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Confluence Financial Partners Jobs in Georgia (NOW HIRING)

Conflux Systems

Financial Analyst

Atlanta, GA · On-site

The Business Analyst leads pricing strategy, analytics, and modernization initiatives, partnering ... environments (JIRA, Confluence, Azure DevOps) . * Solid understanding of GAAP, account ...

Flight Centre Travel Group (usa) Inc

$100K - $120K/yr

... financial insight to innovation and become our Finance BA in Supply Technology Role Summary We're ... Manage and maintain Jira epics, stories, and documentation in Confluence across the FCTG Atlassian ...

NICE

Partner Documentation Manager

Atlanta, GA · On-site

... and AI tools (e.g., Confluence, SharePoint, Lucidchart, Claude, Copilot) • Organized and ... fight financial crime and ensure public safety. Every day, NiCE software manages more than 120 ...

TekCommands Inc

Technical Writer

Atlanta, GA · On-site

... partners. ● Work at the intersection of business communication and API-driven ecosystems ... finance and open banking landscape. ● Create and manage API documentation using tools such as ...

CYNET SYSTEMS

Technical Writer

Atlanta, GA · On-site

Partner with Product Owners, IT, and Compliance teams to document use cases and value streams ... Create and manage API documentation using tools such as Swagger/OpenAPI, Postman, and Confluence ...

Fiserv, Inc.

Product Delivery Advisor, PFaaS

Alpharetta, GA · On-site

$100K - $162K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Partner Onboarding & Implementation Support Support onboarding of new PFaaS partners (ISVs, ISOs ...

SmartIPlace

AI Project Manager[Hybrid]

Atlanta, GA · On-site

... partnering closely with HR, Finance, Marketing, or IT identify AI use cases, this person will ... Experience with Jira, Confluence, Smartsheet, and Microsoft tools . * Strong facilitation skills ...

Monitise

Product Delivery Advisor, PFaaS

Alpharetta, GA

$100K - $162K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Partner Onboarding & Implementation Support Support onboarding of newPFaaSpartners (ISVs, ISOs, and ...

HANSGROHE

eCommerce Merchandising Analyst

Alpharetta, GA · On-site

$80K - $100K/yr

This position partners closely with Key Account Managers, Marketing, Sales Operations, and cross ... Align account activities with financial targets and operational capabilities. Promotions & Campaign ...

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Confluence Financial Partners information

What are Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in Georgia? For Confluence Financial Partners jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Confluence Financial Partners jobs in Georgia look for? The top searched job categories for Confluence Financial Partners jobs in Georgia are:
What cities in Georgia are hiring for Confluence Financial Partners jobs? Cities in Georgia with the most Confluence Financial Partners job openings:
Confluence Financial Partners jobs near you

Financial Analyst

Conflux Systems

Atlanta, GA • On-site

Full-time

Re-posted 28 days ago

Job description

NO C2C / Only W2 / No Sponsorship
As part of the OTC Billing Team, this role is critical to driving financial performance and long-term growth across the North American Bottling system. The Business Analyst leads pricing strategy, analytics, and modernization initiatives, partnering closely with Commercialization, Finance, Supply Chain, and Technology teams. This position focuses on delivering data-driven insights, leveraging AI/automation, and improving billing and pricing processes to support revenue growth and operational efficiency.
Responsibilities:
  • Lead and own pricing strategy and analytics for the North American Bottling system.
  • Apply AI, machine learning, and advanced analytics for pricing optimization, forecasting, and scenario planning.
  • Identify and implement opportunities for automation, predictive analytics, and process improvement across OTC billing.
  • Partner with cross-functional teams to support revenue growth initiatives and system solution development.
  • Define business and system requirements in collaboration with technical leaders.
  • Ensure successful implementation, governance, and adoption of new tools and innovations.
  • Drive continuous improvement to reduce costs, eliminate errors, and enhance efficiency.
  • Prepare balance sheet reconciliations, narrative analysis, and ensure compliance with GAAP and company policy.
  • Support accounting activities including journal entries, reconciliations, UAT, system testing, and volume reporting.

Qualifications:
  • Bachelor's degree in Finance, Accounting, or a related field, or equivalent experience.
  • Strong background in financial analysis, pricing, and forecasting.
  • Proven analytical, problem-solving, and stakeholder-influencing skills.
  • Proficiency with ERP and financial systems (SAP, S/4 HANA, Salesforce).
  • Advanced skills in Microsoft Excel, PowerPoint, and Access.
  • Experience with SQL, data analysis, reporting tools, and Agile/Scrum environments (JIRA, Confluence, Azure DevOps).
  • Solid understanding of GAAP, account reconciliations, and chart of accounts.
  • Excellent communication skills with the ability to influence without authority.

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