Investment Plan Serv Analyst
4 weeks ago
Bloomington, Illinois; Richardson, Texas; Dunwoody, Georgia; Tempe, Arizona
- Accounting and Financial
- Regular Full Time
- 36815
**Job Description**:
**Overview**
We are not just offering a job but a meaningful career Come join our passionate team
As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.
We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more
Visit our Careers page for more information on our benefits, locations and the process of joining the State Farm team
**Responsibilities**
- Researches, evaluates, interprets, and provides recommendation regarding Investment Planning Services policies, practices, projects, products, and/or procedures
- Performs audits, analyzes trends and statistical information, develops reports, and provides recommendations for improving efficiencies and effectiveness to meet department and company business needs
- Fosters and maintains relationships with internal/external business partners and customers
- Establishes, documents, maintains, and communicates business procedures
- Performs a variety of oversight related activities including testing, reporting, and risk assessment, drawing on relevant knowledge and skills (obtained through formal education/training or through job experience)
- Develops creditability and collaborative relationships in Broker Dealer operations, Regulatory Compliance and with business partners. Actively seeks input on critical decisions to achieve buy-in, on-going support, and cooperation to promote enterprise compliance
**Qualifications**
- Experience in broker dealer operations with an understanding of applicable laws and regulations
- Ability to quickly understand new concepts, interpret, analyze, and report across multiple areas
- Strong attention to detail and commitment to high standards of work product, including development of deliverables and executive summaries for various audiences
- Technical agility, including proficiency with the Microsoft Office suite of products
- High degree of initiative and accountability with ability to meet primary responsibilities, timelines, and effective dates with limited direction and oversight
- Comfort level and experience communicating effectively with all levels of leadership
- Ability to decipher and communicate risk and compliance topics to obtain buy-in, ownership, and drive action to achieve results
- Ability to multi-task and prioritize work based on business needs
- Ability to communicate priorities and/or associated conflicts, and must appropriately escalate issues to business partners, stakeholders, team members, and/or leadership
- Great relationship building and teamwork skills - maintaining relationships and communication with key business partners and team members regarding ongoing efforts and department initiatives, and assisting other team members and peers when needed
-
J.p. Morgan Wealth Management
3 weeks ago
Tempe, United States JPMorgan Chase & Co Full time**JOB DESCRIPTION** At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate...
-
Business Technical Analyst
4 days ago
Tempe, United States True Group Full timeLocation(s): Oak Brook, IL; Tempe, AZ; Tampa, FL The Business Technical Analyst will work with various teams and stakeholders on a national training program to perform detailed requirements analysis, document processes, troubleshoot field issues, and ensure that client needs are met. The ideal candidate will have a natural analytical way of thinking and be...
-
Senior Treasury Analyst
1 week ago
Tempe, United States Wells Fargo Full timePrimary point of contact on team for understanding and estimating regulatory capital for resolution planning and recovery planning as well as understanding drivers of change. Includes facilitating discussions between management and key stakeholders a Treasury, Analyst, Senior, Technology, Banking, Recovery
-
Business Technical Analyst
4 weeks ago
Tempe, United States True Group, Inc. Full timeLocation(s): Oak Brook, IL; Tempe, AZ; Tampa, FLThe Business Technical Analyst will work with various teams and stakeholders on a national training program to perform detailed requirements analysis, document processes, troubleshoot field issues, and ensure that client needs are met. The ideal candidate will have a natural analytical way of thinking and be...
-
Business Technical Analyst
3 weeks ago
Tempe, United States True Group Full timeLocation(s): Oak Brook, IL; Tempe, AZ; Tampa, FL The Business Technical Analyst will work with various teams and stakeholders on a national training program to perform detailed requirements analysis, document processes, troubleshoot field issues, and ensure that client needs are met. The ideal candidate will have a natural analytical way of thinking and be...
-
Business Intelligence Analyst Intern
4 weeks ago
Tempe, United States Gen Full timeBusiness Intelligence Analyst Intern - CDO Data Consumption Team Duration: 3 Months This is an excellent opportunity to join our CDO data consumption team as a BI Analyst Intern and work on a high-impact business enablement project. This is a great opportunity in shaping the self-serve data product, focusing on the essential business performance KPIs...
-
Accounting Analyst
4 weeks ago
Tempe, United States PERA Full time $75,000 - $90,000Analyst Accounting SeniorSummary:This position supports the financial operations of Salt River Project Employee Recreational Association-PERA. PERA consists of three, individual, non-profit corporations spanning four locations. This position requires knowledge of accounting systems, banking and treasury, sales and income taxes, insurance, contracts, and...
-
Certified Behavior Analyst
1 day ago
Tempe, United States Tempe School District No.3 Full time**Title**:Certified Behavior Analyst (BCBA)** **JOB DESCRIPTION**: The BCBA is a school professional designated to work with school teams for behavioral and instructional support to maximize student achievement and social emotional growth. The role of the behavior specialist is to affect behavior change and provide systemic training, support and oversight...
-
Tempe, United States Amazon.com Services LLC Full timeAmazon’s Transportation Execution & Systems Team is seeking a Transportation Analyst to join a team that identifies, creates, develops and integrates innovative solutions that lead to improvements in our North American transportation network. Amazon transportation encompasses all of the operations that deliver worldwide shipments to and from our...
-
Sr. Financial Analyst
3 days ago
Tempe, United States Headfarmer LLC Full timeOne of our largest clients in the Healthcare industry, a $4B global medical device company, is looking for a Sr. Financial Analyst, Corporate FP&A in the Global Corporate FP&A team. This position will support the monthly forecasts and annual operating plan by rationalizing inputs and providing feedback on top-line metrics. Will be responsible for reporting...
-
Data Visualization Analyst
4 days ago
Tempe, United States State Farm Mutual Automobile Insurance Company Full timeRichardson, Texas; Tempe, Arizona; Dunwoody, Georgia; Bloomington, Illinois - Research and Data Analytics - Regular Full Time - 37185 **Job Description**: **Overview** We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the...
-
Sr. Financial Analyst
1 month ago
Tempe, United States headfarmer Full timeOne of our largest clients in the Healthcare industry, a $4B global medical device company, is looking for a Sr. Financial Analyst, Corporate FP&A in the Global Corporate FP&A team.This position will support the monthly forecasts and annual operating plan by rationalizing inputs and providing feedback on top-line metrics.Will be responsible for reporting and...
-
Sr. Financial Analyst
2 days ago
Tempe, United States Headfarmer LLC Full timeOne of our largest clients in the Healthcare industry, a $4B global medical device company, is looking for a Sr. Financial Analyst, Corporate FP&A in the Global Corporate FP&A team. This position will support the monthly forecasts and annual operating plan by rationalizing inputs and providing feedback on top-line metrics. Will be responsible for reporting...
-
Sr. Financial Analyst
5 days ago
Tempe, United States Headfarmer Full timeOne of our largest clients in the Healthcare industry, a $4B global medical device company, is looking for a Sr. Financial Analyst, Corporate FP&A in the Global Corporate FP&A team.This position will support the monthly forecasts and annual operating plan by rationalizing inputs and providing feedback on top-line metrics.Will be responsible for reporting and...
-
Sr. Compensation Analyst
3 weeks ago
Tempe, Arizona, United States Achieve Full timeJob Description As the Senior Compensation Analyst, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. In this position you will report to our Director, Compensation and be seen as a key resource on the construction and delivery of all compensation programs. You...
-
Land Acquisition Analyst
1 month ago
Tempe, United States KB Home Full time**About KB Home** KB Home is one of the largest and most recognized homebuilders in the United States and has built over 650,000 quality homes in our more than 60-year history. Today, KB Home operates in 45 markets from coast to coast. What sets KB Home apart is the exceptional personalization we offer our homebuyers from those buying their first home to...
-
Electrical Power Systems Analyst
1 month ago
Tempe, United States Wilson Engineers Full timeJob DescriptionJob DescriptionDescriptionWilson Engineers is an Arizona-based firm with a staff of more than 130 personnel specializing in water and wastewater engineering and construction management services. We are dedicated to delivering ethical, reliable, high-quality services to our clients based on innovation, while sustaining a challenging and...
-
Resource Development Project Manager
1 week ago
Tempe, United States I-TEK Solutions Full timeLOCATION: Tempe, AZ or REMOTE (Optional) Description: Summary -Performs as project leader in developing new power generation resource options. Leads and coordinates internal teams and external consultants on resource development activities including site selection, land acquisition, permitting, siting, infrastructure, technology selection, conceptual...
-
Claims Research Analyst
6 days ago
Tempe, United States Cranial Technologies Full timeCranial Technologies is the only company in the world completely dedicated to the research, diagnosis, and treatment of plagiocephaly, commonly called flat head syndrome. With over 300,000 babies successfully treated, we are the plagiocephaly experts.We're looking for a Claims Research Analyst (Hybrid) to join our Medical Billing and Claims team! The...
-
Investor Relations Specialist
3 days ago
Tempe, United States SubTo Fund LLC Full timeJob Title: Investor Relations SpecialistCompany: SubTo Fund Location: Tempe, Arizona (On-site with little telecommuting)SubTo Fund, a leading MultiFamily Real Estate Investment Fund focused on 'value add' properties, is seeking a dynamic and results-oriented professional to join our team as an Investor Relations Specialist.The ideal candidate will have a...