Finance advisor jobs in Millcreek, PA - 3,926 jobs
All
Finance Advisor
Investment Banking Analyst
Client Advisor
Investment Banking Associate
Investment Associate
Bank Advisor
Finance Executive
Finance Advising Internship
Finance Internship
Wealth Management Advisor
Finance Specialist
Finance And Reporting Analyst
Investment Analyst
Finance Analyst
Finance Consultant
Analyst - Investments
Corten Real Estate
Finance advisor job in Philadelphia, PA
Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
$74k-126k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Private Client Financial Advisor - Albany, NY
Citizens 2.9
Finance advisor job in Clifton Park, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client FinancialAdvisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a FinancialAdvisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$99k-157k yearly est. Auto-Apply 1d ago
Head of Finance
Comun
Finance advisor job in New York, NY
About Común Comun's mission is to help Hispanic immigrants turn their hard work into upward mobility - starting with financial services that support their transition from a cash-based system to the digital economy. We offer checking accounts that can be opened using 100+ types of Latin American IDs, access to over 90K locations nationwide to deposit cash, international transfers to 17 countries at market-leading rates, and 24/7 bilingual customer support with
We currently process over $1.5B in annual transaction volume and surpassed $100M in annualized international transfers just six months after launch. Comun has raised +$50M from top investors including Redpoint, Costanoa Ventures, and South Park Commons. Our team brings experience from leading fintech companies like Brex, Nubank, and Mercury.
We believe immigrants are the ultimate entrepreneurs - driven by relentless ambition and a vision for a better future for their families. Comun exists to serve them throughout their journey.
Learn more at comun.app/nosotros
Article here
Responsibilities:
1. Accounting & Reporting:
- Ensure timely and accurate financial reporting, including monthly, quarterly, and annual financial statements.
- Ensure compliance with accounting standards and manage the annual financial audit process.
- Manage our ERP system.
- Oversee the annual financial audit process.
2. Taxes:
- Ensure tax compliance with federal, state, and local regulations.
- Collaborate with auditors and legal teams on the tax implications of business decisions.
- Establish and implement the most optimal tax and compliance structure for the company's business model.
3. Financial Control and Operations:
- Lead the implementation of a reconciliation tool to reduce unreconciled transactions and improve the efficiency and controls of our financial operations.
- Establish and maintain policies and procedures to mitigate financial operational risk.
- Manage our Accounts Payable & Receivable to ensure timely payments and collections, optimizing working capital.
- Oversee the payroll process through our HR system.
4. Treasury:
- Manage liquidity risk through cash flow forecasting to ensure sufficient cash flow for operational needs.
- Establish and manage relationships with banks and financial institutions.
- Optimize surplus cash investments while ensuring effective risk management.
5. Capital Markets:
- Lead fundraising and structuring efforts to secure credit facilities for the company's credit operations.
- Manage relationships with lenders and operate the credit facility.
- Ensure compliance with all debt covenants and reporting requirements.
6. Financial Planning & Analysis (FP&A):
- Develop and maintain our financial model and cash flow projections.
- Lead monthly meetings to analyze performance and deviations from projections.
- Ensure alignment between the different company areas on targets during the quarterly Objectives and Key Results process.
7. Strategic Finance:
- Leverage data analytics skills to process data from our database (Snowflake) to develop and obtain key performance indicators for the rest of the company.
- Own the unit economics of the company, providing insights for optimal business decision-making.
- Lead negotiations with vendors and partners to strengthen our unit economics.
- Prepare materials for quarterly Board Meetings, participate and lead Board Meetings.
- Partner with the CEO in equity fundraising activities.
- Maintain strong relationships with investors and financial institutions.
8. Team Leadership:
- Build, lead, and develop the finance team, fostering a culture of high performance and continuous improvement.
9. Strategic Financial Leadership:
- Develop and execute the company's financial strategy in alignment with business objectives and long-term goals.
Job Requirements:
A bachelor's degree or its foreign equivalent in Business Administration, Finance, Business Analytics, Accounting, or a related field, plus 2 years of experience as a financial manager or in a related role. The required prior experience must include:
- 2 years of leadership experience working with boards of directors and private market investors, including preparing board materials and presenting and leading board meetings.
- 2 years of experience fundraising equity capital, including investor outreach, building data rooms, and leading the due diligence process.
- 2 years of experience in capital markets, including investor outreach, securing term sheets, structuring the facility, managing the cash flow, and leading reporting requirements.
- 2 years of experience overseeing financial audits.
- 2 years of experience defining and implementing optimal tax and regulatory structures.
- 2 years of experience managing ERP and HR systems.
- 2 years of experience defining the financial operations structure of a financial services business and selecting and implementing a reconciliation tool.
- 2 years of experience owning the financial model of a company.
- 2 years of experience working with large databases applied to financial analysis.
- 2 years of experience leading negotiations with vendors and partners.
- 2 years of experience owning and leading the quarterly Objectives and Key Results process for a company.
- 2 years of experience hiring and building a finance team.
To apply, Send resume or CV to ************** and reference HF.
Travel requirement: Up to 20% domestic and international travel required
Annual salary: $250,000
Role applicable for our internal referral program. If you know someone amazing, we want to hear from you.
Team
We are a team of 40 based out of New York, coming from industry-leading companies like Brex, Nubank, Cruise, and Verkada. Over half of us are immigrants, and have experienced the problems we're solving first hand. We value customer focus, high ambition, principled decision-making, and deep trust.
Full Time Employee Benefits
Competitive salary and generous equity
Medical, dental, and vision insurance
Gym Pass subscription
Daily office lunch in NYC Office
Paid parental leave
Flexible PTO
Remote-friendly when traveling
Company-wide offsites
401(k) for US employees
Visit to our NYC Office for remote team members
Visa sponsorship if applicable
Común is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
$250k yearly 6d ago
Head of Finance
Allwhere, Inc.
Finance advisor job in New York, NY
Head of Finance - allwhere Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion.
The Opportunity
We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financialadvisor to the CEO and executive leadership team.
What You'll Do
Strategic Financial Leadership & Business Model Strategy
Partner with the COO and CEO to drive allwhere's financial strategy and oversee cash flow management to enable profitable growth.
Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability.
Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications.
Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings.
Partner with leadership to refine allwhere's business model and identify opportunities to improve unit economics and margin performance.
Working Capital & Credit Management
Optimize working capital management, balancing cash flow with business growth.
Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline.
Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure.
Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk.
Implement efficient accounts receivable and payable processes to improve cash flow predictability.
Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.
Cost Structure & Vendor Economics
Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics.
Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices.
Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale.
Implement financial processes to track, analyze, and optimize vendor spend and operational costs.
International Expansion & Compliance
Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities.
Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors.
Scale treasury and payment operations to support international business growth.
Team Leadership & Process Optimization
Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth.
Strengthen internal financial controls, risk management, and reporting accuracy.
Partner with operations and product to automate financial workflows and improve efficiency.
Who You Are
You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors.
Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater.
Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model.
Experience managing global financial operations (multi-entity, multi-currency).
Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials.
Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies.
Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization.
Strong track record of cost structure management, vendor negotiations, and logistics cost optimization.
Skilled in financial modeling, FP&A, and capital allocation.
Builder mentality - able to create systems from scratch while optimizing for scale.
Experience leading finance teams as well as cross-functional teams in a fast-paced environment.
Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.
Why Join Us?
Lead finance at a rapidly scaling, category-defining company with a clear path to dominance.
Own a high-impact role with direct influence over strategy, growth, and financial execution.
Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment.
Competitive compensation, equity, and leadership growth opportunities.
$104k-197k yearly est. 3d ago
Investment Banking Associate
Alantra Partners Sa
Finance advisor job in New York, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In FinancialAdvisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
Brookfield Culture. Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committe Investment, Associate, Strategist, Quantitative, Portfolio, Management, Banking
$95k-163k yearly est. 6d ago
Analyst, Real Estate, Investment Banking
BMO Financial Group 4.7
Finance advisor job in New York, NY
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach.
Collaborates to generate creative, client-focused solutions to prospective and current clients.
+ Develops written internal and external marketing on pitch material.
+ Supports deal teams in development, presentation, and winning mandates.
+ Seeks to develop an understanding of client needs and outcomes.
+ Provides materials to support an outstanding client experience.
+ Identifies opportunities for increased efficiency and improved service to internal and external clients.
+ Provides analytical findings to deal teams.
+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Researches and analyzes company and industry financial and operating information.
+ Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations.
+ Creates statistical exhibits and financial performance trend analysis for client presentations.
+ Prepares industry compilations.
+ Performs market research and synthesizes findings for internal and external presentations.
+ Applies technical concepts and understands implication of work to client/transaction.
+ Develops an understanding of and proficiency in using all required systems and models.
+ Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
+ Provides feedback on, and supports continuous improvement opportunities.
+ Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting.
+ Delivers financial modeling to support strategic recommendations to clients.
+ Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
+ Thinks creatively and proposes new solutions.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works mostly independently.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience.
+ An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement.
+ Financial analysis training and experience.
+ Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial.
+ Highly skilled in building complex financial models.
+ Expertise in using financial computer applications and database management tools.
+ Skilled in creating statistical presentations.
+ Creative, insightful, and resourceful.
+ Strong interpersonal skills within a demanding team environment.
+ Strong ability to review and assess detailed information daily on multiple projects in an organized manner.
+ Works independently within a team environment.
+ Specialized knowledge from education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory.
The expected base salary range: $110,000.00 - 135,000.00.
**Salary:**
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$110k-135k yearly 6d ago
Investment Consultant - Rochester, NY
Charles Schwab 4.8
Finance advisor job in Pittsford, NY
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.
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
$112k-200k yearly est. 1d ago
Analyst, Investment Banking
Alvarez & Marsal 4.8
Finance advisor job in New York, NY
Analyst, Alvarez & Marsal Investment Banking
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As an Analyst in the Investment Banking group, you will gain experience in restructurings, M&A, and financialadvisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.
How you will contribute
Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research
Qualifications
Minimum of 1 year of investment banking at a financial analyst level REQUIRED (2 years are preferred)
An understanding or experience in distress/restructuring or M&A
Bachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5
Demonstrated quantitative, analytic and modeling skills
Highly developed written and oral communication skills
Knowledge of capital markets and investment banking products
Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)
Understanding/experience with credit analysis is a plus
Strong interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and attention to detail
High level of integrity
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $115,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-HH1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$115k-125k yearly 6d ago
Investment Banking Analyst
Berenberg Gossler & Co KG
Finance advisor job in New York, NY
For our Investment Banking division in New York, we are looking to hire an
Investment Banking Analyst - New York
Your role in the team:
Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets.
In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US.
What will you do?
Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle
Conducting in-depth market sector and company research to support pitches and deal execution
Building and maintaining complex financial models, including equity valuation analyses
Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes
Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams
Who are we looking for?
First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software
Degree-level education with outstanding academic achievements, preferably in finance or a related field
Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment
Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure
A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines
What we offer you:
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
Standort New York
Mehr zum Standort
Nächste Schritte
Alle Investment Bank Stellenangebote Alle Stellenangebote in New York Lernen Sie Berenberg kennen Jobangebot teilen Jetzt bewerben
Jobs, die Sie interessieren könnten
Corporate Access Roadshow Manager
London
Job Details
Team Assistant, Nordic Sales
Stockholm
Job Details
Vice President European Corporate Finance
London
Job Details
Unsere Jobangebote Werden Sie Teil unserer Talent Community
Noch nicht das Richtige gefunden?
Sollten Sie noch kein Stellenangebot entdeckt haben, das Sie interessiert, können Sie sich auch gerne unserer Talent Community anschließen. Dann können wir Sie kontaktieren, sobald wir eine Position zu besetzen haben, die Ihren Wünschen entspricht. So bleiben wir auch in Verbindung, um Sie über Neuigkeiten, Events und andere Gelegenheiten passend zu Ihren Interessen informieren zu können.
Werden Sie Teil unserer Talent Community
$90k-115k yearly 6d ago
Investment Banking Analyst
Berenberg 4.0
Finance advisor job in New York, NY
General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our Investment Banking division in New York, we are looking to hire an Investment Banking Analyst - New York
Your role in the team:
Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets.
In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US.
What will you do?
Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle
Conducting in-depth market sector and company research to support pitches and deal execution
Building and maintaining complex financial models, including equity valuation analyses
Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes
Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams
Who are we looking for?
First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software
Degree-level education with outstanding academic achievements, preferably in finance or a related field
Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment
Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure
A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines
What we offer you:
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
$90k-115k yearly 6d ago
Associate, BlackRock Investment Institute, Portfolio Researcher
Blackrock, Inc. 4.4
Finance advisor job in New York, NY
BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services, inclu Research, Investment, Portfolio, Associate, Portfolio Manager, Banking
Aurex Group is partnered with a Tier 1 Global Energy Company looking to hire a Corporate Finance & Investment Associate to join their natural resources team.
This role will have broad energy investment exposure across all natural resources including oil, gas, power, renewables, metals, as well as broad vertical deal experience across up, mid, and downstream transactions. This role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team.
About the Role
Candidate's must possess both a strong technical skillset and commercial acumen.
Financial due diligence and analysis looking at deals across North America.
Support negotiations and execute agreements.
Heavy emphasis on creating and reviewing financial models, so strong modelling skills (DCF, etc) are a must.
Ideal candidates will have meaningful M&A experience within an investment bank, energy corporate, investment fund or similar within the energy sector.
Any vertical will be considered - O&G, Upstream, Midstream, Power, Renewables, Metals/Mining - provided the candidate is open to a broad role.
Candidates should come with experience within investment banking, private equity, or similar corporate development background within an Energy/Natural Resources company.
Qualifications
At least
Accredited degree in Finance, Economics, or similar/relevant area
Strong analytical and modeling skills (DCF, etc)
Creative problem-solving ability
Attention to detail
Ability to multitask various projects effectively in a dynamic, fast-paced environment
Strong fundamental understanding of finance and valuation principles
Demonstrated ability and experience developing and managing complex financial models
Commercial acumen
If you believe this opportunity is right for you, please send your CV by using the Apply Now button below.
$95k-163k yearly est. 1d ago
Finance Rep II - Home Health Billing
Cincinnati Children's Hospital Medical Center 4.5
Finance advisor job in Cincinnati, OH
JOB RESPONSIBILITIES
* Billing - Compile and prepare patient charges. Prepare invoices billings, UB-04 and 1500 claim forms to be sent to 3rd party payers for payment indicating individual line items for services and total costs. Review charges. Obtain and evaluate family, third party payers and agency resources for payment of charges. Managing patient billing and ensure procedures are billed according to contracts, transmit or mail all paper and claims, and review correspondence and follow up as needed.
* Systems Support - Maintain and update departmental system, including templates, and payer and physician information.
* Collaboration - Act as a preceptor for new employees. Perform specialty services functions. Act as a resource within the department/division. Provide instruction for performing non-routine functions. Serve as a liaison between Physicians Billing Service, Admitting, Outpatient Surgery, Outpatient Department, Patent Financial Services and other Cincinnati Children's departments.
* Financial Support - Obtain and evaluate family, third party payers and agency resources for payment of charges. Counsel patient on third party coverage and present financial aspects. Determine eligibility for State Medicaid, Social Security and other outside funding. Complete necessary paperwork for eligible patients, including medical and financial applications. Coordinate inpatient and outpatient admissions. Coordinate information with the inpatient and outpatient charge systems. Input charges and relative information. Manage accounts receivable data and collection information, ensure timeliness and accuracy. Research third party payers and community physician charges in order to maintain usual and customary as will as competitive charges. Check and update charge master. Conduct utilization review for the division from insurance companies and working in conjunction with Cincinnati Children's Utilization Review department. Process, post, and balance payments to accounts timely, accurately, and in the correct period.
* Quality - Provide Quality Assurance reports for the division.
JOB QUALIFICATIONS
* High school diploma or equivalent
* 2+ years of work experience in a related job discipline
Primary Location
South Campus
Schedule
Full time
Shift
Day (United States of America)
Department
Home Health Billing Operations
Employee Status
Regular
FTE
1
Weekly Hours
40
* Expected Starting Pay Range
* Annualized pay may vary based on FTE status
$18.16 - $22.25
Market Leading Benefits Including*:
* Medical coverage starting day one of employment. View employee benefits here.
* Competitive retirement plans
* Tuition reimbursement for continuing education
* Expansive employee discount programs through our many community partners
* Shift Differential, Weekend Differential, and Weekend Option Pay Programs for qualified positions
* Support through Employee Resource Groups such as African American Professionals Advisory Council, Asian Cultural and Professional Group, EQUAL - LGBTQA Resource Group, Juntos - Hispanic/Latin Resource Group, Veterans and Military Family Advocacy Network, and Young Professionals (YP) Resource Group
* Physical and mental health wellness programs
* Relocation assistance available for qualified positions
* Benefits may vary based on FTE Status and Position Type
About Us
At Cincinnati Children's, we come to work with one goal: to make children's health better. We believe in a holistic team approach, both in caring for patients and their families, and in advancing science and discovery. We strive to do better and find energy and inspiration in our shared purpose. If you want to be the best you can be, you can do it at Cincinnati Children's.
Cincinnati Children's is:
* Recognized by U.S. News & World Report as a top 10 best Children's Hospitals in the nation for more than 15 years
* Consistently among the top 3 Children's Hospitals for National Institutes of Health (NIH) Funding
* Recognized as one of America's Best Large Employers (2025), America's Best Employers for New Grads (2025)
* One of the nation's America's Most Innovative Companies as noted by Fortune
* Consistently certified as great place to work
* A Leading Disability Employer as noted by the National Organization on Disability
* Magnet designated for the fourth consecutive time by the American Nurses Credentialing Center (ANCC)
We Embrace Innovation-Together. We believe in empowering our teams with the tools that help us work smarter and care better. That's why we support the responsible use of artificial intelligence. By encouraging innovation, we're creating space for new ideas, better outcomes, and a stronger future-for all of us.
Comprehensive job description provided upon request.
Cincinnati Children's is proud to be an Equal Opportunity Employer committed to creating an environment of dignity and respect for all our employees, patients, and families. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, genetic information, national origin, sexual orientation, gender identity, disability or protected veteran status. EEO/Veteran/Disability
$46k-71k yearly est. 7d ago
Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) - DC13035
Pryor Associates Executive Search
Finance advisor job in Hauppauge, NY
Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) opening in Hauppauge, Long Island, NY. Manage and service an assigned High Net Worth (HNW) book of business. Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance. Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates; prepare and conduct client renewal reviews when needed; act as team player by supporting colleagues and providing back up support to other Account Managers as needed; strong problem solving abilities with the capacity of making independent decisions and developing solutions; Excellent oral and written communication skills; Ability to stay current in High Net Worth; Ability to learn and utilize the agency management system, carrier portals, MS Office applications ( Word, Excel, Outlook, Scribe): Must have ability to work under pressure and in a fast pace environment. Ideal candidate has working knowledge of AMS360 a plus; 3+ years of experience in High‐Net‐Worth personal lines; Property & Casualty Insurance License in good standing; MUST HAVE experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati & Berkley One as well as working with wholesale brokers on hard to place Excess & Surplus Lines business. Company Paid Health, Dental, Vision & Life Insurance, 401(K) with Full Match, Quarterly & Annual Agency Growth Bonus', Company paid AAA & (Optional) In‐house Gym Membership, Holiday, and Paid Time Off. Beautiful New Office and a Great Team to work with. Salary up to $120k DOE. (DC13035)
$120k yearly 1d ago
Financial Regulatory Reporting Consultant
Asset Staffing
Finance advisor job in New York, NY
Major bank in midtown Manhattan seeks experienced FINANCIAL REGULATORY REPORTING CONSULTANT for long term hybrid role. Please only respond if you are able to go into their Manhattan office-NYC
Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings
for multiple entities under operations
The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible
for regulatory reports across all entities under the US Operations
Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports including, but not limited to, Federal Reserve reports such as FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900, Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g. BE-605, BE-15, and BE-125)
Reconcile reporting data to GL, validation of static data and perform variance analysis
Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted
Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance
Keep track of each assigned tasks and projects, and meet each deadline
Coordinate with multiple stakeholders across organization
REQUIREMENTS:
Bachelor's degree with accounting major is a big plus
Proficiency with Microsoft Excel, PowerPoint, and Word
Experience in BI tools such as Alteryx or Power Bi is a plus
Working knowledge of regulatory reporting or financial reporting
Basic knowledge of financial products such as loans, deposits, securities, derivatives, money market products, repos
Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experiences in banking is required
CPA, CFA or equivalent license is a big plus
$83k-119k yearly est. 1d ago
Client Advisor (New York, New York (US-NY), US)
Burberry 4.5
Finance advisor job in New York, NY
INTRODUCTION
At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.
We aim to provide an environment for creative minds from different backgrounds to thrive, bringing a wide range of skills and experiences to everything we do. As a purposeful, values-driven brand, we are committed to being a force for good in the world as well, creating the next generation of sustainable luxury for customers, driving industry change and championing our communities.
JOB PURPOSE
The Client Advisor builds relationships with Burberry's new and existing clients, delivering a personalised and elevated experience with commercial success.
Reporting to the store management, the Client advisor will inspire our clients by conveying passion for the brand, fashion and luxury products.
As an expert in client engagement and service, the client advisor demonstrates a high level of knowledge in styling and selling.
RESPONSIBILITIES
SERVICE AND SALES
Meet and exceed individual and store sales and other commercial KPIs
Through storytelling and passion for the brand, inspire our clients creating desire and love for Burberry with every client interaction
Provide a luxury service and demonstrate knowledge and expertise in product, fashion and styling
Follow the Client journey to elevate the Client experience in the store: Ensure a great initial impression; discover your client, be a product and styling expert and close the sale to maintain the relationship with the client.
Be efficient in following-up and delivering after-sales services to our clients
Contribute to the daily operations of the store, by maintaining high luxury standards in both front and back of house, including appropriate level of product and replenishment, support with inventory management, markdowns and stockroom maintenance when required
Follow company policies, guidelines, and procedures. Use visual techniques to maintain visual standards according to Burberry guidelines
Foster team work and a positive work climate
CLIENT ENGAGEMENT
Build meaningful relationships with Clients
Work by appointment to provide a personalised service and build relationships with our clients to promote loyalty and incremental purchases.
Capture new luxury clients to grow the individual and store client book with a commercial objective mindset
Drive retention of clients ensuring volume and spend by contacting them regularly and ensuring the appropriate follow up on sales or clients requests
PERSONAL PROFILE
A proven track record in delivering sales and exceeding targets
Previous experience in Clientelling
A strong interest in fashion, art and culture
Strong product knowledge and good understanding of store retail operations
Understanding of competitor products
Experience in working as part of a team
Fluent in local language; English proficiency is desirable
Other language knowledge is desirable
Demonstrates Confidence, Curiosity, Conviction, and Care
Enjoys being part of a team
Energetic, Pro-active and self-motivated
Detail-oriented and creative with a passion for selling
Assertive with impeccable presentation and communication skills when dealing with clients and colleagues at all levels
Results driven and commercial mindset
Flexible, collaborative and adaptable approach to work
MEASURES OF SUCCESS
Individual sales performance and KPI's (Appointments, UPT, ATV & AUR)
Service targets (Guest Experience, Net promoter score)
New client acquisition (conversion and retention)
Number of appointments held on a monthly basis
FOOTER
Burberry is an Equal Opportunities Employer and as such, treats all applications equally and recruits purely on the basis of skills and experience.
Posting Notes: USA || New York (US-NY) || New York || RETAIL OFFLINE || MAINLINE || n/a ||
Expected base salary for the role will generally be between $25.00 and $26.00 per hour at the commencement of employment. However, base salary if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
$25-26 hourly 6d ago
CLIENT ADVISOR ANTONIO MARRAS
Oniverse
Finance advisor job in New York, NY
ONIVERSE is looking for dynamic Client Advisors to join its first ANTONIO MARRAS store in the heart of New York City, NY!
Job Title: Client Advisor
Reports to: Store Director
FLSA: Non-exempt
Hourly Base Salary: $22-$30 USD plus monthly commissions
About the brand:
Antonio Marras started his journey in fashion in 1987 and launched his label in Milan in 1999. As a multidisciplinary artist working across fashion, cinema, literature and art, Antonio brings a unique and evolving narrative to the brand. His artistry is at the heart of everything we do, and we are strategically focused on highlighting this distinctive creative identity in every touchpoint, from product to store experience.
Job Requirements:
Ability to work a flexible schedule, including holidays and weekends
Deliver luxury, one-on-one customer service as a Marras Brand Ambassador
Meet and exceed personal and store sales goals
Build and maintain strong client relationships using CRM tools
Follow visual merchandising guidelines
Contribute to stock management and product replenishment
Passion for the luxury sector and through knowledge of products
Share trends, styling ideas, and product knowledge with clients and other team members
Proficiency in a second language is a plus
Ability to lift more than 20 pounds and stand for long periods of time, bend, stretch, for a short distance engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.)
Store Cleanliness: at our stores, we take great pride in providing our customers with a clean and well-maintained shopping environment. This includes the cleanliness and organization of the store: including but not limited to the salesfloor, fitting rooms, cash desk area, and backroom areas. As a retail employee, you are expected to take the initiative of upkeeping the cleanliness in the store.
Qualifications:
Eligibility to work in the US for any Employer
High School graduate or equivalent
Minimum 2 years of experience in customer service and contemporary or luxury retail industry
Excellent verbal, written communication and sales skills, with a strong customer service orientation
Commitment, being self-motivated and goal oriented
Impeccable presentation and the ability to thrive in a demanding environment
Problem solving mindset
Benefits Package:
Base Salary, plus monthly commissions
Medical Insurance
Paid Time off and Paid Sick Time
Paid Parental Leave*Must meet eligibility requirements
401(K) matching
Pet Insurance
Pre-Tax commuter benefits for transit and parking (Depending on City/State)
Sign on Bonus
Referral bonus
Employee Discount, Free Uniform and much more!
How we do it:
• Open Minded
• Pragmatic
• Authentic
• Passionate
• Dynamic
• Team Player
Oniverse was founded in 1986 close to Verona, Italy with the aim to create a new way of selling hosiery and beachwear for women, men and children, through a franchising sales network. More than thirty years later, Oniverse boasts more than 5,600 shops throughout the world with different brands such as Calzedonia, Intimissimi, Falconeri and Tezenis. The success of Oniverse is the result of a number of factors: the huge range of products, the particular attention paid to fashion and the unbeatable quality-price ratio. These are some of the features that have enabled Oniverse to satisfy even its most demanding customers.
$22-30 hourly 4d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Finance advisor job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 1d ago
HBKS Wealth Advisors Summer Internship
HBK 4.4
Finance advisor job in Erie, PA
Internship
HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking an Intern for its Retirement Plan Services Group. This position will be based out of our Fort Myers, Florida office. This individual will work as part of a national practice that provides advice and consulting to the firm's corporate client sponsoring qualified retirement plan such as 401(k)s. The Retirement Plan Services Group currently advises on approximately 250 retirement plan sponsors representing thousands of participants and over $500 million in retirement plan assets. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is one of the nation's largest accounting and business consulting firms.
Long-term, significant opportunities for professional advancement and promotions within HBKS Wealth Advisors exists for talented team members.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Intern.
DESCRIPTION
Typically, full time however HBKS understands that students may need to attend classes during their internship and will provide a flexible schedule if needed. At HBKS, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the wealth advisory profession, and to enhance the intern's formal education. You will accomplish this by:
Working with the retirement plan services team on a range of administrative tasks.
Assisting with case analysis for new perspective client opportunities.
Working with various tools and databases that the firm subscribes to help identify prospective clients in the various markets where HBK/HBKS has a presence.
Helping to produce quarterly reports for the firm's retirement plan services clients.
Performing other tasks as delegated.
REQUIREMENTS & QUALIFICATIONS
Must be Junior or Senior status majoring in finance, accounting, statistics, or economics
Must currently be enrolled (accredited school) and be in good academic standing
Actively pursuing or interested in pursuing CFP
Must possess excellent computer, communication, and interpersonal skills
Must be team player
Must pass an employment background check
Must have the ability to work at least 20 hours per week, but this opportunity can be up to 40 for those who desire such
Upon successful completion of the internship, students may be presented with a verbal offer for a second internship (juniors), or with a full-time offer of employment (seniors) followed by a formal written offer letter.
HBKS provides equal employment opportunities to all employees 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.
How much does a finance advisor earn in Millcreek, PA?
The average finance advisor in Millcreek, PA earns between $40,000 and $127,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Millcreek, PA
$71,000
What are the biggest employers of Finance Advisors in Millcreek, PA?
The biggest employers of Finance Advisors in Millcreek, PA are: