Finance advisor jobs in Warner Robins, GA - 664 jobs

About the Company: Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management. Position Summary: The Investment Associate will play a pivotal role within the Wrightwell team, contributing to both the acquisition of new properties and the ongoing management of acquired assets. This position offers a comprehensive involvement in the investment lifecycle, from underwriting and due diligence to preparing investor communications and facilitating acquisition closings. Additionally, the role encompasses active participation in asset management, including monitoring financial performance, setting budgets, and executing business plans to enhance asset value. As an early-stage opportunity, this role provides significant exposure to the development of the Investments unit and supports professional growth. This role is based in Atlanta, GA and will require a minimum of 3 days in the office (Buckhead location). The position reports directly to the Senior Vice President of Investments. Specific duties and responsibilities will include: Analyze and underwrite prospective investment opportunities Develop presentation materials for investors Conduct comprehensive due diligence on new acquisitions, including rent roll evaluations, property inspections, and legal documentation review Perform market analysis to assess comparable property rents and sales. Contribute to asset management efforts and support the implementation of business plans for acquired assets. Work closely with property management teams on budgeting, variance analysis, and operational strategy. Assist in creating internal reports and preparing regular updates for investors. Carry out additional responsibilities as directed by the Senior Vice President of Investments. This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned at any time based upon Company need. Qualifications: Bachelor's degree in Real Estate, Finance, or Accounting is required. 3-5 years of experience in real estate asset management, with an emphasis on single-family and/or multi-family properties across diverse markets. Advanced financial modeling skills are essential, particularly in building and maintaining Excel models for projecting property acquisition, operations, and disposition cash flows. Proven ability to create financial and operational performance reports using Excel and PowerPoint. Excellent written and verbal communication skills. Must be highly motivated with a proactive, "can-do" mindset, and comfortable working within a small, agile, and high-performing team. What Wrightwell can offer you: Competitive base salary and discretionary bonus Medical, Vision, Dental for you (75%) and your dependents (50%) Paid vacation and sick days A fun, collaborative culture! Wrightwell is an equal opportunity employer. In keeping with the values of Wrightwell we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program

About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second. We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Category Insurance Description General Summary: Solicits new clients and services existing clients in a manner consistent with the firm's goals, culture and approach to sales. Essential Functions: Business development of clients through a consulting and partnering approach. Offers clients innovative solutions and resolves difficult risk issues. Gathers data for service team to prepare quotes; analyzes market summaries; negotiates with underwriters as appropriate and presents proposal to client; Develops a network of prospects by various methods including but not limited to cold calling, referrals, industry and special interest groups as well as centers of influence. Keeps current with carriers, strategic partners, products/services and applicable legislation. Consistently strive to learn and grow knowledge of the industry Conducts risk management audits in conjunction with a client team. Ensures timeframes and deliverables are met in the sales process. Transitions new accounts to the client team seamlessly. Informs agency personnel of major developments, renewals results, etc. as required and on a timely basis. Attends team and producer meetings, and submits expense report as required. Performs other duties and special projects as assigned. Acts as a backup to team personnel when necessary. Maintains confidential information. Position Requirements Prior insurance sales experience in an agency setting. Current Property & Casualty or Life and Health license. Demonstrated sales success with a track record of gaining commitment from prospects. Strong presentation skills with high energy and the ability to work independently as well as within a team. Data gathering skills and an analytical thought process with a high level of problem solving skills. Exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, Excel and Access. Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance. Full-Time/Part-Time Full-Time Shift -not applicable- City State Position Client Advisor (2) Exempt/Non-Exempt Exempt Open Date 1/18/2024 This position is currently accepting applications.

The QUIKRETE Companies manufactures infrastructure, commercial, and industrial construction, repair, and home improvement products, including ready-to-use cement mixes, segmental concrete, tile installation systems, concrete pipe, corrugated metal pipe, stormwater systems, bridges, and other related products. The company is seeking a Financial Analyst. The position will work closely with the Director of Sales & Business, Divisional Vice Presidents, Regional Controllers, and various Regional and Plant Managers. Responsibilities Perform financial analysis to support management decision making. Perform monthly P&L analysis at divisional, regional, and business-unit levels. Perform monthly revenue analysis, including but not limited to, trend, variance, price-volume, and margin analysis. Partner with key personnel throughout the organization to review results and recommend actions to improve performance. Maintain accurate vendor records, keeping track of any contract updates and renewals. Continuously monitor reporting to identify errors and correct transactions in a timely manner. Perform monthly reconciliations of key reports to ensure data presented is accurate and complete. Ad hoc projects and reporting as needed for analysis and/or management review. Perform all other duties as assigned. Qualifications Bachelor's degree preferred. Advanced knowledge and use of office productivity tools (Microsoft Office Excel, Power BI, and Access). Ability to multi-task, work independently, and meet deadlines. Self-motivated to find issues and resolve them timely. Organized, detail-oriented, and with strong analytical skills. Excellent written and verbal communication skills. Software Utilized · Microsoft Office Suite (Office 365), including Power BI · JD Edwards World 9.2

We are seeking exceptional Analyst Interns to join our Investment Banking team in Atlanta. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Business and Technology Services. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Boston, Chicago, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program. Essential Job Functions * Support deal teams in developing, maintaining and using financial models * Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis * Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients * Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants * Develop an in depth understanding of M&A deal processes Preferred Qualifications * Commitment to meet the demands of high volume and high-end client services * Effective communicator - verbal, written and virtual * Excellent analytical skills and attention to detail * Strong interest in problem solving and client services * Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance * Desire to join a rapidly growing, entrepreneurial platform * Demonstrable experience with Microsoft Excel, PowerPoint and Outlook * Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management * Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details * A salary based on an annual rate of $110,000 per year. * The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

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

Business Unit: Corporate Finance Industry: Business Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Business Services Houlihan Lokey's Business Services Group offers M&A advisory, capital raising, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Houlihan Lokey's Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients-whether they are seeking financing, a strategic partner, or a prospective buyer. In 2024, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

The Investment Banking Research Associate will provide information research support to a global investment banking client. The associate will help in collecting data / reports on sectors and economies from databases and general web, to share with the client for further usage. Knowledge of TMT, Industrials, Consumer, Healthcare, Energy, FIG and Real Estate sectors would be preferable. Strong knowledge of sector-specific databases and economic sources would help the associate in providing the best available information to the client. Responsibilities include and are not limited to: Process research requests effectively and efficiently, by selecting and utilizing the most relevant internal and external information sources Engage with bankers to provide real time support in meeting their requirements and formalize end deliverables within defined timelines Should be comfortable using databases such as Thomson, FactSet, SNL, IDC, Gartner, Pitchbook, Forrester, Wood Mackenzie, Clarkson, Wards Auto, Euromonitor, AC Nielsen, EvaluatePharma, EIU, Havers Analytics, MergerMarket, SDC, Dealogic, etc. Experience in handling industry and economic research, with sound knowledge of sector news run, thematic market research, sector screening, country data, transaction runs, volume & fee runs, etc. Provide training and mentoring to junior team members to upscale their skillset, and quality check their work Drive efficiencies in the process or work products through bringing in innovative ideas Requirements: B.S. Business Administration / Economics Strong business research fundamentals and understanding of financial concepts Excellent written and verbal communication skills Sound knowledge of MS Office, with knowledge of spreading financial or other numbers in an excel file Multitasking, teamwork, and time management skills Able to work under pressure and thrive in a deadline driven environment Lateral thinker, decisive and self-confident

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Atlanta. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

We are seeking exceptional Analyst Interns to join our Investment Banking team in Atlanta. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Business and Technology Services. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Boston, Chicago, and New York. Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business. Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers. In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program. Essential Job Functions Support deal teams in developing, maintaining and using financial models Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants Develop an in depth understanding of M&A deal processes Preferred Qualifications Commitment to meet the demands of high volume and high-end client services Effective communicator - verbal, written and virtual Excellent analytical skills and attention to detail Strong interest in problem solving and client services Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance Desire to join a rapidly growing, entrepreneurial platform Demonstrable experience with Microsoft Excel, PowerPoint and Outlook Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management Highly organized, with the initiative and ability to multitask and work with limited supervision on a team Basic Qualifications Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Salary Details A salary based on an annual rate of $110,000 per year. The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.

Reagan Securities, Inc. (Reagan) is a partner-owned investment banking firm based in Atlanta, GA. Reagan focuses on the insurance distribution industry across, providing M&A advisory services to hundreds of the insurance distribution system's strongest players, including over 66 of the top 100 agents and brokers in the U.S. Reagan has advised on approximately 150 transactions in the last five years with an aggregate deal value of ~$14.0 billion. We are the leading advisor on the industry's premier and most complex transactions, giving us unique insight into various deal structures and terms. We are currently seeking to hire Summer Analysts. With approximately 30 transactions annually, summer analysts have the opportunity to contribute to live deals-and potentially see one or multiple through to close-during their internship. Summer Analysts will work on lean deal teams, getting direct exposure in working alongside Analysts, Associates, Vice Presidents, and Partners, providing support on the following: Sell-side Advisory Buy-side Advisory Debt and Equity Capital Raises Mergers A successful candidate will possess a unique blend of characteristics, including: Strong math / financial capabilities. An educational background in finance, accounting, economics, or engineering is preferred. Excel skills. The majority of work will involve using complex spreadsheets, requiring a high degree of comfort in creatively using Microsoft Excel. Strong analytical skills. An ability to analyze complex business and operational issues to arrive at resolutions effectively is critical to our work. Effective communication skills. Analysts must be able to communicate clearly in both written form and in client conversations. The ability to inform others and constructively engage in debate is crucial. A strong work. The desire to remain at the top of our industry drives our team to work hard. These qualities should position a candidate to make an immediate contribution while simultaneously learning investment banking skills and the needed competencies to grow professionally within Reagan. Reagan's corporate mission is to glorify God through excellence. If performance is excellent, there is potential for a full-time investment banking analyst position after graduation.

Our client is looking for an Investment Banking Analyst to join their team in Alpharetta, Georgia. The individual will focus on provide research support to the client - a global investment bank. The analyst will work as an extension of the client's team. The professional main responsibilities will be structuring work products based on pitch / deal requirement in consultation with bankers. Responsibilities: • Performing comparable company analysis, precedent transaction analysis, industry research, company / M&A screening, and newsletter preparation. • Preparing pitch books, CIMs, industry overview, detailed company profiles, management biographies, brokers' outlook, share price performance, evolution of industry / peers valuation multiples, and buyer/seller screening. • Basic knowledge of financial statement analysis, valuation, and modelling skills. • Supporting senior members in delivering the assigned projects. • Ability to work independently and efficiently on standard projects and deliver error free work to the Bankers. • Assist in creating and maintaining / updating databases on a timely basis Requirements: • We are seeking entry level candidates or candidates with 0-3 years of experience • MBA(Finance), CPA, Master of Accounting or Bachelor with major in Finance and Accounting. • Accounting and financial knowledge, with advanced knowledge of MS Office

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts' work. Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses. Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results. Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair. Actively participate in client meetings and drafting sessions. Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content. Identify improvements to processes and propose solutions to complete tasks more efficiently. Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions. Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications. Act as "on the job" trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: MBA Degree required with a anticipated graduation date between December 2025 and June 2026 Internship or prior work experience in financial services industry preferred SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win Sound judgement Deep, sophisticated understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 10% to 30%

The Client Service Associate plays a key role in the daily operations of our firm. You'll support both advisors and clients by ensuring that every process and interaction is handled with accuracy, professionalism, and care. This role requires someone who is highly organized, detail-oriented, and proficient in advanced Excel functions - including formulas, categories, and data management. Part time- 20-30 hours weekly. Hourly pay - DOE $21.00 - $23.00 Key Responsibilities Build and maintain strong relationships with clients through friendly and professional communication. Access and manage confidential client records with discretion and accuracy. Perform data entry, complete paperwork, and maintain organized client files. Use Microsoft Excel extensively - creating and managing complex spreadsheets, categories, and formulas - to support client and firm operations. Utilize Outlook and other Microsoft Office applications daily. Prepare materials for annual client reviews and assist with marketing efforts. Transcribe meeting notes, scan documents, and manage records. Qualifications Advanced Excel skills required - applicants without this experience will not be considered (formulas, functions, formatting, data organization, and reporting are essential). Proficiency in Microsoft Outlook and Word. Strong verbal, written, and interpersonal communication skills. Excellent organizational and time management abilities. Please call Axiom Staffing Group to schedule a interview 10:00 AM and 3:00 PM at: 912-348-2420 IND115

Salary range: $60,000-$75,000 Trulite is GROWING! We are looking for an entry-level Corporate Financial Analyst based at our Corporate - Alpharetta, GA location. WHO YOU ARE: The Financial Analyst analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. This role works closely with senior leadership and cross-functional teams on financial planning, analysis and reporting to help drive data-informed decisions and efficient financial operations. WHAT YOU WILL BE DOING: Ensures all financial reporting, operations and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Maintains financial databases by entering, verifying, and backing up data. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Assist in preparing budgets and financial forecasts to support strategic planning. Create and present financial reports to management, highlighting key insights and recommendations. Work closely with other departments to provide financial insights and support cross-functional initiatives. Reconciles transactions by comparing and correcting data. Prepare daily reporting on a timely basis including Daily Sales, KPI Reports, and Consolidated Cash Balance Emails. Prepare the 13 Week Cash Forecast weekly, ensuring each of the company's operations has the appropriate cash requirements to maintain efficient operations. Manage the Treasury Function by creating and approving ACH and wire requests and preparing files for bi-weekly cash calls. Prepare and submit the Borrowing Base Certificate for the Revolving Loan by the 20 th of every month to the bank. Manage the Vena forecasting and reporting tool by keeping up to date with new site numbers from Acquisitions, new GL accounts, improved reporting, etc. All other duties as assigned. SKILLS YOU BRING: Bachelor's degree in Finance, Accounting, or a related field. 1-3 years' experience in finance or related areas. Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint) and financial software applications. Experience with Vena planning and analysis tool is a plus. Experience with data visualization tools, such as Tableau or Power BI, preferred. Experience with ERP systems (e.g., SAP, Oracle), preferred. Basic understanding of financial statements and accounting principles. Excellent communication, interpersonal, and presentation skills. Strong attention to detail and a high level of accuracy. Ability to manage multiple tasks and meet deadlines. Must be able to perform the duties and responsibilities with or without reasonable accommodation. Strong analytical and problem-solving abilities. Must pass criminal background check. Why Trulite: Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially during a non-occupational injury. We are pleased to offer a comprehensive wellness initiative that includes access to a percentage of your pay daily if needed, and a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HAS, if you choose to participate, is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.

SummaryCome and join our powerful, unified force with the energy to change the world. Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Addressing the climate crisis is an urgent global priority and we take our responsibility seriously. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life.Job Description As a Supply Chain Financial Analyst, you will play a pivotal role in advancing GE Vernova's supply chain investment strategies by driving innovation in financial modeling, process automation, and sustainability integration. You will help develop and implement enhanced cost-tracking models that support strategic network consolidation, growth, and greenfield initiatives, ensuring greater accuracy, transparency, and alignment with business objectives. This project offers opportunities to contribute to strategic decisions that enhance our supply chain roadmap and strengthen overall resiliency. Key highlights of this project include: 1. Supply Chain Financial Modelling for Strategic Investments: • Help create and refine advanced financial models to support the execution of large-scale supply chain investments, adapting legacy models to new templates and ensuring consistency with GE Vernova's strategic objectives. • Formalize a comprehensive cost ontology and automate model outputs for capital allocation, tollgate review exhibits, and executive dashboards. • Analyze project savings, total landed cost impacts, OCPH changes, and volume fluctuation effects to enable data-driven decision making. 2. Standardized Project Cost Tracking: • Establish a robust process for tracking project costs, including clear roles and responsibilities (R&R/RACI), digital cost submission structures, and the creation of a Smartsheet-based tracking tool. • Develop and maintain a central database to serve as the knowledge base for project cost data, supporting enterprise-wide benchmarking and reporting. 3. Cross-Functional Collaboration and AI Solution Development: • Partner with GE Vernova subject matter experts (SMEs) across diverse functions and business units to design, develop, and implement an AI-driven solution that standardizes, creates, and reports investment business cases. • Contribute to the rollout and adoption of the AI solution, ensuring alignment with enterprise-wide requirements and best practices. 4. Sustainability Stewardship: • Act as a “sustainability steward” for GE Vernova and the supply chain organization, championing the integration of sustainability principles into financial frameworks and investment business cases. • Help progress the sustainability framework to ensure it becomes a core element of all supply chain activities and investment decisions. Project Outcomes: Lifecycle-Consistent Financial Modeling - Delivery of advanced financial models that ensure consistency and accuracy throughout the entire project lifecycle-from feasibility study and strategic investment business case development to execution and ongoing cost tracking. Enhanced AI-Driven Business Case Reporting - Advancement of an AI-enabled solution to standardize, automate, and improve the creation and reporting of investment business cases, supporting data-driven decision making across the organization. Integrated Sustainability Framework - Successful integration of sustainability principles into financial models and business case frameworks, embedding sustainable practices as a core element of supply chain investment and operational strategies. Primary Skills Developed: This internship provides a unique opportunity to develop your skills and make a meaningful impact on GE Vernova's future through hands-on experience in financial analytics, AI-driven process improvement, and the integration of sustainability principles across all supply chain activities. • Advanced Financial Modeling - Opportunity to influence the financial and sustainability standards for large-scale supply chain investments leading to enterprise-level solutions. • Process Automation - Direct collaboration with leading experts to design and implement innovative AI solutions that enable data-driven decision making and enhance business case reporting. Through this experience, you will develop the skills to create and deploy strategic tools and frameworks that shape how GE Vernova invests and operates on a global scale. • Cross-Functional Collaboration - Exposure to cross-functional teams, enterprise systems, and digital transformation initiatives. • Develop expertise in leading and supporting sustainability initiatives within a dynamic supply chain environment, gaining practical skills in integrating sustainable practices into operational and strategic processes. Internship Term Dates: May/June - August 2026 Qualifications: Currently pursuing a Masters degree in Business Administration, Finance, Business Analytics or Data Science. Minimum GPA 4.0 / 5.0 scale. Desired Qualifications: • Strong proficiency in financial analysis, quantitative modeling, and data interpretation. • Familiarity with AI concepts, automation tools, or data analytics platforms is an advantage. • Demonstrated passion for sustainability and the ability to incorporate sustainable practices into business processes • Independent, self directed, collaborative team player with good interpersonal, communication and presentation skills. Benefits Available to you: Addressing the climate crisis is an urgent global priority, and at GE Vernova, we take our responsibility seriously. That is the singular mission of GE Vernova: to continue electrifying the world while simultaneously working to help decarbonize it. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com) The pay for this position ranges from $30/hr. This position is also eligible for: Relocation Assistance: Co-op/Interns will be reimbursed for reasonable, proper, and documented expenditures incurred while initially reporting to work and returning to school/home upon completion of the assignment. Employees with a permanent address greater than 50 miles away from the work location are eligible. Housing Allowance: Co-op/Interns employees receive a weekly housing allowance to help off-set living expenses when the co-op/Intern's permanent residence is at least 50 miles away from the work location. Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services GE Retirement Savings Plan (RSP) after their accumulated service reaches 90 days, and they meet any other eligibility requirements as defined in the plans. (Eligibility occurs on the 1st of the month following the 90th day.) General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. Inclusion At GE Vernova, we believe in the value of your unique identity, background and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: ************************************************** Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No

Job Title: Intern - Commercial Banking Atlanta Internship Program Duration: February 23, 2026 - May 1, 2026 Pay: $20 Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon. Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours. The Intern will learn and assist with the day-to-day duties of the Commercial Banking team members, including: * Receive credit requests and make approve/decline decisions within established policy, guidelines, and turnaround times. * Underwrite real estate related credit requests. * Document decisions properly and completely with particular diligence given to explanations of overrides or variances, to include a narrative to explain credit decisions. * Provide a high level of customer service to the originators of loan requests to include the communication of credit decisions and answering questions. * Works with the loan administration and client specialists to manage delinquencies on loans; * Reports troublesome loans to the senior credit officer and commercial line manager on a timely basis. * Ensures that the systems of record are accurate for the loans being administered; ensures that management information is reported timely and accurately. * Obtains satisfactory loan reviews and ensures that regular audits are performed. Qualifications * Full-time undergraduate student with anticipated graduation date between December 2024 and June 2025 * GPA of 2.75 or above * Strong interest in business and finance, though no specific major or field is required * Resourcefulness, team-oriented, enthusiastic * Entrepreneurial spirit * Demonstrated leadership and self-development (work or campus * Ability to interface and network with people at all levels of an organization * Strong communication and collaboration skill * Strategic and critical thinking skills Computer and Office Equipment Skills * Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word) About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Financial Analyst Corporate Development (Pricing, Strategy & M&A Focus) . Local Candidates Only. About Agilysys Agilysys provides industry-leading modern cloud-native solutions for Hospitality. Agilysys helps properties optimize Return on Experience for both guests and staff so they can achieve High Return Hospitality. Agilysys is the only fully focused hospitality software provider that synthesizes data and workflows across a property's revenue and service centers to elevate guest experiences and increase wallet share per guest across a singular platform. The Agilysys Hospitality Cloud combines core operational systems for property management (PMS), point-of-sale (POS), and inventory and procurement (I&P) with Experience Enhancers that provide state-of-the-art security, mobile convenience and extensive digital interactions for guests and employees. Global customers include branded and independent hotels; multi-amenity resort properties; casinos; property, hotel, and resort management companies; cruise lines; corporate and campus dining providers; food service management companies; hospitals; lifestyle communities; senior living facilities; stadiums; and theme parks. Position Summary Join our Corporate Development team in a Financial Analyst role that goes beyond traditional FP&A. In this role, you will support management in meeting the ongoing needs of the business working as part of the corporate development team. A unique role from the normal financial planning and analysis team make up, you will work directly with senior and executive management to analyze internal data, present potential strategic plans, and improve internal business operations. This position is ideal for an analytical thinker eager to grow, collaborate across functions, and contribute to pricing, M&A, and business transformation initiatives. Key Responsibilities: * Support the development, analysis, and implementation of pricing strategies with Product Management, Sales, and Leadership. * Coordinate with Operations to ensure pricing strategies are executable and aligned with business processes. * Monitor industry trends, competitive landscape, and emerging opportunities. * Identify and evaluate potential M&A targets, strategic partnerships, and investment opportunities. * Develop and maintain reports and dashboards to track KPIs and pricing effectiveness. * Analyze internal and external data to identify trends, opportunities, and areas for improvement. * Prepare and present findings and recommendations to management and cross-functional teams. * Assist in sales forecasts, budgets, and ad-hoc financial models. * Ensure data accuracy and integrity in all analyses and reporting. * Participate in special projects and strategic initiatives as needed. Requirements: * Bachelor's Degree in Finance, Accounting, or Economics required, or a related field (MBA is a plus). * 0-5 years of relevant experience in financial analysis, strategy consulting, business analytics, or FP&A. (hospitality or technology industry experience is a plus but not required). * Proficiency in Microsoft Excel, PowerPoint, and other data analysis tools (CRM systems). * Strong analytical skills with the ability to interpret complex data and provide actionable insights. * Ability to prioritize multiple deliverables simultaneously. * Ability to work in a fast-paced, dynamic environment backed with the enthusiasm to meet and/or exceed deadlines and expectations. * Strong interpersonal skills and the ability to interact with all levels of the company, from sales reps to executive management. * Excellent communication. presentation skills, intellectual curiosity, and adaptability. Must be willing to complete all license applications, background checks, security checks and/or any other documentation and provide copies of any identification documents required by any State, Federal or Tribal governmental agency in order to maintain compliance with their laws and to successfully perform in the role. * -------------------------------------------------------------------------------------------------------------------------------------------------- The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Conditions may require the Company to modify this job description, and the Company reserves the right to exercise its discretion to make such changes. Agilysys is an equal opportunity employer. In compliance with Federal and State EEO laws, qualified applicants are considered for all positions without regards to race, color, gender, religion, national origin, ancestry, place of birth, age, marital status, sexual orientation, disability, or veteran status.