Job Information
Equitable Finance Operations Coordinator (Onsite) in Dallas, Texas
Finance Operations Coordinator (Onsite) ( 240000AS )
Primary Location : UNITED STATES-TX-Dallas
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
This position is located in Dallas, TX and is required to be onsite.
Job responsibilities:
Provide strategic budgetary guidance to organizational leaders
Identify financial inefficiencies and recommend solutions
Manage workflows and processes to mitigate financial strain
Self-directed discretionary financial decisions aligned with approved branch budget
Bill Pay and account management
Office Administration
Advisor Support
Special Events & Projects
Partner with COO on monthly, quarterly and annual budgeting
Main conduit for complex financial operations
Self-directed discretionary financial decisions aligned with approved branch budgets
Effectively communicate sensitive financial information to key organizational partners
Understanding of:
Branch Manager Spending Accounts
Local AMA Fund
Company rules & guidelines
SPEN
Budget Worksheets
JEAP Analysis
Monthly budgetary analysis and reporting
The base salary range for this position is $46,000-$67,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
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Qualifications
Required Qualifications
3 years in Finance roles - Business Analyst/ Financial services industry experience
Executive-level communication
Strong analytical skills
Intermediate to advanced Excel skills
Cross-functional collaboration
Problem solving
Detail oriented
Preferred Qualifications
- Bachelors degree
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 240000AS