financial Advisors

  • Enterprise Account Executive - South East, North East, Great Lakes
    PagerDuty    Phoenix, AZ 85067
     Posted about 1 hour    

    PagerDuty empowers teams of all kinds to do the critical work that moves business forward through the PagerDuty Operations Cloud.

    Visit our careers site (https://careers.pagerduty.com/home) to explore life at PagerDuty, discover opportunities, and sign-up for job alerts!

    **Target Locations:** Chicago IL, Detroit MI, Minneapolis MN, Boston MA, NYC, Philadelphia PA, Atlanta GA, Raleigh NC

    **Overview of the Role**

    PagerDuty is seeking an Enterprise Growth Account Executive with experience selling SaaS products to Enterprise accounts. In this role, you will report to a Regional Sales Director. We are seeking a dynamic sales champion who not only embraces technology but also knows how to excel while doing it! We're on the lookout for someone with a consultative sales approach, a proven knack for driving sales growth, and the ability to captivate a tech-savvy audience.

    In this role, you will exhibit all the characteristics associated with a high performance sales culture, specifically leading and managing a pipeline of opportunities within our existing accounts to deliver results against sales targets. Your target accounts will fit our ideal customer profile model in the +$500 million in revenue space and focused on approximately 12-20 accounts. You will need to have the ability to go wide within accounts to align our operations cloud story to different stakeholders (multi-product catalog).

    As a customer-centric organization, PagerDuty places immense value on delivering exceptional sales experiences. Your mission will be to go above and beyond, ensuring our customers receive nothing short of the finest sales journey imaginable.

    This isn't just a job—it's an opportunity to showcase your sales prowess, leverage your tech-savviness, and inject your vibrant personality into every interaction. Join PagerDuty and be a part of a thrilling sales adventure where you'll thrive, have fun, and make a significant impact!

    **Key Responsibilities:**

    **Value Selling- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

    + Possess a deep understanding of the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

    + Develops strategic plans that anticipate and address customer needs and preferences based on competitor knowledge and industry trends

    + Identifies long-term strategies to grow accounts by aligning with our customers Big Problems and objectives

    **Sales Effectiveness- Establishing, overseeing and maintaining genuine connections with customers**

    + Negotiate positive business outcomes with existing customers for PagerDuty

    + Managing and closing complex, multi-product sales cycles in the +$500 million in revenue space

    + Conducts consistent and effective conversations with senior-level executives (VP+) to garner interest and support for new initiatives

    + Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; Shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

    + Encourages positive conversations between existing customers and sales teams, leading to solutions aligned with the customer's strategic vision.

    **Sales Execution- Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

    + Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

    + Utilize historical data and market trends to provide accurate forecasts to management

    + Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

    + Create effective strategies and qualify opportunities within accounts, including plans for winning business for PagerDuty

    + Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDICC & COM Framework)

    + Proactively engages internal resources and partners at the right time and in the right manner in order to move the sales process forward throughout their accounts.

    **Basic Qualifications**

    + 8-12 years field sales experience, preferably in software sales / SaaS sales

    + 4-6 years of experience expanded into new areas of existing accounts

    + Enterprise Account Management experience with $500M+, Fortune 500 and Global 2000 companies

    + Sold in a multi-product selling environment before

    + Travel expectations around 30%

    **Preferred Qualifications**

    + Effective time management, complex deal management, account planning, and analytical skills

    + Consistent track record of exceeding sales targets

    + Self-sufficient with the ability to work independently and collaboratively

    + Previous Sales Methodology training (e.g. MEDDIC, SPIN, Command of Message, Challenger Sales)

    The base salary range for this position is 130,000 - 160,000 USD. This role may also be eligible for bonus, commission, equity, and/or benefits.

    Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

    Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

    **Not sure if you qualify?**

    Apply anyway! We extend opportunities to a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to the corporate world, returning to work after a gap in employment, or simply looking to take the next step in your career path, we are excited to connect with you.

    **Where we work**

    PagerDuty currently has offices in Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. We offer a hybrid, flexible workplace. We also provide ample opportunities for in-person and virtual connection, like team offsites and volunteering events.

    **How we work**

    Our values are deeply embedded in how we operate and the people we bring on board. You will see our values ingrained in how we support our customers, collaborate with our colleagues, develop our products and foster an inclusive and empathetic work culture.

    + Champion the Customer | Put users first to design great products and experiences.

    + Run Together | Build strong teams that amplify our impact on users.

    + Take the Lead | Disrupt and invent to be the first choice for users.

    + Ack + Own | Take ownership and action to deliver more efficiently to users.

    + Bring Your Self | Bring your best self to build empathy and trust with users.

    **What we offer**

    **One way we ensure our employees are inspired to do their best is through a comprehensive total rewards approach that supports them and their loved ones. As a global organization, our programs are competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our** benefits site (https://careers.pagerduty.com/global-benefits) **.**

    **Your package may include:**

    + Competitive salary

    + Comprehensive benefits package from day one

    + Flexible work arrangements

    + Generous paid vacation time

    + Paid holidays and sick leave

    + Dutonian Wellness Days - scheduled company-wide paid days off in addition to PTO

    + Company equity*

    + ESPP (Employee Stock Purchase Program)*

    + Retirement or pension plan*

    + Paid parental leave - up to 22 weeks for pregnant parent, up to 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

    + HibernationDuty - an annual company paid week off when everyone at PagerDuty, with the exception of a small, coverage crew, is asked to take a much needed break to truly disconnect and recharge

    + Paid volunteer time off - 20 hours per year

    + Company-wide hack weeks

    + Mental wellness programs

    _*Eligibility may vary by role, region, and tenure_

    **About PagerDuty**

    PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. The PagerDuty Operations Cloud revolutionizes how critical work gets done, and powers the agility that drives digital transformation. Customers rely on the PagerDuty Operations Cloud to compress costs, accelerate productivity, win revenue, sustain seamless digital experiences, and earn customer trust. More than half of the Fortune 500 and more than two thirds of the Fortune 100 trust PagerDuty including Cisco, Cox Automotive, DoorDash, Electronic Arts, Genentech, Shopify, Zoom and more.

    Led by CEO Jennifer Tejada, PagerDuty’s Board of Directors is 50% female and 62% URP representation. We strive to build a more equitable world by investing 1% each of company equity, product, and employee volunteer time.

    PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

    Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

    **Additional Information**

    PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

    PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

    PagerDuty uses the E-Verify employment verification program.


    Employment Type

    Full Time

  • Account Executive
    EDB    Phoenix, AZ 85067
     Posted about 1 hour    

    **A Little About Us**

    EDB provides a data and AI platform that enables organizations to harness the full power of Postgres for transactional, analytical, and AI workloads across any cloud, anywhere. EDB empowers enterprises to control risk, manage costs and scale efficiently for a data and AI led world. Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB’s data-driven solutions enable customers to modernize legacy systems and break data silos while leveraging enterprise-grade open source technologies. EDB delivers the confidence of up to 99.999% high availability with mission critical capabilities built in such as security, compliance controls, and observability. For more information, visit www.enterprisedb.com

    **Account Executive, Remote US**

    In this role as an Account Executive, you'll be at the forefront of expanding our reach, engaging with new enterprise accounts through hands-on prospecting and strategic hunting. You’ll be part of the team leading the charge at a top-tier company, well-recognized for revolutionizing the industry with our advanced Postgres toolset. It's a position for someone ready to drive growth and eager to contribute to a trailblazing journey in a dynamic environment.

    **What your impact will be:**

    + Identify new opportunities for sales expansion through thorough market research.

    + Tailor sales processes for enterprise-level prospects and create customized sales pitches to engage high-value clients successfully.

    + Drive revenue growth by generating leads and cultivating relationships with potential clients. Achieve and aim to exceed sales targets through strategic selling methods.

    + Craft and execute sales plans that successfully lead to revenue generation.

    + Keep a pulse on sales performance with detailed metrics analysis to predict income trends.

    + Discuss the terms and conditions of sales contracts with enterprise clients, ensuring that all agreements are favorable.

    + Work in unison with legal teams to draft and review all contract documents meticulously.

    **What you will bring:**

    + 5+ years in enterprise software sales experience.

    + Skills in market research and analysis to identify sales opportunities.

    + Ability to craft customized sales pitches for enterprise-level clients.

    + Expertise in lead generation strategies for B2B sales.

    + Proficiency in strategic hunting and prospecting techniques.

    + Track record of achieving and exceeding sales targetsProven success in leading revenue growth.

    EDB is committed to supporting our employees' overall well being by offering a range of benefits and resources to promote a healthy work-life balance and wellness. We provide access to CuraLinc to aid employees in health and wellness tips and practices, as well as Wellness Fridays extending to December 2024! Check out our career site for more information on perks and benefits and reach out to our Talent Acquisition team for region specific benefits.

    We know it takes a unique mix of people and skills to help us in our mission to supercharge Postgres, and we understand that not everyone will check every box. We’d love to hear from you and we want you to apply!

    EDB is proud to be an equal opportunity workplace. We celebrate diversity and are committed to creating an inclusive environment for all employees. EDB was built on a commitment to trust and respect each other and to embrace an array of people and ideas. These values remain at the center of our culture and are key to our company’s integrity.

    EDB does not seek or accept unsolicited resumes or CVs from recruitment agencies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee.

    \#LI-Remote #BI-Remote


    Employment Type

    Full Time

  • Account Executive, K-8
    EBSCO Information Services    Phoenix, AZ 85067
     Posted about 1 hour    

    EBSCO Information Services (EIS) provides a complete and optimized research solution comprised of e-journals, e-books, and research databases - all combined with the most powerful discovery service to support the information needs and maximize the research experience of our end-users. Headquartered in Ipswich, MA, EIS employs more than 2,700 people worldwide, most now working hybrid or remotely. We are the leader in our field due to our cutting-edge technology, forward-thinking philosophy, and outstanding team. EIS is a company that will motivate you, inspire you, and allow you to grow. Our mission is to transform lives by providing relevant and reliable information when, where, and how people need it. We are looking for bright and creative individuals whose unique differences will allow us to achieve this inclusive mission around the world.

    **Your Opportunity**

    As an Account Executive for the kindergarten through 8th grade library market your primary responsibility is to increase sales and generate growth across multiple product lines. You will accomplish this by prospecting, following marketing leads and market trends, and coordinating activities with sales, marketing, and customer satisfaction across territories in your assigned markets. This is an entry level sales position.

    This remote position is U.S.-based only (excluding U.S. territories)

    **What You'll Do**

    + Consult with your library partners to build strong relationships and meet their needs

    + Create and generate activity in direct selling situations through telephone, email, and virtual meetings in partnership with your outside sales representative

    + Actively participate in forming and implementing marketing strategies

    + Provide and coordinate demos for customers

    + Understand and participate in customized product and customer pricing

    + Utilize best practice techniques to prepare quotes, enter orders, and set up trials

    + Effectively and efficiently use multiple contact and account management tools

    **Your Team**

    You will be welcomed as a member of the Academic, K-12 Inside Sales team, a team of about 15 people as well the overall Sales and Marketing organization. Our team enjoys the flexibility and greater work life balance working remotely offers. There will be ample resources, tools, training, and support to ensure your success as an Account Executive and your development and career growth at EIS.

    **About You**

    + 1+ year of sales experience

    + Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients

    + Understand customer needs, and present products or services in a persuasive manner

    + Effective negotiation skills, able to find mutually beneficial solutions for both the customer and the company

    **What sets you apart**

    + Ability to manage and prioritize time effectively to meet sales targets

    + Proficient at multitasking

    + Ability to work independently as well as a part of a team

    + Experience making cold calls

    **Pay Range**

    USD $42,950.00 - USD $61,360.00 /Yr.

    The actual salary offer will carefully consider a wide range of factors including your skills, qualifications, education, training, and experience, as well as the position’s work location.

    EBSCO provides a generous benefits program including:

    -Medical, Dental, Vision, Life and Disability Insurance and Flexible spending accounts

    -Retirement Savings Plan

    -Paid Parental Leave

    -Holidays and Paid Time Off (PTO)

    -Mentoring program

    And much more! Check it out here: https://www.ebsco.com/about/benefits

    We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex, pregnancy status, age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.

    We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.

    **Location** _US-Remote_

    **ID** _2024-1616_

    **Category** _Sales_

    **Position Type** _Full-Time Regular_

    **Remote** _Yes_


    Employment Type

    Full Time

  • Account Executive, Parkinson's - Arizona
    AbbVie    Phoenix, AZ 85067
     Posted about 1 hour    

    Company Description

    AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology, neuroscience, and eye care – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on X, Facebook, Instagram, YouTube, LinkedIn and Tik Tok (https://www.tiktok.com/@abbvie) .

    Job Description

    The Parkinson’s Disease (PD) Account Executive (AE) is responsible for maximizing business opportunities with approved on-market products (drug device combination) for the Parkinson’s Franchise. The PD AE will develop and maintain strategic business relationships with accounts through interactions with approved Movement Disorder Specialists, Neurologists, Advance Practice Providers, Health Care Professionals, nurses, executive level personnel, department managers, and various other support staff. Business relationships will focus on increasing education on product benefits/risks and awareness of current therapeutic gaps, consistent with approved labels, developing new business and expand current business, maximizing resource utilization, and increasing sales aimed at achieving sales plan for the assigned Parkinson’s product portfolio. The PD AE will also focus on building and maintaining successful and compliant working relationships with Parkinson’s Advocacy, Support groups, and other groups that support Parkinson’s patients.

    Key Job Responsibilities:

    + Delivers effective on-label technical and scientific presentations/sales calls utilizing approved data and resources to appropriately highlight the benefits and risks of the product and create awareness of product solution addressing gap in therapeutic area - resulting in sales quota achievement.

    + Leverages opportunities to understand and address customer needs. Builds and maintains relationships across accounts that result in opportunities to benefit patients and HCPs. Consistently partners with AbbVie in-field and in-house teams to identify, design and/or adapt appropriate approaches and tactics.

    + Serve as lead US Commercial contact with targeted accounts in assigned geography. Appropriately and compliantly addresses needs of customer and patients through expert knowledge of AbbVie’s environment of care approach.

    + Creates, implements and communicates strategic and tactical plans for targeted accounts. Monitor and report sales progress. Provide routine communications to all internal and external (as applicable) stakeholders.

    + Attend and actively participate in local neurology society meetings, conferences, patient programs, support groups, advocacy events, etc., some of which occur in the evenings or weekends. Represent AbbVie and assigned products at such venues to build or enhance relationships and education on product, increasing awareness. Channel key information, developments or findings to internal partners/stakeholders. All attendance and communications in these forums are within OEC and Legal guidance with all product discussions on-label.

    + Based on individual accounts, customers and geographical dynamics, create and development business strategy, territory account plans, align appropriate resources to support tactic execution and adjust as needed.

    + Remain current on all clinical, market, and payer developments, trends, and issues specific to Parkinson’s Disease.

    + Complete all AbbVie required training and maintain adherence to all company policies and OEC/Legal procedures.

    + An essential requirement of your position is to meet health care industry representative (HCIR) credentialing requirements for entry into facilities and organizations that are in your assigned territory. These HCIR credentialing requirements may include, but not limited to, background checks, drug screens, and proof of immunization/vaccination for various diseases.

    + Represent AbbVie as a partner of choice in the Parkinson’s and Neuroscience space with HCP and Patient Organizations

    Qualifications

    Basic Candidate Characteristics:

    + Bachelor’s degree

    + 3+ years Pharmaceutical Sales experience

    + Consistent top performer, history of successful sales performance in a challenging market space or product portfolio

    + Strong business acumen: individual accountability and ownership of territory with ability to multitask in a proactive manner, solving problems and influence without authority

    + Proven advanced sales skills, ability to communicate novel or complex products and process while keeping it simple and overcoming customer concerns, advancing sales and gaining new business

    + Excellent communication and presentation skills, ability to build credibility and trust in a collaborative manner with both internal and external stakeholders

    + History of navigating the matrix environment within accounts and complex customers such as IDNs, Academic Institutions, Hospitals, Large Groups practices, etc.

    + Demonstrate a high level of patient centricity and is comfortable with compliant direct patient interaction in different forums

    Preferred Qualifications:

    + Parkinson’s, Neuroscience, and/or Specialty pharma with 5+ years of Account Management experience with high level performance

    + Specialty Pharmacy product / Medical device and/or medication pump delivery sales experience (i.e., Diabetic pump)

    + Previous pharma leadership experience or Formal in-house development role in training, marketing, or other areas

    + Pharmaceutical launch experience (complex and novel products) in sales, training, marketing, or other roles

    + Experience providing education and partnering with Advocacy organizations and support groups

    Additional Information

    Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: ​

    + The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.​

    + We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.​

    + This job is eligible to participate in our short-term incentive programs. ​

    + This job is eligible to participate in our long-term incentive programs​

    Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company’s sole and absolute discretion, consistent with applicable law.

    AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives, serving our community and embracing diversity and inclusion. It is AbbVie’s policy to employ qualified persons of the greatest ability without discrimination against any employee or applicant for employment because of race, color, religion, national origin, age, sex (including pregnancy), physical or mental disability, medical condition, genetic information, gender identity or expression, sexual orientation, marital status, status as a protected veteran, or any other legally protected group status.

    US & Puerto Rico only - to learn more, visit https://www.abbvie.com/join-us/equal-employment-opportunity-employer.html

    US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
    https://www.abbvie.com/join-us/reasonable-accommodations.html

    Salary: $103,500 - $197,000


    Employment Type

    Full Time

  • Tax Incentive Advisory Specialist, Sports & Entertainment - AZ - On Site
    Vensure     Chandler, AZ 85286
     Posted about 8 hours    

    Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting www.vensure.com .

    Position Summary
    The Tax Incentive Advisory Specialist will play a crucial role in the research, application, tracking, and auditing of domestic and international film and television production tax incentives.

    Essential Duties and Responsibilities
    Research and Analysis
    Provide up-to-date information on relevant global and domestic jurisdictions' procedures and requirements.
    Present timely summaries to production stakeholders.
    Review budgets for correct tax incentive tagging and estimates.
    Ad Hoc analyses as needed.
    Coordination and Tracking.
    Prepare all necessary information for various production incentives.
    Remain current on Loan Out tax withholding requirements and any other tax requirements for incentive compliance and convey information to internal departments such as payroll & production accounting.
    Keep up-to-date on industry reporting requirements for various states.
    Author Opinion Letters for estimated incentive returns to clients based on budget review.
    Monitor incentive requirements throughout projects' lifecycle to ensure compliance.
    Monthly internal reporting of forecasted incentives.
    Assist with incentive audits.
    Communication and General Support.
    Collaborate with internal departments across the Company in all aspects related to production and post-production incentives.
    Initiate cooperation between both internal and external parties to fulfill incentive requirements.
    Implement practices from incentive administrators when applicable.
    Support production accountants throughout the life cycle of projects to ensure accurate tracking and documentation.
    Establish SOPs for internal departments for processes related to tax incentive guidelines.
    Knowledge, Skills, and Abilities
    Time management
    Excellent analytical and organizational skills.
    Proficient in clear oral and written communication, fostering collaboration across organizational levels, global offices, and worldwide time zones.
    Decision-making skills.
    Ability to multi-task with a strong attention to detail.
    Great communication skills and ability to work effectively in a team environment.
    Adept at proactively navigating change and driving creative solutions.
    Strong attention to detail.
    Education and Licenses
    Bachelor's degree preferred; equivalent experience in lieu of a degree will be considered.
    2-5+ years of Production Finance experience with a successful track record in the entertainment industry.
    In-depth knowledge of entertainment production, systems, and software (e.g., Movie Magic Budgeting, PSL, Cast & Crew, Smart Accounting).
    Strong skills in MS Office, including Excel and Outlook, SharePoint, and Teams
    Excellent communication skills with ability to communicate issues that are complex in nature, both verbally and in writing, through various mediums.
    Experience collaborating with clients and departments to identify needs, prioritize requests, and build effective relationships using tact and diplomacy.


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Industry

    Human Services

    Employment Type

    Full Time

  • Business Operations Analyst Lead - EDM portfolio Management
    USAA    Phoenix, AZ 85067
     Posted 1 day    

    **Why USAA?**

    Let’s do something that really matters.

    At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

    We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

    **The Opportunity**

    As a dedicated Business Operations Analyst Lead - EDM portfolio Management, you will join our Enterprise Data Management (EDM) team. You will play a critical role in delivering high-quality data management products and services, enabling the organization to effectively handle and leverage data as a strategic asset. This position will involve leading all aspects of the development, implementation, and ongoing support of data governance, data quality, metadata management, and data integration solutions. They will collaborate with multi-functional teams to ensure data reliability, security, and accessibility, contributing to the overall business strategy and data-driven decision-making.

    Consults with the business to understand and define opportunities and recommends solutions by analyzing data and providing key insights to inform decisions. Provides domain expertise on all matters of business analytical or operational data needs. Works closely with enterprise and business process owners to integrate data analytics into business processes to improve business performance.

    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 one of the following locations: San Antonio, TX, Plano, TX, or Phoenix, AZ. Relocation assistance is **not** available for this position.

    **What you'll do:**

    + Identifies and leads existing and emerging risks that stem from business activities and the job role.

    + Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

    + Follows written risk and compliance policies, standards, and procedures for business activities.

    + Acts as a trusted consultant to the business and Information Technology to identify solutions for complex projects through data reporting, analytics and complex projects work.

    + Accountable for handling the compilation, analysis and reporting of data; delivers key insights and recommendations on data trends to inform leaders and drive decisions.

    + Maintains standard methodologies as a technical domain guide in consulting and advising business partners on ad hoc or undefined matters related to business analytics and decision support solutions.

    + Identifies and pursues opportunities to apply advanced data delivery and business solutions techniques to optimize their contribution to resolving business issues.

    + Proactively and fluidly interacts across key collaborators to deliver and improve efficiency and effectiveness of the reporting needs.

    + Drives and influences key collaborators on approaches and solutions for data reporting, analytics and complex projects work.

    + Applies expertise of information systems and data infrastructure to provide business and technical guidance to internal clients.

    + Ensures teams maintain understanding of business processes, supporting data and applications and strategic direction.

    + Effectively communicates recommendations to all levels of management and influences strategic direction within the function.

    + Stays abreast with industry knowledgeable regarding Enterprise Standards for Business Intelligence, Data and Business Analytics and shares standard methodologies with team.

    + Develops tailored presentation materials and presents complex analytics solutions to common business terminology for clients.

    + Mentors and provides guidance to junior analysts to further technical acumen with data & analytics community.

    + Maintains knowledge of emerging technologies and their application toward business solutions.

    **What you have:**

    + Bachelor's degree in Science, Technology, Engineering or Mathematics (STEM) or related degree field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

    + 8 years of reporting and/or data management experience with accountability for complex tasks and/or projects using applicable tools and languages (Example: SQL, Python, GGplot, Tableau) OR Advanced degree in Science, Technology, Engineering or Mathematics (STEM) or related degree field with 6 years of reporting and/or data management experience with accountability for complex tasks and/or projects demonstrating applicable tools and languages ((Example: SQL, Python, GGplot, Tableau).

    + Demonstrated knowledge of the function/field demonstrated through application of knowledge, skills, abilities, and technologies towards work products required. (Example: Querying, Data Wrangling, Report Development, Requirements Gathering).

    + Demonstrable experience with data mining, complex data manipulation, and identifying key insights to translate into business solutions.

    + Good interpersonal and communication skills to deliver information effectively and influence all levels of management.

    + Comprehensive knowledge of applicable compliance and regulatory data requirements and ability to develop, document, and maintain policy/procedures in adherence to these requirements.

    **What sets you apart:**

    + Experience with Data Management and Governance methods and solutions.

    + Agile Scrum experience.

    + Certified Data Management Professional (CDMP) certification.

    + Project Management Professional (PMP) certification.

    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.

    **What we offer:**

    **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. The salary range for this position is: $109,130.00 - $208,580.00 **.**

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

    **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, please 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

  • Account Executive, Public DoD Sector
    Teradata    Phoenix, AZ 85067
     Posted 1 day    

    **Our Company**

    At Teradata, we believe that people thrive when empowered with better information. That’s why we built the most complete cloud analytics and data platform for AI. By delivering harmonized data, trusted AI, and faster innovation, we uplift and empower our customers—and our customers’ customers—to make better, more confident decisions. The world’s top companies across every major industry trust Teradata to improve business performance, enrich customer experiences, and fully integrate data across the enterprise.

    **What You'll Do**

    This territory covers US-based Public Sector accounts. In this role, the Account Executive is responsible for driving Teradata’s growth by proactively extending and building upon relationships with existing clients. This person will be able to quickly establish strong partnerships and build consensus across diverse stakeholders amidst a rapidly changing environment. To be successful, this person will possess executive presence, Federal and specifically DOD experience, industry and technical knowledge (capable of engaging in business and technical conversations at multiple levels of the organization), and strong organizational skills. The ideal candidate will demonstrate an in-depth understanding of the buyer journey and possess the ability to lead a highly-matrixed team to drive complex, end-to-end sales to closure. This person is a self-starter with a growth mindset, willing to think outside-the-box to collectively solution for clients’ complex needs.

    + Responsible for developing, setting, and maintaining the account strategy for overall territory growth and engagement with the client

    + Serves as the “face of Teradata” to the customer, and “face of the Customer” to Teradata

    + Leads the direction for the account team; responsible for account planning, business development and development strategy, managing the sales process, and generating revenue

    + Collaborates proactively across Teradata’s Go-To-Market partner alliance network to accelerate sales motions, including interaction with Solutions Integrators (SI), Cloud Service Providers (CSP), and Independent Software Vendors (ISV)

    + Demonstrates an understanding the clients’ key business and strategic initiatives, areas of concern, data and analytics ecosystem, and the Teradata competitive environment. With this knowledge, this individual is able to effectively communicate how Teradata solutions can be applied to deliver business value, and can articulate the ROI of these solutions.

    + Builds and manages strategic relationships with high-level customer decision makers

    + Coordinates overall Teradata engagement with client, involving specialist resources when needed in the selling process

    **What Makes You a Qualified Candidate**

    + Bachelor’s Degree (or equivalent experience)

    + Proven, successful track record of growing an existing customer base

    + Exceptional communication skills, written and verbal

    + Customer relationship management experience, particularly with executives and decision makers at a senior level (Sr. Director/ VP+)

    + Awareness and comprehension of the latest data and analytics industry trends and capabilities, and how they influence customer needs and requirements

    + Minimal of 5 years Federal/DOD

    **What You'll Bring**

    + Federal & State government industry knowledge

    + Master’s Degree

    + Prior experience with analytic solutions and technologies

    + Prior experience with common sales tools, technologies, and procedures

    + Document and presentation creation

    Pay Rate: $213,100.00 - $265,800.00 - $318,600.00 On-Target Earnings

    **Why We Think You’ll Love Teradata**

    We prioritize a people-first culture because we know our people are at the very heart of our success. We embrace a flexible work model because we trust our people to make decisions about how, when, and where they work. We focus on well-being because we care about our people and their ability to thrive both personally and professionally. We are an anti-racist company because our dedication to Diversity, Equity, and Inclusion is more than a statement. It is a deep commitment to doing the work to foster an equitable environment that celebrates people for all of who they are.

    Teradata invites all identities and backgrounds in the workplace. We work with deliberation and intent to ensure we are cultivating collaboration and inclusivity across our global organization.

    We are proud to be an equal opportunity and affirmative action employer. We do not discriminate based upon race, color, ancestry, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related conditions), national origin, sexual orientation, age, citizenship, marital status, disability, medical condition, genetic information, gender identity or expression, military and veteran status, or any other legally protected status.

    Pay Rate: 213100.0000 - 265800.0000 - 318600.0000 On-Target Earnings

    Starting pay for the successful applicant will depend on geographic location, internal equity, job-related knowledge, skills, and candidate experience. Learn more about Teradata’s competitive Total Rewards package at https://www.teradata.com/About-Us/Careers/Benefits


    Employment Type

    Full Time

  • Account Executive – AHH - Phoenix, AZ - Ethicon US LLC (1 of 3)
    J&J Family of Companies    Phoenix, AZ 85067
     Posted 1 day    

    Account Executive AHH - Phoenix, AZ - Ethicon US LLC (1 of 3) - 2406222578W

    **Description**

    Johnson & Johnson is recruiting for Account Executive for Ethicon located in Phoenix, AZ.

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at https://www.jnj.com/ .

    For more than 130 years, diversity, equity & inclusion (DEI) has been a part of our cultural fabric at Johnson & Johnson and woven into how we do business every day. Rooted in Our Credo, the values of DEI fuel our pursuit to create a healthier, more equitable world. Our diverse workforce and culture of belonging accelerate innovation to solve the worlds most pressing healthcare challenges.

    We know that the success of our business and our ability to deliver meaningful solutions depends on how well we understand and meet the diverse needs of the communities we serve. Which is why we foster a culture of inclusion and belonging where all perspectives, abilities and experiences are valued and our people can reach their potential.

    At Johnson & Johnson, we all belong.

    The Account Executive will:

    + Account Executive owns the full bag of Ethicon offerings of comprehensive surgical devices and solutions including the hemostasis, energy sealing and dissection, surgical stapling and wound closure platforms.

    + With a platform focus, Account Executives will sell total end to end surgical solutions to surgeons and hospital decision makers, primarily in an operating room setting.

    + Assigned a sales territory focusing on assigned physicians and Hospital Institutions.

    + Accountable to attain the forecast in their assigned accounts / territory.

    + Responsible for setting priorities and making sound business decisions based on an understanding of sales opportunities within accounts.

    Additional job responsibilities include:

    + Trained to understand and demonstrate proper use of products to clinicians in the Operating Room environment.

    + Ability to handle customer questions and objections in a way that is consistent with product indications and sales training methodology.

    + Execute the selling cycle in a manner that drives results, is concise, professional, ethical, within healthcare compliance guidelines and which leads the customer to action.

    + Conduct sales presentations by using current selling methods learned in sales training courses.

    + Execute the selling process in a manner that is concise, compliant, professional, ethical, and persuasive; and which leads the customer to action.

    + Analyze data and stay updated about market information and will be responsible for business planning (e.g. setting priorities and making sound business decisions based on understanding of sales opportunities within accounts).

    + Build excellent customer relations with key physicians, hospital personnel, and authorized distributors, as well as conduct customer education seminars as appropriate. Comply with standards for safe behavior and demonstrate product, procedure, and clinical knowledge.

    **Qualifications**

    Required Qualifications:

    + Bachelors degree

    + 1 years of relevant business experience, demonstrating exceptional achievement of sales objectives, and/ or clinical experience

    + A valid driver's license issued in the United States?

    Preferred Qualifications:

    + Strong preferred 1 year's experience in medical sales (medial device, pharmaceutical, biotechnology) or healthcare

    + Sales performance (high growth, results vs. plan), the ability to target accounts and achieve results through a daily action plan and the ability to collaborate (peers, marketing, Strategic Account Managers), external companies (distributor reps) and KOLs

    + Strong time management and planning skills are also preferred.

    + Hospital-based pharmaceutical or medical device experience (operating room sales) as well as experience in product sales to a highly educated/high profile customer base.

    + Experience in developing new, innovative markets

    + Excellent interpersonal, communication, negotiation skills

    + Team oriented

    Johnson & Johnson is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

    Note: Grade/Salary will shift depending upon commiserate experience.

    **Primary Location** NA-US-Arizona-Phoenix

    **Organization** Ethicon US, LLC (6040)

    **Job Function** Clinical Sales - Hospital/Hospital Systems (Commission)

    **Req ID:** 2406222578W


    Employment Type

    Full Time

  • Senior Account Executive (California/Oregon Territory)
    EMS LINQ    Chandler, AZ 85286
     Posted 1 day    

    **Who We Are:**

    We are a national, innovative, high-growth software company devoted to K12 education administration. Our products beat the competition by focusing on all business operations of K12 schools, including both financial and school nutrition management. We have a deep understanding of K12 school systems and regulations, with a focus on providing creative, integrated and user-friendly solutions supported by excellent customer service. Our workforce is talented, loyal, dedicated and highly enthusiastic. This is a fantastic career opportunity for the right individual.

    We offer challenging work in a team environment. We respect each other and collaborate for continuous improvement. We are the experts in our product lines and we anticipate the needs of our customers. Our customers say we work efficiently and always strive to provide the proper solution. We have achieved this by building relationships based upon: expertise, patience, attentiveness, clear positive communication, tenacity, and a calm presence.

    LINQ is on a mission to empower central office heroes who make K-12 districts and schools stronger. LINQ improves efficiency, optimizes performance, and manages compliance through its suite of administrative, financial, and nutritional solutions; allowing administrators to make a bigger impact for their staff, students, and communities. LINQ is the first company to deliver a full suite of integrated solutions to manage operations at the state, district, and school levels. LINQ has helped over 30,000 schools and served over 17 million students to increase K-12 potential.

    **LINQ’s Values:**

    • Act with Integrity & Build Trust: Trust is the foundation of our company. We operate with the highest standards of integrity, both internally and externally. We believe in transparency, honesty, and accountability. Building a culture where trust is earned and maintained.

    • Deliver Excellence: We consistently exceed our clients’ expectations. In every interaction, we strive to anticipate needs, provide swift solutions, and go the extra mile to relentlessly impress our customers. We communicate clearly, consistently, and in a timely way to cultivate lasting relationships.

    • Embrace Challenges: We embrace a growth mindset. Challenges offer opportunities to learn, grow, and improve. Continuous learning keeps us relevant and effective to ensure our solutions remain on the leading edge of innovation.

    • Collaborate & Act as One Team: Diverse skills, ideas, and perspectives are our strength. Through open communication, shared goals, and a spirit of unity and mutual respect, we collaborate to achieve excellence, drive innovation, and propel our company forward as a cohesive force.

    **About The Role:**

    As a Senior Account Executive at LINQ, you will be responsible for formulating a sales strategy, driving revenue growth by executing on the sales strategy, and obtaining new customers in mid to large sized k-12 school districts in your assigned territory. Your role combines complex solution selling with strategic territory management.

    TERRITORY: CALIFORNIA / OREGON

    **Primary Objectives:**

    • Lead complex sales cycles focused on large districts

    • Meet and exceed sales quotas through a blended market coverage approach

    • Develop and successfully execute territory plans by prioritizing accounts, generating new business activity (including cold outreach), and cultivating accounts from the ground up

    **What You’ll Be Doing:**

    • Develop and implement a comprehensive territory strategy, prioritizing accounts for maximum impact

    • Manage multiple sales cycles simultaneously while maintaining a strong focus on continuous prospecting

    • Utilize resources from marketing, enablement, executive sponsorship, and other support teams to drive success

    • Conduct in-depth discovery sessions to understand client challenges and propose customized solutions that drive value

    • Continuously monitor and optimize sales performance, adjusting strategies based on evolving market conditions and client feedback

    • Provide feedback and insights to internal teams to influence product development and enhance client satisfaction

    **Requirements:**

    • 3+ years of sales experience, with a focus on complex, mid-market sales cycles

    • Demonstrated history of consecutively achieving or exceeding sales quota

    • Experience utilizing a sales methodology like GAP Selling, Solution Selling, Challenger Selling, SPIN Selling, etc. to accurately forecast and delivery results

    • Proven ability to manage multiple sales cycles at various stages while maintaining a focus on pipeline growth

    • Strong territory management acumen

    • Ability to leverage internal support and external resources to close deals efficiently

    • Able to engage and influence executive-level stakeholders with confidence

    • Excellent written/verbal communication and presentation skills with demonstrable ability to understand our programs and deliver successful presentations to decision-makers

    • Has a growth mindset that thrives in a culture of coaching, feedback, and encourages self-reflection and personal development

    • Ability to deliver results, work within a “team first” environment with minimal supervision and operate with an entrepreneurial spirit - You are the CEO of your territory

    • Ability to travel 35%

    **Total Rewards:**

    Remote working environment

    Ability to work in a physical office, if near one of our offices (Wilmington, Irvine, and Austin)

    One America 401k plan with 4% employer matching on total earnings, not just base (100% fully vested)

    Company Bonus Plan or Target Sales Commission Plan

    Flexible Open Paid Time Off Plan

    Paid Parental Leave Policy

    10 paid holidays

    16 hours of paid volunteer time

    Blue Cross Blue Shield benefit network (medical/dental/vision)

    Low-deductible PPO option or HDHP option with employer contributed HSA

    Dental with child orthodontia

    100% Employer paid Short Term Disability/Long Term Disability/Basic Life/Accidental Death & Dismemberment Insurance

    Health and wellness benefits including gym and Headspace reimbursement

    Professional development opportunities

    **EOE Statement/Accommodation Notice:**

    LINQ is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact [email protected]. This email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not use this email to inquire about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as solicitation, following up on an application or non-disability related technical issues, will not receive a response.


    Employment Type

    Full Time

  • Financial Analyst Intern - Multiple Locations
    UnitedHealth Group    Phoenix, AZ 85067
     Posted 2 days    

    **Internships at UnitedHealth Group.** If you want an intern experience that will dramatically shape your career, consider a company that’s dramatically shaping our entire health care system. UnitedHealth Group internship opportunities will provide a hands-on view of a rapidly evolving, incredibly challenging marketplace of ideas, products and services. You’ll work side by side with some of the smartest people in the business on assignments that matter. So here we are. You have a lot to learn. We have a lot to do. It’s the perfect storm. Join us to start **Caring. Connecting. Growing together.**

    When it comes to challenges that can dramatically shape your career, smart people like you are discovering opportunities with us. Here’s why. An Early Careers finance internship opportunity in financial analysis will have you working side by side with some of the most dynamic, intelligent and results driven people on earth. This is work that matters far beyond the balance sheet. We’re helping to improve people’s lives by helping the entire health care system manage resources in new and better ways. Health care is changing. Financial discipline and accountability count more today than ever. Which is why your performance and innovation will find a reception here like nowhere else.

    ****Housing and relocation assistance are not available for this position****

    ****This full-time summer intern position will be available starting in June 2025****

    ****UnitedHealth Group is not able to offer visa sponsorship now or in the future for this position****

    **Opportunities are available in the following areas depending on interest and abilities:**

    + Financial Planning and Analysis

    + Treasury

    + Capital Planning

    + Budgeting

    **Primary Responsibilities:**

    + Analyze and report on financials

    + Assist in the development of program forecasts, budgets, and plans

    + Research economic progressions to assist with the organization’s financial planning

    + Create annual budget templates

    + Prepare spreadsheets to effectively show financial results and financial forecasts

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + Currently pursuing a bachelor’s degree with a major in finance from an accredited college/university during the duration of the internship. Internships are not intended for graduating seniors

    + 3.0 or higher cumulative GPA

    + Must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization (F-1 students with practical training and candidates requiring H-1Bs, TNs, etc. will not be considered)

    **Preferred Qualifications:**

    + Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)

    + Demonstrated leadership qualities and leadership potential

    + Demonstrated oral and written communication skills

    + Demonstrated presentation skills

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._

    _Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

    _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._


    Employment Type

    Full Time


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