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Senior Finance Analyst jobs at Eaton

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  • Engineering Finance Manager, Aerospace Group

    Eaton Corporation 4.7company rating

    Senior finance analyst job at Eaton

    Eaton's AER Aerospace Group division is currently seeking a Engineering Finance Manager, Aerospace Group. This role can be based at one of the following Eaton locations; Beachwood OH, Davenport IA, Irvine CA, Jackson MI, Jackson MS, Los Angeles CA, Orchard Park NY OR Fort Worth, TX The expected annual salary range for this role is $124000 - $182000 a year. This position is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: Job Summary This position will serve as a group resource, concentrating on executing engineering finance and program accounting related tasks. Serving as a key finance partner to the engineering organization, this person will drive alignment on strategic priorities, resource allocation, and program performance. The Engineering Finance Manager will lead forecasting, profit planning, and strategic planning for engineering programs, while managing all aspects of project accounting. Acting as a trusted advisor, this role provides financial insights to engineering and program managers and will collaborate closely with group Commercial Finance Manager and divisional Strategic FP&A leaders to ensure proper investment decisions, accurate reporting, and compliance. As a change agent, the manager will champion finance transformation initiatives through standardization of finance processes and innovative tools and forward-looking analytics that enable predictive insights and sustainable success. Job Responsibilities * Develop and implement standardized labor and overhead rates for the engineering organization by collaborating with engineering leadership and government compliance teams to ensure accuracy and regulatory alignment. * Coordinate and consolidate the 5-year strat plan, annual profit plan, and monthly forecast for engineering finance programs * Manage functional budgeting for engineering * Manage all aspects of project accounting, including project setup, revenue recognition, cost allocation, risk identificiation & mitigation impacts, and coordination of Estimate-at-Completion (EAC) reviews * Deliver financial insights to engineering and program managers by analyzing project spend, identifying risks and opportunities, and providing clear commentary to support informed decision-making. * Align group and divisional priorities for future investments and strategic planning across global engineering, ensuring consistent resource and capital allocation to support long-term growth * Partner with engineering leaders to find cost optimization opportunities and other levers that enable an increase in innovation investment without spending more dollars. * Act as a change agent by leading finance transformation initiatives such as driving standardization of process across the group and implementing innovative tools and forward-looking analytics that enable predictive insights and drive sustainable future success #LI-LD1 Qualifications: Basic Qualifications: * Bachelor's Degree in Finance, Accounting, Business or Economics from an accredited institution. * Minimum three (3) years of professional experience in aerospace or defense * Minimum 8 years accounting/finance experience * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. * "This position requires access to export-controlled information. To conform to U.S. Government export regulations applicable to that information, applicant must be a U.S. person, defined as a (i) U.S. citizen or national, (ii) U.S. lawful, permanent resident (green card holder), (iii) refugee under 8 U.S.C. 1157, or (iv) asylee under 8 U.S.C. 1158." * No relocation is offered for this position. All candidates must currently reside within 50 miles of Beachwood OH, Davenport IA, Irvine CA, Jackson MI, Jackson MS, Los Angeles CA, Orchard Park NY or Fort Worth, TX to be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation. Preferred Qualifications: * Master's Degree from an accredited Institution * 2 years of data analytics experience is preferred. * Experience leading and managing a team Skills: Position Criteria: * Strong financial acumen and business partnering skills; experience with the following applications are a plus: ProPM, Oracle Time & Labor, SAP CATS * Ability to understand and communicate financial concepts to non-financial professionals * Detail-oriented with effective organization and time management skills * Highly motivated, highly analytical and self-starter * Ability to drive change across the regional finance and ops organizations * Strong problem- solving skills with a proven ability to develop effective solutions We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $124k-182k yearly 1d ago
  • Commercial Finance Analyst

    Eaton Corporation 4.7company rating

    Senior finance analyst job at Eaton

    Eaton's ES AMER HQ division is currently seeking a Commercial Finance Analyst. The position can be based at our facility in Beachwood, Ohio, Moon TWP, PA, Waukesha, WI or Charlotte, NC. The position is eligible for a hybrid work setup. The expected annual salary range for this role is $83000 - $122000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: Eaton's finance organization is enhancing its capabilities through advanced processes, technologies, and talent development. Commercial Finance Professionals at Eaton collaborate with Sales & Marketing and Engineering R&D to drive profitable growth by leading revenue planning and product optimization. They focus on budgeting, forecasting, financial planning, assessing financial performance, identifying trends, and providing insights to optimize profitability and ensure compliance with financial regulations. This role involves close collaboration with sales and marketing teams to develop and execute revenue strategies. Essential Functions: * Initiate and oversee profitability management projects, analyzing various revenue streams to identify optimization opportunities. * Utilize data to influence cross-functional teams and build consensus. * Collaborate with Operations and Marketing teams leading finance input into SIOP process * Supervise the contract structuring process, ensuring terms are financially beneficial and align with company objectives. * Lead product optimization initiatives through rigorous financial analysis and market research to identify growth and improvement areas. * Perform comprehensive sales and incentives analysis to evaluate the performance and effectiveness of incentive programs. * Provide strategic advice on pricing strategies based on market trends, cost structures, and the competitive landscape. * Direct data review and analysis activities, ensuring the accuracy and integrity of financial information. * Manage the collection and dissemination of key financial data to relevant stakeholders. * Examine deals and contracts to assess their financial implications and offer recommendations for optimal outcomes. Qualifications: Basic Qualifications: * Bachelor's degree from an accredited institution. * Minimum 2 years in finance roles * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. * No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation Preferred Qualifications: * Experienced in interpreting and presenting complex data for actionable insights * Experience leading and developing global teams in a matrixed organization * Bachelor's degree in Finance, Accounting from an accredited institution * Experience with financial modeling Position Criteria: * Proven success collaborating with sales and marketing teams to boost revenue and profitability * Ability to explain financial concepts to non-finance stakeholders * Proficient with financial analysis tools and systems * Detail-oriented with high accuracy in financial reporting and analysis We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
    $83k-122k yearly 1d ago
  • Financial Consultant- Little Rock, AR

    Fidelity Investments 4.6company rating

    Little Rock, AR jobs

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $37k-62k yearly est. 3d ago
  • VP, Financial Consultant - Boca Raton, FL

    Charles Schwab 4.8company rating

    Boca Raton, FL jobs

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $76k-137k yearly est. 18h ago
  • Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid)

    Capital One 4.7company rating

    McLean, VA jobs

    * Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr
    $103k-127k yearly est. 4d ago
  • Financial Data Governance Lead

    The Midtown Group 4.4company rating

    Bethesda, MD jobs

    We are actively interviewing for the following opportunity. If interested please apply now and we will reach out and set you up with a video interview We are seeking a Data Governance Lead with deep experience in the financial services industry, specifically within private equity, to drive the development and execution of our enterprise data governance strategy. This individual contributor role will report directly to the VP of Data and work closely with cross-functional teams to identify, classify, and manage data domains, sub-domains, and assets across the organization. Key Responsibilities Key Responsibilities Build the Data Governance Program: You will be responsible for designing and implementing our data governance framework from scratch. This includes creating policies, standards, and procedures for data ownership, classification, and quality. Establish Key Data Domains and Assets: In the first 6-12 months, your primary challenge will be to identify, document, and define the most critical data domains and assets across our company using Azure Fabric, including borrower data, loan data, credit data, and portfolio information. Be a Hands-On Problem Solver: Take a hands-on approach to identify and resolve data quality issues, working directly with data and business teams to implement practical solutions rather than just setting policy. Lead Stakeholder Collaboration: Act as the central point of contact for data governance, working closely with investment, risk, and legal teams to ensure data is trusted, compliant, and accessible for strategic decision-making. Drive Mentorship and Skill Development: While you will be a sole contributor, you are expected to be a mentor, guiding and educating various teams on data governance best practices to foster a firm-wide culture of data stewardship. Develop and Track KPIs: Define and monitor key performance indicators (KPIs) for data quality and governance effectiveness, reporting regularly to senior leadership on progress. Define and implement data access policies aligned with GDPR and other relevant compliance frameworks. Establish metadata standards, data lineage tracking, and stewardship models. Evaluate and implement governance tools such as Purview, Precisely, and Collibra. Qualifications Minimum 7 years of experience in data governance within the financial services industry, with private equity experience required. Strong understanding of data management frameworks (e.g., MDM, DCAM). Familiarity with GDPR and other data privacy regulations. Excellent communication and stakeholder engagement skills. Ability to work independently while contributing to a highly collaborative team. Preferred Skills Experience with Microsoft Purview, Precisely, and Collibra. Knowledge of enterprise data architecture and data quality management. Proven ability to influence without direct authority across business and technical teams.
    $94k-135k yearly est. 4d ago
  • VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab 4.8company rating

    Orlando, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $76k-138k yearly est. 18h ago
  • VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab 4.8company rating

    Deltona, FL jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $76k-138k yearly est. 18h ago
  • Financial Consultant Partner - Burlington/Cambridge/Lynnfield, MA

    Charles Schwab 4.8company rating

    Cambridge, MA jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $68k-96k yearly est. 18h ago
  • Financial Analyst

    Generis Tek Inc. 4.0company rating

    Princeton, NJ jobs

    Jigar Kachhia at email address **************************** can be reached on # ************. We have Contract Role of Financial Analyst IV our client at Princeton NJ Please let me know if you or any of your friends would be interested in this position. Position Details: Financial Analyst IV, Princeton NJ Location : Princeton NJ 8540 Project Duration : 12+ months of contract Pay range : $45-49 an hour on W2 About Abbott Point of Care: Abbott Point of Care is a global leader in providing critical medical diagnostic and informatics products for rapid blood analysis that are intuitive, reliable, and cost-effective. Our i-STAT System is an advanced, portable diagnostic tool that provides real-time, lab-quality results within minutes to accelerate patient-care decision-making as well as optimize resource utilization for our customers and the patients that they serve. The i-STAT System has the industry's most comprehensive menu of tests in a single, with-patient platform, including tests for respiratory, metabolic, coagulation, hematology, glucose, and cardiac function. By delivering lab-quality results in minutes, on just a few drops of blood, our i-STAT System fosters a collaborative, patient-centered environment while driving improved operational performance. About the role: Abbott Point of Care has a new opening for a Sr. Financial Analyst. This role will support the Division FP&A HQ team with providing financial planning & analysis for the business by building and managing financial reports, preparing analysis for business reviews and other adhoc request. Responsibilities include: Prepare financial analysis and reports (such as Plans, Latest Best Estimate (LBE's) and Long Range Projections (LRP)) for P&L and balance sheet metrics that meet the timing and quality of presentation requirements, facilitate management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies Maintain an effective and efficient planning process for the division and functional areas being supported, including the coordination of a planning calendar with key dates and deliverables Develop flexible, comprehensive tools and templates to support the consolidation and timely completion of corporate schedules as well as develop system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements Support the Sales & Operations Planning (S&OP) process by managing the reporting of monthly financial performance metrics such as: sales and expense variances, cash conversion cycle (CCC), Integrated Business Planning (IBP), etc Provide financial support to Global Marketing organization. Partner with marketing team to create annual budget and forecast Complete month-end close activities: tie out monthly revenue, prepare journal entries, expense summaries, and project spend analysis Prepare and analyze daily and weekly sales reporting / projections Maintain finance scorecard on deliverables from other APOC finance organizations Perform adhoc requests and drive cross-business analytic projects for senior management, with financial modeling, data mining and presentation support Education Requirements: Bachelor's degree, preferably in accounting or finance, or an equivalent combination of education and work experience. Minimum Qualifications: Position requires 7+ years of finance experience to include roles of increasing responsibility in accounting and/or finance Strong Excel skills, demonstrate initiative, analytical thinking, critical-thinking and problem-solving skills Demonstrated ability to provide data and analysis to support decision making, methodical approach to problem solving and rational ideas supporting them, ability to keep learning and to teach others, traditional accounting knowledge and facilitator of management needs, streamlining functions within the department and an efficient work Ethic.
    $45-49 hourly 18h ago
  • Business Analyst - Operations

    Susquehanna International Group 4.7company rating

    Pennsylvania jobs

    Joining Susquehanna's Trading Operations team as a Business Analyst places you right in the heart of our business. Working directly with global teams across Trading, HR, Legal, Operations, and Technology, you'll serve as the key bridge between stakeholders and our development teams-translating business requests into tools, systems, diagrams, and reports that directly impact how we operate. At Susquehanna, there's no single way to improve processes. You'll leverage your creativity, communication, and technical skills to assess and articulate business needs, design optimized workflows, and collaborate with technology to build solutions that make an impact. In this role you will: Work across our Bala HQ, Dublin, and Sydney offices to support the development and implementation of universal calculation tools that are agnostic to location and securities type. Support the build-out of an internal books and records system that integrates counter-party data from multiple trading systems and normalizes it for easier use. Manage the development of reconciliation tools that streamline data comparison and trade reporting. Design and document end-to-end business processes and workflows using tools such as Microsoft Visio, Lucidchart, or similar, to improve cross-functional understanding and solution development. Partner with technical teams to transform workflow diagrams into functional system designs and implementations. What we're looking for Bachelor's degree required; specialization in finance or STEM discipline preferred. Minimum of 5 years of experience in a Trading Operations, Business Analyst, or related role. Demonstrated experience designing workflows and business processes using diagramming tools such as Microsoft Visio. Strong analytical and problem-solving skills, with excellent time management and prioritization abilities. Experience with Excel required; knowledge of VBA, SQL, and/or scripting (e.g., Python) is preferred. Understanding of SDLC models is a plus. Familiarity with relational database concepts preferred. Visa sponsorship for work authorization is not available for this position now or in the future. About Susquehanna Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
    $55k-72k yearly est. 18h ago
  • Director of Financial Planning and Analysis

    Etonien 3.9company rating

    Miami, FL jobs

    Director of Financial Planning & Analysis (Director of FP&A) Industry: Healthcare SaaS / Dental Enterprise Platform Ownership: Founder-led, self-funded with acquisition financing Our client is a newly formed healthcare SaaS enterprise created through the combination of several organizations dedicated to improving efficiency and profitability for dental practices nationwide. Together, the company delivers an integrated platform offering practice management software, HIPAA-compliant communication tools, e-prescribing, and revenue cycle management solutions. Serving more than 20,000 dental practices across the U.S., the combined business provides end-to-end visibility and automation for dental organizations-from patient communication to billing and collections. With a strong foundation of recurring revenue, a proven leadership team, and a loyal customer base, the company is positioned for accelerated growth through cross-selling, technology integration, and operational discipline. Position Summary The Director of FP&A will be a key member of the leadership team, responsible for establishing the financial framework and analytical rigor to support the company's next phase of growth and integration. This role combines strategic finance leadership with hands-on operational execution-ideal for a finance executive who can design scalable systems while actively leading the integration of the three legacy organizations. Reporting to the CFO and collaborating closely with the integration Advisor and CEO, the Director of FP&A will build a comprehensive financial planning and reporting function that enables sound decision-making, transparency, and accountability. Key Responsibilities Lead financial integration across all three companies, unifying systems, processes, and reporting frameworks. Build and lead a high-performing FP&A function responsible for budgeting, forecasting, variance analysis, and strategic financial modeling. Develop and maintain detailed financial and operating models to support forecasting, scenario planning, and strategic decision-making. Own 13-week cash flow forecasting, working capital optimization, and collections discipline to maintain liquidity and operational flexibility. Lead the assessment and integration of financial systems and reporting tools across the three legacy businesses to establish unified data visibility and control. Develop dashboards and KPIs to monitor company performance across ARR, EBITDA, and key operational metrics. Partner with Product, Sales, and Operations to align financial goals with business priorities and drive cross-functional accountability. Implement financial processes and systems to support growth, improve predictability, and ensure compliance across multiple business lines. Qualifications 6+ years of progressive finance experience, including at least 2+ years in a senior FP&A or finance leadership role. Background in professional, business, or tech-enabled services required. Proven success leading financial integration or infrastructure development post-merger or across multi-entity organizations. Strong financial and analytical background, with proven experience building detailed financial models and translating complex data into actionable insights. Stronge understanding of financial systems with the ability to integrate data from multiple systems Strong command of cash forecasting, reporting systems, and data-driven decision-making. Excellent organizational, communication, and leadership skills. Hands-on, adaptable, and capable of balancing founder-led entrepreneurial energy with institutional rigor. Ideal Candidate Profile The ideal candidate is a strategic and operational finance leader who thrives in dynamic, founder-led environments and is energized by the opportunity to bring structure and insight to a high-growth platform. They will have experience leading financial integration efforts across multiple entities, implementing systems and processes from the ground up, and supporting technology-driven business transformation. This person brings both the discipline of an institutional operator and the agility of a hands-on builder-able to influence, execute, and lead through change. Why This Role Shape the financial strategy of a newly combined healthcare SaaS enterprise with leadership in the dental market. Partner with an experienced, founder-led team and Advisor driving a high-impact integration. Build the FP&A function from the ground up-bringing visibility, structure, and strategy to a rapidly growing platform. Wide range of factors are considered in making compensation decisions. Exact compensation may vary based on factors including skills, experience, certification, license and location. A reasonable estimate of current total compensation range including potential discretionary incentives is $150,000 to $225,000 USD per year. About ETONIEN: ETONIEN is a national professional services firm supporting diverse PE and corporate clients with immediate project and interim Leadership, Finance, Accounting, Restructuring, HR, and Operations related needs. Our primary focus is to attract, develop and retain elite Financial, Operational, and Restructuring consultants with experience in supporting primarily middle-market Private Equity backed portfolio companies and corporate clients in the following roles: CEO, COO, CFO, CRO, Controller, FP&A, Treasury, HR, Supply Chain and Procurement. Beyond technical expertise, we strive to partner with detailed oriented and hands-on practitioners committed to excellence and who appreciate challenging, fast-paced environments.
    $68k-103k yearly est. 4d ago
  • GRC Analyst

    C&G Consulting Services, Inc. 2.8company rating

    Woodbridge, NJ jobs

    The GRC Analyst will collaborate with process owners, internal auditors, external auditors, and other stakeholders to assist in reviewing, monitoring, and resolving findings. This includes helping the team manage SOX and GLBA Compliance programs. The GRC Analyst will support the implementation of internal and external assessments, assist with compliance audits, and ensure compliance with existing and emerging regulations and standards including GLBA, SOX, and other GRC activities. KEY RESPONSIBILITIES Gather relevant evidence to support annual testing for internal and external audits. Maintain and monitor a central repository for audit evidence. Ensure timely and accurate response to internal and external audit requests. Provide training and guidance to employees and other stakeholders on cybersecurity best practices and awareness including but not limited to: • New Hire Training, • Monthly cybersecurity newsletters and phishing campaigns, • Administration of the Cybersecurity Compliance training program Gather relevant evidence and documentation to support risk assessments using various frameworks to identify control ratings, strengths, potential gaps and action plans. Leverage the Bank's GRC platform to document and manage security exceptions, violations, incidents, and other risk concerns to closure. Maintain up-to-date documentation of procedures and methods that serve to broaden team knowledge and industry expertise. Assist GRC Manager with maintaining security standards, policies, and practices on an annual basis to make sure they reflect the current environment Collaborate with business lines to help satisfy new and existing regulatory obligations. MINIMUM SKILLS REQUIRED 1-3 years' experience in cybersecurity with exposure with various security frameworks. Understanding of cybersecurity governance frameworks, Sarbanes Oxley (SOX) compliance requirements and IT General Controls (ITGC) Information Security Governance experience or related training Detail oriented with good organizational skills Effective written and verbal communication skills Intermediate proficiency with Microsoft Office
    $70k-102k yearly est. 1d ago
  • Private Credit Investment Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC jobs

    As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $59k-91k yearly est. 4d ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Council Bluffs, IA jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $35k-49k yearly est. 18h ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $42k-60k yearly est. 18h ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Omaha, NE jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $38k-53k yearly est. 18h ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Bellevue, IA jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $38k-53k yearly est. 18h ago
  • Corporate Finance IB Senior Analyst

    UHY 4.7company rating

    Saint Louis, MO jobs

    JOB SUMMARYThe Senior Analyst of our Corporate Finance Team (Investment Banking) team, will play a crucial role in providing financial advisory and analysis services to our clients across various industries. This position requires a strong foundation in corporate finance, financial modeling, and analytical skills. You will work closely with our team of professionals to deliver valuable financial insights and support our clients in making informed decisions. Candidates must reside in St. Louis or surrounding areas. Conduct advanced financial analysis, including complex financial modeling, valuation, and due diligence for a wide range of investment opportunities Lead and manage transaction processes, including mergers and acquisitions, capital raising, and financial restructuring, from start to finish. Coordinate with cross-functional teams to ensure successful deal execution Build and maintain strong client relationships by serving as a primary point of contact, providing strategic advice, and addressing client inquiries throughout the engagement Stay updated on industry trends, market conditions, and competitor data, and use this information to provide clients with valuable insights and strategic recommendations Mentor and provide guidance to junior analysts, delegating tasks, and fostering their professional development Ensure compliance with all relevant financial regulations and reporting requirements throughout the transaction process Prepare and review complex financial reports, information memorandums, presentations, pitch books, and transaction documents, ensuring accuracy and clarity Identify potential risks and opportunities during due diligence and develop strategies to mitigate risks and optimize deal structures Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 2 - 4 years of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling and analytical skills Preferred education and experience Any FINRA licenses including, SIE, Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA, or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $60k-76k yearly est. Auto-Apply 60d+ ago
  • Corporate Finance IB Analyst

    UHY 4.7company rating

    Saint Louis, MO jobs

    JOB SUMMARYThe Analyst of our Corporate Finance (Investment Banking) team, will play a pivotal role in supporting our investment banking team in executing various financial transactions and delivering exceptional financial advisory services to our clients. Candidates must reside in St. Louis or surrounding areas. Conduct in-depth financial analysis of potential investment opportunities, including financial modeling, valuation, and due diligence Research and analyze industry trends, market conditions, and competitor data to provide insights and recommendations to clients Assist in the preparation of client presentations, pitch books, and financial reports to effectively communicate complex financial information Collaborate with senior team members in executing mergers and acquisitions, capital raising, and other financial transactions, including drafting transaction documents and managing project timelines Conduct due diligence activities, including reviewing financial statements, contracts, and legal documents, to identify potential risks and opportunities Ensure compliance with relevant financial regulations and reporting requirements Develop and maintain complex financial models to assess various financial scenarios and support decision-making processes Build and maintain strong client relationships by providing exceptional service and insights throughout the transaction process Work closely with cross-functional teams, including legal, accounting, and tax professionals, to ensure the successful execution of financial transactions Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, economics, or a related field 1 - 3 years in of experience in investment banking, corporate finance, credit, or a related role Exceptional communication, presentation, financial modeling, and analytical skills Preferred education and experience Series 7, 79, 63 Capital markets modeling prep courses, trainings, certifications, etc. Other industry specific designations, for example, CFA or CAIA or progress towards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $60k-76k yearly est. Auto-Apply 60d+ ago

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