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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

$136,830

ANNUAL

$65.79

HOURLY

Entry Level

$48,940

ANNUAL

$23.53

HOURLY

Mid Level

$100,410

ANNUAL

$48.28

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

383

Current Available Jobs

12,710

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


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

  • PubSec Account Executive - Healthcare
    SHI    Harrisburg, PA 17108
     Posted about 4 hours    

    **Job Summary**

    The Account Executive-Healthcare will focus on developing new business with existing customers and acquire new customers across a focused Named Account List within the Healthcare eco-system. Working with our Sales Leadership, Internal Support, and our Training and Development Teams the Account Executive will be enabled to position SHI’s Innovative Solutions and World Class Support to their Target Customer List.

    This position is a remote position with a home office set up.

    This is an outside sales position. As such, the Account Executive is expected to spend 50 percent or more of the time outside of an office interfacing and building relationships with existing and potential SHI customers, identifying new opportunities, networking, and following up on potential leads. The Account Executive must be self-motivated and comfortable working with limited direction and oversight.

    **About Us**

    Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $14 billion global provider of IT solutions and services.

    Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next. **But the heartbeat of SHI is our employees – all 6,000 of them.** If you join our team, you’ll enjoy:

    + Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.

    + Continuous professional growth and leadership opportunities.

    + Health, wellness, and financial benefits to offer peace of mind to you and your family.

    + World-class facilities and the technology you need to thrive – in our offices or yours.

    **Responsibilities**

    _Include, but are not limited to:_

    + Develop Business with existing customers and establish new customers based on targeted sales techniques by Cold Calling, Customer Meetings, Partner and Industry Networking

    + Identify, Create, Develop and Manage Opportunities in the Sales Pipeline and Sales Management Platform to achieve Sales Targets and Goals

    + Understand Customer’s Business Objectives, IT Priorities and Initiatives

    + Position SHI’s Portfolio of Products, Solutions, Services and Capabilities

    + Develop and maintain Strategic Relationships with current and new customers and partner Contacts

    + Collaborate with Pre and Post Sales Internal Support Teams

    + Excel in a Team Selling Environment

    + Continue Education on industry trends, products, and market conditions

    + Continually meet or exceed sales targets by selling company products, solutions, and services to new and existing customers

    + Travel within assigned sales territory to meet existing and potential customers and attend company events

    **Qualifications**

    + Minimum of 3-5 years of successful IT sales experience with 1-2 years within the Healthcare industry

    + Bachelor’s Degree

    + Display a documented history of New Business Development

    **Required Skills**

    + Effective written and verbal communication skills

    + Excellent presentation skills

    + Excellent time management, planning, and organization skills

    + Ability to self-study and engage in independent work to increase job related knowledge and skills

    + Ability to think ahead, plan long-term decisions, and anticipate outcomes

    + Business-acumen

    + Possess good judgment and decision-making skills

    + Ability to be approachable, maintain composure, and possess a professional attitude

    + Strong interpersonal and customer service skills

    + Self-motivated with ability to work with limited direction and oversight

    + Strong consultative sales skills

    + Ability to prospect, negotiate, and close deals

    **Preferred Qualifications/Skills:**

    + Advanced Degrees, Sales and technical certifications

    + Experience Selling Complex IT Solutions to Large Public Sector Customers

    + Working knowledge of Programs from Industry Leading OEMs such as Microsoft, Dell/VMware, HP, Cisco, Apple, AWS, Lenovo

    **Unique Requirements**

    + Position requires minimum 50% time outside of an office setting meeting with existing and potential customers

    + Position requires travel to company events and meetings

    **Additional Information**

    + The estimated annual pay range for this position is $125,000 - $250,000 which includes a base salary, commission, and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

    + Equal Employment Opportunity – M/F/Disability/Protected Veteran Status

    Refer a friend to this job (https://careers-shi.icims.com/jobs/18010/account-executive---healthcare/job?mode=apply&apply=yes&in\_iframe=1&hashed=-336032949)

    **Need help finding the right job?**

    We can recommend jobs specifically for you!

    **Job Locations** _US-Remote_

    **Requisition ID** _2024-18010_

    **Approved Min (Total Target Comp)** _USD $125,000.00/Yr._

    **Approved Max (Total Target Comp)** _USD $250,000.00/Yr._

    **Compensation Structure** _Base Plus Commission Plus Bonus_

    **Category** _Inside/Outside Sales_


    Employment Type

    Full Time

  • Account Executive, MS Sales
    Fujifilm    Harrisburg, PA 17108
     Posted about 4 hours    

    **Overview**

    _FUJIFILM Healthcare Americas Corporation is a leading innovator in diagnostic and enterprise imaging solutions designed to meet the evolving needs of healthcare across prevention, diagnosis, and treatment. Fujifilm’s medical imaging portfolio includes solutions for digital radiography, mammography, computed tomography, magnetic resonance imaging, ultrasound, endoscopy, and endosurgery. The Synapse® Enterprise Imaging portfolio provides healthcare professionals with the imaging and data access needed to deliver a complete patient record. REiLI®, Fujifilm’s artificial intelligence initiative, combines Fujifilm’s rich image -processing heritage with cutting-edge AI innovations to inspire a new tier of clinical confidence. The In-Vitro Diagnostic portfolio provides the golden standard of molecular based immunoassay technology for liver surveillance, cutting edge clinical diagnostic chemicals for leading laboratories across the country and diagnostic chemicals for OEM white labeling products. The company is headquartered in Lexington, Massachusetts. For more information, please visit_ _healthcaresolutions-us.fujifilm.com_ _._

    **External US**

    **Job Title:** **Account Executive, MS Sales**

    **Job purpose**

    This position is intended to sell Fujifilm medical imaging devices, options, and service contracts to prospective and existing customers in their assigned territory.

    **Duties and responsibilities**

    + Work with Zone Directors to develop a calling strategy in order to maximize territory coverage and sales.

    + Prospect new customers and relationships in health systems, hospitals, and private outpatient markets to sell equipment and service contracts.

    + Develop and maintain a close working relationship with existing customers to ensure satisfaction with products and services, and to cross sell additional products and options.

    + Develop relationships and implement hospital selling strategies/tactics with individual health systems, hospitals, imaging centers, IDNs, GPOs, etc.

    + Work with Sales Operations and generate quotes for new equipment and option sales.

    + Work with Product Specialists to conduct product demonstrations and clinical presentations to prospective and existing customers.

    + Work with the Marketing Department to develop business plans and market assessments for presentation to prospective and existing customers.

    + Continuous development of product knowledge and technical skills pertaining to Fujifilm products and services.

    + Timely and accurate feedback on competitive products and pricing and changing market trends.

    + Timely and accurate reporting of all account contacts and activities in all active accounts and prospects on the Salesforce/CRM reporting system with collaboration with Field Sales Coordinator.

    + Assist as required in the collection of accounts receivable, the renewal of service contracts and the resolution of product performance issues.

    + Remain current on industry trends and developments.

    + Attend RSNA and other local industry trade shows and conventions to develop sales leads and new relationships.

    + Comply with all applicable U.S. Food and Drug Administration (U.S. FDA) medical device regulatory requirements, applicable ISO 13485 standard requirements and all other applicable laws, regulations, and standards.

    + Comply with and pass all requirements for vendor credentialing as part of gaining access to hospitals and facilities to perform assigned job duties.

    **Qualifications**

    Experience:

    + 4+ years Sales experience preferred.

    Educational requirements:

    + BA/BS in Business, Marketing, Communication, Life Sciences, or related field required.

    Special skills and other job requirements:

    + Ability to travel extensively within an assigned geographic territory.

    + Valid drivers’ license with a safe a driving record.

    + Strong ability to sell products based upon customer need; excellent sales presentation skills; strong ability to overcome customer objections and concerns; ability to quickly learn new products and services.

    + Strong ability to communicate at all levels including C-Level, Radiology Managers, Radiologists and Technicians, excellent verbal and written communication skills.

    + Strong ability to develop long-term business relationships; strong listening skills; ability to interact with other departments to support the servicing of the customer.

    + Strong ability to structure sales that meet the customers’ requirements including product specifications and price; and to resolve problems in a timely, efficient and complete manner.

    + Strong ability to manage and execute multiple projects at the same time; organize work, self, and support staff as necessary.

    + Strong desire to succeed; ability to work with support staff to encourage maximum teamwork and customer service.

    + Ability to monitor and maintain required reports, including, but not limited to, call tracking, order tracking and reporting on business related expenses.

    + Excellent sales presentation skills.

    + Professional manners and appearance.

    + Good knowledge of Salesforce & Microsoft Office Suite.

    **Physical requirements**

    The position requires the ability to perform the following physical demands and/or have the listed capabilities:

    + Usual office and clinical working conditions.

    + Frequently required to sit; talk; or hear.

    + Manual dexterity needed to operate iPad/PC systems.

    + Frequently use fingers to type and do other fine motor tasks.

    + Occasionally required to stand; walk, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch.

    + Specific vision abilities required by this job include close vision, distance vision and depth perception.

    + Ability to use personal, public and air transportation as needed.

    + Occasionally required to lift and move items weighing up to 25 pounds.

    **Travel**

    + Up to 100% travel may be required based on business need.

    _Equal Opportunity Employer_

    _FUJIFILM is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration without regard to race, color, national origin, sex, gender identity, sexual orientation, religion, disability, protected veteran status or any other characteristic protected by applicable federal, state or local law._

    _In the event that COVID-19 vaccine mandates issued by the federal government, or by state or local government become effective and enforceable, the Company will require that the successful candidate hired for positions covered under relevant government vaccine mandate(s) be fully vaccinated against COVID-19, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._

    _Applicants to positions where vendor credentialing or other similar requirements exist to enter facilities will be required to comply with the credentialing requirements of the facilities, including complying with vaccine requirements._

    _For all positions, the Company encourages vaccination against COVID-19 and requires that the successful candidate hired be willing to test for the COVID-19 virus periodically and wear a face covering indoors as required, absent being granted an accommodation due to medical or sincerely held religious belief or other legally required exemption._

    **Job Locations** _US_

    **Posted Date** _11 hours ago_ _(11/20/2024 12:02 PM)_

    **_Requisition ID_** _2024-32583_

    **_Category_** _Sales_

    **_Company (Portal Searching)_** _FUJIFILM Healthcare America Corporation_


    Employment Type

    Full Time

  • Financial Analyst
    Fox Rothschild LLP    Philadelphia, PA 19133
     Posted about 4 hours    

    **Description**

    As a member the Accounting Department, the Financial Analyst is responsible for supporting the maintenance, design and analyses of related financial accounting systems.

    **ESSENTIAL FUNCTIONS:**

    + Work closely with the Senior Financial Analyst on data mining, manipulation, financial report design and analysis.

    + Support and provide back up the Senior Financial Analyst on all aspects of the Firm’s month-end reporting process.

    + Work with data in an Excel environment.

    + Work in Power Point to create financial presentations.

    + Develop reports in Microsoft SSRS and Microsoft Power BI.

    + Schedule and maintain reports in Microsoft SSRS.

    **ADDITIONAL FUNCTIONS:**

    + Other accounting duties, as assigned.

    **QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):**

    **Education:**

    + Bachelor’s degree in Accounting, Finance, Computer Information Systems or related field required.

    **Experience:**

    + Minimum of two years of related experience. Law firm experience preferred, but not required.

    **Knowledge, Skills, & Abilities:**

    + Excel experience is required.

    + Power Point experience is required.

    + Experience working with relational databases is required.

    + SSRS report writing experience is preferred, but not required.

    + SQL query writing skills are preferred, but not required.

    + Detail oriented with strong mathematical, analytical and computer skills.

    + Ability to learn new concepts quickly and efficiently.

    + Ability to work effectively with various levels throughout the Firm is a must.

    + Professional standards of tact, discretion, positive attitude and appearance. Ability to work independently as well as in a team environment.

    + Strong attention to detail; high level of accuracy a must.

    + Strong organizational skills and ability to prioritize and multi-task with a high volume of work in a fast-paced environment.

    + Exceptional oral and written communications skills.

    + Professional and courteous communication with clients, attorneys, paralegals and staff are a must. Strong customer service orientation.

    **WORK ENVIRONMENT & PHYSICAL DEMANDS:**

    This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    **PHYSICAL REQUIREMENTS**

    Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds. Work involves sitting most of the time. Walking and standing is often necessary in carrying out job duties.

    **VISUAL ACUITY**

    Worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.

    **DISCLAIMER**

    _Fox Rothschild LLP is under no obligation to provide sponsorship for this position. Applicants must be currently authorized to work in the United States on a full-time basis now and in the future._

    _The above is intended to describe the general content of and requirements for the performance of this job. It is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform, and the employee may be required to perform additional duties. Additionally, management reserves the right to review and revise the job description at any time. Employment with the firm is at-will. Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation. If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position._

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)


    Employment Type

    Full Time

  • Account Executive
    Cline Davis & Mann    New Hope, PA 18938
     Posted about 4 hours    

    **Overview**

    **Addressable Health Company Description:**

    We are a different type of agency, future-focused and born out of collaboration, data and technology. Our outcomes-driven commercial model breaks down silos and creates unique connections from strategy to execution to results...and back again. Our capabilities are fueled by millions of pieces of earned and acquired data collected over the past 10 years. Our people have deep experience making this data actionable through integrated technology platforms that eliminates media waste against addressable Healthcare customers at precisely the right moments to drive meaningful outcomes.

    **Job Description:** ACCOUNT EXECUTIVE

    The Account Executive (AE) is responsible for assisting with the day-to-day business of the account, working closely with senior account leaders. They are responsible for managing day-to-day projects, tactical development, managing timelines, account estimates, and the client budget. This position works in close conjunction with the account team, creative team and other agency operations departments.

    **Key Responsibilities**

    + Drive day-to-day business of the account with responsibility for ensuring that work is done on-time and on-budget

    + Lead project management from start to finish, starting with drafting estimates to creative briefs to receiving regulatory approval to production and ending with completion of job

    + Lead status meetings and individual project start-up meetings concerning projects the Associate Account Executive is managing (if applicable)

    + Writing and preparing descriptions and business rules for digital projects

    + Briefing and working with the digital, CRM, creative team and other Addressable Teams

    + Evaluating and quality checking work before presenting to the client

    + Maintain regular Client contact, ensuring that the Client is updated and briefed on all relevant account activity

    + Coordinate with Finance: execute elements of the estimating, billing, and reconciliation processes as directed by Supervisor

    + Work diligently to meet Client's accounting needs (e.g. Daily review of vendor purchase orders, job actuals, etc.)

    + Participate in reconciliation reports, scope of work (SOW) development, and other critical financial documents

    + Responsible for ensuring that account is organized and efficient

    + Oversee opening and tracking Purchase Orders (POs)

    + Maintain responsibility for accuracy of all communications to Client

    + Record and summarize all Client contacts, decisions, and approvals

    + Produce accurate and timely status reports/contact reports

    **Core Competencies**

    + Compassionate, Solutions Oriented, Collaborative, Organized, Proactive, Takes Risks

    **Requirements**

    + Excellent verbal and written communication skills

    + Excellent organizational skills

    + Able to collaborate across a multi-disciplinary brand team

    + Demonstrate working knowledge of scientific category and brand

    + Experience working on digital projects or accounts with strong digital focus

    + Proficient in Microsoft Office

    + Bachelor’s degree with a minimum of 1 year of medical marketing or agency experience

    + Pharmaceutical advertising is preferred, not required.

    The range below represents the low and high end of the base salary someone in this role may earn as an employee of an Omnicom Health Group company in the United States. Salaries will vary based on various factors including but not limited to professional and academic experience, training, associated responsibilities, and other business and organizational needs. The range listed is just one component of our total compensation package for employees. Salary decisions are dependent on the circumstances of each hire.

    + $53,000 - $76,500

    Omnicom Health Group is committed to hiring and developing exceptional talent. We agree that talent is equally distributed, and we’re focused on developing diverse teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us—we look forward to getting to know you.

    **Company** _Addressable Health_ **Category** _Client Services_ **Location** _US-PA-New Hope_ **Job ID** _2024-46061_ **LI** _\#LI-AA2_ **Min** _USD $0.00/Yr._


    Employment Type

    Full Time

  • IT Financial Analyst (Remote)
    GovCIO    Harrisburg, PA 17108
     Posted 1 day    

    **Overview**

    GovCIO seeks anITFinancial Analystfor the Veterans Health AdministrationIntake Team at the Department of Veterans Affairs (VA).TheFinancial Analystwill gather, evaluate, and then prepare cost information for software recommendations during the analysis process. They maybe requiredto gather information and analyze proposed software solutions, specifications, and technical documentstoprepare the estimation. Estimators work closely with project managers, and solutionsarchitects, during the estimation process.This is a fully remote position based in the United State with core hours of operation fromMonday-Friday, 8 AM to 5 PM ET.

    **Responsibilities**

    + Prepare written proposals, cost estimates, budgets, and updates for the technical packet and the project managers

    + Develop responses to budget and acquisition related data calls reporting requirements, and status reports such as statusreportof acquisitions and progress towards contract awards, status of funding obligations.

    + Provide input to create standardized tools, templates, budget, and acquisition trackers tofacilitatebudget data responses tofacilitatecoverage other projects and PLs

    + Work proactively and independently to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

    + Effectively create andmaintaindatabase tables, queries, and procedures, asrequired

    + Develop quantity-based estimates from partial information

    + Execute market research activities necessary to collect and analyze information about capabilities within the market to satisfythe stated business needs

    + Identifyingand quantifying all cost factors involved software play recommendations

    + Using computer software to calculate cost estimates

    + Maintain knowledge of Federal budget rules and regulations

    + Function as part of an integrated team sharing products, best practices, and information across the portfolio

    **Qualifications**

    **Required Skills and Experience:**

    + Candidate mustpossessa bachelor’s degree in engineering, Computer Science, Systems,Businessor related scientific /technical discipline.

    + Candidate must also have 15years of experience; 10 years ofadditionalrelevant experience may be substituted for education

    + Financial artifact, forecasting, and research-related experience

    + Demonstrate understanding of responsibilities and policies associated with having access to financial data, including confidentiality

    + Experience developing and presenting executive-level reporting

    + Excellent verbal and written communication skills, including the ability to communicate with brevity and clarity

    + Ability to deliver on-time, meaningful outcomes, while coordinating multiple assignments,maintaininga positive attitude, and providing exemplary customer service

    + Proficient in MS Office with a focus on Word, Excel, and Outlook.

    + Strong math skills and above average computer skills

    + Critical thinking skills with ability to problem solve and make effective decisions

    **Preferred Skills & Experienc** **e:**

    + Experience working as a contractor or an employee for the Department of Veterans Affairs (VA)

    + Experience with Jira, GitHub, or other applicable agile testing tools

    + Experience working in a consulting environment and understanding of client/customer relations

    **Clearance:** Must be able to obtain and maintain a Public Trust / Suitability Clearance for the VA.

    **Company Overview**

    GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

    But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

    **We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

    Posted Pay Range

    The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

    **Posted Salary Range**

    USD $115,000.00 - USD $130,000.00 /Yr.

    Submit a referral to this job (https://careers-govcio.icims.com/jobs/5125/it-financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

    **Location** _US-Remote_

    **ID** _2024-5125_

    **Category** _Information Technology_

    **Position Type** _Full-Time_


    Employment Type

    Full Time

  • Account Executive Senior
    Copeland    Harrisburg, PA 17108
     Posted 1 day    

    **About Us**

    We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

    Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

    As a **Senior Account Executive** in Air Conditioning (AC) Sales, you will lead the business relationships with, and lead efforts to grow sales at one of the 6 largest OEM customers in the Copeland customer portfolio. This customer participates in both key commercial & residential market segments, so this high-profile position will be exposed to multiple key markets in the AC industry. While contributing to the strategic customer relationship, the Sr. Account Executive will manage the tactical activities critical to achieving the sales goals and performance that a high-profile customer expects such as managing product launches and phase-outs, managing quality and delivery issues, coordinating the development and implementation of new products and technologies and the execution of critical tasks needed for the successful execution of our sales agreement. While balancing both internal and external stakeholders, you will engage with Product Marketing and Product Management to develop tailored customer strategies, with Technical Services to provide customers technical support, with Inside Sales teammates to drive alignment of customer engagement and various internal reporting responsibilities, and with other Copeland business units to secure audience for expanding Copeland's product offering beyond compressors.

    **AS A SENIOR ACCOUNT EXECUTIVE, YOU WILL:**

    + Manage and improve ongoing relationships with all key OEM customer functional areas – Engineering, Product/Program Management, Marketing, Supply Chain, Operations, Finance/AP, Quality and Senior Management.

    + Effectively document customer needs, priorities, pain points and timelines by using the Copeland CRM tool in order to identify growth opportunities and to clearly communicate throughout organizations of both the customer and Copeland.

    + Recommend and execute OEM customer-specific product and pricing strategies to secure revenue growth balanced with profitability objectives.

    + Coordinate with your Application Engineering teammate to provide technical guidance on Copeland products to the OEM customer. Develop a strong working relationship with Application Engineering.

    + Align internal resources and teams to execute effective engagements with a wide range of roles within OEM customer organizations on a variety of product, market and industry stewardship topics.

    + Lead or participate in internal cross-functional teams apart from Account Executive responsibilities to define and implement organizational Strategic Priority initiatives.

    + Negotiate commercial issues that provide a win-win solution to open tactical issues.

    + Travel by car (preferred) or by air two or more nights per week, at least once per month to support customers as required for success. Multiple trips in a month may be required depending on the business conditions and situations.

    **REQUIRED EDUCATION, EXPERIENCE, & SKILLS:**

    + Bachelor's degree in business or mechanical/electronic technical discipline and three (3) years HVAC/R related experience

    + Competency with business-related software platforms for effective communication and decision development using data analytics tools

    + Ability to assess customer organizations to identify opportunities and to develop appropriate strategies and tactics to successfully attain profitable growth and solve difficult customer issues.

    + Must manage productive ongoing B2B relationships with customer contacts across various business and engineering roles.

    + Strong time management & prioritization skills, ability to multi-task and effectively delegate critical responsibilities to support team while delivering on-time solutions

    + Exceptional customer service focus, including attention to producing quality results

    + Legal authorization to work in the United States – Sponsorship will not be provided for this role.

    **PREFERRED EDUCATION, EXPERIENCE, & SKILLS:**

    + Five (5) years of progressive HVACR industrial sales experience, including 2 years of leadership experience

    + MBA preferred or Master’s in mechanical/electronic technical discipline

    + Experience using Salesforce as a CRM tool

    + Copeland experience in any technical or sales discipline

    + Geographically mobile to enable future advancement

    **Why Work Remote**

    Our remote roles are conveniently located in the comfort of your own home. Working remotely has many benefits, such as no commute, schedule flexibility, more time with family, and increased productivity. By working remote, you will have open communication with your coworkers both onsite and offsite.

    Our training programs focus on end-to-end development, from onboarding through senior leadership. We invest in our employees to ensure they have the marketplace knowledge, skills, and competencies to compete and lead in a global economy. Our compensation philosophy is simple: we pay a competitive

    base salary, within the local market in which we operate, and reward performance during the annual merit review process. In accordance with Colorado EPEWA, The salary range for this role is $100,000.00 - $140,000.00 annually plus sales incentive bonus, and company vehicle, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role. Our success is measured by the positive impact we make on people, our communities, and the world in which we live.

    \#LI-REMOTE

    \#LI-YM1

    **Our Commitment to Our People**

    Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

    Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

    Flexible and competitive benefits plans offer the right options to meet your individual/family needs: medical insurance plans, dental and vision coverage, 401(k) and more. We provide employees with flexible time off plans, including paid parental leave, vacation and holiday leave.

    Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

    **Our Commitment to Diversity, Equity & Inclusion**

    At Copeland, we believe having a diverse, equitable and inclusive environment is critical to our success. We are committed to creating a culture where every employee feels welcomed, heard, respected, and valued for their experiences, ideas, perspectives and expertise. Ultimately, our diverse and inclusive culture is the key to driving industry-leading innovation, better serving our customers and making a positive impact in the communities where we live.

    **Work Authorization**

    Copeland will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1 with OPT or CPT, H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.

    **Equal Opportunity Employer**

    Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

    If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: [email protected]

    With $5B of global revenue, Copeland is a leading provider of compression products, electronics, software, and solutions across many applications within Heating, Ventilation, Air Conditioning, and Refrigeration (HVACR), where macro and regulatory trends towards environmental sustainability, leads to changes in HVACR technology. Other products include other heating applications, food service and retail, transportation, and healthcare/life sciences. This new business also has a solution portfolio that manages, monitors, and controls refrigeration units in the commercial setting, as well as software solutions that measure and monitor temperature conditions of refrigerated goods in transit, where there is a greater emphasis on energy management/sustainability solutions globally.


    Employment Type

    Full Time

  • SMB - Mid-Market Account Executive (Remote)
    Cengage Group    Philadelphia, PA 19133
     Posted 1 day    

    **We believe in the power and joy of learning**

    At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose – driving innovation that helps millions of learners improve their lives and achieve their dreams through education.

    **Our culture values diversity, engagement, and discovery**

    Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is absolutely essential to the success of our company and our learners, as well as our individual well-being. We recognize the value of diverse perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-diversity/

    **What you'll do here:**

    Our **SMB-Mid Market Account Executives** are high-performing, quota-smashing sales professionals with a history of closing complex sales. As an experienced sales professional, you will implement your tried and true consultative approach to leverage your knowledge in building a substantial book of business. You will be responsible for prospecting, managing your pipeline, delivering results and maintaining those relationships with the help of your internal team: sales enginer, business development, and sales leadership.

    **Skills you will need here:**

    + 3+ years of proven success selling SaaS/Security Solutions to Enterprise (200+ employees)

    + Self starter, with a track record of success or over-achievement in a sales role

    + Customer centric and passionate about acquiring new logo opportunities while maintaining pipeline

    + Supports a strong sales methodology for focusing on the customer's needs

    + Has developed a sales system that has proven to be repeatable for landing new logos

    + Experience maneuvering a sophisticated, dynamic sale while working with key stakeholders and economic buyer.

    + Experienced in providing accurate forecasting

    + Strong communication (written and verbal) and presentation skills, both internally and externally.

    Infosec, a Cengage Group company, believes knowledge is power when fighting cybercrime. We help IT and security professionals advance their careers with skills development and certifications while empowering all employees with security awareness and privacy training to stay cyber safe at work and home. It’s our mission to equip all organizations and individuals with the know-how and confidence to outsmart cybercrime. We've been named to Madison's Top Workplaces and Chicago's Best Places to Work, and pride ourselves on our employee culture.

    Cengage Group is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, marital status, parental status, cultural background, organizational level, work styles, tenure and life experiences. Or for any other reason. You may view Cengage’s EEO/Affirmative Action Policy signed by CEO Michael Hansen (https://p.widencdn.net/pdvq6j/EEO\_Policy\_Statement\_January\_2017) and Equal Employment Opportunity is the Law notice (http://embed.widencdn.net/pdf/plus/cengage/ybs5gt19ik/eeopost-merged.pdf) by visiting their corresponding links.

    Cengage Group is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected] or you may call us at +1 (617) 289-7917.

    **About Cengage** **Group**

    Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.

    **Compensation**

    At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here (https://www.cengagegroup.com/news/perspectives/2024/cengage-group-total-rewards-philosophy/) to learn more about our _Total Rewards Philosophy_ .

    The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.

    $30.00 - $47.75 USD

    **Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.

    We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.


    Employment Type

    Full Time

  • Financial Analyst
    Aston Carter    Media, PA 19065
     Posted 1 day    

    Job Title: Financial AnalystJob Description

    This Financial Analyst will have extensive interaction with all levels of the organization and maintain close relationships with various corporate departments. The role delivers value-added business analysis and meaningful financial/operational metrics that lead to insightful, accurate business decision-making.

    Responsibilities

    + Develop financial and operating Key Performance Indicators (KPI) in line with corporate parameters and conduct ad-hoc financial analysis to drive better financial and operational decision-making and prioritization for the organization.

    + Collaborate with the Finance Business Partner on actual to budget variance analysis, monthly statement of operations, forecasting roll-forward, cash flow forecasting, annual budgeting, and ad-hoc reporting. Analyze financial risk and opportunities and long-term projections.

    + Provide analysis and insights into variances between actual and expected financial results to the Executive Team.

    + Consolidate, analyze, and track actual capital spend to budget.

    + Collaborate with the Controllership department with month-end accounting, close analysis, and reporting.

    + Analyze revenue drivers and service line metrics such as census tracking, rate analytics, and other business drivers.

    + Maintain detailed full-time equivalent (FTE) tracking, wage, and overtime analytics for ongoing financial analysis including actual to budget variance.

    + Prepare and consolidate monthly and quarterly financial reporting packages including management profit and losses (P&Ls), comprehensive KPI reporting, variance analysis, and executive commentary for use of internal management and board of director reporting.

    + Administer the Planning and Budgeting Cloud Service (PBCS) to manage budget, forecast, and actual data input and output; write financial reports, including income statements, comparisons, FTE tracking, and ad hoc reports, and maintain security and dimensions such as cost center, general ledger (GL) account, and budget and forecast scenarios.

    + Provide ad-hoc financial modeling, financial analysis, and reporting.

    + Perform additional duties as needed.

    Essential Skills

    + Bachelor's degree in accounting, finance, economics, or business.

    + 4+ years of experience with variance/flux analysis, forecasting, and managing budgets within an organization with $100M+ in revenue (at least 2 within a healthcare/NFP/higher education setting).

    + 4+ years of experience with an ERP such as SAP, JDE, Microsoft Dynamics, NetSuite, Peoplesoft, or Workday.

    + 3+ years of experience within U.S. GAAP functions such as journal entries, accruals, and income statements within an organization with $100M+ in revenue.

    + 3+ years of experience working with large sets of data within Microsoft Excel (10,000+ lines of data) and creating data manipulations and advanced formulas.

    + 2+ years of experience creating and presenting PowerPoint presentations to an executive team/committee.

    Additional Skills & Qualifications

    + Experience with multiple state funders, providers, and/or contracts.

    + Non-profit or healthcare industry experience.

    + Experience with Hyperion or Hyperion Essbase and SmartView.

    + Experience with the Department of Human Services.

    Work Environment

    Fully remote role. Candidates must be able to work east coast hours. This role will report to the Director of FP&A and be part of a team of 5+.

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

    Diversity, Equity & Inclusion

    At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

    + Hiring diverse talent

    + Maintaining an inclusive environment through persistent self-reflection

    + Building a culture of care, engagement, and recognition with clear outcomes

    + Ensuring growth opportunities for our people

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.


    Employment Type

    Full Time

  • Financial Analyst
    Aston Carter    Media, PA 19065
     Posted 1 day    

    One of Aston Carter's top clients in the not-for-profit industry is seeking a talented Financial Analyst to join their team as a resource on their FP&A team while they rethink some of their processes around FP&A long-term. The team of 5+ also recently lost a member so you would be coming in a time where the team could use some extra help going into the holidays!

    Why you want to work here:

    + An opportunity to work for one of the largest, most prolific and historic Non-profit organizations within the country

    + Our client has a great cause - serving children and adults with a wide range of physical, developmental, sensory (deaf/blindness), and emotional disabilities, as well as those with mental illness, those with disabilities due to age, and those who are economically disadvantaged.

    + Our former placements at this client have gone in during project based roles and if they do well they are usually extended or in some cases brought on permanently

    Job Description:

    + Develop financial and operating Key Performance Indicators (KPI) in line with corporate parameters and ad-hoc financial analysis to drive better financial and operational decision-making and prioritization for the organization

    + Collaborate with Finance Business Partner on actual to budget variance analysis, monthly statement of operations, forecasting roll-forward, cash flow forecasting, annual budgeting, and ad-hoc reporting. Analyze financial risk and opportunities and long-term projections

    + Provide analysis and insights into variances between actual and expected financial results to the Executive Team

    + Consolidate, analyze, and track actual capital spend to budget

    + Collaborate with the Controllership department with month-end accounting, close analysis, and reporting

    + Analyze revenue drivers and service line metrics such as census tracking, rate analytics and other business drivers

    + Maintain detailed full-time equivalent (FTE) tracking, wage, and overtime (OT) analytics for ongoing financial analysis including actual to budget variance

    + Prepare and consolidate monthly and quarterly financial reporting packages including, management profit and losses (P&Ls), comprehensive KPI reporting, variance analysis, and executive commentary for use of internal management and board of director reporting

    + Administer Oracle Planning and Budgeting Cloud Service (PBCS) to manage budget, forecast, and actual data input and output; write financial reports, including income statements, comparisons, FTE tracking, and ad hoc reports and maintain security and dimensions such as cost center, general ledger (GL) account, and budget and forecast scenarios

    + Provide ad-hoc financial modeling, financial analysis, and reporting

    + Performs additional duties as needed

    Qualifications:

    + Bachelor's degree in accounting, finance, economics or business

    + 4+ years of experience with variance/flux analysis, forecasting and managing budgets within an organization $100M+ in revenue (at least 2 within a healthcare/NFP/higher education setting)

    + 4+ years of experience with an ERP such as Oracle, SAP, JDE, Microsoft Dynamics, NetSuite, Peoplesoft, Workday (can be in conjunction)

    + 3+ years of experience within U.S. GAAP functions such as journal entries, accruals and income statements within an organization greater than $100M in revenue

    + 3+ years of experience working with large sets of data within Microsoft Excel (10,000+ lines of data) and creating data manipulations and advanced formulas

    + 2+ years of experience with creating and presenting PowerPoint presentations to an executive team/committee

    + Experience working in a contract/consulting role within the last 5 years

    Details/Additional Information:

    + This position will be a 100% remote opportunity where you must work EST hours.

    + This role will report up to the Director of FP&A

    Please apply today for IMMEDIATE consideration, as we are looking to set up interviews and make a hiring decision prior to the holiday season!

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

    Diversity, Equity & Inclusion

    At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

    + Hiring diverse talent

    + Maintaining an inclusive environment through persistent self-reflection

    + Building a culture of care, engagement, and recognition with clear outcomes

    + Ensuring growth opportunities for our people

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.


    Employment Type

    Full Time

  • Financial Analyst
    Aston Carter    Philadelphia, PA 19133
     Posted 1 day    

    Actively looking to hire a Financial Analyst that has experience in the non profit or health care setting. This is a 100% remote role, but is a long term consulting position. Must have experience working in the non- profit or healthcare industry!

    Job Description

    This Financial Analyst will have extensive interaction with all levels of the organization and maintain close relationships with various corporate departments. The role delivers value-added business analysis and meaningful financial/operational metrics that lead to insightful, accurate business decision-making.

    Responsibilities

    + Develop financial and operating Key Performance Indicators (KPI) in line with corporate parameters and conduct ad-hoc financial analysis to drive better financial and operational decision-making and prioritization for the organization.

    + Collaborate with the Finance Business Partner on actual to budget variance analysis, monthly statement of operations, forecasting roll-forward, cash flow forecasting, annual budgeting, and ad-hoc reporting. Analyze financial risk and opportunities and long-term projections.

    + Provide analysis and insights into variances between actual and expected financial results to the Executive Team.

    + Consolidate, analyze, and track actual capital spend to budget.

    + Collaborate with the Controllership department with month-end accounting, close analysis, and reporting.

    + Analyze revenue drivers and service line metrics such as census tracking, rate analytics, and other business drivers.

    + Maintain detailed full-time equivalent (FTE) tracking, wage, and overtime analytics for ongoing financial analysis including actual to budget variance.

    + Prepare and consolidate monthly and quarterly financial reporting packages including management profit and losses (P&Ls), comprehensive KPI reporting, variance analysis, and executive commentary for use of internal management and board of director reporting.

    + Administer the Planning and Budgeting Cloud Service (PBCS) to manage budget, forecast, and actual data input and output; write financial reports, including income statements, comparisons, FTE tracking, and ad hoc reports, and maintain security and dimensions such as cost center, general ledger (GL) account, and budget and forecast scenarios.

    + Provide ad-hoc financial modeling, financial analysis, and reporting.

    + Perform additional duties as needed.

    Essential Skills

    + Bachelor's degree in accounting, finance, economics, or business.

    + 4+ years of experience with variance/flux analysis, forecasting, and managing budgets within an organization with $100M+ in revenue (at least 2 within a healthcare/NFP/higher education setting).

    + 4+ years of experience with an ERP such as SAP, JDE, Microsoft Dynamics, NetSuite, Peoplesoft, or Workday.

    + 3+ years of experience within U.S. GAAP functions such as journal entries, accruals, and income statements within an organization with $100M+ in revenue.

    + 3+ years of experience working with large sets of data within Microsoft Excel (10,000+ lines of data) and creating data manipulations and advanced formulas.

    + 2+ years of experience creating and presenting PowerPoint presentations to an executive team/committee.

    Additional Skills & Qualifications

    + Experience with multiple state funders, providers, and/or contracts.

    + Non-profit or healthcare industry experience.

    + Experience with Hyperion or Hyperion Essbase and SmartView.

    + Experience with the Department of Human Services.

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

    Diversity, Equity & Inclusion

    At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

    + Hiring diverse talent

    + Maintaining an inclusive environment through persistent self-reflection

    + Building a culture of care, engagement, and recognition with clear outcomes

    + Ensuring growth opportunities for our people

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.


    Employment Type

    Full Time


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