Financial Consultant
$84.9k - $120.57kXcel Energy
Position Summary Assumes a lead role and is responsible for the accurate and timely analysis and reporting of various business cycles. Interprets and applies results given through internal and external reports and tax filings. Determines and leads appropriate actions as needed. Possesses and applies a broad knowledge of financial, accounting, tax and ratemaking principles, practices and procedures. Ensures adherence to general accounting/ financial and tax rules, SEC and FERC rules, and state jurisdictional rules as needed. Reviews agreements and orders prior to acceptance, to identify impacts. Possesses a thorough understanding of the business. Consults others on processes needed to ensure proper financial and accounting controls exist. Frequently assigned to the lead role for unusual and complex assignments. Provides work instruction to others. Provides consulting on specific topics both within the organization and business areas. Essential Responsibilities Responsible for the month-end, quarter-end and year-end accounting and/or other business close cycles. Produces and/or distributes internal and external reports and tax filings. Takes responsibility for accuracy of information. Frequently leads complex projects, and the implementation of problem resolutions and process improvements from a broad spectrum. Prepares filings, testimony and defense of company positions, on legal and regulatory matters. Consults process owners and process users to ensure there are adequate internal financial and accounting processes in place. Identifies and coordinates data and systems improvements. Works closely with I/T on problem resolutions, enhancements, testing and data verification. May provide user sign off on I/T projects. Involved in the training of co-workers, subordinates, and new employees. Fills leadership roles as needed for special projects and providing work instructions to others. Stays abreast of current developments. Assigned point of contact for specific internal and external customers or to provide subject expertise. Minimum Requirements Bachelors degree in Accounting, Finance or related business degree required; advanced degree desirable. CPA, CMA, IA or other applicable certifications also desirable. Requires at least 5 years general financial accounting and reporting or tax experience. In-depth knowledge of GAAP, SEC, FERC and various other regulatory or tax rules. Demonstrated ability to effectively communicate to a variety of audiences and analyze complex business scenarios. Experience with project roles essential. Demonstrated knowledge of and ability to use MS office applications. Benefits Annual Incentive Program Medical/Pharmacy Plan Dental Vision Life Insurance Dependent Care Reimbursement Account Health Care Reimbursement Account Health Savings Account (HSA), if enrolled in eligible health plan Limited-Purpose FSA, if enrolled in eligible health plan and HSA Transportation Reimbursement Account Short-term disability (STD) Long-term disability (LTD) Employee Assistance Program (EAP) Fitness Center Reimbursement, if enrolled in eligible health plan Tuition reimbursement Transit programs Employee recognition program Pension 401(k) plan Paid time off (PTO) Holidays Volunteer Paid Time Off (VPTO) Parental Leave Compensation The anticipated starting base pay for this position is: $84,900.00 to $120,566.66 per year. The position is eligible for additional benefits listed above. EEO Statement All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Disability Accommodation Individuals with a disability who need an accommodation to apply please contact us at View email address on click.appcast.io. Application Deadline Deadline to Apply: 07/24/26 #J-18808-Ljbffr
$84.9k - $120.57k
...actions as needed. Possesses and applies a broad knowledge of financial, accounting, tax and ratemaking principles, practices and procedures... ...impacts. Possesses a thorough understanding of the business. Consults others on processes needed to ensure proper financial and...SuggestedTemporary work$45k - $100k
...is anticipated to remain open for 30 days, from 05-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...Suggested
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Overview Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our...Full timeLocal area
$21 - $22 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB's branches offer many opportunities to...Local areaFlexible hoursAfternoon shift$21 - $22 per hour
...standards. Other job duties as assigned. Receive extensive training on UMB products and services, the sales process, and offering financial solutions. Work closely with UMB leaders, learning from mentorship and expertise. Qualifications Thrives in a high‑energy, sales‑driven...Hourly payLocal areaFlexible hoursAfternoon shift$21 - $22 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Work experience placementWork at officeShift work
$21 - $22 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...Local areaFlexible hoursAfternoon shift- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...
$80k - $100k
...Looking to make an impact at a unique and mission-centered financial services organization? Join Covenant Trust as a Financial Advisor... ...their financial goals and charitable purposes. Through a consultative process of understanding a client’s financial needs and unique...$45k - $100k
...is anticipated to remain open for 30 days, from 13-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Lead Financial Advisor - Denver, CO Are you looking to expand your career and be a part of a successful team? Are you driven, self‑motivated... ...in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial...Work at officeLocal areaMonday to Friday
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create...Immediate startRemote work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why Experienced Advisors Make the Move Many successful advisors eventually...Remote work
- ...Northwestern Mutual seeks College Financial Representatives for their internship program in Lakewood, Colorado. This role provides a platform to build a financial planning practice while receiving guidance and support from experts. Interns will learn to prospect clients...Full timeInternship
$78.54k - $125.73k
...I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The position will lead a relationship team and may be responsible for the supervision and motivation of team members...Hourly payTemporary workBank staffFlexible hours$75.4k - $105.29k
...all be proud of. Create a new future. Apply Today. Primary purpose of the position: Responsible for supporting Corporate financial reporting & analysis process including weekly, monthly, quarterly, and annual requirements, as well as ad-hoc analysis. Acts as liaison...Contract workLocal areaVisa sponsorshipWork visa3 days per week- ...services initiatives focused on working capital optimization, financial process improvement, automation, and data-driven decision support... ...5 years of progressive experience in finance, treasury, FP&A, consulting, analytics, corporate strategy, operational excellence, or...Shift work
- ...Black Hills Energy is seeking a finance professional to support leadership in all financial matters, including forecasts, budgets and analyses. In this role you will work with cross-functional teams on rate reviews, compliance filings, tariff proposals, and data studies...
$57.75k - $70.5k
Location: Golden, CO Hours : Full-time Position Mission As a key contributor to the mission of FOCUS and the FOCUS Mission Foundation, the Senior Grants Manager plays a vital role in winning significant grant program funding in this exciting new area of development at ...Full timeContract workTemporary workPart timeLive outWork at office$22 - $23 per hour
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB’s branches offer many opportunities to...Hourly payLocal areaFlexible hoursAfternoon shift$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Part timeLocal areaImmediate startDay shift$20 per hour
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...Hourly payFull timeTemporary workPart timeWork at office
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