IRA Services Representative, Sr. jobs in Nashua, NH

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Sr Financial Analyst -Services and Solutions
  • Connection
  • Merrimack, NH FULL_TIME
  • Overview

    What We Do

    We calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That’s what we do. We’re the IT Department’s IT Department.

     

    Who We Are

    Our team is made stronger by a multitude of backgrounds, experiences, and perspectives. It’s what makes Connection unique—what drives us to innovate and create technology solutions that stand apart from the crowd. We’d love for you to be a part of that fabric, to share your ideas and experiences with a team that thrives on fresh thinking, creativity, and helping others.

     

    Why You Should Join Us

    You’ll find supportive teammates and a rewarding career at Connection—plus great benefits. We take pride in supporting employees with a total rewards package that provides financial, emotional, and physical resources for you and your family.  Our compensation, 401k plans, medical insurance, and other benefits are progressive and competitive.  We value the importance of our employees’ emotional wellbeing. To support employees, we provide free therapy visits, mental health coaching and tools, and meditation resources. You’ll also enjoy a generous paid time off package that includes not only vacation and sick time, but also Wellness and Volunteer Time Off days. 

     

    The Senior Financial Analyst, Services and Solutions is responsible for leading and supporting all aspects of operational finance for the growing Connection Services and Solutions organization. The Analyst partners with the Services and Solution organization providing leadership and support to management and operations teams in the continuous effort to measure efficiency and effectiveness.

    Responsibilities

    • Oversee and ensure precision in financial reporting for the services and solutions organization.

    • Ensures accurate financial reporting for the Connection Services and Solutions organization.
    • Develops financial plans and forecasts. Generate insights into the financial performance of the services and solutions organization, ensuring comprehensive data visibility.
    • Develops and manages costing models, overseeing the review and update processes, including overhead rate adjustment.
    • Generates internal and external utilization reports for management consumption.
    • Analyzes cost, margin, deal structures, sales segments & customer profitability and effectively communicate impactful levers for improvement.
    • Provides strategic analytical support for decision making, incorporating internal and external data into the analysis.

     

    Min

    USD $80,000.00/Yr.

    Max

    USD $103,000.00/Yr.

    Qualifications

    Because of the possibility for fraudulent job postings on many popular job boards, please be advised that Connection will never offer a position of employment without a complete interview process and communication with a “live person".  

    • 3 year of experience in an FP&A role
    • Advanced Microsoft Excel
    • Practical experience with creating PowerBI reports
    • Working knowledge of ERP systems, JDE a plus
    • Strong business acumen
    • Technical aptitude to absorb and apply newly learned technical skills
    • Excellent analytical and critical thinking skills.

     

  • 13 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Nashua, NH FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 15 Days Ago

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Client Services Representative
  • NVA
  • Merrimack, NH FULL_TIME
  • Description & Requirements Merrimack Veterinary Hospital is a well-established 5 doctor Veterinary hospital that offers care for feline, canine, and exotic pets 6 days a week. We have a Full Time job ...
  • Just Posted

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Patient Services Representative
  • MORGAN RECORDS MANAGEMENT LLC
  • Nashua, NH FULL_TIME
  • Benefits: Paid Time Off (PTO) Bank with accrual beginning on the first day of employment Paid Holidays after 60-days of employment Health insurance after 60-days of employment Dental insurance after 6...
  • 8 Days Ago

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Client Services Representative
  • Ethos Veterinary Health
  • Merrimack, NH FULL_TIME
  • Job Description Merrimack Veterinary Hospital is a well-established 5 doctor Veterinary hospital that offers care for feline, canine, and exotic pets 6 days a week. We have a Full Time job opening for...
  • 1 Month Ago

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Work From Home - Client Services Representative
  • Global Elite Texas
  • Nashua, NH OTHER
  • Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're lo...
  • Just Posted

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0 IRA Services Representative, Sr. jobs found in Nashua, NH area

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Customer Service Rep>
  • Raven Ridge
  • Salem, NH
  • Raven Ridge - JobID: 100-136089500 [Customer Service Representative] As a Customer Service Representative at Raven Ridge...
  • 4/24/2024 12:00:00 AM

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Underwriter/Customer Service Rep.
  • FIRST INDEMNITY INSURANCE AGENCY, INC
  • Lynn, MA
  • Job Description Job Description We seek highly motivated customer service representative to service existing clients. Fi...
  • 4/23/2024 12:00:00 AM

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Insurance Customer Service Rep
  • Wood & Associates Insurance Agency, Inc.
  • Danvers, MA
  • Job Description Job Description We are a Personal Lines Insurance Agency seeking an experienced Customer Service Rep to ...
  • 4/23/2024 12:00:00 AM

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Insurance Customer Service Rep
  • Wood & Associates Insurance Agency, Inc.
  • Lynn, MA
  • Job Description Job Description We are a Personal Lines Insurance Agency seeking an experienced Customer Service Rep to ...
  • 4/23/2024 12:00:00 AM

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Insurance Customer Service Rep
  • Wood & Associates Insurance Agency, Inc.
  • Salem, MA
  • Job Description Job Description We are a Personal Lines Insurance Agency seeking an experienced Customer Service Rep to ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • DB Roberts
  • Wilmington, MA
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Reef Technology Inc.
  • Concord, MA
  • ** Customer Service Rep** * Concord, Massachusetts, United States * Parking Field * Hourly Full-Time **Full Time & Part ...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • DB Roberts
  • Wilmington, MA
  • Job Description JOB SUMMARY The major objective for this position is to provide essential elements of support for the In...
  • 4/21/2024 12:00:00 AM

Nashua is a city in Hillsborough County, New Hampshire, United States. As of the 2010 census, Nashua had a population of 86,494, making it the second-largest city in the state after Manchester. As of 2017 the population had risen to an estimated 88,341. Built around the now-departed textile industry, in recent decades it has been swept up in southern New Hampshire's economic expansion as part of the Boston region. Nashua was twice named "Best Place to Live in America" in annual surveys by Money magazine. It is the only city to get the No. 1 ranking on two occasions—in 1987 and 1998. Nashua is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$51,156 to $59,709
Nashua, New Hampshire area prices
were up 1.4% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020