Annuities Representative (New Business) jobs in New Haven, CT

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Director of Business Operations, CORE
  • Yale New Haven Health
  • New Haven, CT OTHER
  • Overview

    To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

    The Yale/Yale New Haven Hospital Center for Outcomes Research and Evaluation (CORE) is a leading national outcomes research center dedicated to transforming healthcare for the betterment of people and society by leveraging data, analytics, and technology. We have assembled a talented, multidisciplinary group who are committed to developing solutions to the practical needs of medicine and healthcare. Our organization combines the highest academic ideals with a pragmatic approach that emphasizes the production of useful knowledge. We are distinguished by our creativity, dedication, experience, and skills, and our commitment to having our work make a tangible difference to patients, the public, and society. For additional information on CORE, please visit our website: www.medicine.yale.edu/core. The Director of Business Operations will oversee business and finance matters for COREs government and non-government contracts and grants. This includes leading all aspects of COREs finance operations including contracts, financial planning, development of annual budgets, forecasting of revenue and expenses, development of government cost/pricing proposals, financial reporting, risk assessment and ensuring compliance with regulatory and legal requirements (FAR/USGAAP regulations and contract cost accounting). This person will work directly with CORE leadership providing insightful business and financial analysis that informs COREs short and long-term business strategic plans. The Director of Business Operations should be conversant with technology, able to assess cost accounting software needs and use technology to optimize reporting and analytical functions. In addition, the Director of Business Operations will manage the CORE finance operations staff and serve as a key financial liaison to internal (Yale(Yale New Haven Health System and Yale University) and external stakeholders (government contracting officers, sponsor business offices, and other agencies ). The list of accountabilities is not intended to be all-inclusive and may be expanded to include other duties that management may deem necessary from time to time. The duties of this position can be carried out remotely if this meets the business needs of CORE. Flexible work schedules and telecommuting are available if needed and or desired.

    EEO/AA/Disability/Veteran


    Responsibilities

    • 1. Serve on COREs Sr. Leadership team. Participates in strategic planning, business development and forecasting.
    • 2. Serve as the finance strategic business lead to CORE Leadership. Provides recommendations to enhance financial performance, evaluate business opportunities and improve operations.
    • 3. Direct all aspects of COREs finance operations including financial planning, metrics, annual budgets, forecasting of revenue and expenses, metrics and reporting.
    • 4. Direct the development of government and non-government cost proposals, cost/price models, and basis of estimates for proposals.
    • 5. Provide analysis and recommendations whenever needed in support of new business opportunities, contract negotiations, pricing and financing strategies, and compliance with contract terms and conditions while ensuring profitability.
    • 6. Ensure that effective internal controls are in place and ensure compliance with GAAP, the DCAA, FAR, and applicable federal, state and sponsor requirements for financial reporting.
    • 7. Lead, manage and develop COREs finance and contract teams; mentor the teams to ensure expertise is in place for continual improvement of processes and procedures.
    • 8. Serve as the key financial liaison to internal (Yale New Haven Health System (YNHHS) and Yale University) and external stakeholders (clients, auditors, partners, and advisors).
    • 9. Oversees and manages COREs IT cost accounting software to meet federal contracting needs and integration with YNHHS IT system and general ledger.
    • 10. Collaborate with YNHHS corporate financial accounting teams to ensure proper cost accounting for all CORE projects (Overhead, G&A, Fringe, etc.).
    • 11. Ensure credibility of business/finance operations by providing timely and accurate analysis of budget status reports, financial trends, and forecasts, including coordination of closing cycles of financial systems in a timely manner.
    • 12. Coordinate and oversee all CORE audit activities.
    • 13. Oversee and evaluate vendor/contractor pricing proposals, invoicing requirements and burn rates.
    • 14. Provide advice, coordinate, and resolve business and finance operations issues.
    • 15. Diligently help shape a positive, resilient, innovative, and dedicated high-performance culture committed to excellence.
    • 16. Complete other relevant business and financial accounting activities and responsibilities as assigned.

    Qualifications

    EDUCATION

     

    Bachelors degree in accounting, Finance, or Business Administration required. A Masters degree is (MBA/CPA) preferred.

     

    EXPERIENCE

     

    A minimum of seven (7) years of progressively responsible experience in business operations and finance; with a minimum of 5 years of experience in a leadership position, including managing staff. Progressive business and financial experience related to US Government Contracts (firm fixed price (FFP), time and material (T&M), and cost plus (CP) contracts). Demonstrated knowledge and experience in compliance with GAAP, DCAA/DCMA, FAR regulations. Five (5) years accounting experience preferred.

     

    LICENSURE

     

    CPA preferred

     

    SPECIAL SKILLS

     

    -Strong understanding of government contract accounting, including quoting, progress payments, milestone, and percent of completion billing. -Excellent computer skills with strong proficiency in Excel (Pivot tables), Word, PowerPoint, and government cost accounting software such as Unanet, Deltek GCS, or CostPoint. -Excellent analytical, project management and organizational skills with keen attention to detail. -Ability to influence and direct others, and interface with all levels of management and staff with different functional expertise, as well as managing and mentor staff. -Exceptional interpersonal, collaborative, leadership. and decision-making skills. -Strong written and verbal communication, and presentation skills.

     

    PHYSICAL DEMAND

     

    N/A

     


    Additional Information

    Position is co-terminus with funding and fully funded by our grants and contracts.


    YNHHS Requisition ID

    78464
  • 3 Days Ago

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Sales representative
  • USA Insulation of New England
  • Milford, CT FULL_TIME
  • Benefits : 401(k) 401(k) Dental insurance Health insurance Vision insurance Benefits / Perks Steady, competitive, and above-average pay Advancement opportunities available Opportunities to generate mo...
  • 13 Days Ago

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Business Development Manager - New Haven
  • NELTS LLC
  • New Haven, CT FULL_TIME
  • DescriptionCOMMISSION ON SALES BASED ON QUARTERLY AND ANNUAL GOALSNELTS, Inc is a leading provider in Landscaping, Sweeping, & Snow Removal that is a family owned and operated company based in North F...
  • 1 Month Ago

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Ortho/Neuro Trauma Per Diem Business Associate
  • Yale New Haven Health
  • New Haven, CT PER_DIEM
  • OverviewTo be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, a...
  • 1 Day Ago

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Specialty Pharmacy Liaison - Business Development - Pharmacy Tech
  • Yale New Haven Health
  • New Haven, CT OTHER
  • OverviewTo be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, a...
  • 3 Days Ago

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Business Developmet Manager
  • Paul Davis Restoration of New Haven and Shoreline...
  • Clinton, CT FULL_TIME
  • Paul Davis Restoration of New Haven and the Shoreline East has been serving Connecticut’s commercial, industrial, and residential disaster recovery restoration and remodeling needs for over 25 years. ...
  • 1 Month Ago

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Real Estate Sales Representative
  • Berkshire Hathaway HomeServices New England Properties
  • Haddam, CT
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/18/2024 12:00:00 AM

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Inside Sales Representative
  • Metro Roofing Supplies - Stamford
  • Stamford, CT
  • An Inside Sales Representative will assist our walk-in customers directly, coordinate closely with our outside sales for...
  • 4/17/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Waterbury, CT
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/16/2024 12:00:00 AM

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Brand Representative
  • AMS Retail Solutions
  • Milford, CT
  • Job Description Job Description Bosch Appliance factory account representative in an assigned territory and establishes ...
  • 4/16/2024 12:00:00 AM

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Rental Sales Representative
  • Ryder System
  • Hartford, CT
  • Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. (https://ryder.com/job-applicant-privacy-polic...
  • 4/16/2024 12:00:00 AM

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Sales Representative
  • A-1 Toyota
  • New Haven, CT
  • Sales Rep automotive sales prior experience is a plus **Apply for Sales Representative** First name Last name Email addr...
  • 4/14/2024 12:00:00 AM

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Delivery Representative
  • AmeriGas
  • Colchester, CT
  • When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation’s premiere propa...
  • 4/11/2024 12:00:00 AM

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Retail Sales Representative
  • Advantage Solutions
  • Shirley, NY
  • Retail Sales Representative Are you a people person, persuasive, positive, confident? If so, we're now hiring Retail Sal...
  • 5/30/2023 12:00:00 AM

New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010. New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$48,200 to $59,643
New Haven, Connecticut area prices
were up 1.7% from a year ago