JobotNewSenior Financial Planning & Analysis Analyst JobotSenior Financial Planning & Analysis AnalystDenver, CO$85,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Assist with monthly, quarterly, and annual reporting initiatives including management reporting, financial statement analyses, ad-hoc analysis, partner and associate compensation, other projects, etc.
Larson Financial Group, LLCNewFinancial Planner Larson Financial Group, LLCFinancial PlannerDenver, COOur team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing team in Denver, CO. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience.
bdo consultingNewTax Managing Director, Private Client & Family Office Services bdo consultingTax Managing Director, Private Client & Family Office ServicesDenver, CO$170,000–$225,000 / yearPresents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately. • Designs integrated solutions for large and complex clients that respond to the specific situation; open to new ideas and solutions, and avoids “locking-in” to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate.
Pyramid Consulting, IncAccounts/financial representative Pyramid Consulting, IncAccounts/financial representativeDenver, CO$25–$26 / hourAnalyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered. Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements.
bdo consultingNewTax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesDenver, CO$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
bdo consultingTax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDenver, CO$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
TTECNewExecutive Assistant to the Chief Financial Officer TTECExecutive Assistant to the Chief Financial OfficerEnglewood, CO$80,000–$100,000 / yearYou’ll oversee complex scheduling, executive communications, travel coordination, meeting preparation, and cross-functional collaboration, while helping drive finance-related operational rhythms, board preparation activities, and executive initiatives. In this role, you’ll thrive in a fast-paced, highly confidential environment where you’ll anticipate needs, manage competing priorities, and exercise sound judgment and discretion while supporting key executive and finance operations.
bdo consultingTax Senior Manager, Private Client & Family Office Services bdo consultingTax Senior Manager, Private Client & Family Office ServicesDenver, CO$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
bdo consultingTax Manager, Private Client & Family Office Services bdo consultingTax Manager, Private Client & Family Office ServicesDenver, CO$90,000–$125,000 / yearClient Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients – helping clients navigate business decisions and their potential financial and tax implications.
bdo consultingNewTax Managing Director, International Tax Services bdo consultingTax Managing Director, International Tax ServicesBoulder, CO$157,500–$420,000 / yearAn International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan.
bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740 bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740Denver, CO$146,000–$200,000 / yearThe Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
AramarkNewEnvironmental Services EVS Manager AramarkEnvironmental Services EVS ManagerBroomfield, CO$70,000–$83,000Benefits: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Aramark Healthcare+ is seeking an Environmental Services Manager to join our team at Boulder Community Health in Boulder, CO.
Colorado Endo SpecialistsNewDental Financial Insurance Coordinator Colorado Endo SpecialistsDental Financial Insurance CoordinatorColumbine, CO$21–$26 / hourAt Specialized Dental Partners, its affiliates, related companies and independently owned supported clinical practices, we are committed to ensuring fair and equitable pay for all employees. Louis Privacy Policy at https://specializeddental.com/privacy-policy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
HealthONE Hospice & Family CareNewHospice Manager of Clinical Services RN HealthONE Hospice & Family CareHospice Manager of Clinical Services RNGreenwood Village, CO$74,089.60–$114,691.20Reviews electronically submitted documentation and provides feedback to clinicians regarding deficiencies or corrections to ensure the medical records reflect compliance with meeting criteria for hospice diagnosis as outlined in the Medicare local medical review policies. Provides ongoing case management of all patients assuring an accurate evaluation and treatment plan, maintaining our quality model, and utilizing services appropriately to achieve optimal outcomes.
Wind Crest by Erickson Senior LivingNewGeneral Services Coordinator Wind Crest by Erickson Senior LivingGeneral Services CoordinatorHighlands Ranch, CO$19–$23 / hourWind Crest helps people live better lives by fulfilling our promises of a vibrant lifestyle, financial stability, and focused health and well-being services for those who live and work with us. Education assistance, certification reimbursement and access to over 6,000 courses through our online learning library, designed to enhance your current skills and build new ones.
Dodds Wealth LLCNewTax Associate Dodds Wealth LLCTax AssociateGreenwood Village, CO$60,000–$90,000 / yearThis role works closely with tax professionals and financial advisors in a collaborative wealth management environment and requires strong technical accuracy, organization, and client service skills. Coordinate with wealth management advisors to support client tax planning needs, including estimated tax calculations, Roth conversion analysis, and year-end planning .
FedExNewRetail Customer Service Associate FedExRetail Customer Service AssociateAurora, ColoradoFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Continuum Advantage LLCNewRegistered Client Associate (RCA) Continuum Advantage LLCRegistered Client Associate (RCA)Lakewood, CO$66,560–$90,000 / yearHighlands Wealth Management Group team is seeking a motivated and detail-oriented Registered Client Associate to support advisors and deliver exceptional client service. This position is best suited for someone who values accountability, teamwork, efficiency, and delivering a high-quality client experience.
Trilogy FinancialNewSenior Accountant Trilogy FinancialSenior AccountantDenver, CO$75,000–$93,000 / yearThe Senior Accountant will play a critical role in timely month end close process, assist in developing budgets, performing month-end variance analysis, and identifying cost optimization opportunities, while supporting strategic initiatives across the business. Collaborate cross-functionally (i.e. payroll and operations teams) to gather necessary data, resolve discrepancies, and continuously improve close processes to reduce cycle time.
USHAEntry Level Account Rep - Sales USHAEntry Level Account Rep - SalesLittleton, CO$70,000–$95,000 / yearEntry Level Account Rep position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Server Wait Bar Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services.
BMO FinancialNewSenior Private Banker BMO FinancialSenior Private BankerDenver, CO$102,000–$190,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region.
Northwestern Mutual - DenverFinancial Services Associate (Future Role) Northwestern Mutual - DenverFinancial Services Associate (Future Role)Denver, COFull timeAs one of our Integrated Financial Planning (IFP) team members, you will play a critical role within our organization in helping our financial representatives grow their financial services practice. Culture is at the heart of the client experience, and you will help encourage, celebrate, and support our organization by fostering an enriching environment focused on providing a great experience for both internal and external clients.
Baille Barbour - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Baille Barbour - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberErie, COSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Becky Ledbetter - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Becky Ledbetter - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberBroomfield, COSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. Before becoming an agent, I gained invaluable experience working at the corporate office as an Agency Field Specialist, where I helped launch the company’s internal sales and escalation teams.
Cresset Capital Management LLCASSOCIATE, CFO SERVICES Cresset Capital Management LLCASSOCIATE, CFO SERVICESDenver, COThis position is hands-on, requiring experience in bill payment, including classification and recording of bank account and credit card details, and experience in bookkeeping including recording all transactions for a given entity, and production of basic financial reports. This role will have direct interaction with Cresset Family Office clients serving the needs of high-net worth individuals, families, and business owners in a fiduciary capacity.
Stephanie Sponder - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Stephanie Sponder - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberDenver, COROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Stephanie Sponder - State Farm Agent, you will successfully market the financial products that manage everyday risks. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Jennifer Tinsley - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Jennifer Tinsley - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberParker, COAs a State Farm team member for Jennifer Tinsley - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including financial services, liability insurance, disability insurance and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
American Financing CorpWeb Designer (Mortgage & Financial Services) American Financing CorpWeb Designer (Mortgage & Financial Services)Aurora, CO$75,000 / yearPart timeA/B Testing: Collaborate with the marketing team to design multiple versions of page elements to test which designs drive the highest volume of qualified loan applications. Lead Capture Design: Design high-performing landing pages, lead-capture forms, and interactive mortgage calculators that simplify the user’s path to pre-approval.
Hunter Roach - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Hunter Roach - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLittleton, CORemoteHunter Roach State Farm is looking for a dynamic Insurance Producer who excels at turning leads into loyal customers and thrives in a fast-paced, rewarding environment. Using your deep knowledge of insurance products and market trends, you’ll build long-term relationships and help clients protect what matters most.
Wipfli Advisory LLCNewSenior Auditor - Financial Services (Insurance) Wipfli Advisory LLCSenior Auditor - Financial Services (Insurance)Denver, Colorado$72,900–$109,300 / yearWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Scott Brown - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Scott Brown - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCastle Rock, COEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
PricewaterhouseCoopers LLPStrategy& Financial Services Manager PricewaterhouseCoopers LLPStrategy& Financial Services ManagerDenver, CO$99,000–$232,000 / yearAs a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Hire With EaseFinancial Services Specialist Hire With EaseFinancial Services SpecialistDenver, CO$65,000–$70,000 / yearMonth-End Close: Manage the full month-end close process, including bank and credit card reconciliations, balance sheet account reconciliations, payroll breakdowns, sales and cost of sales entry, distributor invoice breakdowns, and general P&L organization. As a Client Bookkeeper, you will manage full-cycle accounting functions for a portfolio of salon and spa clients, including month-end close, payroll processing, sales tax filings, and ongoing financial reporting.
GavinHeathFinancial Services Representative GavinHeathFinancial Services RepresentativeParker, COThis individual will be responsible for developing new client relationships, supporting investment planning activities, opening and servicing accounts, and helping clients identify financial and insurance solutions aligned to their goals. The ideal candidate will bring a blend of sales ability, customer relationship management, and financial services knowledge, along with the ability to operate in a fast-paced, client-facing environment.
Shawn Hughes - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Shawn Hughes - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLafayette, COAs our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Shawn Hughes - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
All Financial FreedomFinancial Services Specialist – Colorado All Financial FreedomFinancial Services Specialist – ColoradoDenver, CO$38,000–$70,000This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.
Kristi Stearns - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Kristi Stearns - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCastle Pines, COSuccessful State Farm Agent in Castle Pines Village, CO is seeking a qualified professional to join my winning team for the role of Sales Team Member. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Colorado Christian UniversityStudent Financial Services Specialist Colorado Christian UniversityStudent Financial Services SpecialistLakewood, CO$17–$18.25 / hourThe Student Financial Services Specialist maintains excellent student support in the areas of financial aid, payment arrangements, and student accounts and resolves student financial issues while pro-actively assisting students and parents to successfully investigate all payment options. Equip students for kingdom work: You can be a part of helping students discover their callings and preparing them for positions of significant leadership in the church, business, government, education, and other professions, as a key part of our University's Strategic Priorities.
Weston Leake - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Weston Leake - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberArvada, COThis role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future?
Clayton Allison - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team Member Clayton Allison - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberGolden, COEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Eddie Martimen - State Farm AgentInsurance and Financial Services Position - State Farm Team Member Eddie Martimen - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberDenver, COAs Insurance and Financial Services Position for Eddie Martimen State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
SageAccount Executive – Financial Services SageAccount Executive – Financial ServicesDenver, COWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Chad Carlisle - State Farm AgentInsurance and Financial Services Position - State Farm Team Member Chad Carlisle - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberParker, COAs an Insurance and Financial Sales Team Member for Chad Carlisle State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
GooglePursuit Lead II, Financial Services, Google Cloud GooglePursuit Lead II, Financial Services, Google CloudBoulder, COFull timeYou will serve as a trusted advisor, owning the services architecture and positioning the value proposition of Google Cloud services from initial concept through execution to accelerate Google Cloud Platform (GCP) adoption, ensuring an exceptional customer experience, and maximizing Google Cloud business. Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Boulder, CO, USA; Atlanta, GA, USA; Austin, TX, USA; Chicago, IL, USA; Addison, TX, USA.Minimum qualifications: Bachelor's degree in a technical or business field, or equivalent practical experience.
Brian Finan - State Farm AgentInsurance and Financial Services Position - State Farm Team Member Brian Finan - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberWestminster, CORemoteBrian Finan State Farm Insurance Agency, the state’s top producer, is expanding its team and looking for a skilled Insurance Sales Specialist to support our clients’ protection needs while fueling agency growth. Whether you prefer the flexibility of remote work or the energy of our office environment, you’ll play a key role in building lasting client relationships, delivering customized insurance solutions, and helping us maintain our reputation as Colorado’s premier agency.
Traction Forge FinancialFinancial Wellness & Services Strategist Traction Forge FinancialFinancial Wellness & Services StrategistAurora, COTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
ADOBE IncIndustry Strategy Director, Financial Services ADOBE IncIndustry Strategy Director, Financial ServicesDenver, COfor description go to https://careers.adobe.com/us/en/job/ADOBUSR158954EXTERNALENUS/Industry-Strategy-Director,-Financial-Services.
Griffin AgencyInsurance and Financial Services Role - Remote Griffin AgencyInsurance and Financial Services Role - RemoteFive Points, CORemoteWe help families with life insurance, living benefits, and retirement solutions. If you’re tired of capped income and want control, apply now.
Griffin AgencyBuild a Career in Financial Services - Remote PT/FT Griffin AgencyBuild a Career in Financial Services - Remote PT/FTCheesman Park, CORemoteWe help families with life insurance, living benefits, and retirement solutions. If you’re tired of capped income and want control, apply now.
Griffin AgencyRemote Insurance and Financial Services Opportunity - PT/FT Griffin AgencyRemote Insurance and Financial Services Opportunity - PT/FTAurora, CORemoteWe help families with life insurance, living benefits, and retirement solutions. If you’re tired of capped income and want control, apply now.