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Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Finance advisor job in Alexandria, VA
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
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$67k-110k yearly est. 1d ago
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Investment Consultant- Virginia Beach, VA
Charles Schwab 4.8
Finance advisor job in Virginia Beach, VA
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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
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
$88k-160k yearly est. 2d ago
Private Credit Investment Analyst
Churchill Real Estate 3.2
Finance advisor job in Charlotte, NC
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 Advisor
First National Bank of Pennsylvania 3.7
Finance advisor job in Fairfax, VA
Primary Office Location:4114 Legato Road Suite 450. Fairfax, Virginia. 22033.Join our team. Make a difference - for us and for your future.
n
FinancialAdvisor
Business Unit: WM - FNIS
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers.The incumbent provides the highest quality service to every customer.
Primary Responsibilities:
Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.
Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.
Identifies opportunities for Associate FinancialAdvisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.
Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.
Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life/Health and FINRA Series 7 and 63 & 65 or S66.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$83k-151k yearly est. 3d ago
Financial Advisor - Securities Administration - Lexington, KY
Wesbanco Bank Inc. 4.3
Finance advisor job in Lexington, KY
Back FinancialAdvisor - Securities Administration #42-8201 Lexington, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be at the Sir Barton Way - Lexington, KY.
Market Lexington Work Hours per Week 37.5 Requirements
Bachelor's Degree preferred.
State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
Knowledge of core investment products including fixed and variable annuities and mutual funds.
Must have fundamental understanding of Bank services and operations.
Market (investment) knowledge.
Experience in investment sales or related fields.
Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Job Description
SUMMARY:
The FinancialAdvisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management.
The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prospect clients to establish business relationships.
Profile clients and recommend suitable investment and insurance solutions.
Provide a great client experience to all clients and prospects.
Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients.
Participate in seminars, branch training and community events in support of WesBanco Securities.
Support retail and other divisions in cross referring clients for bank offered services.
Coach and train Senior and Licensed Personal Bankers and branch employees.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must possess proven sales skills, be proactive and generate opportunities.
Ability to perform general clerical duties and operate various departmental equipment.
Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint).
Ability to learn various software systems to accomplish work responsibilities.
Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to analyze, comprehend and act in accordance with various regulatory entities.
Ability to interact professionally with Bank business partners and customers.
Must possess strong organizational and planning skills.
Ability to maintain confidentiality.
Must be self-motivated.
Ability to handle travel to assigned offices.
Full-Time/Part-Time Full-time Area of Interest WesBanco Securities All Locations Lexington, Kentucky, United States
$51k-86k yearly est. 3d ago
Sap Finance Control Consultant
Harvey Nash
Finance advisor job in Charlotte, NC
The position acts as a bridge between IT and Finance, responsible for maintaining and enhancing SAP FICO functionality, managing related integrations (e.g., with OpenText VIM), and supporting process improvements and automation projects.
Technical Skills
SAP FICO module expertise (Finance & Controlling).
Integrations within SAP Landscape (knowledge of interfaces, data flows, tables).
VIM (Vendor Invoice Management) experience
highly preferred.
OpenText exposure a major plus.
Familiarity with Agile / Project methodologies - able to lead smaller initiatives.
S/4HANA implementation experience preferred.
Understanding of invoice approval workflows (e.g., Four Eyes Principle), P2P processes, and automation.
Comfortable working in both on-prem (current) and cloud-oriented environments (future state).
Functional Skills
Translate complex IT concepts into clear, business-relevant communication.
Understand finance concepts (credit/debit, profit/loss, accounts payable).
Create and maintain functional specs, manage testing (UAT, negative, etc.), and user documentation.
$63k-96k yearly est. 4d ago
Senior Analyst- Real Estate Investment
Talentsource360
Finance advisor job in Fairfax, VA
Senior Analyst - Commercial Real Estate Investments
Schedule: Hybrid
Annual Compensation range: $100,000-$130,000
Industry leading benefits program
TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee.
This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments.
Responsibilities:
Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes
Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk
Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance
Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures
Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee
Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process
Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations
Support portfolio monitoring and post-acquisition analysis as needed
Qualifications
2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred)
Bachelor's degree in real estate, finance, accounting, or a related field
Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus
Solid understanding of real estate fundamentals, capital structures, and investment metrics
Excellent written and verbal communication skills, with the ability to clearly present complex analyses
Strong attention to detail, organization, and ability to manage multiple projects under deadlines
$100k-130k yearly 2d ago
Financial Advisor - Richmond, VA
Navy Federal Credit Union 4.7
Finance advisor job in Richmond, VA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS FinancialAdvisors when needed.
Responsibilities
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Qualifications
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid)
Location: 5445 Glenside Dr, Richmond, Virginia 23228
Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Come grow with James River Insurance!
James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. We are proud of being recognized the past 5 years as one of The Top Workplaces USA.
James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and Specialty Admitted Insurance. The Company tends to focus on accounts associated with small or medium-sized businesses in each of its segments. Each of the Company's regulated insurance subsidiaries are rated "A-" (Excellent) by A.M. Best Company.
Investment & Investor Relations Analyst / Associate Job Summary
The Investments & Investor Relations Analyst/Associate is responsible for the critical public company finance functions within a specialty property and casualty insurance company. This role will be responsible for delivering results across primary functions including management of the Company's $2 billion corporate investment portfolio, day-to-day investor relations needs, and other corporate finance activity coordinating with internal finance stakeholders, senior leadership and external third-party constituents to achieve objectives.
Duties and Responsibilities
Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service
Serve as point of engagement with existing and prospective investment managers to evaluate investment markets and opportunities
Work closely with accounting and investment managers to monitor performance and budget for net investment income
Monitor investment portfolio to ensure compliance with investment guidelines
Alongside SVP, Investments and Investor Relations and management, engage with sell side analyst community and institutional shareholders of the Company communicating results and understanding objectives and feedback.
Provide leadership and work with executive management to assist with creating key external disclosures, including investor presentations, drafting press releases and conference call transcripts
Monitor sell-side research, industry news flow and trade publications for information relevant to investor relations activities
Analyze sell-side research models to understand drivers of consensus estimates
Review shareholder lists to monitor changes in ownership and target potential and existing public investors
Create and present quarterly performance presentations for the Investment Committee of the Board
Support creating presentations and collecting data for rating agency communications and information requests
Assist with or coordinate other ad hoc projects as assigned by management, including but not limited to M&A due diligence requests
Knowledge, Skills and Abilities
General knowledge of and ability to analyze financial statements
Knowledge of financial modeling techniques
Strong valuation analysis skills
Interest in financial markets
Strong organizational skills and attention to detail
Resourcefulness and a natural curiosity to learn; strong ability to collaborate and ask for help
Excellent written and verbal communication skills
Ability to prioritize and handle multiple tasks in a fast-paced environment
Analytical and problem-solving skills
Ability to build relationships with internal and external constituents/stakeholders
Self-starter who works well independently and in a team environment
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint)
Ability to travel
Experience and Education
Analyst:
Bachelor's degree required
Minimum of two years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required
Previous experience in the insurance sector preferred
Associate:
Bachelor's degree required
Minimum of four years of experience in investment banking, equity or credit research, corporate finance asset management, or related field required
Previous experience in the insurance sector preferred
Please note that this position is not eligible for H-1B visa sponsorship. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future H-1B sponsorship.
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$63k-101k yearly est. 5d ago
Trade Analyst
Hiretalent-Staffing & Recruiting Firm
Finance advisor job in Franklin, TN
We are seeking a detail-oriented and analytical professional to join our Customs & Trade Operations team, with a specialized focus on metals compliance-particularly steel, aluminum, and copper. This role will support import/export operations and compliance activities, with a strong emphasis on reviewing Bills of Materials (BOMs) and ensuring accurate metal weight declarations for finished goods. The ideal candidate will have a background in project management, procurement collaboration, and tariff classification, along with experience in import/export documentation and systems.
Key Responsibilities:
Analyze Bills of Materials to verify correct metal weights (steel, aluminum, copper) for finished products.
Collaborate with procurement and internal engineering teams to ensure accurate material data and compliance with trade regulations.
Support import/export operations, including documentation review, customs clearance, and broker coordination.
Assist in auditing customs brokers and resolving discrepancies in declarations and duties.
Maintain records and prepare reports related to import/export activities and metal compliance.
Provide support during internal and external audits.
Manage small-scale projects related to trade operations and compliance improvements.
Skills & Qualifications:
Bachelor's degree in Supply Chain, Business Operations, Engineering, or related field-or equivalent experience.
Strong understanding of metals (steel, aluminum, copper) in manufacturing or trade environments.
Experience with BOM analysis and collaboration with procurement or engineering teams.
Familiarity with import/export regulations, tariff classification, and customs documentation.
Project management experience preferred (formal or informal).
Proficiency in ACE or other customs-related systems.
Strong analytical, organizational, and communication skills.
Self-starter with a sense of urgency and ability to manage multiple priorities.
Proficient in MS Office and ERP systems.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.
$53k-82k yearly est. 1d ago
Finance Analyst
Cisco Systems, Inc. 4.8
Finance advisor job in Parkton, NC
Meet the Team
You'll be working with a group of finance leaders and controllers and have an opportunity to educate and partner with Sales Directors and VP's who are passionate about making a lasting impact to Cisco's business. We constantly look for ways to align, improve and simplify in a fast paced and constantly changing environment.
Your Impact
You will be a Finance Analyst supporting the Global Collaboration Sales organization. The role will provide finance support, analytics, and reporting to a global team of finance professionals and senior sales leaders. Key activities include:
Reporting and forecasting of consistent metrics for renewals and pipeline to drive insights into new, renew, and expansion areas of the Collaboration business
Partner with the renewals finance teams to understand collaboration business trends to support the numbers with data, facts, and detail
Own regular (weekly, monthly, quarterly) reporting on renewals and pipeline metrics for the Collaboration Sales team
Partner on monthly forecasting results and preparing materials for QBR/QBO meetings
Support finance and sales leadership with ad hoc reporting requests and analysis
Minimum Qualifications
Completed Bachelor's degree in finance, accounting, business administration, or related field.
2+ years proven experience.
Strong communication and presentation skills with ability to communicate at high levels of the sales organization.
Strong analytical skills and ability to consume large volumes of sophisticated data and build financial models.
Excel, FINBI, BO, PowerPoint skills are critical.
Preferred Qualifications
Recurring Revenue knowledge and experience with renewal metrics experience is preferred.
You have a positive attitude and a desire to learn and make an impact on the business. All while having a motivated career journey.
Cisco is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis
U.S. employees have access to quality medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, short and long-term disability coverage, basic life insurance and numerous wellbeing offerings.
Competitive salary range: $77,600-100,900
Accommodations for Disabled and Neurodivergent Applicants
We offer the necessary guidance and access to assistive technology and services to support your application process. If you require assistance or accommodations during the application, interview, or hiring process, please contact us.
Cisco is an Affirmative Action and Equal Opportunity Employer.
Why Cisco?
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
Message to applicants applying to work in the U.S. and/or Canada:The starting salary range posted for this position is $77,600.00 to $100,900.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours ofunused sick timecarried forwardfrom one calendar yearto the next
Additional paid time away may be requested to deal with critical or emergency issues for family members
Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
.75% of incentive target for each 1% of revenue attainment up to 50% of quota;
1.5% of incentive target for each 1% of attainment between 50% and 75%;
1% of incentive target for each 1% of attainment between 75% and 100%; and
Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$93,500.00 - $139,700.00
Non-Metro New York state & Washington state:
$83,200.00 - $124,300.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
$93.5k-139.7k yearly 5d ago
Financial Analyst (Healthcare Reimbursement)
Comrise 4.3
Finance advisor job in Nashville, TN
Duration: 6 months
Pay Rate: $41-43/hour on W2
Hours: M-F 8am to 5pm
Works with the Financial Services team to support the reimbursement staff in the areas of Medicare DSH claimed on the Filed Cost Reports.
They will also prepare the S-10 Charity/Uninsured and Bad Debt Analysis for the cost report filings.
Major Responsibilities:
Medicare DSH Reimbursement
Accumulate Medicaid eligible days for the Disproportionate Share Reimbursement Calculation on the Filed Cost Report
Assist in supporting all DSH Audits
Completing Appeal Package for DSH related appeals
Performing Medicaid eligibility rematches as needed on a hospital by hospital basis.
Compile all documentation to support the DSH related protest calculations on the filed cost report.
Worksheet S-10:
Complete S-10 Charity/Uninsured Analysis for the filed cost report based upon the current regulations, by performing the steps in the Access model as required
Complete the Bad Debt GL Reconciliation between S-10 and the hospital's general ledger
Assist with supporting all S-10 audits
Compile the 1115 waiver protest days for the states in which this protest applies
Cost Report Simplification
Assist the Financial Services team with supporting the Dodeca tools used by the reimbursement stafff
Compile the CR statistics Dodeca tool for each hospital
Performs other duties as assigned
Requirements:
Bachelor's degree in finance, accounting, or related field
5 years of experience in healthcare reimbursement, demonstrating a working understanding of Medicare regulations and reimbursement principles
Highly proficient in Microsoft Office (strong analytical skills using Excel and Access - using tables, queries, and forms) with the ability to efficiently process and interpret significant amount of patient related data
Knowledge of patient accounting systems
Must have an expert command of Microsoft Office (tables, queries, and forms) and the ability to interpret large volumes of patient-related data.
Must have strong knowledge of Medicare third-party billing, reimbursement, and regulatory compliance.
Job Information
State of Tennessee Job InformationOpening Date/Time01/06/2026 12:00AM Central TimeClosing Date/Time01/26/2026 11:59PM Central TimeSalary (Monthly)$5,647.00Salary (Annually)$67,764.00Job TypeFull-TimeCity, State LocationElizabethton, TNDepartmentEducation
LOCATION OF (1) POSITION(S) TO BE FILLED: DEPARTMENT OF EDUCATION, ADMINISTRATION DIVISION, CARTER COUNTY
This position serves the First TN region, which is located in the states far northeast.
For more information, visit the link below:
Working Title: Regional Finance Consultant
Qualifications
Education and Experience: Graduation from an accredited college or university with a bachelor's degree and at least three years of full-time work experience in accounting, finance, budget, or related fields.
OR
Master's degree with concentration in business, accounting, or finance and at least one year of full-time related work experience.
Necessary Special Qualifications:
Applicants for this class must:
Possess a valid drivers license.
Overview
Under general supervision, is responsible for accounting, budget and fiscal consultation of considerable difficulty; and performs related work as required. This classification is not within a series. Incumbents in this classification are employed in the Center for Regional Excellence (CORE) unit within the Tennessee Department of Education (TDOE) and consult with local education agencies (LEAs) regarding local, state, and federal-level financial strategies.
Responsibilities
Serves as subject matter expert on local, state, and federal fiscal policies and procedures for local education agencies (LEAs). Advises LEAs on efficient use of resources across all funding streams toward student achievement goals.
Develops strategies for the efficient use of financial resources in order to assist LEAs in meeting student achievement goals. Strategically organizes fiscal matters appropriately based on departments systems for consolidated planning and monitoring.
Analyzes the use of funds to help LEAs identify potential redundancies across programs to ensure efficient use of resources. Assists LEAs with preparation and submission of appropriate budgetary and fiscal documents, including preliminary budgets, amendments as needed, and reports.
Advises LEAs on alternative or additional sources of revenue (e.g., competitive grants, foundations, partnerships, etc.). Advises LEAs on how to perform complex reconciliations of general ledger accounts and in the preparation of complex financial activity reports.
Consults with LEAs on the need for alignment between fiscal matters and programmatic plans and initiatives. Assists LEAs in practically connecting fiscal matters with programmatic plans and initiatives.
Assists CORE directors with LEA planning processes and providing fiscal advice. Collaborates closely with CORE director and coordinated monitoring specialist to ensure alignment on consolidated planning, monitoring and finance.
Communicates essential financial information to internal and external stakeholders. Communicates complex accounting principles and fiscal matters to non-experts.
Provides professional development and technical assistance concerning internal controls, fiscal policies and procedures in order to build capacity within the LEA. Conducts training in departmental policies, procedures, processes, and software systems.
Competencies (KSA's)
Competencies:
Drives Results
Global Perspective
Self-Development
Builds Effective Teams
Manages Ambiguity
Knowledges:
Economics and Accounting
Administration and Management
Microsoft Excel
Skills:
Speaking
Social Perceptiveness
Critical Thinking
Instructing
Time Management
Abilities:
Written Comprehension
Category Flexibility
Information Ordering
Deductive Reasoning
Visualization
Tools & Equipment
Personal Computer
Telephone
Fax Machine
Scanner/Copier
Calculator
$67.8k yearly 3d ago
Associate, Investment Banking - Industrials
Stout 4.2
Finance advisor job in Charlotte, NC
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-51k yearly est. 3d ago
Budget Analyst
Office of The Chief Financial Officer
Finance advisor job in Virginia
Government of the District of Columbia Office of the Chief Financial Officer (OCFO)
Budget Analyst (Hybrid) $62,159.00 - $118,558.00 The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Budget Analyst. This position is located in Washington, DC with the Office of the Chief Financial Officer. The incumbent will have responsibility for formulating, justifying, monitoring, and developing process improvement strategies for budgets within their assigned agency's department.
Duties include, but are not limited to:
Validating the accuracy of budget requests, performing special analysis of specific budgetary programs and projects, providing recommendations and accurate budget projections.
Coordinating with program managers and other financial personnel to obtain sufficient information to provide sustainable justification for requests.
Ensuring that the budgets of assigned program operations are expended in a manner that achieves program goals, meets established criteria, and regulatory compliance.
Providing continuous oversight of the program's expenditure of approved funds.
Developing guidance and tools to increase department's ability to make proper budgetary formulations, execution determinations, and planning decisions.
Assessing the impact of revised budget execution policy and timetables, and providing guidance to program management concerning status of funds and issues.
Preparing budgetary documents, including tables, reports, letters and memoranda.
Performs other related duties as assigned.
Minimum Qualifications: Two (2) years of progressive experience performing duties related to the work of the position to be filled such as formulating, justifying, monitoring, coordinating and approving budget requests; and preparing reports, analysis, and justifications related to funding matters.
For initial review, please submit your resume to Office of the Chief Financial Officer, Office of Human Resources, 1101 4
th
Street, SW, Suite W220, Washington, DC 20024.
To complete an application or for additional details related to this vacancy, please visit ***************
The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance.
The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
$62.2k-118.6k yearly 3d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Johnson City, TN
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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 FinancialAdvisors 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.
$57k-102k yearly est. Auto-Apply 9d ago
2027 Investment Banking Summer Analyst Program - Charlotte, Technology, Media & Telecom Group
Jefferies 4.8
Finance advisor job in North Carolina
ABOUT US
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews.
In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and make valuable contributions to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Summer Analyst responsibilities may include, but are not limited to:
Performing financial valuation, discounted cash flow and multiples-based analyses
Building and using financial models
Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings and M&A transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of subject areas.
*You must be graduating from December 2027 to June 2028*
WORK WITH US - Investment Banking opportunities exist across the U.S.
Charlotte, NC: Technology, Media & Telecom Group
Jefferies Global TMT Group has seen tremendous growth in recent years, led by highly tenured senior bankers who have previously established leading technology investment banking franchises at Deutsche Bank (DMG Technology Group), Morgan Stanley and Credit Suisse, and have led industry-defining transactions. With over 215 technology investment bankers worldwide based in New York, San Francisco, Charlotte, Los Angeles, Boston, London, Mumbai, Singapore and Hong Kong and led by over 40 managing directors, we are one of the largest franchises on Wall Street. Jefferies' Global TMT Group provides a full range of investment banking services (M&A, Equity Capital Markets, Leveraged Finance, and Restructuring) to growth stage and established public and private companies in a number of segments: Enterprise Software; Internet and Digital Media; Technology Services; Healthcare IT; Communications Technology; Semiconductors, Hardware and Electronics; Financial Technology / Payments; Media; and Telecommunications.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $110,000 (pro-rated for the 10-week internship program).
Provides analytical support for the Corporation through reporting and interpretation of healthcare data. Responsibilities
Provides analytical support related to reimbursement to all levels of the organization.
Assists hospital Business Offices in working payment variances in a timely manner.
Assists with month end close process for Managed Care.
Works to support the system in regards to insurance master structure and maintenance
Completes assigned goals.
Requirements, Preferences and Experience
Education
Preferred : MBA
Minimum : Bachelors Degree in Finance, Accounting, or related field, or equivalent combination of education and experience.
Experience
Preferred : Experience in decision support or managed care. In depth knowledge of managed care contract language.
Minimum : Five or more years experience in healthcare data reporting area such as managed care or decision support role.
Special Skills
Minimum : Excellent communication skills and demonstrated ability to interact with multiple levels within an organization.
Training
Preferred : Epic HB Contracts Module Pathways Contract Management (PCON) experience.
Minimum : Expert level Excel, including using pivot table, and slicers.
About Baptist Memorial Health Care
At Baptist, we owe our success to our colleagues, who have both technical expertise and a compassionate attitude. Every day they carry out Christ's three-fold ministry-healing, preaching and teaching. And, we reward their efforts with compensation and benefits packages that are highly competitive in the Mid-South health care community. For two consecutive years, Baptist has won a Best in Benefits award for offering the best benefit plans compared with their peer groups. Winners are chosen based on plan designs, premiums and the results of a Benefits Benchmarking Survey.
At Baptist, We Offer:
Competitive salaries
Paid vacation/time off
Continuing education opportunities
Generous retirement plan
Health insurance, including dental and vision
Sick leave
Service awards
Free parking
Short-term disability
Life insurance
Health care and dependent care spending accounts
Education assistance/continuing education
Employee referral program
Job Summary:
Position: 1970 - Analyst-Revenue Cycle Financial
Facility: BMHCC Corporate Office
Department: HS Revenue Cycle Corporate
Category: Finance and Accounting
Type: Non Clinical
Work Type: Full Time
Work Schedule: Days
Location: US:TN:Memphis
Located in the Memphis metro area
$44k-56k yearly est. 7d ago
Financial Analyst
Jost International 4.4
Finance advisor job in Greeneville, TN
About the Company:
JOST International began as a small business in the early 1980s, where we submitted the patent application for the very first steel cast fifth wheel coupling. Since our start in Grand Haven, Michigan, JOST International has grown to become a world market leader for fifth wheels and landing gear and an international supplier for the commercial trucking industry.
Though we've grown through the years, JOST International is proud to retain the same values and principles that launched our business decades ago - a dedication to safety and continuous innovation, and above all, a close relationship with our customers and our employees.
Jost International is a leading Tier 1 supplier in the automotive industry, specializing in innovative solutions for the commercial truck, trailer, and agriculture markets. Our commitment to quality, customer satisfaction, and continuous improvement has established us as a trusted partner to OEMs and major industry players.
Position Overview:
The Financial Analyst plays a critical role in supporting strategic and operational decision-making within the business. This position is responsible for conducting in-depth financial analysis, forecasting, and reporting to drive performance, cost control, and profitability across manufacturing, sales, and supply chain operations. The role requires close collaboration with cross-functional teams including operations, engineering, procurement, and sales to interpret data, identify trends, and provide actionable insights. A strong understanding of capital-intensive industries, market cycles, and complex cost structures (including materials, labor, and logistics) is essential.
This role requires proficiency in financial modeling, budgeting, variance analysis, and KPI reporting, as well as the ability to communicate complex financial concepts to both financial and non-financial stakeholders.
This position can be located in Tennessee or Michigan
Key Responsibilities:
Costing and Variance:
Build/ maintain standards; partner with Engineering/Supply Chain on BOMs, routings, labor/overhead rates.
Analyze PPV; labor/overhead absorption, scrap, rework, inventory adjustments; drive root-cause fixes.
Month Close (ERP-Driven):
Run ERP month-end routines; material re-costing, cost center expense reviews, margin analysis, inventory reconciliations.
Validate moving-average and standard costs, catch price/receiving unit errors before they post.
Own accruals for freight, duties, rebates, and inventory adjustments; reconcile CapEx, prepaids, open POs to the trial balance.
Deliver manufacturing P&L packs and margin bridges that break down vol/mix/price/PPV/absorption/FX with zero hand-waving.
Plant/ Operations Support:
Model run rates, yields, and capacity; tie KPIs to floor reality (OEE, scrap, throughput, on-time).
Partner with production leaders to execute actions from your analysis and close the loop.
Forecasting, Budget, & CI:
Rolling forecast and annual plan; scenario modeling on volume/mix, price, surcharges, FX, tariffs.
Cost-down and CI initiatives, make-vs-buy, product launches/ECNs, footprint and CapEx business cases.
Commercial Analytics & Inventory Control:
Monitor cycle counts and valuation; investigate WIP aging, backflush errors, cut-off, reserves.
Enforce material master discipline (prices, units, sourcing) and ECN impacts on cost.
SKU/ customer profitability; price/mix and rebate tracking; margin improvement actions with Sales.
Requirements
Qualifications:
Education: Bachelor's in Finance/Accounting/Econ/Industrial Engineering (or equivalent). MBA/MS a plus, not mandatory.
Experience: Large-company or multi-plant manufacturing (automotive, heavy truck, off-highway, hydraulics, metal fab, tier-1/2).
Controlling toolkit: standard costing, BOM/routing fluency, variance analysis, inventory accounting, margin walks.
ERP chops: you've run close cycles (material costing, variance analysis, inventory reconciliations, margin bridges) in a tier-1 system (SAP, Oracle, Infor, JDE, etc.).
Analytics that change behavior-you've presented to Ops and driven action with measurable impact.
Tools: Excel power user + Power BI (DAX a plus).
Skills and Competencies:
SQL/Python for data wrangling; EDI/surcharge logic; FX and transfer-price basics.
MES/shop-floor data exposure; Lean/CI experience.
CPA/CMA (or in progress)
Detail-accurate, deadline-reliable.
Compensation and Benefits:
Competitive salary and performance-based incentives.
Comprehensive benefits package, including health, dental, and vision insurance.
Professional development and career advancement opportunities.
Physical Requirements:
This is primarily a sedentary role within an office setting. While performing duties of this job, the employee will regularly; sit, stand, walk, reach, bend, twist and rarely will be required to stoop, kneel, lift or move objects of less than fifty pounds.
I will be given written work instructions on how I am to perform this job and I will be fully trained in this position according to those work instructions. I understand that if I fail to perform, I will be disciplined, leading up to and/or including termination of my employment.
$50k-83k yearly est. 34d ago
GEAR UP Financial Specialist
East Tennessee State University 4.1
Finance advisor job in Johnson City, TN
The GEAR UP Financial Specialist supports the financial integrity and operational success of the GEAR UP federal grant by leading budgeting, reporting, and compliance functions for the program. This position develops and monitors annual grant budgets in partnership with the Program Director, manages day-to-day expenditures, and ensures all financial activity aligns with federal Uniform Guidance, district procedures, and university policies. This is a grant-funded position with a seven (7) year lifespan.
The Financial Specialist maintains complete and auditable financial records, prepares reports for funders and internal stakeholders, and serves as the primary fiscal liaison to ETSU Finance, partner school districts, auditors, and external organizations. Working closely with GEAR UP staff, the Specialist provides guidance and training on purchasing, travel, and financial procedures to ensure appropriate and strategic use of grant funds. The position also assists with budget revisions, supports sustainability planning, and contributes to the effective implementation of GEAR UP initiatives across multiple schools and partner sites.
As a key member of the GEAR UP team, the Financial Specialist helps safeguard program resources and strengthens the financial systems that enable GEAR UP to meet its goals for student success.
Knowledge, Skills, and Abilities
* Knowledge of the operation of a GEAR UP or similar type programs.
* Knowledge of guidelines established by the U.S. Department of Education as stated in the Education Department General
* Administrative Regulations, 0MB A-121, Uniform Guidance, Federal Register and the approved grant.
* Knowledge of established university policies, regulations, and services. Knowledge of administration and organization of secondary school systems. Strong knowledge of federal and state grant compliance regulations.
* Experience with budget development, forecasting, and financial reporting. Proficiency in accounting software, spreadsheets (Excel), and data systems. Strong analytical, organizational, and problem-solving skills.
* Ability to communicate effectively with program staff, district finance offices, and external auditors.
* Attention to detail and ability to meet strict deadlines
Required Qualifications
* Bachelor's degree in business administration, finance, or accounting or related field.
* Three years of experience in grant management, grant compliance, public sector accounting, financial administration and/or performance reporting.
Preferred Qualifications
* Master's degree
Compensation & Benefits
* Job Family - Financial Associate 4
* Market Range - 6 (Salary Schedules)
* For information on benefits please visit ***************************************
Application Instructions
* Exempt positions are only required to be posted for a minimum of fourteen (14) calendar days. The closing date for this posting is subject to change without notice to applicants.
* Employment contingent on a satisfactory background check.
University Overview
East Tennessee State University (ETSU) is an institution with over 14,000 diverse students highly ranked graduate and undergraduate programs. Located in the Southern Appalachian Mountains of Northeast Tennessee, ETSU serves as a hub for community, discovery, and service. Aligned with the institution's mission, we value efforts to engage in teaching, scholarship, creative activities, and service that involve community partners and address significant societal needs in our region and beyond. Recognized in 2024 as a Great College to Work For, recent strategic initiatives prioritize the institution's focus on community engagement.
Disclaimer: The Job Summary is intended to describe the general nature and level of work individuals perform in this classification. It is not intended to be a complete list of all responsibilities, duties, and skills required. Management reserves the right to revise the job or require different tasks to be performed as assigned to reflect changes in the position. Employees must be able to perform the position's essential functions satisfactorily with or without reasonable accommodations.
How much does a finance advisor earn in Kingsport, TN?
The average finance advisor in Kingsport, TN earns between $35,000 and $131,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.