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Senior Finance Analyst jobs at Fidelity Investments

- 4033 jobs
  • Financial Consultant- Little Rock, AR

    Fidelity Investments 4.6company rating

    Senior finance analyst job at Fidelity Investments

    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. 4d ago
  • Financial Consultant - Toledo, OH

    Fidelity Investments 4.6company rating

    Senior finance analyst job at Fidelity Investments

    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 - FINRA, Series 66 - 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.
    $59k-90k yearly est. 12d 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. 1d 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. 5d 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. 5d 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. 1d 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. 1d 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. 1d 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 1d 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. 1d 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. 5d 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. 2d 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. 5d 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. 1d 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. 1d ago
  • PGIM Fixed Income - Corporate Actions Analyst, FI Operations

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Global Trade Services group is seeking a Senior Corporate Actions Analyst to join their growing team. The Corporate Actions Analyst is responsible for supporting Fixed Income Corporate Actions activity. Primary responsibilities include coordination with custodian banks to ensure receipt of corporate action events, soliciting corporate action elections from portfolio managers, preparing broadcast notifications of election decisions, tracking and monitoring pending corporate actions, and processing events in the applicable trading system, coordinating with securities lending counterparties related to corporate actions on loan, dividend monitoring and collection. What you can expect Review and develop departmental policies, guidelines and procedures as they relate to corporate actions. Enhance efficiencies, mitigate risks and increase controls. Effectively partner with portfolio managers, counterparties, vendors, legal department, credit research, pricing, compliance, transfer agents, issuers and custodian banks. Function as the "technical" expert in their assigned area. Occasionally serve as member of a project team. Day-to-day resolution of complex problems, and the execution of complex transactions. Communicate with custodians to resolve issues and improve service levels. Have extensive knowledge of the product/asset class involved in corporate actions, and securities lending. Anticipate issues that may adversely affect Operations and propose possible solutions. Cultivate internal and external relationships to ensure proper service levels are achieved. Keep abreast of industry initiatives and market trends that can impact the business model and/or offer opportunities to improve processes. What you will bring Bachelor's degree in Economics, Finance or Business preferred, but not required. 2-5 years of Corporate Actions experience is preferred, but not required. 2-5 years of Investment Operations experience is required. Strong knowledge of fixed income products, investment strategies and standard market practices. PC skills with strong knowledge of Excel and Bloomberg. Extremely detail oriented, ability to organize, prioritize tasks and work in a deadline focused environment. Enjoys a fast-paced, high-intensity environment. Strong written and verbal communication skills. This role will follow a hybrid model schedule (few days from Newark office and few days remote) Dependent upon the business, flexible work schedules are necessary to provide operational coverage to our business partners from 7:00 a.m. to 8:00 p.m. PGIM follows the NYSE holiday schedule. This position also requires over-time during peak periods *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $90,000 to $105,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About PGIM Fixed Income PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With 1000+ employees and $862Bn assets under management as of March 2025, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Paris, Sydney, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. #LI-MM1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $90k-105k yearly Auto-Apply 60d+ 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
  • Corporate Finance Crypto Analyst, Capital Markets

    Faraday Future 3.9company rating

    Gardena, CA jobs

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of crypto, equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred. 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting A genuine fascination for the crypto field and a commitment to global change Annual Salary Range: ($86K - $105K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $86k-105k yearly Auto-Apply 10d ago
  • Corporate Finance Analyst, Capital Markets

    Faraday Future 3.9company rating

    Gardena, CA jobs

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field. 2+ years of experience in capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting Preferred Qualifications: CPA, CFA, or MBA preferred. Annual Salary Range: ($85K-$95K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Relocation assistance + reimbursement Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $85k-95k yearly Auto-Apply 10d ago

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