Financial Examiners

**Become a part of our caring community and help us put health first**

The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity into the company. The Acquisition Integration Advisor works on problems of diverse scope and complexity ranging from moderate to substantial.

**The Organization**

Sitting at the intersection of healthcare transformation and senior care, Humana’s Primary Care Organization (PCO) takes a comprehensive approach to senior primary care, home health and pharmacy. Our patients are our focus, where we are committed to meeting their unique needs while providing personalized, high quality primary care combined with an excellent patient experience. The PCO is looking for high potential candidates ready to accelerate their career development and join the nation’s largest provider of value-based, senior focused primary care. Why join the PCO? Our culture is focused on teamwork and providing a positive and welcoming environment for all with opportunities to grow and develop. We provide the tools and resources to help Associates thrive in a dynamic environment, while also focusing on leading happier, healthier, and more productive professional and personal lives.

With over 300 clinics nationwide and counting –Join our growing team!

**About the Role**

As an _Acquisition Integration Advisor_ , you’ll play a pivotal role in _advancing_ healthcare strategy by leading the integration of newly acquired provider groups into CenterWell. You’ll also contribute to high-impact strategic initiatives _and lead_ internal transformation efforts.

This is a high-visibility, cross-functional role ideal for a strategic thinker who thrives in _creating clarity from ambiguity_ , excels at program management, and is motivated by meaningful work.

This role reports to the _Director of Acquisition Integration within the Primary Care Strategy, Growth, and M&A team_ .

**What You’ll Do**

As a trusted advisor and integration lead, you will:

+ **Own the Integration Program:** Lead end-to-end integration for large, multi-site provider acquisitions, ensuring alignment with strategic goals and minimal disruption to operations.

+ **Drive Strategic Execution:** Collaborate with market and corporate leaders to develop and execute tailored integration plans that maximize deal value.

+ **Manage Complexity with Confidence:** Navigate ambiguity and risk with a structured, disciplined approach to problem-solving and decision-making.

+ **Track and Measure Success:** Build and manage _executive-level integration_ **_updates_** to monitor value capture and goal achievement.

+ **Support Pre-Close Activities:** Partner with M&A and Corporate Development teams to manage due diligence and _pre-close integration planning_ .

+ **Lead Broader Strategic Initiatives:** Take on high-priority projects beyond M&A, contributing to CenterWell’s broader growth and transformation strategy.

**What We’re Looking For**

+ Proven experience in program management, ideally in healthcare, consulting, or M&A environments.

+ Strong strategic thinking and problem-solving skills.

+ Comfort discussing complex situations with executive leadership.

+ Ability to lead cross-functional teams and influence stakeholders at all levels.

+ Comfort with ambiguity and a track record of driving clarity and results.

+ Excellent communication and organizational skills.

**Why Join CenterWell?**

+ **Make an Impact:** Help shape the future of value-based care and improve health outcomes for seniors.

+ **Grow Your Career:** Work alongside experienced leaders and gain exposure to high-level strategy and operations.

+ **Collaborative Culture:** Join a team where transparency, creativity, and shared purpose drive everything we do.

**Use your skills to make an impact**

**Required Qualifications**

+ Bachelor’s degree

+ A minimum of five years of strategy, integration, or separation experience, preferably in the M&A field

+ A minimum of two years of experience leading large scale, strategic projects and cross functional teams while working directly with executive leadership

+ Strong business and financial acumen

+ Executive presence with the ability to confidently interact with and advise senior management.

+ Comprehensive knowledge of all Microsoft Office applications, including PowerPoint, Word, Excel, Visio, Teams, etc.

+ Must be passionate about contributing to an organization focused on continuously improving patient experiences.

+ Exceptional communication and interpersonal skills with the ability to quickly build rapport at all levels within the organization

+ Ability to work hours of Eastern or Central time zones.

**Preferred Qualifications**

+ Master's Degree

+ Healthcare industry experience

+ Consulting experience

+ M&A Experience

**Additional Information**

+ **Travel** – Intermittent, up to 25%

**Work at Home Statement**

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:

+ At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested

+ Satellite, cellular and microwave connection can be used only if approved by leadership

+ Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

+ Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.

+ Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information

Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.

**Scheduled Weekly Hours**

40

**Pay Range**

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

$126,300 - $173,700 per year

This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

**Description of Benefits**

Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

Application Deadline: 08-01-2025

**About us**

About CenterWell Senior Primary Care: CenterWell Senior Primary Care provides proactive, preventive care to seniors, including wellness visits, physical exams, chronic condition management, screenings, minor injury treatment and more. Our unique care model focuses on personalized experiences, taking time to listen, learn and address the factors that impact patient well-being. Our integrated care teams, which include physicians, nurses, behavioral health specialists and more, spend up to 50 percent more time with patients, providing compassionate, personalized care that brings better health outcomes. We go beyond physical health by also addressing other factors that can impact a patient’s well-being.

About CenterWell, a Humana company: CenterWell creates experiences that put patients at the center. As the nation’s largest provider of senior-focused primary care, one of the largest providers of home health services, and fourth largest pharmacy benefit manager, CenterWell is focused on whole-person health by addressing the physical, emotional and social wellness of our patients. As part of Humana Inc. (NYSE: HUM), CenterWell offers stability, industry-leading benefits, and opportunities to grow yourself and your career. We proudly employ more than 30,000 clinicians who are committed to putting health first – for our teammates, patients, communities and company. By providing flexible scheduling options, clinical certifications, leadership development programs and career coaching, we allow employees to invest in their personal and professional well-being, all from day one.

​

**Equal Opportunity Employer**

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Centerwell, a wholly owned subsidiary of Humana, complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our full accessibility rights information and language options https://www.partnersinprimarycare.com/accessibility-resources

**Responsibilities**

This a remote position.

Leads the development, implementation and review of specific business objectives and strategic inorganic growth initiatives at the market and/or regional levels to implement the strategic growth and development of markets driven by

their market strategy. Leads work streams of peers, stakeholders and senior leadership to carry out transactions through inorganic growth methods: mergers, acquisitions, joint ventures, and other partnership models. Develops the

presentation and analysis of objective data sets that enables Regional and System executive leadership to make informed decisions to achieve strategic growth. Leads overall transaction project management, business/asset valuation,

work stream prioritization, monitoring/tracking portfolio performance, and overall process leadership. This individual must possess a high-touch service orientation toward matrixed cross-functional leaders and internal customers as well

as an attention to detail and ability to drive initiatives to measurable results on-time, within budget, and meeting desired objectives.

**Essential Key Job Responsibilities**

+ Initiates and engages with leadership, stakeholders and external partners to identify, facilitate, negotiate, and effectuate strategic regional and/or market-level partnerships and transactions; lead related initiatives efficiently and with regard to performance (financial and quality), strategic value, and growth.

+ Drives objective data extraction and reduction and performs business case analyses that enables Region and System leadership to make informed decisions and achieve strategic growth objectives.

+ Directs and performs analyses and feasibility studies to identify opportunities and implications for programs or services.

+ In partnership with cross-functional leaders across the organization, leads the overall transaction process, including project management, due diligence, financial model review and development, presentations and document preparation (e.g., definitive agreements, business plans, term sheets, NDAs, LOIs), and presentations.

+ Leads business plan/memo development and coordinates with legal as required in support of the Governance Matrix approval process.

+ Leads coordination efforts with system functional leaders throughout the growth initiative process to ensure timely execution of key tasks.

+ Develops and implements transaction management playbook processes, tools, and templates in partnership with system functional leaders. Ensures a smooth transition to integration and operations.

+ Ensures a thorough, transparent, and disciplined due diligence process to inform transaction and integration decisions and processes.

+ Directs supporting technical teams in the development of business intelligence dashboards for partnership portfolio analysis. Accountable for monitoring and reporting on system-wide partnership portfolio performance (e.g., compliance, performance against plan, operational, financial, quality, patient experience) and continued strategic relevance.

+ Maintains executive-level relationships with external partners as well as communications with CommonSpirit Health joint venture board representatives.

**Qualifications**

**Required Education**

+ Bachelor's degree in Business Administration or Health Administration

+ Master’s degree in Business Administration preferred

**Required Experience**

+ Minimum of five (5) years’ experience in business development, investment banking, healthcare management consulting or strategic planning

+ Minimum of three (3) years’ project management consulting or management experience

+ Minimum of two (2) years’ supervisory experience

+ Must have healthcare experience

+ Strongly prefer relevant prior experience with mergers & acquisitions, joint ventures, private equity or venture capital investments

**Required Minimum Knowledge, Skills and Abilities**

+ Self-driven, organized, highly capable and experienced working with all levels of key stakeholders and using data from multiple sources in a fast-paced, remote environment.

+ Strong financial and business acumen and a broad understanding of healthcare economics and regulatory environment.

+ Understand the essential principles of the acquisition/partnership process from LOI, due diligence, fair market value and definitive agreements.

+ Executive presence: must possess a comfort level in interacting and presenting to all levels of divisional and corporate leadership and executive teams.

+ Experience with Google Suite (Docs, Sheets, Slides) and Microsoft Office (Excel, Word, PowerPoint).

+ Ability to lead multi-functional groups including high level executive leadership.

**Overview**

Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation’s largest nonprofit Catholic healthcare organizations, CommonSpirit Health delivers more than 20 million patient encounters annually through more than 2,300 clinics, care sites and 137 hospital-based locations, in addition to its home-based services and virtual care offerings. CommonSpirit has more than 157,000 employees, 45,000 nurses and 25,000 physicians and advanced practice providers across 24 states and contributes more than $4.2 billion annually in charity care, community benefits and unreimbursed government programs. Together with our patients, physicians, partners, and communities, we are creating a more just, equitable, and innovative healthcare delivery system.

**Pay Range**

$72.03 - $104.45 /hour

We are an equal opportunity employer.

**JOB DESCRIPTION**

**Job Summary**

Responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion. Plans and directs schedules as well as project budgets. Monitors the project from inception through delivery. May engage and oversee the work of external vendors. Assigns, directs and monitors system analysis and program staff. These positions' primary focus is project/program management.

**Job Duties**

+ Active collaborator with people who are responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion.

+ Plans and directs schedules as well as project budgets.

+ Monitors the project from inception through delivery.

+ May engage and oversee the work of external vendors.

+ Focuses on process improvement, organizational change management, program management and other processes relative to the business.

+ Leads and manages team in planning and executing business programs.

+ Serves as the subject matter expert in the functional area and leads programs to meet critical needs.

+ Communicates and collaborates with customers to analyze and transform needs and goals into functional requirements. Delivers the appropriate artifacts as needed.

+ Works with operational leaders within the business to provide recommendations on opportunities for process improvements.

+ Creates business requirements documents, test plans, requirements traceability matrix, user training materials and other related documentations.

+ Generate and distribute standard reports on schedule

**JOB QUALIFICATIONS**

**REQUIRED EDUCATION** :

Bachelor's Degree or equivalent combination of education and experience.

**REQUIRED EXPERIENCE/KNOWLEDGE, SKILLS & ABILITIES** :

+ 3-5 years of Program and/or Project management experience.

+ Operational Process Improvement experience.

+ Healthcare experience.

+ Experience with Microsoft Project and Visio.

+ Excellent presentation and communication skills.

+ Experience partnering with different levels of leadership across the organization.

**PREFERRED EDUCATION** :

Graduate Degree or equivalent combination of education and experience.

**PREFERRED EXPERIENCE** :

• 5-7 years of Program and/or Project management experience.

• Managed Care experience.

• Experience working in a cross functional highly matrixed organization.

**PREFERRED LICENSE, CERTIFICATION, ASSOCIATION** :

• PMP, Six Sigma Green Belt, Six Sigma Black Belt Certification and/or comparable coursework desired.

To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Pay Range: $77,969 - $155,508 / ANNUAL

*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

**JOB DESCRIPTION**

**Job Summary**

Responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion. Plans and directs schedules as well as project budgets. Monitors the project from inception through delivery. May engage and oversee the work of external vendors. Assigns, directs and monitors system analysis and program staff. These positions' primary focus is project/program management.

**Job Duties**

+ Active collaborator with people who are responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion.

+ Plans and directs schedules as well as project budgets.

+ Monitors the project from inception through delivery.

+ May engage and oversee the work of external vendors.

+ Focuses on process improvement, organizational change management, program management and other processes relative to the business.

+ Leads and manages team in planning and executing business programs.

+ Serves as the subject matter expert in the functional area and leads programs to meet critical needs.

+ Communicates and collaborates with customers to analyze and transform needs and goals into functional requirements. Delivers the appropriate artifacts as needed.

+ Works with operational leaders within the business to provide recommendations on opportunities for process improvements.

+ Creates business requirements documents, test plans, requirements traceability matrix, user training materials and other related documentations.

+ Generate and distribute standard reports on schedule

**JOB QUALIFICATIONS**

**REQUIRED EDUCATION** :

Bachelor's Degree or equivalent combination of education and experience.

**REQUIRED EXPERIENCE/KNOWLEDGE, SKILLS & ABILITIES** :

+ 3-5 years of Program and/or Project management experience.

+ Operational Process Improvement experience.

+ Healthcare experience.

+ Experience with Microsoft Project and Visio.

+ Excellent presentation and communication skills.

+ Experience partnering with different levels of leadership across the organization.

**PREFERRED EDUCATION** :

Graduate Degree or equivalent combination of education and experience.

**PREFERRED EXPERIENCE** :

• 5-7 years of Program and/or Project management experience.

• Managed Care experience.

• Experience working in a cross functional highly matrixed organization.

**PREFERRED LICENSE, CERTIFICATION, ASSOCIATION** :

• PMP, Six Sigma Green Belt, Six Sigma Black Belt Certification and/or comparable coursework desired.

To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Pay Range: $77,969 - $155,508 / ANNUAL

*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

**JOB DESCRIPTION**

**Job Summary**

Responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion. Plans and directs schedules as well as project budgets. Monitors the project from inception through delivery. May engage and oversee the work of external vendors. Assigns, directs and monitors system analysis and program staff. These positions' primary focus is project/program management.

**Job Duties**

+ Active collaborator with people who are responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion.

+ Plans and directs schedules as well as project budgets.

+ Monitors the project from inception through delivery.

+ May engage and oversee the work of external vendors.

+ Focuses on process improvement, organizational change management, program management and other processes relative to the business.

+ Leads and manages team in planning and executing business programs.

+ Serves as the subject matter expert in the functional area and leads programs to meet critical needs.

+ Communicates and collaborates with customers to analyze and transform needs and goals into functional requirements. Delivers the appropriate artifacts as needed.

+ Works with operational leaders within the business to provide recommendations on opportunities for process improvements.

+ Creates business requirements documents, test plans, requirements traceability matrix, user training materials and other related documentations.

+ Generate and distribute standard reports on schedule

**JOB QUALIFICATIONS**

**REQUIRED EDUCATION** :

Bachelor's Degree or equivalent combination of education and experience.

**REQUIRED EXPERIENCE/KNOWLEDGE, SKILLS & ABILITIES** :

+ 3-5 years of Program and/or Project management experience.

+ Operational Process Improvement experience.

+ Healthcare experience.

+ Experience with Microsoft Project and Visio.

+ Excellent presentation and communication skills.

+ Experience partnering with different levels of leadership across the organization.

**PREFERRED EDUCATION** :

Graduate Degree or equivalent combination of education and experience.

**PREFERRED EXPERIENCE** :

• 5-7 years of Program and/or Project management experience.

• Managed Care experience.

• Experience working in a cross functional highly matrixed organization.

**PREFERRED LICENSE, CERTIFICATION, ASSOCIATION** :

• PMP, Six Sigma Green Belt, Six Sigma Black Belt Certification and/or comparable coursework desired.

To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Pay Range: $77,969 - $155,508 / ANNUAL

*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

**JOB DESCRIPTION**

**Job Summary**

Responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion. Plans and directs schedules as well as project budgets. Monitors the project from inception through delivery. May engage and oversee the work of external vendors. Assigns, directs and monitors system analysis and program staff. These positions' primary focus is project/program management.

**Job Duties**

+ Active collaborator with people who are responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion.

+ Plans and directs schedules as well as project budgets.

+ Monitors the project from inception through delivery.

+ May engage and oversee the work of external vendors.

+ Focuses on process improvement, organizational change management, program management and other processes relative to the business.

+ Leads and manages team in planning and executing business programs.

+ Serves as the subject matter expert in the functional area and leads programs to meet critical needs.

+ Communicates and collaborates with customers to analyze and transform needs and goals into functional requirements. Delivers the appropriate artifacts as needed.

+ Works with operational leaders within the business to provide recommendations on opportunities for process improvements.

+ Creates business requirements documents, test plans, requirements traceability matrix, user training materials and other related documentations.

+ Generate and distribute standard reports on schedule

**JOB QUALIFICATIONS**

**REQUIRED EDUCATION** :

Bachelor's Degree or equivalent combination of education and experience.

**REQUIRED EXPERIENCE/KNOWLEDGE, SKILLS & ABILITIES** :

+ 3-5 years of Program and/or Project management experience.

+ Operational Process Improvement experience.

+ Healthcare experience.

+ Experience with Microsoft Project and Visio.

+ Excellent presentation and communication skills.

+ Experience partnering with different levels of leadership across the organization.

**PREFERRED EDUCATION** :

Graduate Degree or equivalent combination of education and experience.

**PREFERRED EXPERIENCE** :

• 5-7 years of Program and/or Project management experience.

• Managed Care experience.

• Experience working in a cross functional highly matrixed organization.

**PREFERRED LICENSE, CERTIFICATION, ASSOCIATION** :

• PMP, Six Sigma Green Belt, Six Sigma Black Belt Certification and/or comparable coursework desired.

To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Pay Range: $77,969 - $155,508 / ANNUAL

*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

**JOB DESCRIPTION**

**Job Summary**

Responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion. Plans and directs schedules as well as project budgets. Monitors the project from inception through delivery. May engage and oversee the work of external vendors. Assigns, directs and monitors system analysis and program staff. These positions' primary focus is project/program management.

**Job Duties**

+ Active collaborator with people who are responsible for internal business projects and programs involving department or cross-functional teams of subject matter experts, delivering products through the design process to completion.

+ Plans and directs schedules as well as project budgets.

+ Monitors the project from inception through delivery.

+ May engage and oversee the work of external vendors.

+ Focuses on process improvement, organizational change management, program management and other processes relative to the business.

+ Leads and manages team in planning and executing business programs.

+ Serves as the subject matter expert in the functional area and leads programs to meet critical needs.

+ Communicates and collaborates with customers to analyze and transform needs and goals into functional requirements. Delivers the appropriate artifacts as needed.

+ Works with operational leaders within the business to provide recommendations on opportunities for process improvements.

+ Creates business requirements documents, test plans, requirements traceability matrix, user training materials and other related documentations.

+ Generate and distribute standard reports on schedule

**JOB QUALIFICATIONS**

**REQUIRED EDUCATION** :

Bachelor's Degree or equivalent combination of education and experience.

**REQUIRED EXPERIENCE/KNOWLEDGE, SKILLS & ABILITIES** :

+ 3-5 years of Program and/or Project management experience.

+ Operational Process Improvement experience.

+ Healthcare experience.

+ Experience with Microsoft Project and Visio.

+ Excellent presentation and communication skills.

+ Experience partnering with different levels of leadership across the organization.

**PREFERRED EDUCATION** :

Graduate Degree or equivalent combination of education and experience.

**PREFERRED EXPERIENCE** :

• 5-7 years of Program and/or Project management experience.

• Managed Care experience.

• Experience working in a cross functional highly matrixed organization.

**PREFERRED LICENSE, CERTIFICATION, ASSOCIATION** :

• PMP, Six Sigma Green Belt, Six Sigma Black Belt Certification and/or comparable coursework desired.

To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Pay Range: $77,969 - $155,508 / ANNUAL

*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.

**Your passion. Our purpose. This could be powerful.**

Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours.

**Job Overview**

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 03-Jul-2025. The posting may close early due to the volume of applicants.

**Team Overview:**

Does supporting the High Net Worth segment excite you? Do you have experience in investment banking or mergers and acquisitions? If so, this could be an exciting opportunity for you! Edward Jones Advisory Partner Network team, providing world-class advisory services for our business owner clients, specifically focuses on helping clients navigate acquisitions and exit strategies for their businesses. This team will facilitate all aspects required for a successful sale of a business, along with the cultivation of a robust ecosystem of external partners to support the needs of our clients during business transactions. The team will also develop the training, tools and resources to empower our financial advisors to successfully work with business owner clients.

**What You Will Do:**

The Strategic Initiatives Analyst - Mergers and Acquisitions (M&A) Lead will help drive the growth of the newly created Business Owner M&A Advisory function. The role will include oversight and management of the daily financial advisor referral process, ownership of the opportunity tracker and lead interface with our investment banking/M&A partners. This position will work closely with the Senior Director in setting and tracking KPIs to support the HNW (High Net Worth) segment as well as creating and implementing development programs for financial advisors focused on HNW business owner clients

Responsibilities include:

+ Primary responsibility for the M&A Referral Program day to day functions (currently in pilot) including initial FA interface/Q&A and guidance on process details.

+ Work closely with and provide guidance to the business support specialist who will perform all referral coordination tasks - client disclosure forms, records management and client/FA meeting scheduling.

+ Have the opportunity to present to groups of financial advisors sharing details of the program and excitement for the overall program and opportunity to grow their practice.

+ Ownership of weekly tracking and reporting to the HNW leadership team and key functional stakeholders.

+ Oversee and help grow our network of M&A referral partners, working closely with the HNW APPS referral network team.

+ Help develop financial advisor events, training and resources with home office counterparts.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $84100

**Hiring Maximum:** $143100

Read More About Job Overview

**Skills/Requirements**

**What Experience You Need:**

+ Bachelor's Degree

+ Minimum 3-5 years' financial services experience

+ Experience working in investment banking and/or the Mergers and Acquisitions industry

+ Proficient understanding of the Financial Services Industry and general Business acumen.

+ Proven experience leading programs and/or projects

**What Could Set you Apart:**

+ Experience working in a similar function with regular interface to financial advisors, business owner clients and M&A professionals.

+ Experience working in matrixed organizations.

+ 6-10 years' experience in the financial services field

*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-HO

**Job Title**

Talent Acquisition Advisor

**Job Description Summary**

We are looking for a Talent Acquisition Advisor to join our Cushman & Wakefield Talent Acquisition Team. The ideal candidate will have experience providing high volume recruiting in a fast paced, demanding professional environment. We are seeking an enthusiastic individual who is passionate about providing excellent customer service, with a process improvement mind set.

**Job Description**

**Responsibilities:**

+ Execute full life cycle, high volume recruitment for a variety of roles (140-160 hires expected per year at typical volumes)

+ Conduct kick-off calls with hiring manager to fully understand the scope of the role and confirm a communication cadence for updates, resumes and interviews.

+ Generate a diverse candidate population using various methods including job boards, colleges, ERG's, organizations, and personal networking, utilizing a metrics driven approach to track the effectiveness and pivot when needed

+ Partner with the business to create recruitment strategies for sourcing, pipelining and filling a mix of repeatable and niche skill sets

+ Conduct phone/ video interviews with applicants to ensure candidates meet minimum qualifications and are an organizational fit for C&W

+ Stay up-to-date on best practices and sourcing tools (including GEM, Job Boards, LinkedIn, Indeed) and look for ways the team can best utilize them

+ Proactively build an ongoing pipeline of qualified candidates, partnering with team members to ensure candidate pipelines are leveraged team wide for optimum efficient and sharing of talent

+ Develop candidate talent pipelines through sourcing channels, recruitment campaigns, internet searches, networking groups, social media, database search, referrals, and advertising

+ Source for multiple searches and supporting several hiring managers simultaneously

+ Assist with managing and growing our employment brand and recruiting presence across social media channels

+ Provide complete, accurate, and inspiring information to candidates about the company and position, reinforcing the values and culture of Cushman & Wakefield

+ Be a C&W ambassador to attract top talent to the Company

+ Assist with ad hoc projects and other regional recruiting as needed

+ Lead Recruitment update calls with business leaders and hiring managers

**Qualifications:**

+ Bachelor’s Degree or equivalent experience preferred

+ 3+ years of recruiting experience or related: Ideally coming from commercial real estate or property management industries

+ Prior Workday ATS experience is a plus

+ Proficient in MS Excel, PowerPoint, and Word

+ Exceptional time management, organizational, and communication skills

+ Ability to handle sensitive and confidential information

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $59,500.00 - $70,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1-888-365-5406** or email **HRServices@cushwake.com** . Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”

**Requisition ID: 285525**

+ **Relocation Authorized: None**

+ **Telework Type: Part-Time Telework**

+ **Work Location: Glendale, AZ**

# Extraordinary teams building inspiring projects:

Since 1898, we have helped customers complete more than 25,000 projects in 160 countries on all seven continents that have created jobs, grown economies, improved the resiliency of the world's infrastructure, increased access to energy, resources, and vital services, and made the world a safer, cleaner place.

Differentiated by the quality of our people and our relentless drive to deliver the most successful outcomes, we align our capabilities to our customers' objectives to create a lasting positive impact. We serve the Infrastructure; Nuclear, Security & Environmental; Energy; Mining & Metals, and the Manufacturing and Technology markets. Our services span from initial planning and investment, through start-up and operations.

Core to Bechtel is our Vision, Values and Commitments . They are what we believe, what customers can expect, and how we deliver. Learn more about our extraordinary teams building inspiring projects in our Impact Report .

# Job Summary:

This role will leverage the Fieldglass Vendor Management Tool for global agency needs and coordinate with Regional TA Managers on their respective agency programs. The ideal candidate will assist the Agency PMO team with the daily processing of agency actions, providing customer service, and look for areas of continuous improvement. This position will be based out of our Glendale, AZ office, and there is no relocation authorized. \#LI-KL1 #LI-Hybrid

_This position is designated as part-time telework per our global telework policy and will require at least three days of in-person attendance per week at the assigned office or project. Weekly in-person schedules will be determined by the individual and their supervisor, in consultation with functional or project leadership._

# Major Responsibilities:

+ **Create & Manage Job Postings:** Develop job posting templates, assist hiring managers, and ensure alignment with job classifications and job keys.

+ **Work Order Processing:** Create, review, and revise work orders for data accuracy, pay rates, assignment updates, and compliance with staffing agreements.

+ **Interview Coordination:** Schedule interviews, manage communication with staffing agencies, and ensure interviews are aligned with time zones.

+ **Onboarding & Reporting:** Manage first-day reporting instructions, badging paperwork, and provide required information to staffing agencies and projects.

+ **Personnel Monitoring & Compliance:** Track personnel assignments, ensure timely processing of assignment extensions and policy compliance.

+ Agency Conversions & Release Notifications: Coordinate conversions of agency staff to Bechtel and handle release notifications and work order deactivations.

+ Fieldglass System & Vendor Management: Use Fieldglass software to troubleshoot issues, recommend process improvements, and assist with system configuration.

+ **Data Collection & Reporting:** Collect, analyze, and assemble data for personnel reports, timekeeping, and expense management.

+ Vendor Relations & Supplier Onboarding: Build relationships with vendors, assist with onboarding, contract negotiations, and system setup for suppliers.

+ **Training & Continuous Improvement:** Train team members on PMO standards, monitor PMO mailbox actions, and support special projects.

# Education and Experience Requirements:

+ Requires a minimum of 4-6 years of related experience​.

+ Associate degree or related technical training preferred.

# Required Knowledge and Skills:

+ Minimum of five (5) years of experience using SAP Fieldglass or SAP HR is preferred.

+ Experience with HR/payroll processing in SAP, Oracle, or other ERP systems.

+ Familiarity with relocation policies, assignment conditions, and government GSA requirements.

+ Experience in personnel functions such as compensation, EEO, employment, and training & development.

+ Ability to work in a fast-paced, high-volume environment with strong attention to detail.

+ Strong customer service skills with the ability to establish and maintain effective working relationships.

# Total Rewards/Benefits:

For decades, Bechtel has worked to inspire the next generation of employees and beyond! Because our teams face some of the world's toughest challenges, we offer robust benefits to ensure our people thrive. Whether it is advancing careers, delivering programs to enhance our culture, or providing time to recharge, Bechtel has the benefits to build a legacy of sustainable growth. Learn more at Bechtel Total Rewards

# Diverse teams build the extraordinary:

As a global company, Bechtel has long been home to a vibrant multitude of nationalities, cultures, ethnicities, and life experiences. This diversity has made us a more trusted partner, more effective problem solvers and innovators, and a more attractive destination for leading talent.

We are committed to being a company where every colleague feels that they belong-where colleagues feel part of "One Team," respected and rewarded for what they bring, supported in pursuing their goals, invested in our values and purpose, and treated equitably. Click here to learn more about the people who power our legacy.

**_Bechtel is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, disability, citizenship status (except as authorized by law), protected veteran status, genetic information, and any other characteristic protected by federal, state or local law. Applicants with a disability, who require a reasonable accommodation for any part of the application or hiring process, may e-mail their request to_** **acesstmt@bechtel.com**