Financial Forecasting Jobs

This entry-level life insurance agent role is a fully remote position within the financial services division of InsuraTec Services Group. The position focuses on building client relationships and converting provided leads into sales without the need for cold calling or network marketing. Key responsibilities include understanding client needs to provide tailored insurance solutions, achieving sales targets through effective communication, and participating in comprehensive training programs to obtain necessary licensing. The role appeals to self-motivated individuals seeking a flexible schedule that supports a healthy work-life balance. It offers a supportive environment with ongoing mentorship and clear opportunities for career advancement for high performers.

The Client Experience & Retention Manager role at Wesley Financial Group leads the strategic vision and daily operations of the Client Retention department within the Client Support team. Key responsibilities include analyzing Salesforce data to drive retention strategies, developing operational playbooks for complex dispute resolution, and mentoring a team to deliver exceptional client outcomes. The position offers a collaborative onsite environment with a strong emphasis on professional growth, work-life balance, and a supportive culture that values innovation and empathy.

The Public Finance Analyst role supports municipal financing initiatives within Stifel's investment banking division. Key responsibilities include developing financial and debt models for new bond issues, researching local government capital needs, and assisting in the creation of client pitch books and marketing materials. The position offers an appealing entrepreneurial environment with a strong emphasis on professional growth through junior banker training and mentorship. While the role requires some travel and flexibility for business hours, it provides a collaborative culture where associates can build direct client relationships and develop technical skills in a global firm with over 130 years of history.

The Office Coordinator role at Trilogy Financial supports daily branch operations as the central point of contact for senior leadership, advisors, and clients. Key responsibilities include managing administrative workflows such as scheduling, processing account transfers, and maintaining confidential records while serving as a liaison between the branch and the Service Center. The position requires bilingual communication skills in English and Spanish to effectively coordinate with diverse stakeholders. This full-time, in-person opportunity appeals to candidates seeking a collaborative environment with a strong focus on professional growth, mentorship, and a multi-generational team culture. The role offers comprehensive benefits including health coverage, retirement matching, and paid time off within a firm dedicated to long-term career development.

This fully remote Retirement Plan Operations Specialist role supports entrepreneurs by administering 401(k) plans for a company dedicated to small business growth. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities include communicating progress to clients, educating them on plan administration, and ensuring compliance with IRS and DOL regulations. The role is appealing due to the company's strong culture of ownership as it transitions to an ESOP structure, offering significant career growth with over 20% of staff promoted in recent years. Employees benefit from comprehensive training, flexible work arrangements, and a supportive environment that values adaptability and connection.

This fully remote Retirement Plan Operations Specialist role supports a team dedicated to empowering entrepreneurs by administering 401(k) plans. The position involves reviewing client documents for accuracy, reconciling plan data using Excel and specialized software, and preparing government filings such as the IRS Form 5500. Key responsibilities also include communicating with clients to gather necessary information and educating them on plan administration requirements. The role appeals to candidates seeking professional growth within a company transitioning to an Employee Stock Ownership Plan, offering a culture of shared accountability and ownership. Employees benefit from comprehensive training, a supportive environment focused on career advancement, and the flexibility to work from a designated home office.

This independent contractor sales role involves promoting insurance coverage to clients nationwide through online and phone interactions. The position focuses on engaging prospects, gathering needs information, and scheduling virtual appointments to facilitate instant approvals. The role appeals to self-starters seeking a flexible schedule with minimal supervision in a rapidly growing, supportive environment. Key benefits include comprehensive healthcare options and the potential for all-expenses-paid incentive trips based on performance. The position is fully remote with no travel requirements.

The Loan Sales Specialist role at OneMain Financial involves providing accessible financing solutions to customers in a branch setting. Team members engage with clients to assess their needs, present tailored loan options, and manage the entire loan lifecycle including collections activities while ensuring regulatory compliance. The position requires multitasking across various communication channels and educating customers on loan terms and optional products. This opportunity is appealing due to its clear path for career advancement into leadership roles such as Branch Manager, supported by robust training programs. The company fosters a supportive culture focused on professional development and community impact, offering a comprehensive benefits package including health insurance, retirement matching, and paid time off. The role is based on-site with standard business hours and occasional extended availability.

The Loan Acquisition Specialist role at OneMain Financial involves providing accessible financing solutions to customers in a branch setting. Team members engage with clients through various channels to assess needs, present tailored loan options, and manage the entire loan lifecycle including collections activities while ensuring regulatory compliance. The position is appealing due to its clear path for career advancement into leadership roles such as Branch Manager, supported by robust training programs and a supportive culture focused on community impact. The role offers a full-time schedule with opportunities for professional growth, comprehensive benefits including health coverage and retirement matching, and the chance to make a tangible difference in customers' financial well-being.

The role involves serving as a Kindergarten Teacher within the Kansas City, Kansas Public Schools district, a diverse urban system supporting students from over 60 language backgrounds. Key responsibilities include implementing 21st-century skills into the curriculum, managing classroom behavior, and maintaining clear communication with families to support student growth. The position requires planning engaging lessons, assessing student progress, and participating in professional development and IEP meetings. This opportunity is appealing for educators seeking to work in a high-performing district known for national recognition, offering a collaborative environment focused on college and career readiness. The position is based on-site in Welborn and operates on an 186-day school year schedule.

This full-time General Manager role at Titlemax in San Antonio focuses on leading store operations and delivering financial solutions to the community. The position involves managing daily business performance, coaching team members to drive revenue growth, and ensuring strict compliance with all local and state regulations. Key responsibilities include overseeing loan and pawn transactions, handling complex customer interactions, and developing local marketing strategies to expand the customer base. The role is particularly appealing for its emphasis on professional development, offering comprehensive training, executive exposure, and clear pathways for career advancement across the company's brands. The environment fosters a collaborative culture recognized for its inclusivity and support for military families. This on-site position requires bilingual capabilities in English and Spanish and includes a company vehicle for business use.

This full-time General Manager role at TitleMax in Cullman, Alabama, leads daily store operations within a high-performance financial services environment. The position involves managing team development, driving revenue growth through local marketing strategies, and ensuring strict compliance with all financial regulations and security protocols. The role appeals to candidates seeking a supportive culture that invests in professional growth through executive coaching, cross-brand training opportunities, and comprehensive benefits including educational reimbursement and retirement matching. The position requires on-site presence with a flexible dress code and offers a clear path for career advancement within a recognized top employer.

This full-time General Manager role leads daily restaurant operations within the Community Choice Financial Family of Brands. The position oversees all facets of management, including staffing, scheduling, inventory, and cash controls, while ensuring strict adherence to food safety and brand standards. Key responsibilities involve managing P&L and budgeting to achieve financial targets, coaching team members to foster a high-performance culture, and utilizing performance data to drive continuous improvement. The role appeals to driven leaders seeking to build a supportive, inclusive environment aligned with community values. The position offers a comprehensive benefits package including medical, dental, vision, and life insurance, along with a 401k plan.

The Assistant Store Manager role at Instaloan in Pensacola supports daily store operations and customer financial services within a performance-driven retail environment. Key responsibilities include assessing financial transaction risks, processing loan and pawn applications, managing account recovery processes, and coaching customer service representatives to ensure quality standards. The position offers significant appeal through comprehensive paid training, a clear path for performance-based career advancement across multiple brands, and access to educational reimbursement and robust benefits. This full-time, on-site role requires regular in-person attendance and provides a supportive culture recognized for its commitment to employee development and community service.

This Insurance Sales role at Spieldenner Financial Group positions the candidate as a business partner dedicated to revolutionizing the mortgage protection industry. The position involves setting appointments with potential clients, researching their financial needs to customize coverage options, and meeting with families virtually or in-person to present solutions. Administrative duties include following up with insurance carriers to facilitate applications. The role appeals to coachable, self-disciplined individuals with a passion for people, offering a flexible work arrangement that allows for both virtual and in-person client interactions. The company emphasizes a culture of personal development and generational impact, focusing on protecting clients' largest assets while fostering professional growth.

This hybrid Test Automation Engineer Intern role supports the test automation team at SHAZAM, a company dedicated to strengthening financial institutions. The position involves scheduling and executing automated test scripts, documenting test results for metrics and reporting, and participating in cross-departmental project teams. The role is ideal for students actively pursuing degrees in Computer Science, Software Engineering, or MIS with programming experience in Java or C-based languages. The opportunity offers a unique blend of a small-company culture within a national organization, emphasizing professional development and career growth. Employees benefit from a mission-driven environment that values innovation and community impact, along with a flexible hybrid work arrangement based in Des Moines, Iowa.

This full-time Bilingual Credit Risk Associate role within MUFG's Japanese Corporate Banking team focuses on portfolio management and underwriting for complex non-investment grade clients. Key responsibilities include conducting due diligence, performing credit risk analysis, managing covenant compliance, and supporting deal structuring for structured finance transactions. The position requires fluency in Japanese and offers a hybrid work arrangement with four days on-site and one day remote. The role is appealing for its opportunity to work with a globally trusted financial group, engage in high-impact strategic risk management, and receive mentorship while developing expertise in international corporate lending.

The Associate Fund Accountant role is based in the Denver office with a hybrid work arrangement requiring on-site presence at least six days per month. This position supports a global financial services team by calculating daily Net Asset Values and ensuring accurate fund pricing for clients. Key responsibilities include preparing fund reports such as cash forecasts and reconciliations, reviewing trading and general ledger activity, and analyzing complex investments including derivatives and international securities. The role appeals to candidates seeking exposure to modern platforms and large-scale enterprise environments while working alongside industry experts. Opportunities for professional growth are supported by a collaborative culture and comprehensive benefits focused on employee wellbeing and development.

The Inventory Accounting Manager role oversees financial data integrity for a large division, managing end-to-end accounting for inventory, cost of goods sold, and margin analysis. Key responsibilities include leading monthly financial closes, ensuring US GAAP compliance for inventory valuation, and building SOX-compliant internal controls from the ground up. The position requires partnering with cross-functional teams to investigate cost variances, automate processes, and serve as the primary liaison for physical inventory counts. This hands-on people management role offers the appeal of working within a fast-paced, collaborative culture that values innovation and professional growth. The position supports career development through structured training and provides a comprehensive benefits package, operating within a global environment that connects the world through technology infrastructure.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Oklahoma City. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a people-centric environment where integrity and teamwork are core values, offering opportunities for professional advancement and ongoing training. The role requires a flexible schedule including evenings and weekends, with a focus on maintaining a clean, efficient, and welcoming store atmosphere.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a location in Charlotte, North Carolina. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in meeting financial and operational goals. The position appeals to candidates seeking a collaborative environment that prioritizes people and offers opportunities for professional advancement, ongoing training, and a comprehensive benefits package. The role requires flexibility to work various shifts including evenings and weekends, with a focus on maintaining a clean, safe, and welcoming store atmosphere.

The Teaming Platform Consultant role supports financial advisors within MassMutual's Wealth Management Practice Management team by guiding them through the company's team-based business platform. Key responsibilities include providing advanced consultation on compensation structures and contract requirements, managing an upcoming platform transformation, and analyzing usage data to drive process improvements and training initiatives. The position appeals to candidates seeking a dynamic environment where they can leverage their financial services expertise to directly impact advisor growth and retention. The role offers a collaborative culture with clear ownership, opportunities for continuous professional development, and the chance to contribute to a purpose-driven organization with a long-standing legacy.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Tucson, Arizona. Key responsibilities include supervising team members, managing cash handling and transaction processing, resolving customer complaints, and supporting the Assistant Store Manager in meeting financial and operational goals. The position requires maintaining compliance with regulations and fostering a positive service culture. This opportunity is appealing for its focus on team development, opportunities for career advancement, and a collaborative environment that values integrity and customer focus. The role offers a mix of on-site leadership duties with flexible scheduling to accommodate various shifts.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a retail location in Los Angeles. Key responsibilities include supervising team members, managing cash handling and transaction compliance, resolving customer issues, and supporting the Assistant Store Manager in achieving financial and operational goals. This position is appealing for its focus on integrity and teamwork within a customer-centric culture, offering opportunities for professional advancement and ongoing training. The role requires a collaborative leader with prior management experience who can thrive in a fast-paced environment. The position is on-site and requires flexibility to work various shifts, including evenings and weekends.

The Shift Supervisor role at PLS Financial Services involves leading store operations and ensuring exceptional customer service at a Brooklyn location. Key responsibilities include supervising team members, managing cash handling and transaction compliance, and supporting the Assistant Store Manager in meeting financial and operational goals. The position requires engaging with customers, resolving complaints, and maintaining a clean, efficient environment. This opportunity appeals to candidates seeking a collaborative culture centered on integrity and customer focus, with access to benefits like medical coverage, 401(k) matching, and clear paths for career advancement. The role is on-site and requires flexibility to work various shifts including weekends and holidays.