Azpipeline_org

Financial Services

Personal Financial Advisors

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

Salary Breakdown

Personal Financial Advisors

Average

$104,210

ANNUAL

$50.1

HOURLY

Entry Level

$50,280

ANNUAL

$24.17

HOURLY

Mid Level

$77,860

ANNUAL

$37.43

HOURLY

Expert Level

$105,440

ANNUAL

$50.69

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

391

Current Available Jobs

9,180

Projected job openings through 2024


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

Degree Recommendations



 Chandler-Gilbert Community College (MCCCD)

 Estrella Mountain Community College (MCCCD)



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

Sales and Marketing

KNOWLEDGE

Administration and Management

SKILL

Speaking

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Active Listening

ABILITY

Oral Comprehension

ABILITY

Written Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • Senior Financial Analyst
    CTG    Tucson, AZ 85702
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Financial Analyst
    CTG    Flagstaff, AZ 86011
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Financial Analyst
    CTG    Glendale, AZ 85304
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Financial Analyst
    CTG    Mesa, AZ 85213
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Financial Analyst
    CTG    Phoenix, AZ 85067
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Financial Analyst
    CTG    Chandler, AZ 85286
     Posted about 1 hour    

    Senior Financial Analyst

    United States

    New

    Information Technology

    9 hours agoPost Date

    21204957Requisition #

    Apply for JobShare this JobSign Up for Job Alerts

    CTG is seeking aSenior Financial Analystfor our client based in Irving, Texas.

    Location: Remote

    Description:

    The Sr. Financial Analyst is responsible for providing financial planning and analytical support to Finance operational areas and functions within the CFO organization and the development of Metrics dashboards, Balance scorecards, KPI’s as well as standard reports. The individual must have the ability to perform and excel under the high-pressure environments, has a short learning curve and have flexibility to switch from one area to another within Finance. The position also offers the individual to be part of the core team in the CFO organization to partner and help support on mission critical strategic high impact projects.

    * Individual brings in rich Finance background and experience and had demonstrated rich experience in FP&A roles

    * Likes being a part of a highly dynamic team, has a strategic bent of mind coupled with high degree of tactical execution capabilities and experience

    * Is an Excel Guru and able to crunch data – is able to convert data in to usable/actionable data for decision support and is also has high proficiency in PowerPoint (visual Story teller) to be able to present the data that can be easily understood and actioned across all levels in the organization

    * Brings in expertise of identifying data sources, bringing in data from multiple sources and creates a data model that facilitates decision support

    * Is an expert financial and data modeler who has demonstrated experience in financial and data model creation, can analyze and convert raw transactional data in to usable/actionable information:

    * Provides insights on potential issue areas or areas of possible concern and improvement opportunities

    * Creates data models that help proactively solve for issues that can potentially trigger negative (financial) impact if immediate action is not taken

    * Creates cascading drill down metrics, performance metrics dashboard, scorecards and function health dashboards to address the needs of each level right from C-Suite executives, to the Management team, to supervisory leads and managers

    Senior Financial Analyst Responsibilities:

    * Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures

    * Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

    * Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools

    * Ad-Hoc Reporting and Analysis

    * Defines financial situation by completing quantitative analyses

    * Quarterly and Monthly Financial reports

    * Implement and work with a Business Intelligence Tool and Dashboard reports

    * Develop financial models and analyses to support strategic initiatives

    * Recommends financial actions by assessing options in relation to organization goals

    * Prepares financial reports by collecting, formatting, analyzing, and explaining information

    * Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

    * Supporting Senior Management Team and Departments heads with in-depth analysis

    * Prepare presentations to Board of Directors and Senior Management Team

    * Builds financial database by identifying sources of information; assembling, verifying, and backing up data

    * Extracting/Assembling and analyzing/summarizing data to structure and build sophisticated reports

    * Leverage existing and new data management systems including ERPs, data warehouses and reporting platforms to extract and analyze data

    * Assists individuals and teams in the selection of supporting methodology, tools, processes, and techniques.

    * Build a repository of data models and tools, contributes to work product reuse; assists in the development of and implements models, approaches and/or techniques incorporating best practices

    * Create KPI and Management dashboards across various finance functions:

    * Billing, Revenue, Collections, AR, Cash Application

    * Accounts Payable, T&E

    * Accounting, Reconciliations

    * Payroll, Pricing and other finance areas

    * Continually looks for efficiencies in processes, reporting and works with business application owners/Business Intelligence group to automate and enhance reports

    * Must have the ability to work independently, with little or no supervision

    Basic Requirements and Qualifications:

    * Bachelors Degree in Accounting or Finance or an MBA highly preferred

    * Minimum 3+ years of experience in financial planning, analysis, and modeling

    * Highest standards of accuracy and precision; highly organized.

    * Articulate with excellent verbal and written communication skills

    * Ability to think creatively, highly-driven and self-motivated

    * Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity

    * Advanced Microsoft Excel (mandatory) and PowerPoint (preferred) skills

    * Direct operational finance experience in either:

    * Order to cash – Billing, Revenue, Collections, AR

    * Source to pay – Accounts Payable, T&E, Procurement, Spend Analytics

    * Accounting functions

    * Forecasting and Budgeting

    * High aptitude for leveraging new data management systems, ideally including finance and ERPs Strong analytical skills with advanced level PowerPoint preferred

    * Knowledge of Tableau, SAP Cloud Analytics – preferred

    * Experience working with knowledge assets, process improvement, process redesign, issue resolution and knowledge migration

    * Strong organizational and multitasking skills

    * Working knowledge of fundamental operations of all Finance Departments (AP, AR, Payroll, Tax, Treasury, Budgeting, etc.) preferred

    * Excellent analytical, organizational, and problem-solving skills, excellent communication, interpersonal, and presentation skills

    * Strong data visualization/data scientist skills

    Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group is required.

    CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee based recruitment services for this role.

    To Apply:

    To be considered, please apply directly to this requisition using the link provided.For additional information, please contactTana Stilloeat 888-284-6551 ext. 2104 or tana.stilloe@ctg.com. Kindly forward to any other interested parties—thank you!

    CTG’s Benefits Plan allows you to select insurance coverage that best suits your lifestyle, and take part in our savings programs and educational plans. We offer Flexible Spending Accounts, a 401(k) Retirement Plan, and an Employee Stock Purchase plan. Our educational plan comprises access to more than 2,000 web-based technical, professional and business development courses.

    CTG is a leading provider of digital transformation solutions and services that accelerate clients' project momentum and achievement of their desired IT and business outcomes. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG has operations in North America, South America, Western Europe, and India. For more information, visit www.ctg.com.

    Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people are the culture. It's a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work-certified company across many of our global operations.

    CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.

    CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.

    Additional Information

    * Job Function: Financial Analysis

    * Education Level: Bachelor's Degree (±16 years)

    * Work Remote: Yes

    * Travel: No


    Employment Type

    Full Time

  • Senior Recruiter - Wealth Management (Remote)
    Citizens Bank    Phoenix, AZ 85067
     Posted about 1 hour    

    Description

    Description - External

    Citizens is looking to add a Senior Recruiter to our Wealth Management organization. In this high impact role, you will be responsible for hiring talent within, but not limited to, CIS (Ctizens Investment Services), the private bank and support the transformation strategy that is underway at the bank. You will hire exempt individual contributor and leadership resources up to and including Senior Manager / Directors while operating independently with minimal daily oversight.

    You will build and maintain key relationships with business leaders across the organization, typically, up to Executive / Senior Vice-Presidents and stakeholder management will be an essential part of this role as you will build key relationships with HRBPs, Hiring Managers, Business line leaders and other HR colleagues. In addition, you will be expected to build and maintain strong relationships with candidate pools with the objective of creating viable, diverse pipelines of talent for current and future openings.

    You may also take the lead on medium to large scale staffing build outs as required by the business. You will partner with the Recruiting Leadership team to formulate recruiting strategy, implement best practices to effectively drive the recruiting process and you will troubleshoot challenges to ensure business lines staffing goals are achieved.

    Primary Responsibilities include:

    + Deliver an outstanding candidate and hiring leader experience including executing a comprehensive, proactive recruitment strategy, reviewing applicants, selecting candidates for interviews, managing the offer process and ensuring high quality hiring within established time frames.

    + Serve as a business leader with an expertise in recruitment who can effectively communicate both internally and externally with hiring leaders and candidates

    + Create and execute a sourcing strategy in collaboration with hiring managers that includes timelines and deliverables as well as utilizing innovative sourcing practices and tools to ensure an adequate pipeline of qualified, diverse candidates.

    + Maintain strong relationships with candidate pools with the objective of creating viable pipelines of talent for current and future openings

    + Provide information and guidance to assist the hiring manager in making a hiring decision

    + Gather all the data collected from the other phases in the recruitment process and deliver the right offer by partnering within HR to develop a market competitive offer and navigate the offer approval process

    + Negotiate with candidate and manager to ensure solid offer and combat counter offers

    + Manage the expectations of the candidate and hiring manager

    + Provide consistent and positive communication to stakeholders throughout recruiting lifecycle

    + Effectively mitigate risk through following established recruiting protocols and processes which will require passing monthly requisition audits

    + Serve as an example to less experienced recruiters while participating in mentoring & coaching opportunities as necessary

    + May be a primary point of contact for corporate wide programs or service offerings.

    + Lead recruiting build outs as required participated in strategy development sessions, providing required reporting and ensuring successful delivery to meet business line staffing goals

    Qualifications

    Qualifications - External

    Experience and Skills:

    + 7-10 years of recruiting experience with 5 years of recruiting experience within the wealth management or financial services space

    + Experience working in a high paced recruiting environment using traditional and social media channels for identifying potential candidates

    + Proven sourcing capability to identify and attract passive talent

    + Ability to influence and develop strong relationships with key leaders in the organization

    + Ability to lead recruiting build outs and/or special projects as required

    + Strong confidence and capability with behavioral based interviewing

    + Ability to use technology (ATS) to facilitate the staffing and recruiting processes; Taleo experience preferred

    + Understanding of employment law, EEO and AAP

    + Experience presenting company culture and business practices positively and realistically in recruiting candidates

    + Proven experience leveraging multiple sources of candidates to quickly access qualified talent

    + Strong verbal and written communication skills with steadfast attention to detail

    + Knowledge of MS Word, Excel and PowerPoint desired

    Education, Certifications and/or Other Professional Credentials:

    + Bachelor's Degree highly preferred. Industry experience may be considered in lieu of degree

    Why Work for Us

    At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

    Equal Employment Opportunity

    Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

    Equal Employment and Opportunity Employer/Disabled/Veteran

    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.


    Employment Type

    Full Time

  • Account Executive, Regional (Northeast)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted about 24 hours    

    Overview of Job Function:

    The Account Executive is responsible to drive business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Northeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible to own and set the account strategy and vision, and develop a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House and Customer Support to name a few.

    Principal Duties and Essential Responsibilities:

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face to face calls, conference calls, webex, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintain high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and on-going knowledge of Verint products and technology, as well as industry trends.

    Minimum Requirements:

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high value, complex, and long sales cycle enterprise software and/or high value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    Preferred Requirements:

    + Working knowledge of value added ROI business process sales engagements / tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience


    Employment Type

    Full Time

  • Account Executive - WI, MN, IL
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted about 24 hours    

    At Verint, we believe customer engagement is at the core of global brands. Our mission is to help organizations discover opportunities scarcely imagined by connecting work, data, and experiences enterprise wide. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.Verint.com .

    Overview of Job Function:

    The Account Executive is responsible for growing existing accounts and developing new opportunities to increase our top and bottom line. The Account Executive will be assigned an individual sales quota of bookings responsibility within the North Central US region and/or end user verticals.

    Principal Duties and Essential Responsibilities:

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting and profiling and conducting regular new prospect appointments per week.

    + Provide effective sales presentations/product demonstrations to prospective customer management, including hosting Company site visits if necessary.

    + Maintain effective relationships with established customers by monitoring installed systems and developing strategies to maximize revenue opportunities through expansions and upgrades and additional systems.

    + Thoroughly assess the customer’s needs and present an appropriate sales solution.

    + Prepares appropriate sales order paperwork to ensure purchase order reflects appropriate configuration/ solution for customer.

    + By way of the company’s CRM tool, provides the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

    + Provides routine updates to the Company’s sales database with account activity and status.

    + Maintain a thorough on-going knowledge of Verint products and technology, as well as industry trends.

    + Provide ad hoc reports and performs assigned projects as needed.

    Minimum Requirements:

    + College Degree or equivalent experience.

    + Minimum of three (3) years of experience B2B and/or Technical Sales.

    + Comprehensive experience with in-direct sales through integrators, leveraging a strong network of relationships.

    + Knowledge of emerging market needs in the field of video-based security technologies including information technology, local and wide area networks, wireless devices, and software analytics.

    + Must have good technical competency to understand and effectively communicate information about Verint products.

    + Proven capability to successfully penetrate into end users and call on senior level organizational contacts.

    + Proficiency in Outlook, Excel, and PowerPoint.

    + Willingness to travel on occasion outside of assigned region and throughout the U.S. region as required, 50% or more.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    + The ability to obtain the necessary credit line required to travel.

    Preferred Requirements:

    + IT background preferred.

    + Prior experience in the security industry preferred.

    + Familiarity with VERINT Products is preferred.


    Employment Type

    Full Time

  • Account Executive - Texas
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted about 24 hours    

    At Verint, we believe customer engagement is at the core of global brands. Our mission is to help organizations discover opportunities scarcely imagined by connecting work, data, and experiences enterprise wide. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.Verint.com .

    Overview of Job Function:

    The Account Executive is responsible for growing existing accounts and developing new opportunities to increase our top and bottom line. The Account Executive will be assigned an individual sales quota of bookings responsibility within the Southwest US region and/or end user verticals, and must live near a major airport in Texas.

    Principal Duties and Essential Responsibilities:

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting and profiling and conducting regular new prospect appointments per week.

    + Provide effective sales presentations/product demonstrations to prospective customer management, including hosting Company site visits if necessary.

    + Maintain effective relationships with established customers by monitoring installed systems and developing strategies to maximize revenue opportunities through expansions and upgrades and additional systems.

    + Thoroughly assess the customer’s needs and present an appropriate sales solution.

    + Prepares appropriate sales order paperwork to ensure purchase order reflects appropriate configuration/ solution for customer.

    + By way of the company’s CRM tool, provides the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline and results of prospecting activities.

    + Provides routine updates to the Company’s sales database with account activity and status.

    + Maintain a thorough on-going knowledge of Verint products and technology, as well as industry trends.

    + Provide ad hoc reports and performs assigned projects as needed.

    Minimum Requirements:

    + College Degree or equivalent experience.

    + Minimum of three (3) years of experience B2B and/or Technical Sales.

    + Comprehensive experience with in-direct sales through integrators, leveraging a strong network of relationships.

    + Knowledge of emerging market needs in the field of video-based security technologies including information technology, local and wide area networks, wireless devices, and software analytics.

    + Must have good technical competency to understand and effectively communicate information about Verint products.

    + Proven capability to successfully penetrate into end users and call on senior level organizational contacts.

    + Proficiency in Outlook, Excel, and PowerPoint.

    + Willingness to travel on occasion outside of assigned region and throughout the U.S. region as required, 50% or more.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    + The ability to obtain the necessary credit line required to travel.

    Preferred Requirements:

    + IT background preferred.

    + Prior experience in the security industry preferred.

    + Familiarity with VERINT Products is preferred.


    Employment Type

    Full Time


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry