Accounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit Industry Dean Dorton Allen Ford, PLLCAccounting & Financial Outsourcing (AFO) Senior Consultant - Nonprofit IndustryLouisville, KYBy offering cloud-based and real-time financial data to our clients, we translate complex financial information into meaningful advice including visualizations of the precise metrics that matter to investors, lenders, executives, and department leaders. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients in the Nonprofit Industry.
Accounting & Financial Outsourcing (Afo) Senior Consultant - Nonprofit Industry Dean Dorton Allen FordAccounting & Financial Outsourcing (Afo) Senior Consultant - Nonprofit IndustryLouisville, KYBy offering cloud-based and real-time financial data to our clients, we translate complex financial information into meaningful advice including visualizations of the precise metrics that matter to investors, lenders, executives, and department leaders. This role is responsible for ensuring accurate financial reporting and building trusted client relationships, by overseeing month-end processes and providing advisory services to clients in the Nonprofit Industry.
Treasury Advisor Cardinal Health IncTreasury AdvisorKYRemote$82,100–$128,920 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Support daily international treasury operations, including cash and liquidity management, payment execution, cash forecasting, risk mitigation, reporting, analytics, and bank account administration.
Personal Financial Counselor - National Guard, Louisville, KY Magellan Health IncPersonal Financial Counselor - National Guard, Louisville, KYLouisville, KYServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Director-Financial Reporting -Net Patient Revenue-ABQ Presbyterian Healthcare ServicesDirector-Financial Reporting -Net Patient Revenue-ABQKYStarting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans. This role will play a central part in implementing new revenue analytics and estimation technologies, including Kodiak Revenue Cycle Analytics, while partnering with Revenue Cycle, Government Reimbursement, Financial Reporting, and Operational leadership to enhance reporting accuracy and support critical business decisions.
Pre-Planning Advisor Trainee SCI Shared Resources, LLCPre-Planning Advisor TraineeLouisville, KYOur Sales Professionals enjoy: + Unlimited Income Potential - with a competitive commissioned incentive package + Stability – a recession-resistant, human centered business + Brand recognition – Our Dignity Memorial® is the North America’s largest provider of funeral, cremation and cemetery services. This is why we provide you and your loved ones with benefits and resources to help you become your best.”_ BETTER HEALTH: Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from.
Wealth Management Advisor I Park National BankWealth Management Advisor ILouisville, KYPart timeAdminister assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc. Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products.
Paraplanner Jambalaya GroupParaplannerLouisville, KY$65,000–$85,000 / yearUpdate client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations • Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax considerations, estate-planning inputs, and other planning areas. • MoneyGuidePro experience strongly preferred; NaviPlan or other comprehensive planning software experience is also valuable • CFP certification preferred; CFP coursework or a genuine willingness to pursue the CFP certification is valuable.
Investment Solutions Specialist Robert W. Baird & Co. IncorporatedInvestment Solutions SpecialistLouisville, KYThe Investment Solutions Specialist is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. About The Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the entire managed investment platform necessary for delivering great outcomes for our clients.
Business Development Consultant Robert W. Baird & Co. IncorporatedBusiness Development ConsultantLouisville, KYAbout The Role: The PWM Business Development team, comprised of regional consultants (BDCs), associates (BDAs) and PWM Growth Strategy Consultant is an established group with a mission to grow revenues and improve profitability by acting as an internal 'management consultant' and 'practice management coach' to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center - a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices.
Tax Manager - Private Wealth DeloitteTax Manager - Private WealthLouisville, KY$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxLouisville, KY$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxLouisville, KY$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
NewVice President, Regional Branch Manager LPL Financial Holdings IncVice President, Regional Branch ManagerKY$300,000–$350,000 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Regional Administrative Manager LPL Financial Holdings IncRegional Administrative ManagerKY$99,086–$165,109 / yearThe Branch Administrative Manager will provide support to employee affiliation offices and teams including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Managing Director WealthBridge Financial GroupManaging DirectorSaint Matthews, KY$125,000–$175,000 / yearYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Trust Strategy Administrative Coordinator Robert W. Baird & Co. IncorporatedTrust Strategy Administrative CoordinatorLouisville, KYThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Trust Strategist and Legal Assistant Robert W Baird & Co IncTrust Strategist and Legal AssistantLouisville, KYThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Internal Sales Consultant DPL Financial PartnersInternal Sales ConsultantLouisville, KYFull timeSuccess Looks LikeConsistently maintain high daily advisor engagement levelsDeliver compelling platform and tools demonstrationsBuild strong advisor relationships that drive platform adoption and annuity productionMaintain a disciplined pipeline and activity cadenceThrive in a fast-paced, high-performance sales cultureTravelApproximately 10% travel for industry conferences, firm visits, and internal meetings. Job Title: Internal ConsultantWork Location: Onsite, Hybrid, RemoteEmployment Type: Full TimeReports to: Vice President Role Overview: DPL Financial Partners is seeking a highly motivated Internal Consultant to drive adoption of the DPL platform across registered investment advisor (RIA) firms.
Portfolio Manager German American Bancorp, Inc.Portfolio ManagerLouisville, KYWhat it Takes: Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent. About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special.