Financial Underwriter jobs in Santa Fe, NM

N
Financial Director
  • New Mexico Renewable Energy Transmission Authority
  • Santa Fe, NM FULL_TIME
  • Company Description

    NM Renewable Energy Transmission Authority (NM RETA) is a governmental instrumentality created in 2007 by the NM Legislature in Santa Fe, NM. NM RETA plans, finances, develops, permits, and acquires high voltage electric transmission and energy storage projects to connect renewable energy to the grid. The Board of Directors includes key state officials and appointees. NM RETA collaborates with private developers on projects that offer tax benefits and has four projects currently in development.


    Are you ready to make a significant impact in the renewable energy sector? Renewable Energy Transmission Energy Authority (RETA) is seeking a Financial Director. Join our dynamic, growing agency and be at the forefront of exciting industry developments! 

     

    We're seeking a detail-oriented, self-starter with a collaborative spirit to oversee our comprehensive financial operations. The role of Financial Director encompasses comprehensive financial management responsibilities for RETA, including maintaining accurate financial records, ensuring timely bill payments, and preparing financial reports for the Board and state authorities. The position also involves coordinating annual audits, managing payroll and personnel records, overseeing banking relationships, and administering employee benefits. Additionally, the role requires staying informed about relevant regulations, maintaining financial policies, and working closely with external accountants and legal counsel to ensure compliance and optimal financial operations. 

     

    This role offers a unique blend of responsibility and creativity, including: 

    • Financial Management: Maintain general ledger, process bill payments, prepare financial statements, and manage budgeting processes. 
    • Audit and Compliance: Coordinate annual audits, ensure compliance with state regulations, and maintain up-to-date financial policies. 
    • Revenue and Payroll: Handle invoicing, track receivables, manage payroll, and maintain personnel records. 
    • Banking and Insurance: Oversee cash management, maintain banking relationships, and manage insurance renewals and risk management. 
    • Benefits Administration: Administer employee benefits, including retirement plans and wellness programs. 

     

    You'll have the opportunity to work closely with Fortune 500 partners and gain insider knowledge of groundbreaking projects like the Sun Zia initiative - the largest renewable energy project in the Western Hemisphere. 

     

    The ideal candidate has a degree in accounting, finance, or business administration, and three-plus years of accounting experience, preferably in government, accounting firms, auditing, or small non-profits. We offer a hybrid work environment, a supportive team atmosphere, and the chance to directly influence our organization's success. Join our small, positive staff in our pleasant, conveniently located office. 

     

    You'll report directly to our approachable, open door Executive Director and bring fresh perspectives to our financial management. 

     

    Benefits include: 

    • Simple IRA with up to 3% employer match 
    • Dental and Vision Insurance – 100% paid for employee and their family 
    • Short- and Long-Term Disability – 100% paid for employee Health insurance 
    • Life insurance – 100% paid for employee 
    • An additional $15,000 to pay for health insurance or other health needs, in lieu of a group health plan 
    • Military leave 
    • 3 weeks of vacation, plus sick leave under NM Healthy Workplaces Act Parental leave 
    • Professional development assistance 
    • Relocation assistance 
    • Tuition reimbursement 

    Physical Setting: 

    • Office 

    Schedule: 

    • 8-hour shift 
    • Day shift 
    • Monday to Friday 

    Education: 

    • Bachelor's (Preferred) 

    Experience: 

    • Accounting: 3 years (Required) 
    • General ledger, financial management, budget, reports, strategic planning: 3 years (Required) 
    • Banking relationships, cash flow, bank reconciliations, GAAP: 1 year (Required) 
    • QuickBooks or other financial management software: 1 year (Required) 
    • Cash flow management, and reconciliations: 1 year (Required) 
    • Microsoft Office, including Excel, Word, and Outlook: 1 year (Required) 
    • Financial statement prep, audit prep & auditor management: 1 year (Preferred) 
    • Employee benefits renewal and broker management: 1 year (Preferred) 
    • Governmental or public sector financial regulations: 1 year (Preferred) 
    • Payroll, personnel files & policies: 1 year (Preferred) 

    Work Location:  

    • Offices are located in Santa Fe, NM. Hybrid options are available. 


    Don't miss this opportunity to shape the future of renewable energy - apply now and be part of something extraordinary!  

    This is a full-time position with pay range: $95,000.00 - $120,000.00 per year. 


  • 3 Days Ago

N
Financial Specialist
  • New Mexico Courts
  • Santa Fe, NM FULL_TIME
  • Administrative Office of the Courts Business Unit: 23100 Financial Specialist #00000336-23100, Full-Time, Perm, in Santa Fe, NM # of Positions: 1 Opening Date: 11-15-2024 - Close Date: 11-22-2024 Job ...
  • 14 Days Ago

C
Financial Analyst
  • Clinical Management Consultants
  • Bloomfield, NM FULL_TIME
  • Are you a detail-oriented financial professional with a passion for healthcare? Our hospital in northern New Mexico is seeking a dedicated Financial Analyst to join our team. This is a fantastic oppor...
  • 2 Months Ago

S
Financial Manager (NMED #50809)
  • State of New Mexico
  • Espanola, NM FULL_TIME
  • Posting Details Interviews are anticipated to be conducted within two weeks of closing date. Department Name: Water Protection Division (WPD) Program Area: Drinking Water Bureau (DWB) Looking for a re...
  • 4 Days Ago

E
Director of Financial Operations
  • Eight Northern Indian Pueblos Council, Inc.
  • Ohkay Owingeh, NM FULL_TIME
  • POSITION: Director of Financial OperationsPROGRAM: Finance/Administrative, Ohkay Owingeh, NMSTATUS: Regular/Full-Time/ExemptBENEFITS: YesRATE OF PAY: DOEEDUCATION: Master’s Degree in Finance, Accounti...
  • 9 Days Ago

E
Financial Services Representative II
  • Enterprise Bank & Trust
  • Santa Fe, NM FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Financial Underwriter jobs found in Santa Fe, NM area

M
Insurance Agent
  • Millennium Recruiting, Inc.
  • Santa Fe, NM
  • Save Apply 100% Remote. Incredible Growth Opportunities. World Class Mentors and Leaderships Teams. AO wants YOU to join...
  • 12/13/2024 12:00:00 AM

P
Occupational Therapist - SF
  • Presbyterian Healthcare Services
  • Santa Fe, NM
  • Overview: Rehab Physical Speech and OT Evaluates patients regarding the application of a wide variety of therapeutic int...
  • 12/13/2024 12:00:00 AM

P
CT Technologist-SF - RADIOLOGY - CT
  • Presbyterian Healthcare Services
  • Santa Fe, NM
  • Overview: Summary: Performs computerized tomographic radiographs according to established practices and procedures. Take...
  • 12/13/2024 12:00:00 AM

E
Assistant Store Manager - Santa Fe Outlet
  • Eddie Bauer
  • Santa Fe, NM
  • Overview: As an Assistant Store Manager, you will support the Store Manager to build a team that delivers results throug...
  • 12/13/2024 12:00:00 AM

F
Shift Lead - 0677
  • Five Guys
  • Santa Fe, NM
  • The pay for this position starts at $16.25/hour +Tips +Bonus Shift Leaders at Five Guys provide their leadership and exp...
  • 12/13/2024 12:00:00 AM

F
Warehouse Supervisor
  • Fedex
  • Santa Fe, NM
  • **Job Description**: As a Warehouse Supervisor at FedEx, you will oversee warehouse staff and operations, ensuring that ...
  • 12/13/2024 12:00:00 AM

S
Experimental Projects Coordinator
  • Santa Fe Institute
  • Santa Fe, NM
  • The Santa Fe Institute seeks a full-time coordinator to support the planning and execution of grant-funded, on-site rese...
  • 12/11/2024 12:00:00 AM

S
Experimental Projects Coordinator
  • Santa Fe Institute
  • Santa Fe, NM
  • The Santa Fe Institute seeks a full-time coordinator to support the planning and execution of grant-funded, on-site rese...
  • 12/11/2024 12:00:00 AM

Santa Fe (/ˌsæntəˈfeɪ/ or /ˈsæntəˌfeɪ/; Tewa: Oghá P'o'oge, Navajo: Yootó) is the capital of the U.S. state of New Mexico. It is the fourth-largest city in the state and the seat of Santa Fe County. This area was occupied for at least several thousand years by indigenous peoples who built villages several hundred years ago, on the current site of the city. It was known by the Tewa inhabitants as Ogha Po'oge ("White Shell Water Place"). The city of Santa Fe, founded by Spanish colonists in 1610, is the oldest state capital in the United States. Santa Fe (meaning "holy faith" in Spanish) had a p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Underwriter jobs
$62,731 to $83,335
Santa Fe, New Mexico area prices
were up 2.5% from a year ago

Financial Underwriter
Reviews, collects and analyzes client specific information including financial condition, employee demographics and previous claim experience to determine risk, potential benefit features and premium equivalent rates for self-funded groups.
October 18, 2022
Provides underwriting and financial knowledge sharing and education to clients, peers, and/or members of the sales and client service teams.
November 10, 2022
Demonstrate success in the marketing and sales of intangibles, negotiating, building strong relationships with customers, and providing exceptional customer service.
January 18, 2023
Requires extended periods of computer use.
January 30, 2023
Makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts.
February 04, 2023
Manages the submission and underwriting process for own agency plant, working with more experienced underwriters if outside authority.
February 24, 2023
Assists as necessary in the negotiation of benefit plan designs and financial assumptions with client service team on new and renewal business.
March 03, 2023
Meeting with producers and renewal customers to make sales presentations including product education and new product roll out.
April 15, 2023
Takes ownership and responsibility for actions and outcomes, performance and results.
May 17, 2023