Lexington, KY

Finance Jobs in Lexington, KY

2 jobs found

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1mo ago

Sales Representative Entry Level

Schnabel District - Northwestern Mutual Lexington, KY Hybrid

Lexington, KY

1mo ago

$65k - $95k/yr Full time Client Acquisition Entry Level Entry Level

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Job Description

Overview

As an Entry Level Sales Representative with Schnabel District in Northwestern Mutual, you will join a culture shaped by teamwork, growth, and values-driven leadership. Our focus is on helping others through a consistent, client-first process, with success following when the mission remains authentic. The team emphasizes continual improvement, commitment, abundance, kindness, and integrity, and we foster a close-knit, collaborative office where everyone is supported and treated like family. We are proud to contribute to the Lexington community through partnerships with local organizations such as the Lexington Humane Society, Hope Center, Operation Secret Santa, The Hearing & Speech Center, and Growing Together Preschool. Our office is located at 330 East Main St, Ste 300 Lexington, Kentucky 40507. Learn more about a Day in the Life of a Northwestern Mutual Advisor at the following link: https://youtu.be/tar1BSa7GawA.

Office Location and Community Focus

Hybrid remote work arrangement available in Lexington, Kentucky 40507. The office community is committed to growth, collaboration, and supporting one another while giving back to the area we serve.

Company Snapshot

Northwestern Mutual is a Fortune 500 company providing a broad range of financial services to more than five million people. As a mutual company, we prioritize policyowners over Wall Street, focusing on long-term financial security and client outcomes.

Meet Our Local Leaders

Christian Schnabel – Managing Director
Tenure with Northwestern Mutual: 12 years. Background spans wealth management, banking, consulting, private equity, and collegiate basketball. He is passionate about family, travel, caring for his eight animals, golf, hiking, and supporting both family and animals. A devoted sports fan with an affinity for college athletics.
Randy Collins – Wealth Management Advisor
Tenure with Northwestern Mutual: 43 years. Began his career after college at the University of Kentucky and has since balanced work with family life, enjoying fishing, golf, and outdoor activities.
Travis Powers – Financial Advisor
Tenure with Northwestern Mutual: 2 years. Former U.S. Marine Corps Lieutenant Colonel with 23 years as a helicopter pilot and senior leader. Passionate about faith, family, fitness, and outdoor activities. Former Kentucky football captain who enjoys reconnecting with teammates.

Role Overview

The Financial Representative role involves partnering with individuals and businesses to achieve financial security through personalized insurance solutions and comprehensive planning. You will focus on building lasting client relationships, understanding unique needs, and delivering tailored financial strategies.

Key Responsibilities

Client consultations to uncover goals, aspirations, and concerns.
Develop and present comprehensive financial plans covering investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients’ assets and income.
Provide ongoing plan monitoring and periodic updates, adjusting strategies as circumstances change.
Expand and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor’s degree is preferred.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients.
Licenses: Obtain necessary licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits and Compensation

Professional Development: Ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation with performance incentives and no cap.
Support and Mentorship: Access to a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexible scheduling to fit your lifestyle and goals.
Impact: Opportunity to guide individuals and families toward financial security and success in the community.

Work Arrangements

Flexible work from home options are available to help you balance responsibilities while delivering value to clients.

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1mo ago

Sr Electric Dist Analyst

Kentucky Utilities Lexington, KY

Lexington, KY

1mo ago

Full time Analyst Budgeting Capital Expenditure

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Job Description

Overview

Louisville Gas and Electric Company and Kentucky Utilities Company, part of the PPL Corporation family, serve more than 1.3 million customers and have consistently ranked among the best in customer service. LG&E serves 334,000 natural gas and 433,000 electric customers in Louisville and 16 surrounding counties, while KU serves 569,000 customers across 77 Kentucky counties and five counties in Virginia. These utilities are major employers and active community supporters, promoting education, sustainability, and wellbeing through volunteerism and investments. This role involves performing and coordinating a broad set of operational and financial duties and analyses, requiring knowledge of the electric line of business and utility accounting processes, with oversight of a budgeting contractor group.

Responsibilities

Coordinate the collection, maintenance, and analysis of forecast and financial data for the department, and conduct financial and statistical analyses.
Oversee a contractor workforce focused on budgeting, invoices, overhead, damage claims, and underground electric transmission and distribution contracts, ensuring work aligns with Company standards.
Evaluate contractor performance and progress, and review evaluations with the contractor.
Plan and coordinate the development of the annual operating plan for the department or division.
Prepare and submit the operating expenditure plan with managers and group leaders; coordinate capital budgeting with electric distribution personnel and Budgeting.
Document processes and recommend improvements for tracking capital projects.
Provide support to Electric Distribution regarding requests from Property Accounting.
Provide direction and guidance on proper accounting of electric distribution lines, including both Capital and O&M functions.
Develop and coordinate the department or division budget.
Coordinate the monthly opex and capital forecast.
Prepare and submit Authorization for Investment Proposals for Capital Expenditures.
Coordinate with Contractors and ED personnel to compile monthly and year end accruals.
Perform a wide variety of calculations and analyses and prepare intricate financial and operational reports.
Utilize Oracle, Power Plan, ARM and related applications in preparing budget vs. actual analysis and forecast performance.
Provide various levels of support with respect to Company projects or assignments.
Maintain strong interpersonal skills for continuous interaction with all levels of management and administrative staff.
Review all assigned tasks to ensure efficiency and cost effectiveness and identify opportunities for improvement.
Monitor contracts to ensure execution per terms and conditions.
Oversee the invoice review process, including reviewing contractor invoices for contract compliance and supervising the invoice review analyst.
Provide direction, guidance, and training to personnel processing contractor invoices.
Serve as a liaison between management and contractors on contract matters including schedule, procurement, and budget.
Review contractor reports for forecast accuracy, proper procurement reporting, and completeness.
Provide effective consultation, analysis, and support to management, other departments, and auditors.
Maintain understanding of the company’s computer functions and systems and their relationship to accounting discipline.
Maintain thorough working knowledge of the Classification of Accounts.

Qualifications

Required: Bachelor’s degree in accounting, finance, or business; at least five years of applicable experience in preparing, reviewing, and analyzing financial and operational performance.

Preferred: Advanced degree; additional emphasis on detailed numerical work and demonstrated proficiency with spreadsheets, word processing, and financial software; familiarity with Electric Distribution Line of Business; knowledge of generally accepted accounting standards and procedures; strong interpersonal skills for explaining or interpreting budget policy, practices, utility accounting, property accounting, programs, and performance.

Location: Lexington, KY 40503.

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Finance Jobs in Lexington, KY

Sales Representative Entry Level

Sr Electric Dist Analyst

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