Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Job Opportunity: Entry Level Operations Analyst
Pay Rate:$20-21.63/hour
Responsibilities
Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
Coordinate and process team specific tasks as requested by the business.
Perform quality reviews of other team members completed work and ensure data accuracy.
Work across multiple systems and platforms.
Interface with teams and businesses resolve on-going issues and answer specific policy questions.
Provide support and work on special projects as requested.
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
Skills:
Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
Advanced knowledge of Excel preferred
Sound judgment and outstanding attention to detail
Proven analytical skills and problem solving ability
Superior written and verbal communication skills
Ability to work collaboratively with all levels of the organization
Flexible and able to work well under pressure in a team environment
Self-motivated
Excellent time management and organizational skills
Ability to multi-task
Keywords:
Education: Bachelor's Degree Preferred - Concentration in Finance or Business
Benefits Info
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
$20-21.6 hourly 5d ago
Health Care Economics Analyst
MVP Service 4.6
Finance analyst job in Schenectady, NY
Join Us in Shaping the Future of Health Care
At MVP Health Care, we're on a mission to create a healthier future for everyone. That means embracing innovation, championing equity, and continuously improving how we serve our communities. Our team is powered by people who are curious, humble, and committed to making a difference-every interaction, every day. We've been putting people first for over 40 years, offering high-quality health plans across New York and Vermont and partnering with forward-thinking organizations to deliver more personalized, equitable, and accessible care. As a not-for-profit, we invest in what matters most: our customers, our communities, and our team.
What's in it for you:
Growth opportunities to uplevel your career
A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
Competitive compensation and comprehensive benefits focused on well-being
An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.
You'll contribute to our humble pursuit of excellence by bringing curiosity to spark innovation, humility to collaborate as a team, and a deep commitment to being the difference for our customers. Your role will reflect our shared goal of enhancing health care delivery and building healthier, more vibrant communities.
Qualifications you'll bring:
Bachelor's degree of applicable study with minimum of 3 years of experience in Health Care Analytics role or Advanced degree in math or statistics, and at least 1 year of experience working with Health Care data
Working knowledge of Provider Billing/Reimbursement methodologies
Foundational knowledge of MVP's markets and products and awareness of competitive landscape
Working knowledge of MVP Data assets including claim, pharmacy, member and provider data
Proficiency in SQL and Microsoft suite of products including Power Platform
Curiosity to foster innovation and pave the way for growth
Humility to play as a team
Commitment to being the difference for our customers in every interaction
Your key responsibilities:
Collaboration with team leader, peers and key stakeholders across the organization
Research and query multiple data sources, manipulate large sets of data using appropriate tool
Identify and implement the most efficient solution for the business problem with forward thinking mindset to leverage automation and efficiency
Leverage AI, Machine Learning or Statistical software where appropriate to advance analytics
Validation of data, data models and reporting for accuracy and soundness
Actively seek to draw inferences from the data to drive actionable insights/strategic discussions
Actively seek to understand the why and how to add value to business request vs. just doing the request
Actively challenge the status quo and find a better way
Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.
Where you'll be:
Location: In New York. Onsite in one of our offices 3-4 days per week.
#CS
Pay Transparency
MVP Health Care is committed to providing competitive employee compensation and benefits packages. The base pay range provided for this role reflects our good faith compensation estimate at the time of posting. MVP adheres to pay transparency nondiscrimination principles. Specific employment offers and associated compensation will be extended individually based on several factors, including but not limited to geographic location; relevant experience, education, and training; and the nature of and demand for the role.
We do not request current or historical salary information from candidates.
$69,383.00-$92,279.00
MVP's Inclusion Statement
At MVP Health Care, we believe creating healthier communities begins with nurturing a healthy workplace. As an organization, we strive to create space for individuals from diverse backgrounds and all walks of life to have a voice and thrive. Our shared curiosity and connectedness make us stronger, and our unique perspectives are catalysts for creativity and collaboration.
MVP is an equal opportunity employer and recruits, employs, trains, compensates, and promotes without discrimination based on race, color, creed, national origin, citizenship, ethnicity, ancestry, sex, gender identity, gender expression, religion, age, marital status, personal appearance, sexual orientation, family responsibilities, familial status, physical or mental disability, handicapping condition, medical condition, pregnancy status, predisposing genetic characteristics or information, domestic violence victim status, political affiliation, military or veteran status, Vietnam-era or special disabled Veteran or other legally protected classifications.
To support a safe, drug-free workplace, pre-employment criminal background checks and drug testing are part of our hiring process. If you require accommodations during the application process due to a disability, please contact our Talent team at ********************.
$69.4k-92.3k yearly Auto-Apply 7d ago
Financial Analyst II
Pinterest 4.6
Finance analyst job in Day, NY
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible.
We are seeking an Analyst of Sales Finance to join our Finance team. You will work on a high-performing, high-impact team that delivers CFO-level partnership and sophisticated analytics to our Chief Revenue Officer and their global leadership team. Within the Finance organization, you'll support Sales Finance Managers, our Senior Manager of Sales Finance, Director of Sales Finance, and Senior Sales & XFN Stakeholders on aspects related to revenue forecasting, insights, and goal-setting. You will partner with Sales leaders on ideas to improve their P&L. This includes identifying underlying trends and consulting on strategic business decisions. Your role is to translate complex data into actionable insights, which means you can focus on the details but also solve big-picture challenges. You'll have the opportunity to put your fingerprints on a unique and dynamic digital ads platform with global reach.
The Sales Finance team's mandate is to optimize value creation for Pinners, advertisers, and Pinterest through disciplined business leadership and seamless financial execution. We do this by developing financial forecasts, providing decision support through analyses, generating internal reports, monitoring key performance indicators, and scaling financial processes. We are looking for an expert in Finance & Strategy who uses an analytical, collaborative, results-oriented approach to drive progress.
What you'll do:
Support revenue and performance management of key sales verticals.
Build sophisticated models that will deliver cutting-edge insights and improve revenue forecasting.
Own delivery of financial reporting to Pinterest executives (e.g. Director of Sales Finance, CFO as well as Sales leaders including the CRO and their direct reports).
Create dashboards and models to scale monitoring of key performance indicators and tools to drive strategic insight.
Support other strategic programs within Pinterest like agencies, resellers, and partnerships with advertisers.
Leverage your superior financial modeling skills in order to deliver ad hoc analyses.
What we're looking for:
Bachelor's degree in a relevant field, such as Accounting, Finance, Economics, or Business or 3+ years of experience in Sales Finance, Corporate Finance, FP&A, Investment Banking, or other quantitative fields.
Exceptional spreadsheet skills with experience creating financial models and dashboards.
Excellent verbal and written communication as well as presentation skills (Google Slides).
Ability to multi-task and deliver against tight timelines.
Basic SQL experience is preferred, but not required.
Relocation Statement:
This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
In-Office Requirement Statement:
We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection
This role will need to be in the office for in-person collaboration 1-2 times/quarter and therefore can be situated anywhere in the country.
#LI-REMOTE
#LI-PW1
At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$81,921-$168,660 USD
Our Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
$81.9k-168.7k yearly Auto-Apply 10d ago
Finance Manager with Real Estate Experience
Creative Financial Staffing 4.6
Finance analyst job in Cheshire, MA
Creative Financial Staffing is partnered with a real estate company seeking a Finance Manager to join their team. About the Company Seeking a Finance Manager:
Operating for 100+ years and serving 1,500+ residents
Comprehensively offering real estate management, development, and partnership with affordable housing initiatives
A new project is expanding their reach in the Greater Providence area
Responsibilities of the Finance Manager:
Create and manage monthly budgets
Meet with departments to discuss budgeted versus actual spending
Prepare presentations for leadership
Analyze monthly operational results
Create P&L forecasts and communicate any opportunities
Support external audits quarterly and annually
Background Expected of the Finance Manager:
BS in Accounting or Finance, or experience equivalent
4+ years in a financial planning and analysis role
2+ years at a real estate company
1+ year(s) in a leadership role
Advanced Excel skills including financial modeling
$92k-120k yearly est. 1d ago
Lead Financial Accounting Analyst
GE Healthcare Technologies Inc. 4.2
Finance analyst job in Niskayuna, NY
This role will provide strategic oversight of financial accounting and project cost management for HTIC. This role leads the development of accurate, timely financial reporting and ensures compliance with government funding requirements and organizational standards, drives efficient invoicing and receivables processes, while partnering with technical leaders to deliver financial insights and cost modeling that support informed decision-making throughout the project lifecycle. This role serves as a key advisor on financial project management, fostering accountability and operational excellence across the organization.
Job Description
Roles and Responsibilities
* Responsible for general accounting and policy application & process administration for all cycles including cash, project revenue recognition & receivables/payables & intercompany. Understand and interpret applicable Enterprise Standards, SOP and Process Maps to deliver Controllership activities
* Analyzing & processing financial organization data & project-level data and preparing monthly & quarterly accounting reports
* Managing project cost activities related to government proposals and active government awards, as required by funding agencies
* Managing invoice to receivables process for HTIC's project portfolio, ensuring timely collection of outstanding receivables, and preparing accurate financial reports in compliance with internal & external customer requirements
* Providing financial support to HTIC's technical community throughout the project lifecycle using financial cost modeling techniques
* Utilizes in-depth knowledge of a discipline and analytical thinking to execute policy/strategy. Basic knowledge of related job disciplines.
* Acts as a resource for colleagues with less experience. May lead small projects with low risks and resource requirements. Explains information; developing skills to bring team members to consensus around topics within field. Conveys performance expectations and may handle sensitive issues.
* Jobs at this level function with some autonomy but are subject to functional practices and precedents or are covered by well-defined policies or review of end results. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.).
* Uses some judgment and has the ability to propose different solutions outside of set parameters to address more complicated, day-to-day problems. Has ability to prioritize information for data analysis. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own team to arrive at decisions.
Required Qualifications
* Bachelor's degree from an accredited university or college and at least 2 years of relevant experience; OR a high school diploma/GED and at least 4 years of experience in the relevant job family or function.
Desired Characteristics
* Variance & Ad‑Hoc Analysis: Deep‑dive into variances, ad-hoc financial queries to identify risks/opportunities
* ERP / Reporting Systems: Proficiency with Oracle for financial processing and reporting
* Excel & Advanced Analytical Tools: Advanced Excel use (pivot tables, macros), familiarity with Power BI for visualization
* Strong Oral & Communication skills: Clear presentation of analysis and findings to cross-functional teams and project teams
* Analytical & Critical Thinking: Strong ability to interpret financial data, recognize trends, evaluate/resolve issues, and identify causes
* Problem Solving & Decision Making: Proactive, effective resolution of financial issues while balancing risks and rewards
* Process Improvement & Strategic Thinking: Identifying and implementing financial & operations process enhancements, system integration, and strategic initiatives
We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $105,600.00-$158,400.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.
Additional Information
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare 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 HealthCare 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).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
Relocation Assistance Provided: No
$105.6k-158.4k yearly 11d ago
Lead Financial Accounting Analyst
Gehc
Finance analyst job in Niskayuna, NY
SummaryThis role will provide strategic oversight of financial accounting and project cost management for HTIC. This role leads the development of accurate, timely financial reporting and ensures compliance with government funding requirements and organizational standards, drives efficient invoicing and receivables processes, while partnering with technical leaders to deliver financial insights and cost modeling that support informed decision-making throughout the project lifecycle. This role serves as a key advisor on financial project management, fostering accountability and operational excellence across the organization.Job Description
Roles and Responsibilities
Responsible for general accounting and policy application & process administration for all cycles including cash, project revenue recognition & receivables/payables & intercompany. Understand and interpret applicable Enterprise Standards, SOP and Process Maps to deliver Controllership activities
Analyzing & processing financial organization data & project-level data and preparing monthly & quarterly accounting reports
Managing project cost activities related to government proposals and active government awards, as required by funding agencies
Managing invoice to receivables process for HTIC's project portfolio, ensuring timely collection of outstanding receivables, and preparing accurate financial reports in compliance with internal & external customer requirements
Providing financial support to HTIC's technical community throughout the project lifecycle using financial cost modeling techniques
Utilizes in-depth knowledge of a discipline and analytical thinking to execute policy/strategy. Basic knowledge of related job disciplines.
Acts as a resource for colleagues with less experience. May lead small projects with low risks and resource requirements. Explains information; developing skills to bring team members to consensus around topics within field. Conveys performance expectations and may handle sensitive issues.
Jobs at this level function with some autonomy but are subject to functional practices and precedents or are covered by well-defined policies or review of end results. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.).
Uses some judgment and has the ability to propose different solutions outside of set parameters to address more complicated, day-to-day problems. Has ability to prioritize information for data analysis. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own team to arrive at decisions.
Required Qualifications
Bachelor's degree from an accredited university or college and at least 2 years of relevant experience; OR a high school diploma/GED and at least 4 years of experience in the relevant job family or function.
Desired Characteristics
Variance & Ad‑Hoc Analysis: Deep‑dive into variances, ad-hoc financial queries to identify risks/opportunities
ERP / Reporting Systems: Proficiency with Oracle for financial processing and reporting
Excel & Advanced Analytical Tools: Advanced Excel use (pivot tables, macros), familiarity with Power BI for visualization
Strong Oral & Communication skills: Clear presentation of analysis and findings to cross-functional teams and project teams
Analytical & Critical Thinking: Strong ability to interpret financial data, recognize trends, evaluate/resolve issues, and identify causes
Problem Solving & Decision Making: Proactive, effective resolution of financial issues while balancing risks and rewards
Process Improvement & Strategic Thinking: Identifying and implementing financial & operations process enhancements, system integration, and strategic initiatives
We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $105,600.00-$158,400.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare 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 HealthCare 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).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
Relocation Assistance Provided: No
$105.6k-158.4k yearly Auto-Apply 12d ago
Finance Intern - Summer of 2026
General Dynamics Mission Systems 4.9
Finance analyst job in Pittsfield, MA
Basic Qualifications
Candidates should demonstrate a thorough understanding of business principles. Finance Interns must be enrolled in an accredited degree program with a preference in a related field (Finance, Data Analytics or Accounting).
Applicants selected will be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. Due to the nature of work performed within our facilities, U.S. citizenship is required.
Responsibilities for this Position
REPRESENTATIVE DUTIES AND TASKS:
Apply your classroom-learned skills to a program supporting the defense of our country. GDMS has an immediate opening for a Finance Intern to join our team. The position provides an opportunity to enhance the performance and profitability of an organization that supports some of our nation's fundamental defense services. This position will support program teams supporting the efforts
The selected candidate will work with collaborative teams on various projects of the GDMS organization and its clients. In addition to receiving a competitive wage, the Administration Intern will enhance their skill set by working among a talented and technically accomplished group of colleagues. Interns will also enjoy a flexible work environment where contributions are recognized and rewarded.
Key Responsibilities:
Analyze and present financial status of assigned program(s), including orders, funding, sales, profit and cash flow actuals and projections to program management during formal monthly review process
Utilize data analytical tools such as PowerBI to automate information in support of financial analysis
Developing and preparing financial reports for program finance and management
Support the financial planning, reporting and analysis function for a designated line of business
Analyzing accounts to identify and report on risk and funding issues
Reviewing data for accuracy and resolving erroneous charges by writing and processing journal vouchers into computerized financial system(s)
Other special projects as needed and for developmental opportunity
Qualifications:
Minimum Rising College Junior or Senior with Major in Business (preferably Finance, Data Analytics or Accounting)
High degree of personal initiative and motivation
Desire to excel in a high performance work environment and create value for the finance operations and the businesses we support
Attention to detail and highly organized approach to meeting commitments
Support and engage in programs, projects and practices behind the GDMS culture and strategy, and comply with all policies and procedures.
Follow industry and department trends and developments to ensure GDMS' services are consistent with, and/or superior to, industry best practices
The position will be located in our Pittsfield facility.
#LI-Hybrid
Salary Note This estimate represents the typical salary range for this position based on experience and other factors (geographic location, etc.). Actual pay may vary. This job posting will remain open until the position is filled. Combined Salary Range USD $22.50 - USD $24.60 /Hr. Company Overview
General Dynamics Mission Systems (GDMS) engineers a diverse portfolio of high technology solutions, products and services that enable customers to successfully execute missions across all domains of operation. With a global team of 12,000+ top professionals, we partner with the best in industry to expand the bounds of innovation in the defense and scientific arenas. Given the nature of our work and who we are, we value trust, honesty, alignment and transparency. We offer highly competitive benefits and pride ourselves in being a great place to work with a shared sense of purpose. You will also enjoy a flexible work environment where contributions are recognized and rewarded. If who we are and what we do resonates with you, we invite you to join our high-performance team!
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$22.5-24.6 hourly Auto-Apply 47d ago
Jr Analyst - District 3
Armada Ltd. 3.9
Finance analyst job in Albany, NY
Job Description
Type: Full Time
Overtime Exempt: No
Reports To: ARMADA HQ
Security Clearance Required: N/A
*******************CONTINGENT UPON AWARD**************
Duties & Responsibilities:
Jr Analysts in District 3 Offices will plan and provide analytical support for facilitation, training, methodology development and evaluation, business management techniques, and organizational development.
Front Office Support
Jr Analysts in District 3 Offices will prepare, review, edit and compose correspondence, internal and external memorandums, meeting minutes, emails and other communications in support of Front Officer operations.
Provide recommendations and corresponding support documentation for administrative and management process improvements, based on government and industry best practices.
Collect, assemble and provide daily operational data and reports to the Management Team.
Jr Analysts in District 3 Offices will track and execute regional Correspondence Analyst Task Tracker (CATT) system actions.
Provide oversight and guidance for employee performance work plans and evaluations using the USA Performance management system.
Run reports compile data and conduct analyses of threat, criminal cases and other operational information stored in the Law Enforcement Information Management System (LEIMS).
Jr Analysts in District 3 Offices will maintain confidentiality of information.
PSO Program Support
Jr Analysts in District 3 Offices will coordinate work activities and provide support to the regional CORs, PSOO and other Task Managers.
Assist with the determination of service requirements from federal customers (new requirements, changes to existing services, etc.).
Prepare cost estimates based on requested requirements, new task orders and wage adjustments.
Jr Analysts in District 3 Offices will prepare/submit G514 Requisitions in the Federal Financial Management System (FFMS) based on the service requirements.
Prepare Security Work Authorizations (SWAs) based on the service requirements.
Track task order expiration dates and ensure timely submission of approved funding and exhibits to avoid lapses in service.
Jr Analysts in District 3 Offices will review and verify monthly contract employee time sheets to ensure timely payment to service providers.
Review vendor timesheets for accuracy and reconcile against contract documents.
Conduct initial reviews of vendor invoices, document discrepancies, populate the burn rate spreadsheet and prepare the receiving tickets in FFMS.
Prepare the invoice receiving reports.
Track contract PSO training, licensing and qualification requirements in the designated IT system.
Jr Analysts in District 3 Offices will assist CORs with contract closeouts activities.
Conduct PSO program administrative audits and prepare forms for CORs' review/approval.
Compile data for Performance Monitoring Meeting reports.
Other duties commensurate with the position, as assigned.
Operational Support
Jr Analysts in District 3 Offices will track, compile, report and maintain records for operational requirements:
Prohibited items
Post Visits and Post Inspections
Vehicle Operation Report and related records
DHS Form 3155, Incident Reports
MegaCenter reports
Purchase Card Expenditures
Supplies
Jr Analysts in District 3 Offices will assist with official travel.
Assist with Time & Attendance (WebTA).
Prepare/submit payroll reports, as required.
Track training for Federal Law Enforcement Officers.
Assists with information technology and equipment inventories.
General Office Support
Jr Analysts in District 3 Offices will take calls, record and relay messages.
Greet visitors, verify identification and credentials, and make the required referrals
Prepare, maintain and distribute phone contact listings.
Jr Analysts in District 3 Offices will receive, process and distribute mail.
Maintain general office files.
Other duties as assigned
Knowledge, Skills, and Abilities (KSAs):
Demonstrate proficiency in Microsoft Window based computer software and be familiar with basic computer programs to include Microsoft Office Suite.
Accurate spelling, typing and attention to detail are necessary.
Must have ability to compile and organize reports.
Use conventional office equipment and associated supplies provided by the Government (desk, filing cabinets, telephone, facsimile, PC computer system, intercom system, photocopier, paper, pens, pencils, staples etc.).
Ability to communicate effectively, both orally and in writing.
Resourcefulness and the ability to function in a fast-paced environment.
Maintains professionalism and possesses the ability to interact effectively with others.
Ability to meet planned and unplanned deadlines in a timely manner.
Physical requirements are primarily sedentary, working while seated, however, individual(s) may periodically be required to bend, lift and deposit documents, files and small quantities of office supplies (paper, etc.) in the routine course of daily duties.
Minimum Education/General Experience:
High School Diploma/Technical Training; Associate Degree preferred.
2 years of experience as it relates to the duties and responsibilities of Jr Analysts in District 3 Offices
Disclaimer:
The above information has been designed to indicate the general nature and level of work to be performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of the contractor assigned to this position. Applying: If you feel you have the knowledge, skills and abilities for this position visit our careers page at ******************
Special Notes: Relocation is not available for these jobs.
ARMADA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. ARMADA complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Must be able to successfully pass a background check, and pre-employment drug testing. Job offers are contingent upon results of background check and drug testing.
$54k-79k yearly est. 4d ago
Investment Banking Associate, Financial Institutions Group - Insurance
W.F. Young 3.5
Finance analyst job in Day, NY
Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About this role:
Wells Fargo is seeking an Investment Banking Program Associate as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.
Financial Institutions Investment Banking Coverage - Insurance
We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team. This Associate will support deal origination and transaction execution for the Insurance industry within Life & Annuity, Property & Casualty, and Insurance Brokerage. This position is located in New York.
Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.
In this role, you will:
Participate in analyzing companies and client investments
Make recommendations to clients on investments
Identify opportunities for process improvements within Investment Banking Program
Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers
Required Qualifications:
2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of investment banking/capital markets experience
Experience covering companies in the Insurance vertical
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Strong financial modeling skills
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
Professional experience through internships, part-time or full-time work, and/or extracurricular activities
Dedication to building a career in Investment Banking
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
Job Expectations
Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Work Location:
110832-NY-30 Hudson Yards, New York
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$150,000.00 - $250,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
1 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$150k-250k yearly Auto-Apply 29d ago
Treasury & Portfolio Finance Analyst (LH BPO)
Intralinks 4.7
Finance analyst job in Day, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Treasury & Portfolio FinanceAnalyst
Location: Palm Beach Gardens, FL or New York, NY
SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury & Portfolio FinanceAnalyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm's funding and securities lending activities across our managed account portfolios.
Why You Will Love It Here!
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What you Will Get to Do:
Oversee daily treasury functions, including margin, financing, and cash management across managed accounts.
Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions.
Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements.
Lead the development and implementation of an internal securities lending infrastructure for PMs.
What You Will Bring:
5-8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment.
Strong background in margin, financing, securities lending, and client service.
Experience supporting hedge fund launches and fund onboarding.
Solid understanding of margin and funding mechanics across asset classes.
Demonstrated collaborative approach and ability to work effectively across teams
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ***********************
#LI-HW1 #LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
$83k-129k yearly est. Auto-Apply 24d ago
Associate, Investment Banking - ESOP
Stout Risius Ross 4.1
Finance analyst job in Day, NY
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
The Stout ESOP Investment Banking Team is looking for an Associate to handle the day-to-day execution of ESOP Formation, Recapitalization, and Capital Markets transactions. Associates will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be highly technical, detail-oriented, and proficient in content creation and complex financial modeling.
Under the mentorship of seasoned Stout professionals, Associates at Stout will have the opportunity to develop a well-rounded investment banking skill set while gaining significant client exposure.
The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate the advantages of ESOP transactions alongside traditional sell-side options. As the sole financial advisor, we facilitate successful ESOP transactions, typically supported by capital raises led by Stout.
We collaborate with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional transactions. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity.
What You'll Do:
Create dynamic three-statement financial models, valuation models, and pro forma financial statements incorporating detailed transaction adjustments
Prepare and deliver pitch materials for ESOP formations and recapitalizations, working in partnership with practice leaders throughout the firm and sector leaders within the investment bank to win and execute new mandates
Attend client meetings and present complex deal aspects directly to company shareholders and Board members
Perform extensive financial modeling, structuring, and negotiating of live ESOP transactions
Launch transaction plan and manage day-to-day transaction execution activities, including up-to-date transaction timeline, information requests, data room oversight, financial model upkeep, CIM and Databook preparation, Board and Shareholder presentations, lender lists, funds flow, etc.
Conduct due diligence sessions with clients
Conduct quantitative, economic, and industry research
Communicate with key stakeholders not limited to owners, shareholders, financial institutions, and market competitors
Become SME of ESOP transaction ecosystem and feasibility
Play key leadership role in all aspects of the transaction process
What You Bring:
At least 2 years of experience in an investment banking environment with advanced technical skills
ESOP experience and familiarity preferred but not required
Ability to conduct valuation analyses, including Discounted Cash Flow, Leveraged Buyout, Comparable Companies, Precedent Transactions, and Sum-of-the-Parts required
Ability to build diverse financial models from scratch required
Experience working the end-to-end deal execution lifecycle
Prior debt structuring and underwriting experience preferred but not required
Bachelor's degree required (Finance, Math, or Economics preferred but not required)
Advanced proficiency in Excel, PowerPoint, and Word
Strong communication skills, desire to learn, and ability to thrive in a fast-paced environment
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
*****************************************
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - *****************************************.
If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates!
Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns.
Practices seeking to hire candidates with this profile include (hiring locations listed):
Finance (Chicago, Boston)
Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading).
Forensic Services - Forensic Accounting (Boston, Chicago)
Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance.
Intellectual Property (Houston, New York)
Our Intellectual Property team provides expert witness testimony regarding economic damages as well as non-litigation consulting services including valuation and compliance for all types of intellectual property to assist clients in achieving their strategic and financial objectives.
Learn more about our work by reviewing our Services and Industries on our website.
Position Overview
Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation.
During the internship program, you may work on many aspects of a project:
Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts;
Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues;
Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients;
Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS;
Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse;
Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony;
Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings;
Leverage your database skills to effectively analyze large data sets;
Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings.
Check out our blog about
a typical day at CRA
and how you can make an
impact
!
Desired Qualifications
Bachelor's or Master's degree candidates graduating in December 2026/Summer 2027 with an academic focus in Accounting, Business, Finance, or a related area;
Solid working knowledge of finance, accounting, and economic methodologies;
Command of a broad range of research and quantitative analysis skills (including strong Excel skills);
Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments;
Experience in gathering, standardizing, and analyzing voluminous transactional data;
Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information;
Curious and analytical thinkers who bring creative approaches to non-standard problems;
Effective written and oral communication skills;
Demonstrated high level of initiative and leadership;
Strong teamwork and collaboration capabilities;
Excellent time management and task prioritization skills;
Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events.
To Apply
To be considered for a position in the United States, we require the following:
Resume - please include current address, personal email and telephone number;
Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference;
Transcript - may be unofficial.
If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs.
Please also note that candidate resume review will commence October 15, and continue on a rolling basis until positions are filled.
Career Growth and Benefits
CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities.
We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers.
Work Location Flexibility
CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team.
Our Commitment to Equal Employment Opportunity
Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law.
The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
$30-36 hourly Auto-Apply 40d ago
Revenue Finance Analyst, Ads
xAI
Finance analyst job in Day, NY
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
The Revenue FinancialAnalyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business.
Responsibilities
Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance.
Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives.
Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions.
Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy.
Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies.
Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting.
Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred.
Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations.
Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders.
Preferred Qualifications
Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines.
Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership.
Prior experience working in a technology or AI-driven company.
Interview Process
After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes:
Technical deep-dive: Discussing your experience with revenue recognition and accounting processes.
A take-home challenge focused on revenue recognition or financial analysis.
A meet-and-greet with the wider team.
Our goal is to complete the main interview process within one week.
Annual Salary Range
$110,000 - $144,000 USD
Benefits
Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer. For details on data processing, view our
Recruitment Privacy Notice.
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
About our Group
CIBC is a leading North American financial institution with over 50,000 employees globally and assets of +$800 billion. CIBC Capital Markets provides a wide range of investment banking, global markets, credit, and research products and services to institutional, corporate, and government clients in North America and in key markets around the world. CIBC Capital Markets employees work in highly disciplined cross-functional teams to leverage industry knowledge and deliver innovative advisory expertise and capital solutions across a wide range of sectors.
The Energy, Infrastructure, & Transition (“EIT”) Investment Banking practice serves clients in the renewable energy and energy transition, conventional power, utility, infrastructure, midstream, and upstream energy sectors throughout North America, Europe, Latin America, Asia, and Australia. The EIT Investment Banking team primarily acts as M&A advisor (sellside and buyside) to our clients. We partner closely with our colleagues in corporate banking / project finance, debt capital markets, and equity capital markets, as well as our desks providing interest rate, currency, and commodity hedging solutions. EIT manages a market leading platform from our offices in New York, Houston, Toronto, Calgary, London, and Bogotá.
The team's coverage mandate includes the following sectors, among others: renewables (including solar, onshore wind, offshore wind and hydro), battery storage, climate tech and energy transition technologies, conventional power generation, regulated utilities, infrastructure (including toll roads and bridges, seaports, light and heavy rail, airports, and other energy critical infrastructure). EIT is committed to supporting CIBC's clients as they navigate the energy transition from carbon-intensive fuels to sustainable solutions, and the impacts this transition will have on connected industries.
CIBC is the #2 North American Renewables and Power M&A Advisor since 2020 by both gross deal value and number of transactions closed (per Inframation) and was named North American Financial Advisor of the Year in 2023 and North American ESG Financial Advisor of the Year in 2022 by IJGlobal.
What You'll Be Doing
The EIT Summer Analyst will work with Managing Directors, Executive Directors, Directors, Associates and Analysts to expand the presence of CIBC Capital Markets in our focus sectors. The Summer Analyst will be involved in a high proportion of live transactions, providing financial modeling, analytical, structuring, research, and transaction support to senior professionals in the group and assisting with the execution of transactions.. The Summer Analyst will be trained to maintain an awareness of our clients, industry, regulatory issues and relevant economic/political trends.
How You'll Succeed
Create and analyze financial models related to M&A transactions and financings
Assist in the preparation of client presentations / pitches
Conduct research and collect information to assist in the identification and analysis of industry themes, client alternatives, and potential M&A and financing transactions
Liaise with other units of CIBC in preparing client materials
Ensure that recommendations and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
Who You Are
Undergraduate students in Business, Economics, Engineering or related discipline who will be graduating in 2028
Knowledge of corporate finance as well as the renewables & power, utilities, infrastructure, and/or energy transition industries through education and/or experience
Strong technical, computational and quantitative skills, including proficiency with Microsoft Office (mainly Excel, PowerPoint, Outlook, and Word)
Financial analysis skills (financial modeling training and/or experience viewed as a strong differentiator) and understanding of financial statements and accounting principles a must
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
Strong interest in and knowledge of financial markets and the renewables & power, utilities, infrastructure, and/or energy transition sectors
Excellent attention to detail and ability to multi-task under tight deadlines
Results oriented, self-motivated, assertive, eager to learn and develop new skills
Proven ability to contribute to high performing teams in both lead and supporting roles
Well-developed organizational and time management skills in order to respond to shifting priorities on several simultaneous projects
Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
#LI-TA
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary of $115,000 (pro-rated for the 10-week internship program) for the New York, NY market based on experience, qualifications, and location of the position.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
NY-300 Madison Ave., 8th Floor
Employment Type
Temporary (Fixed Term)
Weekly Hours
40
Skills
Accounting, Capital Markets, Corporate Finance, Energy Transition, Financial Analysis, Financial Markets, Financial Modeling, Investment Banking, Mathematics
$115k yearly Auto-Apply 26d ago
Senior Investment Strategy Analyst
Proshares 3.8
Finance analyst job in Day, NY
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
We are seeking a highly motivated and talented Senior Investment Strategy Analyst to join our dynamic team. As a Senior Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.
Essential Job Functions[1]:
Support the development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
Develop and maintain periodic collateral.
Conduct and support research and analytics related projects as needed. These include but are not limited to:
Investment performance of the product shelf.
Use of products in investment strategy.
Tactical marketing themes/sales ideas.
Communicate with portfolio team on aspect of fund performance.
Assist with research projects; topics include financial market return and liquidity analysis, fund performance analysis, risk measurement, strategy testing and portfolio construction issues.
Assist in research, catalog and track academic and practitioner articles of interest to the Investment Strategy Group.
Conduct analytics on Product Development concepts.
Effectively communicate with the sales team, with an ultimate goal of direct client/prospect interaction.
Education and Experience:
BA/BS required. CFA or CAIA (or progress towards) strongly preferred. MBA optional.
3-5 years of experience in financial services.
Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products.
Expertise in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
Solid understanding of the equity markets.
Strong macro-economic perspective.
Alternative product management / research experience a plus.
Knowledge, Skills and Abilities:
Analysis: Basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis.
Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
Creation of Deliverables: Demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
Attention to Detail: Strong focus on details and ability to complete projects according to a defined process.
Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $80,000-$125,000, which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
$80k-125k yearly Auto-Apply 25d ago
Senior Investment Operations Analyst, Customer Support
Ridgeline 4.1
Finance analyst job in Day, NY
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
Bachelor's degree in Finance, Economics, Accounting, or a related field.
3-5 years of experience in investment operations or a related middle/back-office function.
Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
Strong attention to detail with a commitment to accuracy and timeliness.
Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
Excellent written and verbal communication skills for working with customers and internal teams.
Proficiency with Google Apps or MS Office, especially spreadsheets.
Curiosity about new technologies, including AI-driven tools, and willingness to learn.
Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
Experience with enterprise SaaS or fintech platforms.
Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
Exposure to APIs, AWS, or other cloud-based architectures.
CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.”
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Hybrid
$40k-48k yearly est. Auto-Apply 11d ago
Private Client Financial Advisor - Albany, NY
Citizens 2.9
Finance analyst job in Clifton Park, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$99k-157k yearly est. Auto-Apply 1d ago
Revenue Financial Analyst, API
xAI
Finance analyst job in Day, NY
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
As a Revenue FinanceAnalyst II supporting xAI's Developer Platform, you will play a critical role in optimizing the revenue lifecycle, from billing automation to financial reporting, for a dynamic, API-driven ecosystem. You will collaborate with cross-functional teams (Finance, RevOps, Engineering, and Product) to ensure accurate revenue recognition, streamline processes, and provide actionable insights for platform growth. This role requires a blend of financial acumen, technical curiosity, and a passion for enabling developers to succeed in a scalable, global platform.
Responsibilities
Build models to analyze complex and sometimes ambiguous business issues: API revenue forecasting, market sizing, pricing structures, product launches
Work closely with Developer Platform leadership to track revenue, size opportunities, and price new API offerings
Use metrics and analytics to identify growth risks and opportunities and influence business partners to drive timely decision making
Work with large data sets, synthesize insights, and present recommendations to executives
Design and implement reporting tools for your business partners (e.g. forecast models, Tableau dashboards)
Create meaningful presentations and analyses that tell a story focused on insights, not just data
Streamline processes and increase bandwidth within the Revenue Finance team through automation and outsourcing
Required Qualifications
Bachelor's degree with a strong academic record
At least 3-5 years of experience preferably in investment banking, investment management, management consulting, FP&A, or in the technology/API industry
Demonstrated experience writing SQL queries and pulling data from relational databases
Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
Superior Excel/Google Sheets and financial modeling skills
Experience manipulating complex and large data sets
Preferred Qualifications
Tableau and R / Python / Git a plus
Knowledge of API platforms and developer ecosystems; knowledge of social media a plus
Prior experience working in a technology or AI-driven company.
Ability to thrive in a fast-paced, dynamic environment with a focus on scalability.
Interview Process
After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes:
Technical deep-dive: Discussing your experience with revenue recognition and accounting processes.
A take-home challenge focused on revenue recognition or financial analysis.
A meet-and-greet with the wider team.
Our goal is to complete the main interview process within one week.
Annual Salary Range
$110,000 - $144,000 USD
Benefits
Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer. For details on data processing, view our
Recruitment Privacy Notice.
$110k-144k yearly Auto-Apply 28d ago
2027 Global Leveraged Finance Summer Analyst
CIBC World Markets 4.8
Finance analyst job in Day, NY
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
Global Leveraged Finance
The Global Leveraged Finance team is part of CIBC's Global Investment Banking group and is responsible for originating and executing opportunistic and event-driven leveraged loan and high yield bond transactions on behalf of the Firm's corporate and financial sponsor clients. The Global Leveraged Finance team works in partnership with internal stakeholders including Investment Banking Industry Coverage, Corporate Banking, Credit & Market Risk, Commercial Banking and Global Markets to drive debt financing solutions for key CIBC clients.
What You'll Be Doing
The Global Leveraged Finance team provides Summer Analysts with the opportunity to gain applicable experience in the origination, structuring and execution of Leveraged Finance transactions. The Summer Analyst will contribute to internal and external deal processes with respect to deal documentation and underwriting approvals, as well as in the preparation of marketing materials for pitch books for corporate and sponsor clients.
Important information
You are enrolled in an undergraduate degree in a business related discipline at the time of the internship
Expected graduation date of December 2027 - June 2028
Applications should include your resume. Please indicate your GPA and expected graduation date on your resume.
Location: New York or Houston. Please note all employees must reside within the United States.
Duration of Work Term: 10 weeks (June 2027 - August 2027)
Applications are being reviewed on a rolling basis, we encourage you to apply as soon as possible
How You'll Succeed
Summer Analysts will need to be effective communicators capable of building relationships both internally and with clients. As a Summer Analyst, you will have the responsibility of providing detailed analytical, financial modeling, structuring, research and transaction support to senior professionals in your business, helping to win business and execute transactions.
Who You Are
We are looking for individuals who are as passionate for the financial markets as they are about making a significant contribution to our firm. We are looking for tomorrow's leaders- students today who will drive CIBC's continued success. The appropriate candidate for the Summer Analyst role will be decisive individuals that can thrive in an open, fast pace, and demanding environment. Candidates should meet the following requirements:
Knowledge of business, economics and/or finance acquired through education and experience
Strong interest in and knowledge of financial markets
Strong technical, computational and analytical skills
An understanding of credit analysis and accounting principles
Ability to manage multiple tasks, while maintaining strong attention to detail
Excellent writing and presentation skills with the ability to explain complex concepts
Proven ability to contribute to high performance teams
Ability to work within a non-public information environment requiring adherence to strict internal procedures
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
#LI-TA
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary of $115,000 (pro-rated for the 10-week internship program) for the New York, NY market based on experience, qualifications, and location of the position.
Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
NY-300 Madison Ave., 8th Floor
Employment Type
Temporary (Fixed Term)
Weekly Hours
40
Skills
Accounting, Banking Industry, Business, Business Banking, Finance, Financial Markets, Investment Banking
How much does a finance analyst earn in Albany, NY?
The average finance analyst in Albany, NY earns between $53,000 and $122,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Albany, NY
$80,000
What are the biggest employers of Finance Analysts in Albany, NY?
The biggest employers of Finance Analysts in Albany, NY are: