Third-Party Distribution

Third-Party Distribution Finance Jobs

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Underwriting Consultant - Disability Insurance

MassMutual Boston, MA Remote

23d ago

$93k - $122k/yr Full time Broker Relations Consultant Disability Insurance

Broker Relations Consultant Disability Insurance

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Job Description

The Opportunity

This role targets an experienced Individual Disability Income (DI) Underwriter who values sound judgment, decision making authority, and meaningful work. You will underwrite complex DI cases from start to finish, partnering closely with the field while maintaining the independence needed to make high quality decisions. The environment is fast paced, varied, and grounded in solid underwriting fundamentals, with real autonomy and trust in your expertise. Location: Remote in Boston, MA 02112. The role is 100 percent remote and can be performed from anywhere in the United States.

The Team

Join a close knit, seasoned DI underwriting group where collaboration is genuine. Underwriters here lean on one another, share perspectives, and respect different approaches to risk. Our culture emphasizes resilience, open communication, and comfort with ambiguity. We are undergoing a broader digital transformation, including a future underwriting system upgrade. Transparency matters to us, and we are investing in the long term evolution of how underwriting gets done.

The Impact

Your work directly affects outcomes for customers, distribution partners, and the business. Your underwriting judgment will be heard, respected, and relied upon. This position is for underwriters who want to continue refining their craft, stay close to the work, and grow through complexity, while being supported by leadership that understands DI underwriting and values long term expertise.

Key Responsibilities

Underwrite individual disability income cases end to end, applying sound judgment to accept, modify, or decline risk across medical, occupational, and financial dimensions.
Partner closely with agents, brokers, and field partners to clearly explain decisions and facilitate thoughtful placement of business.
Balance quality underwriting decisions with service expectations, exercising discretion in a fast paced environment.
Collaborate with peers and stakeholders to gather information, assess risk, and continuously improve underwriting outcomes and processes.
Demonstrate the ability to work independently amid ambiguity while contributing to a collaborative, relationship driven underwriting culture.

The Minimum Qualifications

High school diploma or GED
5+ years of proven success underwriting disability insurance in a fast paced work environment
$7K+ approval authority in disability insurance underwriting

The Preferred Qualifications

Bachelor’s degree
8+ years of proven success underwriting individual disability insurance in a fast paced work environment
Approval limits of $10K+ IDI, $15K+ BOE, $250K+ Buy/Sell without a second signature
Business Overhead and Buy Sell disability underwriting
Third party distribution, bank, or wire house underwriting experiences
Industry exams completed, i.e. ALU 101, 201, 202, LOMA, ALMI, FMLI, ALU, FALU, DIA, DIF
Demonstrated knowledge of all aspects of risk selection (medical, non medical, financial)
Ability to think critically, problem solve using data to drive toward resolution
Positive, inclusive, agile, and collaborative mindset
Strong verbal and written communication skills

What to Expect as Part of MassMutual and the Team

Regular meetings with the DI Underwriting Team
Focused one on one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-Remote #LI-JA1

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Finance Director

Hausbeck Pickles & Peppers Saginaw, MI Hybrid

25d ago

Full time Finance Director Accounting Audit Support

Finance Director Accounting Audit Support

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Job Description

Overview

Location: Hybrid remote in Saginaw, Michigan 48601. The Finance Director leads the financial strategy, planning, reporting, and control for the organization. This role collaborates with executive leadership and operations to drive solid financial performance, cost management, and long-term financial sustainability. It also provides financial oversight for the company’s Employee Stock Ownership Plan (ESOP), including valuation coordination, repurchase liability forecasting, and regulatory compliance.

Essential Duties and Responsibilities

Provide strategic financial leadership to support company growth and operational efficiency.
Partner with executive leadership to develop financial strategies and long-term business plans.
Provide financial analysis and recommendations to support capital investments, equipment purchases, and operational improvements.
Lead the annual budgeting process and ongoing financial forecasting.
Monitor financial performance and provide variance analysis against budgets and forecasts.
Develop key financial and operational metrics to support decision making.
Oversee cost accounting functions including standard costing, product costing, and cost variance analysis.
Work closely with operations to evaluate cost drivers and profitability.
Prepare and present monthly, quarterly, and annual financial statements.
Provide and present financial reports and analysis to executive leadership and the board.
Ensure accuracy, timeliness, and compliance with GAAP.
Maintain strong internal controls to safeguard company assets.
Partner with the external auditing firm to ensure compliance with financial regulations, tax requirements, and company policies.
Oversee banking relationships, credit lines, and financing activities.
Oversee audit processes and work with external auditors as needed.
Manage cash flow forecasting and working capital.
Evaluate capital expenditures and return on investment.
Oversee financial aspects of inventory valuation and controls.
Partner with operations and supply chain to manage inventory levels and reduce excess or obsolete inventory.
Foster collaboration between finance and operational departments.

ESOP Administration and Financial Oversight

Partner with executive leadership, ESOP trustees, and third-party administrators to support the ongoing administration of the Employee Stock Ownership Plan (ESOP).
Coordinate with the independent valuation firm to provide financial data required for the annual ESOP valuation.
Assist in preparing financial projections and documentation used in the ESOP stock valuation process.
Monitor and forecast ESOP repurchase liability and assist in developing long-term funding strategies.
Ensure accurate accounting and reporting related to ESOP transactions in accordance with GAAP and applicable regulatory requirements.
Oversee the financial impact of ESOP contributions, share allocations, and distributions.
Work with HR and plan administrators to ensure proper recordkeeping and compliance with ERISA and Department of Labor requirements.
Support employee education initiatives by helping communicate how company financial performance impacts employee ownership value.
Assist leadership in evaluating corporate transactions or strategic decisions that may impact ESOP structure or valuation.
Collaborate with legal, tax, and ESOP advisors on compliance, governance, and plan optimization.

Additional Responsibilities

Updates and automates accounting systems as necessary.
Perform all other duties as assigned.

Benefits

Medical, dental and vision coverage
Short-Term Disability, Long-Term Disability and Company-paid Life insurance
401(k) with company match
Company contributes HSA dollars annually of $1,000 for a Single and $2,000 for a Family

Qualifications

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree in Accounting, Finance, or related field required
CPA, CMA, or MBA preferred
7–10+ years of progressive finance or accounting experience
3–5+ years in a leadership role
Experience in manufacturing, food processing, or industrial operations strongly preferred
Knowledge of GAAP, cost accounting, fixed asset accounting, and tax filing requirements
Advanced MS Excel skills and intermediate MS Office Suite
Established ability to lead, develop and manage direct reports
Excellent oral, written communication and presentation skills
Able to multi-task and use exceptional organizational skills
Ability to analyze problems, exercise judgment, make sound objective decisions and implement solutions

Supervisory Responsibilities

Lead, mentor, and develop finance and accounting team members
Establish goals, performance expectations, and professional development plans
Carries out responsibilities in accordance with the organization's policies and applicable laws

Certifications, Licenses, Registrations

Provide necessary papers allowing holder to work legally in the United States.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Walking/moving around, standing/remaining stationary, bending and stooping/kneeling
Sit at a desk and work on a computer for prolonged periods of time, talk and hear and use hands to handle, control or feel objects
Use close vision and ability to focus on computer screens and documents

Work Schedule

Hours and days to be determined by the business needs of the organization and are subject to change. Flexible and partial remote work schedules may be approved after 90 days of employment. Occasional travel as needed.

Equal Employment Opportunity Policy

Hausbeck Pickle Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Lead Financial Analyst - Logistics

Rockwell Automation Milwaukee, WI Hybrid

1mo ago

Full time 3PL Analyst Annual Operating Plan

3PL Analyst Annual Operating Plan

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Job Description

Rockwell Automation is a global technology leader focused on helping manufacturers be more productive, sustainable, and agile. With more than 28,000 employees, our work supports customers across industries that feed the world, provide life saving medicines, protect clean water, and enable green mobility. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. This role is based in Milwaukee, Wisconsin with a hybrid remote work arrangement and reports to the Senior Finance Manager ISC. This position is part of a defined job family, and experience will determine the level and compensation.

The Lead Financial Analyst - Logistics delivers comprehensive financial analysis, planning, and forecasting for freight, duty, brokerage, warehousing, and tariff spend. You will drive continuous improvement by partnering with cross functional teams to provide insightful updates. You will monitor key logistics performance metrics to inform strategic decisions and cost optimization projects while strengthening financial visibility across global logistics and supporting cost management. You will lead month end close activities, including preparation and management of freight and duty accruals, ensuring accuracy and compliance with financial reporting standards.

Responsibilities

Lead month end activities related to freight, duties, transfer price adjustments for duties, and warehousing spend, delivering clear insights and actionable recommendations.
Manage tariff cost tracking, including actuals, forecasts, and risk assessments.
Drive continuous forecast process improvements by identifying cost drivers and coordinating inputs and related templates.
Develop the annual operating plan (AOP) that sets freight and duty rates in the annual cost roll process, influencing business unit margins and logistics absorption.
Monitor key logistics metrics and partner with the logistics team and leadership to drive improvements.
Provide financial approval and consultation for productivity project tracking and reporting to leadership.
Deliver financial analysis for the Request for Proposal process of the Third Party Logistics Provider at the Indianapolis Distribution Center, with ongoing tracking and cost comparisons of Rockwell's distribution centers including cost per line analysis and productivity calculations.
Support Cass Freight Audit and Payment provider transition and the implementation of the Transportation Management System.

Qualifications

The Essential – You Will Have:

Bachelor's Degree
Legal authorization to work in the US is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

The Preferred – You Might Also Have:

BS or BA in Accounting or Finance
Minimum of 5-8 years of experience in Finance or Accounting within financial planning and analysis
Experience communicating the business reasons for financial results
Customer focused, with an interest in understanding the strategy and priorities of the departments supported
Experience with accounting and financial reporting concepts
Experience leading standardization efforts
Experience exploring data, challenging assumptions, and uncovering deeper insights to improve financial clarity

What We Offer

Health Insurance including Medical, Dental and Vision
401k
Paid Time Off
Parental and Caregiver Leave
Flexible Work Schedule in coordination with your manager to accommodate personal life
To learn more about our benefits package, please visit www.raquickfind.com

At Rockwell Automation we are committed to building a diverse, inclusive, and authentic workplace. If your experience does not align perfectly with every qualification, we still encourage you to apply as you may be a strong candidate for this or other roles.

This position is part of a job family. Experience will be the determining factor for position level and compensation.

We are an Equal Opportunity Employer including disability and veterans. If you are an individual with a disability and need assistance or reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7247.

Rockwell Automation’s hybrid policy requires employees to work at a Rockwell location at least on Mondays, Tuesdays, and Thursdays unless there is a business obligation out of the office.

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Third-Party Distribution Finance Jobs

Underwriting Consultant - Disability Insurance

Finance Director

Lead Financial Analyst - Logistics

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