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  • Senior Financial Planner - Client-First, Fee-Based

    Edelman Financial Engines, LLC 4.6company rating

    Finance advisor job in Denver, CO

    A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses. #J-18808-Ljbffr
    $74k-121k yearly est. 4d ago
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  • Investment Analyst

    MacDonald & Company 4.1company rating

    Finance advisor job in Salt Lake City, UT

    Macdonald & Company is pleased to partner with a highly regarded and active real estate investment firm in the appointment of an Investment Analyst to support the acquisitions group. The firm is headquartered in Salt Lake City and manages a national portfolio spanning multifamily, retail, and industrial assets, alongside a credit platform offering bridge, mezzanine, preferred equity, and other structured capital solutions. The Role The Analyst will be responsible for evaluating investment opportunities, stress-testing assumptions, and producing clear, decision-ready analysis to support internal investment approvals across multifamily and light industrial transactions. Key Responsibilities Build and maintain acquisition and disposition models for investments, including joint ventures and recapitalizations. Analyze operating statements, rent rolls, lease data, and historical financials to validate in-place performance. Research market fundamentals, rent and expense benchmarks, and submarket trends to support underwriting assumptions. Evaluate value-add strategies, capital programs, and operational initiatives and quantify their impact on returns. Calculate and interpret equity return metrics including IRR, equity multiple, cash yield, and stabilized performance. Support due diligence efforts by reviewing third-party reports and identifying key risks and mitigants. Prepare investment committee materials that clearly summarize risks, sensitivities, and expected returns. Support due diligence by reviewing third-party reports and identifying key transaction risks. Collaborate with senior investment team members and contribute to ongoing deal review and execution efforts.
    $68k-112k yearly est. 3d ago
  • Investment Consultant - Lone Tree, CO (National Branch - Northeast I)

    Charles Schwab 4.8company rating

    Finance advisor job in Lone Tree, CO

    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 an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. 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) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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
    $70k-125k yearly est. 1d ago
  • Investment Banking Experienced Analyst

    Selby Jennings

    Finance advisor job in Denver, CO

    About the Opportunity Our client, a leading healthcare-focused investment banking firm with deep expertise in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts, is seeking a talented Analyst to join their growing team. This is an exceptional opportunity for a motivated professional to play a critical role in supporting senior bankers on high-profile transactions across the healthcare sector, including middle-market M&A, private equity, and corporate finance. Key Responsibilities Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data. Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations. Support transaction due diligence and related project execution. Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives. Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution. Identify and evaluate deal-appropriate investors. Mentor junior analysts and interns. Ideal Candidate Profile Minimum 1 year of investment banking experience required. Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong skills in financial modeling, financial statement analysis, and valuation techniques. Excellent written and verbal communication skills. Ability to manage multiple projects under pressure and meet deadlines. Demonstrated success in executing financial and operational due diligence. Ability to thrive in a fast-paced, team-oriented environment. Must be in Denver, CO or willing to relocate.
    $53k-87k yearly est. 3d ago
  • Financial Analyst

    Remax 4.2company rating

    Finance advisor job in Denver, CO

    RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization. This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements. Key Responsibilities Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units. Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives. Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions. Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends. Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives. Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency. Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations. Contribute to the development of new reporting templates and tools Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities. Qualifications & Skills Required: Bachelor's degree in Finance, Accounting, Economics, or related field. Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A. Proven experience in budgeting, forecasting, financial modeling, and performance analysis. Strong business acumen and ability to influence stakeholders through data-driven insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus. Solid understanding of financial statements and GAAP accounting principles. Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences. Highly organized, detail-oriented, and capable of managing multiple priorities independently. Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement. Compensation & Benefits Hire Range/Rate: Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility. Benefits Include: Competitive medical, dental, and vision coverage 401(k) and Roth 401(k) with company match Health savings account with company contribution Flexible spending accounts Paid parental leave (maternity, adoption, foster) Educational assistance and student loan support Paid holidays and flexible time-off program ClassPass discount and monthly subsidy And more! About RE/MAX Holdings RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive. Hire Range/Rate: $70,000 - $83,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility. Competitive Medical, Dental, and Vision benefits Retirement plans with optimal company match Annual bonus/merit opportunity Educational Assistance Mental Health support program O.R.E. Events offered in-person and virtually Mentorship program Employee Resource Groups Community Engagement Diversity, Equity, and Inclusion Parenting Remote Women at REMAX RE/MAX, LLC & Motto Mortgage Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. *As measured by transactions sides Application Deadline: January 22, 2026
    $70k-83k yearly 3d ago
  • Investments Associate

    Morningstar Senior Living 3.8company rating

    Finance advisor job in Denver, CO

    At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership. JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships. DUTIES AND RESPONSIBILITIES OF THE POSITION Investment Management Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations. Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes. Monitor market trends and identify new investment opportunities aligned with company growth objectives. Asset Management Oversee large-scale CapEx planning and execution across multiple communities. Manage 5-year CapEx plans, physical plant compliance, and TELS usage. Drive performance optimization through rate management, and annual rate increase reporting. Lead strategic planning and follow through for focus communities. Implement proactive strategies for internal transactions and capital call management. Financial & Operational Oversight Prepare templates and review monthly reporting packages and performance dashboards. Lead initiatives for revenue optimization and expense control across the portfolio. Support equity relationships and investor reporting requirements. Stakeholder Engagement Maintain and create strong relationships with capital partners. Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies. Participate in regular calls and updates with equity partners and internal leadership. Job Qualifications Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect Bachelor's degree in Finance, Real Estate, Business, or related field. 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate. Strong financial modeling and analytical skills; proficiency in Excel and financial software. Excellent communication and relationship management skills. Ability to manage multiple projects and deadlines in a fast-paced environment. Compensation · This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************ · This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually
    $85k-95k yearly 4d ago
  • US Experienced Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Grand Junction, CO

    **We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $50k-125k yearly 34d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance advisor job in Grand Junction, CO

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $53k-93k yearly est. Auto-Apply 12d ago
  • Associate Wealth Advisor

    DWC CPAs and Advisors

    Finance advisor job in Grand Junction, CO

    Job Description Join Our Team and Unleash Your Potential! DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally and professionally and are dedicated to making a positive impact on our team, clients, and communities. Associate Wealth Advisor Compensation: Pay: From $90,000 to $110,000 per year (based on experience) Position Type: Full-Time Exempt In compliance with the Colorado Equal Pay Act, Compensation Differentials for this position are based on education, experience, training, and geographic location, as well as DWC's seniority and merit systems. Job Responsibilities: Deliver "Wow Service" to clients, resulting in direct referrals. Analyze clients' financial information to develop strategies and recommend financial products that meet their objectives. Exude confidence and professionalism with clients, prospects, and Centers of Influence (COIs). Schedule and conduct client meetings with clear deliverables, both online and in-person. Take initiative in addressing client needs and managing expectations with team support. Prepare comprehensive financial planning deliverables, focusing on minute details. Complete all wealth advisory tasks with team collaboration. Work with MoneyGuidePro to develop financial plans and recommendations. Handle administrative duties, including scheduling meetings, preparing documentation, and maintaining client records. Ensure all activities comply with laws and regulations, assisting in compliance report preparation. Build and maintain a strong network and develop ongoing relationships with COIs. Actively build relationships with firm professionals and train them in wealth advisory aspects. Maintain a social presence through volunteering or joining charitable organizations. Keep the team aligned with the firm's strategic initiatives. Create clear guidelines for timelines and workload management. Follow firm processes and procedures for servicing clients and prospecting future clients. What We're Looking For: A four-year college degree is required. Following designations are preferred but not required: CERTIFIED FINANCIAL PLANNER™ (CFP ); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA). Preferred to have 2 years of experience as an Associate Wealth Advisor, Client Services Manager or related position. Team player with a high degree of self-confidence. Ability to manage multiple tasks with competing deadlines. Ability to function well in a high-paced and at times stressful environment. High level of integrity and the ability to keep information confidential. Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial future Why Join Us: DWC is about YOU. YOU inspire us. YOU motivate us. YOU move us. Make YOUR Connections. Live YOUR Experiences. Find YOUR Purpose. Come Thrive With US! Benefits: Competitive pay Medical, dental, & vision 401k plan with employer match Health Savings Account (HSA) with employer contribution Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match Generous Paid Time Off (PTO) and PTO advance on first day Paid holidays Professional development support Learn more about how we take care of our team on our Careers Page: ******************************** About Us: At DWC, we cherish our team members and appreciate their dedication to each other, our clients, and the communities we serve. We firmly believe in taking care of our employees by offering competitive living wages, comprehensive benefits, and various other gestures that demonstrate our genuine appreciation and concern for your overall well-being, both in your successful career and your family/home-life. Your personal success is significant, and we are here to support you every step of the way. Job Posted by ApplicantPro
    $90k-110k yearly 27d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance advisor job in Denver, CO

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 42d ago
  • Private Equity Analyst

    Solen Software Group

    Finance advisor job in Salt Lake City, UT

    Job Title: Private Equity Analyst Company: Solen Software Group Employment Type : Full-time About Solen Software Group: Solen Software Group is an evergreen holding company that acquires and operates proven software businesses that have significant growth potential in a variety of vertical markets, enabling them to be market leaders in their niche industry. Solen owns several software companies in various market spaces: Human Resource Technology, Fleet Telematics, Asset Management, Aerospace and Defense, Financial Services, and other innovative software solutions in a variety of industries. Solen is backed by a group of advisors and investors that have built software businesses of material scale (10-100M in ARR) and advised many. About the role: As a Private Equity Analyst you will play a crucial role in our M&A sourcing engine-identifying and engaging with founders of promising bootstrapped B2B SaaS businesses. Your work will be the front line of Solen's growth, driving outreach, relationship-building, and deal pipeline development. This role is perfect for you if you are a natural communicator and thrive on conversations with founders, and proactively seeks out quality b2b software acquisition opportunities. You will be a critical part of helping Solen enter our next phase of growth as we continue to acquire quality B2B SaaS businesses. The successful candidate will work from our office in Utah. Key Responsibilities: M&A Sourcing & Outreach Identify, research, and map software markets to find attractive acquisition targets Build and maintain relationships with software founders, owners, and intermediaries Conduct high-volume outreach via email, phone, and LinkedIn to engage business owners Work collaboratively with the sourcing team to develop and achieve ambitious KPIs Track and refine outreach metrics to optimize engagement and deal flow Initial Deal Evaluation Meet with founders and quickly understand the fundamentals of their business Gather key financial and operational data to inform valuation discussions Collaborate with the team to qualify leads and prioritize high-potential deals Market & Competitive Analysis Monitor industry trends and competitor activity to refine our acquisition thesis Analyze key financial indicators to determine a company's fit for Solen Work with the leadership team to refine targeting criteria and adjust strategies Key Requirements: Bachelor's degree in a relevant field (e.g., Business, Finance, Economics). 2-3 + years of proven experience in corporate development, investment banking, product or a related field, with a strong focus on M&A in the technology sector. Proficiency in Excel and CRM tools, with strong analytical skills for data management and financial evaluation. Excellent written and verbal communication skills, with a strong aptitude for relationship-building. Strong analytical and strategic thinking abilities, with a keen understanding of the B2B SaaS market. Ability to work on-site and collaboratively with team members. Enthusiasm for conducting market research and competitive analysis Legally authorized to work in the U.S. What will set you apart: We are looking for individuals who are motivated by challenges and have a relentless drive to learn and grow. While technical proficiency is essential, your attitude and unwavering commitment to collaborative success are the traits that will blend well with Solen culture. Excellent communicator - you convey ideas and plans clearly, efficiently, and quickly and communicate confidently with key stakeholders. Get things done - you are organized, driven by the creation and execution of processes. You know how to hustle while paying close attention to the details. You have tremendous energy and a positive attitude Are relentlessly resourceful - you are able to see a project from the idea stage through successful completion - and do what it takes to make it a success. You're looking for an opportunity to take on enormous responsibility and grow in a high velocity work environment. Care about excellence - you are focused, professional and thoughtful in everything you do. While the big ideas matter, you also care deeply about the details and meticulous execution Think ahead - you see around corners, anticipate outcomes and develop contingencies. You surface potential problems along with possible solutions Embody Solen through and through - you are respectful, friendly, upbeat, empathetic, punctual, and confident in your abilities without being boastful Benefits: Be part of a dynamic, growth-oriented company with a focus on long-term success Competitive compensation and benefits package (includes 401 (k) and bonus plan). We thank all applicants for their interest; however, only those selected for an interview will be contacted. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a *************************** email address. Any outreach outside these standards should be disregarded and reported to us through our official channels. Solen Software Group is a performance-oriented organisation that values career advancement, internal development, and transparent practices. We are an equal opportunity employer and are committed to creating an inclusive, welcoming environment for all team members. We do not discriminate based on race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of these characteristics. Solen-isms: Pioneering Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. Mutual Elevation Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. Learn-It-Alls Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. Figure-It-Out-iveness Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. Completionists We exhibit stick-to-it-iveness. We are Completionists. We adapt. We think long-term. No plan B. We are all in. We burn the boats. Ownership Mindset We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. Dialectical We learn through conversation. We ask, listen, question, and evolve - valuing disagreement as a tool for alignment and deeper understanding. Benchmark to Best We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. Will to win Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. Candor We communicate with integrity, transparency, and respect in all conversations. Band of beavers We are relentlessly resourceful, industrious semi-aquatic rodents. Our teeth are self-sharpening. As multi-faceted generalists, we terraform Frugality Achieving more with less, focusing on quality, long-term value, and company-wide responsibility.
    $59k-97k yearly est. Auto-Apply 60d+ ago
  • Head of Captive Finances

    Corgi Insurance

    Finance advisor job in Salt Lake City, UT

    At Corgi, we're building the first fully automated insurance carrier. Our goal is to rebuild the $1T+ insurance industry from the ground up using AI. We're not just building a company; we're building infrastructure for the next hundred years. If you've built things from scratch and know what it means to move fast and own outcomes, we want you on the team. We're well-funded and backed by top investors, providing the resources you wish you had when building your own business. We don't care about traditional roles or titles-just that you're smart, proactive, and bring founder-level ownership and drive to help us build something massive. The Role We're looking for a Head of Captive Finances to join our growing finance and insurance operations team. You'll be responsible for supporting the formation, administration, and compliance of captive insurance entities under Corgi's management. This is not a traditional back-office role. You'll be deeply involved in automating the end-to-end captive management process-from regulatory filings to financial reporting-and will collaborate with engineering and finance to design the next generation of captive management infrastructure. The ideal candidate has a strong understanding of insurance accounting, regulatory filings, and compliance, combined with a builder mindset. Whether you've worked at a captive manager, public accounting firm, or insurance carrier, this role offers the opportunity to take that experience and help modernize an entire industry segment. What You'll Do Assist in the formation and ongoing management of captive insurance entities, including compliance with domicile regulations Support preparation and filing of NAIC and state regulatory reports, including quarterly and annual statements Coordinate audits, actuarial reports, and regulatory examinations for captives under management Prepare and review financial statements, premium calculations, and policyholder documentation Maintain general ledgers, reconciliations, and journal entries for multiple captives Manage correspondence with regulators, auditors, and other external stakeholders Partner with engineering to design and test tools for automated financial reporting, regulatory filings, and compliance workflows Help establish internal control frameworks, policies, and scalable operational processes as we expand our captive portfolio What We're Looking For Bachelor's degree in Accounting, Finance, Risk Management, or related field 1-3 years of experience in captive management, insurance accounting, or public accounting (audit or insurance clients preferred) Strong understanding of U.S. GAAP and Statutory Accounting Principles (SAP) Ability to work through legal texts Excellent organizational and analytical skills with strong attention to detail Comfortable working in a fast-paced, high-growth environment Excited by the idea of building systems and automating traditional insurance workflows Nice to Have's CPA, ACI, ARM, or equivalent professional certification (or progress toward one) Experience working with or for captive insurance managers, risk retention groups, or insurance carriers Exposure to fintech, insure tech, or automation tools for finance and compliance Prior experience preparing NAIC or domicile-specific filings (e.g., Vermont, Delaware, Utah) Understanding of reinsurance structures, fronting arrangements, and risk pooling Familiarity with NAIC regulatory filing requirements and domicile-specific reporting standards Why Corgi You'll be joining a small, elite team at the intersection of finance, insurance, and technology, building the foundational infrastructure for the next century of insurance. You'll work directly with experienced finance, legal, and engineering leaders and gain exposure to the entire lifecycle of insurance operations in a modern, automated environment.
    $31k-64k yearly est. Auto-Apply 60d+ ago
  • Investments Intern - Summer 2026

    Gip

    Finance advisor job in Denver, CO

    About Us: The Garrett Companies is a full-service multifamily development, construction, and property management team with offices in Denver (CO), Indianapolis (IN), and Nashville (TN). We develop, build, and manage multifamily projects in 22 states - working together at every level to become the most successful multifamily developers in the country. Our superior strategies and award-winning culture span across 18,000+ apartments to date, and our expert trend forecasting helps us deliver living options that quickly find success in their unique markets. To make living and investing in our properties even better, we pair that expertise with mixed-use, retail, office, and restaurant development through trusted partners and in-house brands. At The Garrett Companies, we are passionate about turning visions into reality! As leaders in the multifamily industry, we pride ourselves in creating communities that positively impact the markets we are in, and our residents can proudly call home. What You'll Be Doing: The Investments Intern focuses on the financial underwriting and predevelopment aspects of multifamily development projects. The primary goals for an Investment Intern are to assist and provide support with the process of identifying new sites that meet development criteria, determining the best yield vs risk for those sites, and minimizing risk by promptly performing an essential set of due diligence items for each potential development. Major Objectives: Gain Practical Investment Experience: Focus on the financial underwriting and predevelopment aspects of multifamily development projects. Conduct Market Research and Analysis: Prepare market analysis reports and demographic analysis. Analyze data and gather information utilizing internal databases, real estate software, and external network. Enhance Financial Modeling Skills: Build and refine financial models to forecast investment returns and assess project feasibility. Support Due Diligence Efforts: Interpret data by considering land price, construction costs, stability, yield, economic influences, potential investment-risk trends and other factors that could impact the outcome of the investment. Specific Duties & Responsibilities: Due diligence research on rent, expenses, utilities, taxes and pre-development fees. Analyze development and acquisition projects using Excel modeling spreadsheets. Support investment team members. Assist with various ad-hoc financial analysis. Monitor research of US markets regarding rent, employment, impact fees, taxes, permits, and supply and demand trends (includes review and analysis of demographic software). Assist development and management teams on other projects, as needed. (i.e., acquisitions, student housing, tax credit, HUD financing, budgets, management fee analyses, etc.) What We're Looking For: You are driven, actively demonstrating your willingness to learn from both from the internship program curriculum and from the team of professionals you will work alongside. You are: A Passionate Learner: Eager to learn - bring your enthusiasm and curiosity! A Team Player: Ability to collaborate effectively with others - teamwork is essential. Detail-Oriented: Strong attention to detail and organizational skills - accuracy matters. Have a Proactive Attitude: Self-motivated and proactive - take initiative and contribute positively to the team. Skills for Success: Strong Excel skills and related macro programming, power point, web search engines. Strong written and verbal skills. Ability to handle multiple tasks and for multiple projects. Ability to work independently and with team of professionals as needed. Educational Background: Currently enrolled in Bachelor's or Master's degree in accounting, statistics, finance, mathematics or some other relevant field. Must be an excellent verbal and written communicator. Skills and experience with marketing, public speaking, and presentations is a plus. Prerequisites (these are the most important items): Positive attitude. Relentless problem-solving skills. Will never claim the work of others as their own. We are trend setters and standards breakers. Our intent is to consistently surprise our audiences by being excellent. Ability to anticipate. Understanding the difference between causation and correlation. We are all broom pushers. Every member of our team is willing to work and support at all levels. Perks of the Internship: Real-World Experience Mentorship: Learn from industry experts and build relationships that will help facilitate your career. Growth and Learning: At The Garrett Companies, we believe that Culture = People. That's why we provide an array of opportunities for our interns to grow as individuals, including applicable learning opportunities, professional development, and more.
    $40k-70k yearly est. 60d+ ago
  • Financial Field Analyst - Vivage Corporate

    Vivage

    Finance advisor job in Lakewood, CO

    Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado. WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE? Competitive Salary Flexible working hours Daily Pay Advance Option Available Holiday Pay (when working on a major holiday) Sick time pay accrual Paid Time Off Health, Dental, Vision, and More OVERVIEW OF THE ROLE The primary responsibility of your job position is to assume responsibility for financial consulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities. KEY RESPONSIBILITIES Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions. Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes. Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding. Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled. Conduct Resident Trust compliance reviews quarterly. Implement and monitor performance improvement plans as needed. Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks). Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file. EDUCATION/EXPERIENCE Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements. Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility. Accounting or full-charge bookkeeping experience and nursing home business-office experience required. Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required. Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred. Must have knowledge of general ledger accounting. Must maintain a valid, unrestricted Colorado driver's license. Ability to pass a criminal background check as well as Colorado CAPS background check. COVID Vaccine Required or Valid Exemption. We are an Equal Opportunity Employer
    $51k-75k yearly est. 8d ago
  • Financial Analyst - FP&A Intern - Spring 2026

    Breeze Airways

    Finance advisor job in Cottonwood Heights, UT

    Working at Breeze Airways is an exciting endeavor and a serious commitment to bring “The World's Nicest Airline” to life. We work cross-functionally with truly awesome Team Members to deliver on our mission: “To make the world of travel simple, affordable, and convenient. Improving our guests travel experience using technology, ingenuity and kindness.” Breeze is hiring- join us! The Financial Analyst Intern within FP&A supports a team tasked with delivering monthly financial results, developing analytics to compare performance vs. competitors, deep diving into financial trends, reporting on capital expenditures and supporting special projects as required by the team. As part of the FP&A team, this position will be part of a fast-paced team that partners with operational and commercial leaders to ensure we are positioning Breeze for a strong position within the Aviation industry. Here's what you'll do Create ad-hoc analyses for operational, commercial, and administrative projects Assist with strategic projects that will position the airline for success Develop dashboards and metrics for daily, weekly, and monthly reporting Bring new thinking and ways of approaching old problems, including documenting current processes and identifying solutions outside of the travel industry Generate standard monthly reports Other duties and responsibilities as determined by FP&A leadership Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence Here's what you'll need to be successful Minimum Qualifications 0-2 years working experience in FP&A, Accounting, or Finance Working towards a degree in Accounting, Finance, or other related field from an accredited university Strong attention to detail, organization, and time management skills Self-starter must have a positive attitude and strong desire for success Skills/Talents Collaborates across the organization to ensure alignment of stakeholder needs Demonstrated ability to manage multiple projects simultaneously Perks of the Job Travel on Breeze! Breeze Airways provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Breeze Airways will never request your Social Security Number, Driver's License or Date of Birth on our job postings. Job Postings requesting any or all of this information should be regarded as a scam. To ensure you are applying to an actual Breeze Airways posting, please apply online at ***************** then click “Careers” at the bottom of the page.
    $28k-41k yearly est. Auto-Apply 4d ago
  • Intern, Financial Analyst

    Congruex

    Finance advisor job in Denver, CO

    Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
    $20 hourly 14d ago
  • Intern, Financial Analyst

    Congruex LLC

    Finance advisor job in Denver, CO

    Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at ***************** Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: * Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes * Support and refine annual budget process and recurring forecasting process * Provide operational support for Treasury, including cash management and cash forecasting * Support capital markets initiatives, including refinancing and debt issuance activities * Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration * Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls * Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies * Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: * Strong interpersonal, communication and leadership skills * Intellectually curious with a desire to understand and improve processes * Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment * Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: * Exposure to key operational and financial accounting concepts and financial statement analysis * Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. * GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex * Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. * Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. * Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.
    $20 hourly 12d ago
  • Financial Analyst - Internship

    Sotera Health

    Finance advisor job in Taylorsville, UT

    Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: College student majoring in a finance-centric degree: Finance, Accounting, Economics, Business Administration, or related fields. Schedule Monday through Friday, 8-hour workdays on Day Shift. 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting • Assist in preparing recurring financial reports, including variance analyses and monthly close activities. • Collect, organize, and analyze financial data to support decision-making. • Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support • Contribute to the preparation of annual budgets and quarterly forecasts. • Compile relevant departmental inputs and validate data accuracy. • Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis • Support cost-tracking efforts and assist in identifying cost-saving opportunities. • Analyze trends related to operating expenses, project spending, and resource utilization. • Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance • Prepare materials for financial reviews with business leaders. • Help respond to financial inquiries from internal stakeholders with timely data and insights. • Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions • Participate in finance projects such as system enhancements, process improvements, or workflow standardization. • Assist in creating tools, templates, or models that improve reporting efficiency. • Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements • Approximately 85% of the day spent sitting, typing, or working at a computer. • Ability to lift up to 25 pounds for occasional meeting or event setup. • Frequent walking between office and meeting spaces. • Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).
    $28k-41k yearly est. Auto-Apply 1d ago
  • Financial Analyst - Internship

    Sotera Health Company

    Finance advisor job in Taylorsville, UT

    Our Finance Interns play a meaningful role in supporting the financial operations that help Nelson Labs make informed, data-driven decisions. This 12-week program runs from May 18th to August 7th, offering hands-on experience in several key areas of corporate finance. Interns engage in real project work under the guidance of an assigned Finance Leader and are paired with a dedicated Mentor for ongoing development and support. Education & Experience Requirements: * College student majoring in a finance-centric degree: * Finance, Accounting, Economics, Business Administration, or related fields. Schedule * Monday through Friday, 8-hour workdays on Day Shift. * 40 hours per week Essential Job Functions & Project Work Financial Data Analysis & Reporting * Assist in preparing recurring financial reports, including variance analyses and monthly close activities. * Collect, organize, and analyze financial data to support decision-making. * Help maintain accuracy of financial dashboards and performance metrics. Budgeting & Forecasting Support * Contribute to the preparation of annual budgets and quarterly forecasts. * Compile relevant departmental inputs and validate data accuracy. * Run scenario analyses and identify key assumptions or risks. Cost & Profitability Analysis * Support cost-tracking efforts and assist in identifying cost-saving opportunities. * Analyze trends related to operating expenses, project spending, and resource utilization. * Assist in basic margin and profitability reviews across service areas. Finance Business Partner Assistance * Prepare materials for financial reviews with business leaders. * Help respond to financial inquiries from internal stakeholders with timely data and insights. * Coordinate documentation, follow-up items, and action tracking from finance meetings. Project Work Aligned with Core Financial Functions * Participate in finance projects such as system enhancements, process improvements, or workflow standardization. * Assist in creating tools, templates, or models that improve reporting efficiency. * Collaborate with cross-functional teams to ensure project deliverables are met. Work Environment This role operates in a professional office environment. Finance Interns regularly use standard office equipment including computers, phones, keyboards, digital filing systems, and productivity software. Occasional interactions with operational areas may occur for data collection or process-mapping activities, with appropriate PPE provided as needed. Physical Requirements * Approximately 85% of the day spent sitting, typing, or working at a computer. * Ability to lift up to 25 pounds for occasional meeting or event setup. * Frequent walking between office and meeting spaces. * Must be able to work with standard office PPE when required (e.g., safety glasses for limited site-area visits).
    $28k-41k yearly est. Auto-Apply 23h ago
  • Financial Analyst - FP&A Intern - Spring 2026

    Breeze Airways

    Finance advisor job in Cottonwood Heights, UT

    Working at Breeze Airways is an exciting endeavor and a serious commitment to bring "The World's Nicest Airline" to life. We work cross-functionally with truly awesome Team Members to deliver on our mission: "To make the world of travel simple, affordable, and convenient. Improving our guests travel experience using technology, ingenuity and kindness." Breeze is hiring- join us! The Financial Analyst Intern within FP&A supports a team tasked with delivering monthly financial results, developing analytics to compare performance vs. competitors, deep diving into financial trends, reporting on capital expenditures and supporting special projects as required by the team. As part of the FP&A team, this position will be part of a fast-paced team that partners with operational and commercial leaders to ensure we are positioning Breeze for a strong position within the Aviation industry. Here's what you'll do * Create ad-hoc analyses for operational, commercial, and administrative projects * Assist with strategic projects that will position the airline for success * Develop dashboards and metrics for daily, weekly, and monthly reporting * Bring new thinking and ways of approaching old problems, including documenting current processes and identifying solutions outside of the travel industry * Generate standard monthly reports * Other duties and responsibilities as determined by FP&A leadership * Achieve performance measures and adhere to established standards in conjunction with Breeze Aviation Group Values of Safety, Kindness, Integrity, Ingenuity, and Excellence Here's what you'll need to be successful Minimum Qualifications * 0-2 years working experience in FP&A, Accounting, or Finance * Working towards a degree in Accounting, Finance, or other related field from an accredited university * Strong attention to detail, organization, and time management skills * Self-starter must have a positive attitude and strong desire for success Skills/Talents * Collaborates across the organization to ensure alignment of stakeholder needs * Demonstrated ability to manage multiple projects simultaneously Perks of the Job * Travel on Breeze! Breeze Airways provides equal employment opportunities to all Team Members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Breeze Airways will never request your Social Security Number, Driver's License or Date of Birth on our job postings. Job Postings requesting any or all of this information should be regarded as a scam. To ensure you are applying to an actual Breeze Airways posting, please apply online at ***************** then click "Careers" at the bottom of the page.
    $28k-41k yearly est. Auto-Apply 4d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Grand Junction, CO?

The average finance advisor in Grand Junction, CO earns between $28,000 and $94,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Grand Junction, CO

$51,000

What are the biggest employers of Finance Advisors in Grand Junction, CO?

The biggest employers of Finance Advisors in Grand Junction, CO are:
  1. Northwestern Mutual
  2. Edward Jones
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