Finance advisor jobs in Yakima, WA

Client/Wealth Advisor - Seattle, WA Represented by Addison Group | Wealth Management Firm Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Responsibilities: Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies. Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance. Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement. Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions. Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance. Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients. Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making. Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks. Prepare and present financial plans, investment proposals, and performance reviews. Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring. Qualifications: Minimum 3 years of experience in public accounting. CPA license highly preferred; CFP or progress toward certification a plus. Strong understanding of financial statements, cash flow, investment principles, and tax concepts. Excellent interpersonal, analytical, and communication skills with a client-first mindset. Bachelor's degree in Accounting, Finance, or a related field. Our client offers: $120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays. Hybrid in-office schedule. Downtown Seattle.

We are seeking a detail-oriented Financial Analyst I to support the Program Accounting Department with monthly network payments, accruals, financial reporting, and data analysis. This assignment requires someone who can independently manage their workload, work with large datasets, and deliver accurate financial reporting under tight deadlines. Responsibilities Financial Analysis & Reporting Prepare, analyze, and reconcile monthly network payments and accruals. Review and process monthly invoices and accruals to ensure accurate financial statements and subscriber reporting. Prepare and distribute weekly, monthly, quarterly, and annual financial reports. Support month-end and year-end close processes, including journal entry preparation. Data Management & Modeling Analyze, review, and manipulate large datasets using database tools (Teradata, SQL, Microsoft Visual Studio) to calculate payments and provide insights. Maintain, update, and design financial models, forecasts, and analytics reports. Run financial data queries and support ad hoc report development. Operational Support Act as liaison between permitting, survey, and design departments for residential and commercial construction-related financial documentation. Review invoicing to ensure proper rate code usage and compliance; approve, reject, or request additional documentation as needed. Coordinate changes to existing reports and required submissions across departments. Provide trend reporting and assist in process improvement and standardization projects. Additional Duties Research budget and forecast variances and communicate findings. Participate in audits presented by networks and streamline tracking and research processes. Perform ad hoc analysis, data summarization, and other duties as assigned. Maintain regular, punctual attendance; may require nights, weekends, variable schedules, or overtime. Qualifications Education: Bachelor's degree in Accounting, Finance, MIS, or equivalent experience. Experience: 1-3 years of relevant financial analysis or accounting experience. Experience in industry or public accounting preferred. Technical Skills: Strong analytical skills and ability to manage large datasets. Proficiency with Essbase and Oracle. Strong knowledge of database tools: Teradata, SQL, Microsoft Visual Studio. Advanced skills in Microsoft Excel, Word, and Outlook. Soft Skills: Strong written and verbal communication skills. Ability to work independently and exercise sound judgment. Detail-oriented with strong organizational skills.

A leading AI cloud infrastructure provider in Seattle is seeking a Counsel, Corporate Finance. The role involves managing legal workstreams, ensuring compliance, and supporting complex debt transactions. Candidates should have a JD, experience in financial law, and exceptional negotiation skills. The position requires working primarily from San Francisco, focusing on enhancing finance strategy and collaboration with cross-functional teams to expand their operations. #J-18808-Ljbffr

WHO WE ARE Founded in 2011, Timberlane Partners is a Seattle-based real estate investment, development, and asset management company specializing in multifamily real estate. Led by an experienced team, Timberlane has successfully acquired and developed over $1 billion of real estate assets throughout the West Coast and Mountain West. We pride ourselves on our disciplined, entrepreneurial approach, fostering long-term partnerships, and consistently delivering outstanding risk-adjusted returns. ABOUT THIS POSITION We are seeking an Acquisitions Analyst to join our Investments team and support the sourcing, underwriting, and execution of multifamily acquisitions across all of Timberlane's investable markets. The ideal candidate has strong analytical skills, multifamily experience (preferred), and thrives in a fast-moving, entrepreneurial environment. This role works closely with the Acquisitions team, Portfolio Management, Asset Management, and Capital Formation. Job Title: Acquisitions Analyst Job Type: Full-Time Location: Seattle, WA (Hybrid - minimum 4 days/week in office) Reports to: Managing Director, Acquisitions Company: Timberlane Partners PRIMARY RESPONSIBILITIES Conduct market and submarket research across all Timberlane target markets, including rent trends, supply pipelines, capital flows, and competitive analysis. Maintain acquisition pipelines, broker relationships, and market intelligence. Underwrite multifamily acquisitions using Timberlane's underwriting templates, including sensitivity analyses and return modeling (IRR, MOIC, CoC, YoC). Analyze historical financials, rent rolls, T-12s, CapEx; evaluate debt financing scenarios. Prepare preliminary underwriting summaries and full investment committee memos. Support Capital Formation with materials derived from underwriting and business plans. Attend property tours and document physical, operational, and market observations. Engage with brokers and owners; track on-market and off-market deal flow. Assist with due diligence including lease audits, financial audits, environmental reports, title review, and market studies. Coordinate cross-functional teams to meet timelines and diligence requirements. Partner with Asset Management to validate operating assumptions and business plans. Collaborate with Construction Management on value-add and renovation strategies and feasibility. QUALIFICATIONS: 2-3 years of experience in multifamily (preferred) acquisitions, asset management, real estate finance, or investment banking. Strong Excel skills with demonstrated financial modeling capability. Familiarity with multifamily operations, underwriting dynamics, rent comps, and CapEx planning. Highly organized with strong attention to detail and the ability to manage multiple deals simultaneously. Excellent written and verbal communication skills, particularly in drafting investment materials. Ability to operate in a fast-paced, entrepreneurial environment. Self-starter with a collaborative mindset and ability to work cross-functionally. COMPENSATION: Full-time, salaried position, $90,000-$120,000 annually plus merit based annual discretionary bonus Employer-paid premiums for medical, dental, and vision coverage Health Care and Dependent Care Flexible Spending Accounts Employer-paid life insurance Long-term disability insurance Employee Assistance Program 401(k) plan with employer-matched of up to 4%: 100% of the first 3% contributed, 50% of the next 2% 20 days of paid time off (PTO) 10 paid holidays Professional development opportunities APPLICATION PROCESS: Please visit timberlanepartners.com/open-positions and click ‘Apply' - this will redirect you to the LinkedIn job posting to submit your resume. Timberlane is committed to a diverse and inclusive staff. We are interested in hearing from people who can work with diverse communities. Candidates of all backgrounds are strongly encouraged to apply.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

FIRM DESCRIPTION Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal. POSITION SUMMARY An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. ESSENTIAL FUNCTIONS Conduct financial analysis, including building detailed financial models and performing valuation analyses Prepare presentation materials, pitch books, and transaction-related documents Manage due diligence processes and market research activities Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders Monitor industry trends, regulatory developments, and market conditions Contribute to client meetings and presentations alongside senior bankers Develop a deep understanding of our clients' businesses and strategic objectives Identify, research, and analyze M&A and financing opportunities Perform in-depth company and industry research Support senior bankers and manage day-to-day execution of M&A and financing transactions Cultivate industry expertise to support long term business development initiatives Interview, train, and manage junior resources (Analysts and Interns) MINIMUM QUALIFICATIONS BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record Prior internship or work experience in investment banking, corporate finance, or related areas Proficiency in financial modeling and valuation techniques Extensive knowledge of accounting, corporate finance, and financial modeling Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations Strong critical thinking, attention to detail, and proactive problem solving skills Highly proficient in SharePoint applications, Excel, and PowerPoint Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively Enthusiasm for learning and a proactive attitude towards professional development PREFERRED QUALIFICATIONS FINRA Series 63 and 79 COMPENSATION AND BENEFITS Base salary range: $80,000 - $105,000 DOE; Total compensation (including individual and performance bonus): $80,000 to $180,000. Meridian Capital offers comprehensive benefits including but not limited to employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits. Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.

Longeron is looking to acquire and operate one successful Pacific Northwest business Founder Lawrence Litchfield has a passion for small business and is looking for an owner who is seeking a way to responsibly transition out of their company and protect their legacy Longeron includes an advisory group with both capital and expertise to support the future success of the business Job Description Seeking 2-4 highly motivated analysts to assist in the sourcing and evaluation of potential acquisitions. This is ideal for students or graduates who want to pursue careers in private equity, investment banking or consulting. While this internship is unpaid, we will provide letters of recommendation, introductions and opportunities to learn key financial valuation tools. Responsibilities This job will be demanding and we ask that you only apply once you clearly understand the scope. Deal Sourcing (60%) The goal is to generate as many qualified potential acquisition targets as possible in a given industry. This will require hard work and creativity utilizing databases, research reports, cold calling local chambers of commerce, among other sources. Once identified, information will need to be collected on the given target and organized in our internal database. A target will be considered qualified if it meets our ‘good business' criteria. We will work together to determine what meets the Longeron threshold and strategize the best way to engage with the given company. Tasks include cold calling companies, drafting letters to business owners, managing our internal database, logging contact history, company and industry research and idea generation. Deal Evaluation (40%) Once a deal becomes active and owners are engaged in a potential sale process, we will work on a number of important tasks including; drafting offer letters, financial modeling and benchmarking, preparing deal summaries for investors, due diligence and coordinating with professional accounting and legal firms. Ideally candidates can work full-time but at a minimum we are looking for a 30 hour per week commitment. We work out of an office in downtown Kirkland accessible by the Kirkland Transit Center from 9am-6pm. Given the amount of time we will invest in the given candidate, we ask for at least a 4 month tenure. Qualifications Hard working individual that is willing to do everything from database management to financial modeling Motivated to work in finance Strong oral and written communication skills Detail oriented person with a high quality standard Comfortable working in a team and independently Comfortable with Microsoft Excel Additional Information All your information will be kept confidential according to EEO guidelines.

Job Details Main Campus - Yakima, WA $21.00 - $22.00 HourlyDescription FINANCIAL AID SPECIALIST This is a year-round position with full-time administrative appointment in the Financial Aid Department. This position will report to the Director of Financial Aid. Under the direction of the Director of Financial Aid, the Financial Aid Specialist is responsible for providing information and assistance to potential students regarding the financial aid application process and potential funding options, including program funding. The Financial Aid specialist will assist the Veterans School Certifying Official and Veteran students as needed. WORKING CONDITIONS: Duties are performed in an office setting. Working effectively and collaboratively in a team environment is a must. This is a non-exempt, full-time regular position. The standard schedule for this position will be Monday - Thursday, 7:00 AM - 5:00 PM, with a 30-minute paid lunch. Overtime may be required. WAGE RANGE: $21 - $22 Per Hour The job posting includes the expected hiring wage range while the full wage scale for this position can be calculated by starting with the hiring range and increasing the wage three percent annually over the duration of employment. Increase in wages depends on approval of an annual budget and is not guaranteed. PTI offers a comprehensive benefits package: PTI pays 100% of employees' medical, dental and vision premiums and 60% for qualified dependents Paid Life Flight Network membership Flexible spending plan Employee assistance program 401(k) with a 4% match and profit-sharing opportunity Paid time off (accrue 5 hours per pay period; increases over time up to a max of 6 weeks per year) 12 paid holidays Paid 30-minute lunch break 4-day work weeks This PTI Test Sample Paycheck Calculator may assist in providing an estimated salary after taxes and benefit deductions. MINIMUM QUALIFICATIONS: Associate's Degree or Certificate of Completion from an Accredited Career School. Experience with Microsoft Office programs. Will on occasion be required to drive on behalf of Perry Technical Institute. Employee must possess a working vehicle, hold a valid driver's license, have an acceptable driving record, and produce proof of insurance. Must be willing to consent to a drug test. Must be able to read, speak, and effectively communicate in English. PREFERRED QUALIFICATIONS: Bilingual (fluent in English & Spanish language). Working knowledge of federal financial aid programs. Experience with financial aid management systems, preferably PowerFAIDS. Experience working in an academic setting. ESSENTIAL JOB FUNCTIONS: Have good attendance; communicate effectively and interface with students and staff in a professional, approachable manner. Provide, interpret and explain federal and state forms to potential student aid recipients including but not limited to Financial Aid packets, State Grant applications and additional Financial Aid forms. Greet visitors and assist students with the electronic FAFSA/WASFA application/Master Promissory Notes/counseling sessions. Process financial aid applications and determine student eligibility for federal and state funds. Perform Financial Planning Sessions with students, providing counsel on financing options including federal, state, and alternative funding opportunities. To-Do List student outreach for assigned letter range (calls, emails, texts, post cards). Monitor/respond to financial aid inbox and CADENCE texting platform. Assist Program Student Coordinator with program student support including maintaining communication with agency staff. Serve as back up to Veteran School Certifying Official and provide support as needed. Maintain the Financial Aid Specialist procedures in OneNote. Other duties as assigned.

Business Unit: Corporate Finance Industry: Industrials 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. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials 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.

Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance (“GFCC”) Strategy Team, you will provide meaningful guidance to lines of business (“LOB”) as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control (“OFAC”). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; Bachelor's degree or equivalent experience required; Knowledge of OFAC regulatory requirements; Banking experience inclusive of knowledge on banking processes, products, and controls; Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; Advanced problem solving and critical thinking skills; Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills Proven experience and extensive familiarity working in a complex multi-national organization

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field. Basic understanding of investment concepts, financial markets, and asset management strategies. Familiarity with financial modeling, quantitative analysis, and investment research techniques. Ability to assist in the analysis of market trends, economic data, and investment opportunities. Strong analytical and problem-solving skills, with the capacity to work on detailed financial projections and models. Good organizational and project management skills, capable of handling multiple tasks and contributing to collaborative projects. Effective communication and interpersonal skills, for working with investment teams and presenting findings. Eagerness to learn and stay updated with advancements in investment strategies and market conditions. Hands-on experience in creating and interpreting financial reports and investment portfolios. Participation in finance or investment clubs, competitions, or related extracurricular activities is a plus.

About ComCap Holdings ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies. During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments. Role Qualifications Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above. Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses. Financial modeling experience in Excel, basic or better PowerPoint skills. Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period. Strong written and verbal communication skills. A strong academic record from a leading undergraduate program is required. Entrepreneurial streak. Work authorization in the US. Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally. Role & Responsibilities Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients. Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit. How to Apply: Please submit the following to ************************ Subject: First Name Last Name - CV / Position Applied for Given Name Last Name Email University Expected Graduation Date Major Field of Study Resume/CV Academic Transcript Why do you want to intern at ComCap? How many hours can you commit to the internship? Visit our career page at ***************************** for more information.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function: FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented. The Community Investment Intern will fully immerse in the day-to-day activities of our Corporate Social Responsibility team whose objective is to manage our initiatives internally and externally through our corporate programs, Newrez NOW (Neighborhood Outreach Works), Employee Resource Groups (ERGs), and Community Engagement Councils. Primary Responsibilities Support culture of empowerment through a DE&I lens Maintain our intranet page presence Manage our inboxes that serve as the face of Community Investment to our employees Research and propose best practices, innovative approaches, notable programs of industry peers, etc. Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience Performs business analyses and provides recommendations to leadership for business and process changes Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices Observes experienced team members to acquire knowledge of methods, procedures, and standards required for performance of departmental duties Will be required to attend company sponsored training classes, activities, and events Build relationships with employees and colleagues Education and Experience Requirements Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027. Degree in Human Resources, Marketing, Communications, or Liberal Arts preferred. Knowledge, Skill and Ability Requirements Highly developed organizational and project/time-management skills with an ability to manage multiple priorities and meet multiple deadlines Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy. Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership. Excellent written and verbal communication skills Proficiency in quantitative analysis Ability to adapt Willingness to learn An entrepreneurial business mindset Strong business communication skills with an ability to work well in a collaborative environment Strong attention to detail and an ability to multi-task and work well individually Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.) Experience with PowerPoint is a plus Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career program opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT. Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

SUMMARY: The Financial Aid Specialist is responsible for assisting the College Success Foundation (CSF) Director in performing duties aligned with the YVC FASFA grant which includes support for the Yakima Region (ESD 105 footprint) including; but not limited to high school to college FASFA/WASFA completion. This includes support related to data collection and analysis of all appointments made for FASFA/WASFA support, scheduling appointing with students and counselors for in-person and 1:1 support, event planning for FASFA events, project and program coordination and delivering high level administrative support. PRIMARY DUTIES AND RESPONSIBILITIES: • Meet with students and/or counselors through video, face-to-face, or by phone to explain FASFA/WASFA in relations to the student's circumstances. • Provide counseling to counselors and/or students to encourage follow through in the complicated financial aid process. • Support FASFA/WASFA trainings for school staffs supported by the grant contract • Document each outreach and track the metric for end of year reporting • Assist College Bound Regional Officer (CBRO) with events happening in the defined region which could include event set-up, prepping presentations and being onsite to support the CBRO • Provide outstanding customer service to other team members and departments supporting this program • Keeps Director promptly and fully informed of all problems or unusual matter of significance and takes prompt corrective action where necessary or suggests alternative courses of action which may be taken. • Ensure proactive communication with team members in order to quickly resolve student or partner issues • Support data collection efforts as needed; manage data quality efforts • Provide input to evaluation plan, processes and tools • Ensure program paperwork and data is reported accurately and timely in accordance with grant • Support development of required proposals or reports. • Performs other student support and data collection duties as assigned

Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios. Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. POSITION MISSION Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below. ESSENTIAL DUTIES AND RESPONSIBILITIES Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity. Assist in building and maintaining company models, building diligence lists, taking call notes, and creating investment committee PowerPoint presentations. Work on special research projects. QUALIFICATIONS To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, experience, skill, and/or ability Excellent analytical skills including ability to work independently Strong communication skills (written, verbal, and presentations) Self-motivated and team oriented Intellectual curiosity Academic background or interest in business or finance. Ability to operate within a fluid and flexible scope of responsibilities Candidates entering their junior or senior year of studies (in the Fall academic year) 40 hours a week from 8am to 5pm in the Bellevue office The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting. Computer skills MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency Education/experience/certifications Pursuing a Bachelor's degree in Business, Finance, Economics or a related field SALARY RANGE: $25.00 per hour Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class. Benefits: Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

The J.R. Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a true farm-to-table company with an integrated portfolio including food processing and food brands, phosphate mining, fertilizer manufacturing, farming, ranching and cattle production, and other enterprises related to agriculture. **Summary** This Simplot Grower Solutions' position provides customer service to growers through the sale of crop nutrition, crop protection, seed, specialty, technology, and other agronomic products and consultative services. The position is led under the general direction of the Market Manager, who provides support and leadership to all Crop Advisors within specifically recognized agronomic geographies to achieve the Company's financial goals and operational objectives. **What's In It For You?** This internship opportunity is designed to provide a realistic job preview and lay the solid foundation necessary for future employment as a Simplot Crop Advisor. This is your chance to learn firsthand about agronomic issues that impact yields and profitability and how to best serve the grower's needs in their particular growing area. **Key Responsibilities** Soil sampling, plant sampling, product testing, product applications, and field scouting in production agriculture areas. Assisting crop advisors with seed and crop care activities to also include computer input of fertilizer application tracking, scouting reports and other spreadsheets as needed. Developing thorough knowledge and understanding of our computer programs, product deliveries, inventory tracking, and safety requirements. **Typical Education** Currently enrolled in an accredited university and completed at least freshman year Major in Agriculture, Agribusiness, Agronomy, Crop Science or other related major. **Relevant Experience** Valid driver's license A farm background or farm experience is helpful but not required. **Job Requisition ID** : 24153 **Travel Required** : Up to 25% **Location(s)** : SGS Retail - Ontario **Country:** United States ****The J.R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, sex, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, sexual orientation, military or veteran status, marital status, or any other protected status. ****

Spring 2026 Appointment: Must be a UMass student enrolled for the Spring Semester Primary Work Location: 50 Washington Street, Westborough, MA. Remote Work Schedule Normal Work Schedule: M-F, up to 20 hours per week during the semester, up to 40 hours per week during the Summer Job Summary: The intern will be working in support of banking operations and cash management. In addition, working with the Payment Operations Team provide customer support and research. The Treasurer's Office has sole responsibility for all traditional treasury finance functions of the University of Massachusetts including managing all financial institution relationships, external portfolio managers, securities investment, cash management, and bank reconciliation. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience): Current UMass student enrolled in an undergraduate or graduate program of study. GPA 3.0 or higher. Creative, eager to learn, motivated, and willing to take the initiative on assigned projects/tasks. Reliable and detail-oriented with a strong ability to multitask, stay organized, and meet deadlines. Ability to work independently and as part of a team. Must be well organized, detail-oriented, and possess good follow-up skills. Ability to maintain confidentiality and exercise discretion when interacting with staff. Must be proficient in Microsoft Office (including Excel, Word, and PowerPoint). Working Conditions: Typical office setting with remote work available Additional Details: Hourly rate: $17.00. All offers are contingent on successful completion of a background check.

**Summer 2026 Finance Internship Description** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow. **Internship Description** The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer. Past Examples of High-Value Intern Projects + Obtaining and consolidating external data to analyze and communicate target market share. + Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model. + Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity. + Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility. + All internship projects conclude with presentation of your work to the CFO and other senior leaders. **Qualifications** + Motivated and driven with a high degree of professionalism. + Works effectively within a team environment. + Strong analytical, presentation, and communication skills. + Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences. + Growth mindset with a drive for continuous improvement. + Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment. + Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding. + Proficiency in Excel (pivot tables, VLOOKUP) and Power BI. + Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas. **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.