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Shield Financial Jobs in Raleigh, NC (NOW HIRING)

They are responsible for ensuring that all financial and contractual obligations are met, ensuring ... Apply knowledge of title insurance policies to shield clients from potential title defects.

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Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

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

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
What job categories do people searching Shield Financial jobs in Raleigh, NC look for? The top searched job categories for Shield Financial jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Shield Financial jobs? Cities near Raleigh, NC with the most Shield Financial job openings:
Infographic showing various Shield Financial job openings in Raleigh, NC as of June 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% Remote job distribution.
Financial Analyst - Financial Monitoring & Analysis

Financial Analyst - Financial Monitoring & Analysis

Blue Cross And Blue Shield of North Carolina

Durham, NC

Full-time

Medical, Retirement, PTO

Posted 10 days ago


Blue Cross and Blue Shield of North Carolina rating

7.8

Company rating: 7.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

163rd of 277 rated insurance


Job description

Job Description

CuraCor Solutions is seeking a results-oriented, organized, analytical, and intellectually curious finance professional, who wants to make a strong impact in driving financial optimization across multiple organizations as part of the Financial Monitoring & Analysis ("FMA") team within our Diversified Business Group.
In this role, you will build a strong understanding of CuraCor's portfolio companies' performance drivers and develop clear, insightful analyses and presentations that will support leadership decisions. You will create recurring reporting and forecasts, dig into trends and variances, dive into ad hoc analyses, and help turn numbers into actionable insights for leaders.
This role is ideal for analytical professionals eager to expand their expertise in connecting insights, mastering complexity, and demonstrating measurable contributions to business objectives.
We invest and partner with innovative health care organizations in North Carolina and beyond, focused on improving healthcare outcomes, affordability, access, and experience. We work with teams who are building what's next in health care, and we bring financial clarity that helps great ideas scale responsibly.

What You'll Do

  • Financial Reporting: Help prepare and deliver monthly financial reporting that's accurate, timely, and easy for stakeholders to use. Keep recurring updates on-track while focusing on the details so the narrative in the numbers is reliable.

  • Variance Analysis: Analyze results vs. budget, forecast, and prior periods. Investigate what is driving key revenue and expense variances and summarize findings into clear, decision-ready commentary.

  • Ad Hoc Financial Analysis: Build analyses and models that help answer "what if?" and "what's next?" questions. Examples include profitability and unit economics, scenario modeling, and business case support. Present results clearly and concisely

  • Budgeting & Forecasting: Support annual budgeting, planning, and periodic reforecasting. Partner with FMA colleagues to update assumptions, build projections, and connect portfolio performance with Enterprise FP&A processes.

  • Cross-Functional Collaboration: Work closely with CuraCor and Blue Cross NC Finance partners to coordinate inputs, align on timelines, and deliver consistent, accurate updates, especially during close, forecast cycles, and for leadership requests.

  • Process Improvement: Maintain and improve reporting templates and financial models for efficiency, consistency, and accuracy. Help implement process enhancements and tools within the FMA function, staying aligned with internal controls and policies.

  • Accuracy & Ownership: Bring strong attention to detail and pride into the work, checking outputs, documenting assumptions, and meeting deadlines so leaders trust the work product.

What You Bring

  • Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.

  • Experience: 3+ years of relevant experience in financial analysis, financial reporting, or FP&A in a corporate setting (required). Experience supporting reporting cycles and participating in budgeting/forecasting is a plus.

  • Analytical Ability: Strong analytical and problem-solving skills with an eye for detail. You can identify trends/anomalies, ask insightful questions, and translate data into understandable and actionable commentary for leaders.

  • Communication: Clear written (Outlook, PPT, Excel) and verbal communication skills. You can explain financial results to non-finance partners and summarize insights in a crisp, audience-friendly way. Additionally, you can communicate in a professional, collaborative, and diplomatic manner with senior executives regarding sensitive topics, as they arise.

  • Organization & Time Management: You are highly organized and reliable, able to manage recurring monthly deadlines while also handling requests in short turnaround times. You plan ahead, follow through, and stay calm when priorities shift.

  • Team Collaboration: You are eager to work across teams and express humility when applicable. You build trust quickly, respond to feedback well, and like being part of a group that gets things done.

Bonus Points (Preferred qualifications)

  • FP&A Toolkit: Comfort with financial statements, budgeting concepts, and variance analysis, as well as a willingness to roll up your sleeves in the details.

  • Excel Strength: Strong Microsoft Excel skills (PivotTables, lookups, formulas, data analysis features). Power Query/Power Pivot is a plus.

  • AI Efficiencies: Experience with, or an interest in, seeking to gain efficiencies and insights through the use of AI.

  • Healthcare Curiosity: Exposure to, or interest in, healthcare and the business drivers and metrics that matter.

  • Growth Mindset: Curious, proactive, and eager to improve how things work. You are comfortable asking questions, learning quickly, and taking on new challenges with integrity and follow-through.

What You'll Get

Blue Cross NC is a great place to grow your career, and we have the recognition to back it up. We are known for our culture, community impact, flexibility, and benefits. On CuraCor's FMA team, you'll get exposure to a portfolio of innovative health care companies, work with smart and supportive teammates, and directly make an impact, seeing how your analyses shape decisions that improve health care for all.

WhereYou'llWork

Our Hybrid Flex approach is builton presencewith a purpose - giving you flexibility to work remotely with intentional in-person connection - that supports a workplacethat'sflexible, connected, and future focused.

In a Hybrid-Flex role,you'llwork in the office at least two days a week for collaboration and connection. In a Remote Flex role,you'llwork virtually, with a few in-office visits each year formeaningfulmoments that matter.

Whether your role is Hybrid Flex or Remote Flex depends on the nature of the work and distance from our Durham headquarters. We welcome candidates from outside the local area and in any states listed on this job posting. Onsite expectations will be discussed during the interview process.

Salary Range

At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs.Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs.

Based on annual corporate goal achievement and individual performance.

$73,698.00 - $117,917.00

Skills

Acquisitions, Business Development, Business Strategy Development, Business Valuations, Corporate Development, Corporate Development Strategies, Financial Analysis, Financial Performance, Financial Statement Modeling, Market Research, Market Research Analysis, Mergers and Acquisitions (M&A), Private Equity, Stakeholder Management, Strategic Planning, Strategy Development, Venture Capital

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JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com.


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