Finance analyst jobs in Gastonia, NC - 898 jobs

Job ID 256399 Posted 16-Jan-2026 Service line Advisory Segment Role type Full-time Areas of Interest Capital Markets **About the Role:** As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients. This job is part of the Brokerage job function. They are responsible for the buying, selling, and letting of residential, office, and commercial properties on behalf of clients for occupation. **What You'll Do:** + Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base. + Provide tenants and landlords with pertinent information on leasing availability, current market conditions, and property values. + Accompany prospective clients to property sites to discuss property features, leasing rates, and terms. + Compile property data tenant surveys, summary reports, maps, status updates, and presentations for listing or tenant representative assignments. + Assist with request for proposals. Evauluate data and prepare real estate reports on average rent, tenants in the market, historical data, and market comparisons. + Gather materials necessary for transactions such as listing agreements, commission agreements, leases, and sales agreements. + Prepare offers, term sheets, and lease amendments. + Assist attorneys in preparing real estate contracts such as deeds, leases, and mortgages. + Maintain current knowledge of market conditions, property values, and legislation that may affect the real estate industry. + Draft correspondence to existing and prospective clients. Gather and distribute marketing materials. + Have some knowledge of standard principles with limited practical experience in applying them. + Lead by example and model behaviors that are consistent with CBRE RISE values. + Impact the quality of own work. + Work within standardized procedures and practices to achieve objectives and meet deadlines. + Exchange straightforward information, asks questions and check for understanding. **What You'll Need:** + Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Ability to use existing procedures to solve standard problems. + Experience with analyzing information and standard practices to make judgments. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Organizational skills with a strong inquisitive mindset. Why CBRE? When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at ************* **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. This position is responsible for coordinating and monitoring budgets, re-forecasting, and analysis of operating expenses. Develops, interprets and implements financial concepts for financial planning and control. Performs analysis to determine present and future financial performance. Actively and consistently support all efforts to simplify and enhance the customer experience. Prepare and review reports & other analysis as required for achieving financial objectives. Perform analysis of data trends on operational budget spend to enable team to meet Key Performance Indicators. Understand financial models to forecast results. Utilize analysis to identify cost savings opportunities. Create operating expense reforecast. Coordinate operating expense variance analysis and reporting. Perform monthly review of financial statements and identify trends. Perform other duties as requested. REQUIRED QUALIFICATIONS Required Skills/Abilities and Knowledge Ability to read, write, speak and understand English Ability to prioritize and organize effectively Ability to work independently, as well as in a collaborative and dynamic team environment Ability to handle multiple projects and priorities Ability to analyze and interpret data Ability to quickly identify business problems/opportunities Ability to communicate orally and in writing in a clear and straightforward manner Ability to communicate with all levels of management and company personnel Ability to manage multiple projects at one time Ability to prioritize and organize effectively Knowledge of software applications such as Word, Excel, etc. Required Education Bachelor's degree in business or related field or equivalent experience Required Related Work Experience and Number of Years Business planning/Financial analysis or related experience - 2+ WORKING CONDITIONS Office environment #LI-SS1 FAN376 2026-67824 2026 Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

Lead Business Systems Analyst (Distribution Intelligence Platform Evaluation) Hybrid Charlotte, Chicago, or Iselin Core Purpose of the Role This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation Distribution Intelligence platform for Sales & Marketing. This includes assessing platforms like Synfinii s SalesPage and Client SalesVision, analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables. The role is both strategic and hands-on partnering with senior leadership while also performing detailed business and technical analysis. Key Responsibilities Strategic & Advisory Provide senior-level consulting to business groups on process improvements and platform selection. Contribute to senior leadership s IT strategy by aligning platform capabilities with business direction. Recommend future-state solutions, long-term technology improvements, and process optimization. Platform Evaluation Lead functional and technical evaluations of SalesPage, SalesVision, and similar industry platforms. Develop evaluation criteria (usability, scalability, reporting, data model flexibility). Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices. Analysis & Documentation Document current-state workflows, data flows, and reporting use cases. Perform gap analysis between organizational needs and vendor capabilities. Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations. Data & Integration Partner with architects and engineering to assess integration with: Salesforce CRM Snowflake Salesforce Data 360 Other enterprise data platforms Map data flows and identify required integration points for analytics and reporting. Agile Delivery Convert analysis outputs into Epics, Features, and Stories in Jira. Operate within a SAFe Agile framework; collaborate with product and engineering teams. Leadership & Collaboration Coach and guide junior analysts. Present to Product, Technology, Sales, and Marketing leadership. Required Qualifications 5+ years as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains. Deep expertise with Salesforce CRM data structures. Strong hands-on experience with Snowflake and Salesforce Data 360. Proven experience in SAFe Agile, including creation of Features/Epics/Stories in Jira. Excellent documentation, facilitation, and presentation skills. Preferred Qualifications Experience with distribution intelligence or sales analytics tools: SalesPage, Client SalesVision, DST, or similar. Background in asset management, financial services, or intermediary distribution. Familiarity with Tableau, Power BI, or similar visualization tools. Knowledge of data governance, data lineage, and compliance frameworks. Other Requirements Education: Bachelor's degree preferred. Work Style: Hybrid; onsite in Charlotte, Chicago, or Iselin. Physical: Sedentary work.

Carolina PRG has partnered with a locally based $100M PE backed headquarters in the industrial supplier and manufacturing space to help them compliment their tenured & talented accounting team with a Senior Accountant. This role reports to the Accounting Manager and serves as a key business partner across multiple functions. The Senior Accountant will play a central role in core financial operations, including month-end close, financial reporting, data analysis, and compliance. The position also offers meaningful visibility within the organization, with opportunities to contribute to system implementations, acquisition-related work, and cross-functional initiatives. Key Responsibilities Prepare, review, and analyze financial statements-including balance sheets, income statements, and cash flow statements-to ensure accuracy and alignment with applicable accounting standards. Manage month-end and year-end closing activities, including journal entries, accruals, reconciliations, and variance analysis. Oversee monthly commissions calculations and related accruals, while supporting internal teams with inquiries. Ensure timely and accurate reconciliation of sales and use tax obligations, including oversight of tax automation tools. Support merger and acquisition activities, including integration of acquired entities, alignment of accounting policies, and onboarding of processes and systems. Coordinate with external auditors and regulatory agencies to facilitate audits and ensure compliance with all relevant requirements. Develop, improve, and maintain financial policies, procedures, and internal controls. Monitor updates to GAAP and IFRS and ensure compliance with all applicable standards. Build effective partnerships with internal leaders and key stakeholders across the business. Provide analytical support, financial insights, and decision-making guidance for ad hoc projects and strategic initiatives. Contribute to continuous improvement efforts focused on efficiency, accuracy, and process enhancement. Assist in preparing presentations, reports, and financial materials for senior leadership and external stakeholders. Knowledge, Skills & Abilities 2-4 years of progressive accounting experience, preferably in a senior-level role. Strong understanding of core accounting and finance principles. Excellent analytical, communication, and interpersonal skills. Proven ability to collaborate effectively with cross-functional teams. Highly organized, adaptable, and comfortable working in a fast-changing environment. Experience with ERP systems Advanced proficiency with Excel and strong skills in PowerPoint and other Microsoft Office applications. Strong project management capabilities. High level of ownership, initiative, and commitment to delivering results. Experience in a manufacturing environment, particularly job-shop or project-based settings, preferred. Minimum Qualifications Bachelor's degree in Accounting or Finance required. CPA or CMA preferred. Experience in public accounting highly valued. Proficiency in financial modeling and advanced analysis. Authorization to work in the United States.

At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South. Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers, while delivering best-in-class customer experience. Be a part of the team that will make this vision a reality....designing and building a world class fiber network and creating a customer experience second to none. Check us out on the web! Job Description We are currently looking for a Senior Accountant, Expense Accounting to join our growing team. In this role, you will support the implementation of processes, policies, and procedures ensuring the accuracy of accounting and reporting. You will play a major part in the financial month-end closing and reporting process by managing complex journal entries for the company. You will partner with key business stakeholders and business finance partners to provide accounting guidance for all functional areas and to ensure adherence to applicable guidance, policies, and processes. As a Senior Accountant, Expense Accounting, your duties and responsibilities will include: Prepare journal entries and supporting documentation for the monthly, quarterly, and yearly close process with a primary focus on Expense accounting, including network and usage analysis, and dispute process management/resolution, but will support other expense areas as required Support cross functional teams with systems implementation and testing of financial data to ensure completeness and accuracy Prepare various balance sheet account reconciliations (heavy emphasis on subledger experience) ensuring proper supporting documentation and identifying and escalating potential issues Assist with the preparation of monthly financial management reports, including variance analysis on GAAP statements Analyze and document income statement and balance sheet fluctuations monthly, with an emphasis on prepaid expense management Liaise with teams across multiple departments and locations to obtain and distribute financial information Provide support and assessment for external and internal audit activities as necessary, SOX experience preferred Continuously review tasks and enhance analysis and analytical processes and controls to implement improvements /efficiencies Ensure effective working relationships with key business partners Perform special projects, interpret complicated financial information and any other duties and responsibilities as may be assigned Qualifications WHAT IT TAKES TO CATCH OUR EYE: Bachelor's degree in Accounting or Finance 3+ years of accounting experience in a corporate accounting or financial reporting setting Experience organizing a large volume of information and identifying and deploying automation tools/solutions Proficiency in the use of database tools and financial reporting packages Clear communicator, experience running meetings effectively, and to explain complex concepts to a non-technical audience Complete ownership and accountability of the function given the deadline-oriented nature of the position Adaptable to changing business environment and organizational structure BONUS POINTS FOR: Master's Degree in Accounting or Finance CPA designation Experience with SAP or BlackLine a plus Background in the telecommunications industry #LI-SS1 Additional Information WHY JOIN US? We aspire to contemporary ways of working. Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC. We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be. We offer competitive compensation and comprehensive benefits. Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness through physical, emotional and financial health. Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits. Inclusion and belonging are at the center of our grounding belief in Being Real. When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us be fierce advocates for more accessible, inclusive and high-quality internet, because we believe doing so promotes equity in the communities we serve. Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact taaccommodationrequests@brightspeed.com to initiate the accommodations process. For all applicants, please take a moment to review our Privacy Notices: Brightspeed's Privacy Notice for California Residents Brightspeed's Privacy Notice Videos To Watch ***************************

Our client, a Fortune 250 industrial manufacturer, is seeking an experienced Senior Accountant to support site and division management with financial decisions. This role oversees plant accounting functions, budgeting, forecasting, and ensures accurate financial reporting and compliance. This is an onsite role in the Charlotte, NC area. Responsibilities: Provide timely financial and statistical information to support operational decision-making Prepare and review financial statements, budgets, forecasts, and analysis Lead month-end and year-end close processes Manage inventory control procedures, including physical audits Ensure compliance with corporate accounting policies across payroll, payables, receivables, and inventory Qualifications: Bachelor's degree in Accounting; 5-7 years of relevant experience Experience in Manufacturing Strong technical accounting experience, including cost accounting experience Advanced Excel skills Proficiency in Microsoft Office (Excel, PowerPoint, Word) Certification or advanced degree preferred Light travel

Charlotte Center City Partners (CCCP) is seeking a Senior Accountant to provide accounting expertise and leadership to support our organization through all aspects of the Accounting and Finance operations. This senior level position will work with the Controller and Accountant to complete our accounting operations and team. Charlotte Center City Partners is a 501(c)4 nonprofit corporation. In addition to supporting CCCP, the accounting team provides full services for 2 additional 501(c)3 related entities. CCCP Community Trust (CCCPCT) has multiple programs including the Small Business Innovation Fund, Music Everywhere, McColl Park, as well as major events. The Charlotte City Market DBA The Market at 7th Street is an Uptown food hall and small business incubator. Responsibilities: This role will report to the Controller. Responsibilities will include, but are not limited to, the following: Accounting practice • Responsible for reviewing and maintaining our general ledger system. • Work with the Accountant on all aspects of Accounts Payable, Accounts Receivable and credit card entries. There are three sets of individual books to be maintained. • Record all necessary journal entries in month end and year end close. • Track the "Due to/Due from" between the companies. • Work on the annual financial audit by providing material, as directed by the Controller, to the independent audit company for the combined and consolidated financial audit for CCCP and CCCPCT. • Oversee the preparation and timely filing of the IRS Form 990's and other required governmental filings. • Responsible for all aspects of Business insurance, including renewals and audits. Working with the controller and the COO. Budgeting • Assist the Controller with preparing annual budgets and board presentations for the three separate companies. • Track budgets on a monthly basis including providing reports to non-financial management. • Grant management and tracking as needed. Miscellaneous • Assist the Controller with some payroll duties and related human resource duties. • Develop and provide consistent messaging to the entire organization to drive cooperation and to meet deadlines in the bill paying, credit card reports and vacation time submission so accounting can handle work in a timely and needed manner. • Build a network of collaboration, support and positive relationships with staff and management. Qualifications: • Bachelor's degree in accounting or equivalent. • CPA license (either already achieved or working towards) a plus, but not required. • Minimum 5 years of experience in a general accounting position. Non-profit experience a plus, but not a requirement. • Must have a good working knowledge of QuickBooks and all aspects of general ledger accounting. • Strong computer skills with a proficiency in Office 365 (Excel, Word, Teams, etc.) and Adobe products. • Strong financial skillset with P&L and budget management experience. • Curiosity and leadership on the development of new best practices, tools, and resources. • Self-starter who is an independent thinker, capable of managing multiple projects and meeting deadlines within a cross-functional team environment. • Excellent listening skills, including verbal and non-verbal communication, problem-solving and decision-making. • Highly effective organizational skills, time management, responsibility, leadership, and motivation. • Ability to work outside of standard hours at times of the year when the workload requires it, such as audit or budget times. • Ability to work with C-level executives. Compensation and Benefits: Salary is commensurate on candidate's qualifications. CCCP offers a generous benefits including health, dental, vision, life, short- and long-term insurance with a flexible spending option, a 401K retirement program and opportunities for professional development. Contact: If you are interested in this position, please contact Dennis McIntosh at ********************************** No recruiters, please. Who We Are: Charlotte Center City Partners is a 501(c)4 nonprofit organization that boldly envisions and activates strategies and actions that will assure Charlotte Center City is a welcoming and equitable, economically vibrant, culturally rich, and beloved place for all. Charlotte Center City Partners believes in the value of urban places, acting with integrity, the power of diversity and collaboration, and approaching all we do with passion, innovation, tenacity, and excellence.

Shoe Carnival (NASDAQ: SCVL) seeks a Senior Analyst, FP&A to drive store-level analytics, comparable sales analysis, and financial modeling. This role reports to the Director, FP&A and partners closely with operations to translate financial data into actionable business insights. The position is based at our Fort Mill, SC headquarters. The company is executing a significant transformation-rebranding stores to the Shoe Station banner and pursuing M&A to become the nation's leading family footwear retailer. This role requires someone who can assist the Director, FP&A build capabilities while delivering immediate value to the business. Key Responsibilities Develop and maintain store-level P&L analysis, tracking performance across banners, regions, and individual locations Analyze sales and expense trends and identify performance drivers-understanding why numbers move, not just that they moved Build/update financial models for tactical and strategic initiatives Support M&A due diligence with financial analysis, synergy modeling, and integration tracking Prepare management reporting packages, monthly forecasting packages, KPI dashboards, and executive leadership presentation materials Assist with annual budget preparation, partnering with functional leaders to develop realistic plans Analyze variances to budget and forecast, providing clear explanations and actionable insights to leadership Partner with store operations, merchandising, and real estate teams on strategic initiatives and business cases Support earnings materials, investor presentations, and ad hoc requests from executive leadership Continuously improve reporting processes, automate recurring analyses, and enhance data quality Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus 5+ years of FP&A, financial analysis, or related experience Advanced Excel and financial modeling skills-you build models that are accurate, auditable, and usable by others Retail industry experience strongly preferred; understanding of store economics, comp sales, and retail KPIs Experience with data visualization tools (Power BI, Tableau, MicroStrategy, or similar) Strong communication skills-ability to present findings clearly to both finance and non-finance audiences Public company experience a plus Who You Are Beyond technical analytical skills, we're looking for someone who embodies these attributes: Critical Thinking: You don't just report numbers-you interrogate them. When expenses are up in one area and down in another, you dig into why. You question assumptions in forecasts and push back when plans don't hold up to scrutiny. Curiosity: You want to understand how the business actually works. You understand stores, product trends, and learn what drives customer behavior. This context makes your analysis more valuable. Business Partnership: You're not just a report generator-you're a thought partner. Operations, merchandising, and real estate teams see you as someone who helps them make better decisions, not someone who just sends spreadsheets. Ownership Mentality: You stand behind your analysis. When you present a recommendation or a forecast, you've pressure-tested it yourself. You don't wait for someone else to find the error-you find it first. Self-Direction: You don't wait to be told what analysis to run. You see what the business needs, anticipate questions leadership will ask, and proactively deliver insights. You manage your own priorities and keep projects moving. Resourcefulness: Data is never perfect. Systems don't always talk to each other. You find ways to get to actionable answers anyway-triangulating from multiple sources, making reasonable assumptions, and being transparent about limitations. Prioritization Judgment: Ad hoc requests compete with recurring deliverables. You know how to manage your queue, push back when appropriate, and distinguish between analysis that drives decisions and analysis that sits in a deck. Adaptability: The company is transforming-new banners, acquisitions, and initiatives. Your priorities will shift. You thrive in an environment where the work evolves and new challenges emerge regularly. About Shoe Carnival Shoe Carnival, Inc. is one of the nation's largest family footwear retailers, offering a broad assortment of dress, casual and athletic footwear for men, women and children with emphasis on national name brands. Company operated 428 stores in 35 states and Puerto Rico under its Shoe Carnival and Shoe Station banners and offers shopping at ******************** and ******************** Headquartered in Fort Mill, SC, Shoe Carnival, Inc. trades on The Nasdaq Stock Market LLC under the symbol SCVL. Shoe Carnival is an equal opportunity employer with competitive compensation, comprehensive benefits, and the opportunity to build something meaningful in a high-growth, transformational environment.

Location: Charlotte, NC office. It will be a hybrid set schedule with Tuesday, Wednesday and Thursday are in the office, Monday and Fridays are remote. Schedule is assigned once selected, training may be 5 days per week in the office. Note will trained on : Experience with dispute resolution for Fortune 500 customer accounts; investigating and researching claims, deductions, or disputes to determine validity in a timely fashion is highly desired for this role. This is a high volume environment and experience is best suited from similar environments. This is not a front end collections role. They would now like to consider someone they can train for the role, new grad in the Charlotte area, interested in research, accounting, etc.

Investment Banking Analyst, Aerospace & Defense Jefferies Charlotte, North Carolina, United States (On-site) The Global Industrials team is actively looking for an experienced Analyst to support the Aerospace & Defense vertical in our Charlotte, North Carolina office. Group Description Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including Aerospace & Defense, Business Services, Capital Goods, Chemicals, Construction and Building Materials, Distribution, Engineering and Electrical, Maritime, Metals & Mining, Paper & Packaging, and Transportation & Logistics. The Global Industrials Group is a team of approximately 100 professionals worldwide based in New York, Chicago, Los Angeles, Boston, Atlanta, Washington, D.C., Hong Kong, London and Toronto. Primary Responsibilities Significant responsibilities related to pitching as well as executing advisory and capital markets transactions for a broad group of public and private clients based in the U.S. and internationally. These responsibilities will include the following: Execution of M&A as well as equity and debt financings and restructuring transactions Preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses Preparation of financial and valuation analyses, including discounted cash flow, pro forma merger, precedent transaction and comparable companies analyses Analyze business plans and participate in due diligence sessions Develop client relationships through deal execution and pitching These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Required Background Bachelor's degree from an accredited college or university AND a minimum of one year of Investment Banking experience Financial modeling coursework, training or experience Strong technical, written and verbal communication skills Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter, able to work autonomously and as team player Experience in the Industrials sector is not required Live in Charlotte, North Carolina or willing to relocate to Charlotte, North Carolina The salary range for this role is $110,000-$125,000.

Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, January 29, 2026More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. This Financial Analyst II role will have direct involvement in providing financial, planning and analysis support for the Customer Products & Services organizations. The Analyst II position provides an opportunity to get a unique view of Duke's businesses outside of the normal regulated utility operations by supporting organizations that directly drive earnings. Employees at this level work in a self-directed manner receiving some guidance. This position works closely with business partners to analyze and report variances, trends and plans. Key activities include financial planning, managing budget development as well as monthly, year-to-date, and year-end financial analysis. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success. Employees at this level work in a self-directed manner with additional guidance, interpret internal or external business issues, and recommend solutions. The Analyst II is responsible for cost management accounting, financial analysis and reporting, budget development and providing financial guidance to business partners. Responsibilities This role is a key contributor in the financial planning, budgeting & analysis activities for the previously mentioned organization with additional opportunities to work on special projects. This position partners with the business lines reporting to the VP leaders to provide solutions to all financial and accounting needs. Analysts provide technical/functional expertise in working with business partners to analyze the financial performance of the lines of business. This requires the ability to understand accounting and regulatory questions, coordinate special projects, and assist in the establishment of new products and lines of business along with other projects developed by the business. Significantly contribute to the month-end close process which includes but is not limited to: Posting journal entries and accruals Performing account reconciliations Proactively analyzing financial results for abnormalities Providing financial results timely to business partners ensuring accurate variance explanations, watchlist items and projection changes are captured and reported to upper levels of management Supporting the ROCR and P&L reporting processes Respond timely to any and all ad-hoc, regulatory, audit, and other data requests. Support the budget and business planning process including communication of budget guidance, assumptions, and timelines for assigned areas as well as providing any presentation material to aid the process. Build relationships and promote communication with business partners and Finance peers. Develop an in-depth knowledge of the business areas supported to anticipate needs and requirements from a financial and accounting perspective. Act as a liaison between the business and all other finance and accounting organizations to help resolve any outstanding issues, concerns, or questions. Coordinate and manage various projects and initiatives that arise throughout the normal course of business. Identify, develop, and implement continuous process improvement opportunities. Consolidate and roll-up financial results and analysis for executive level reporting. Support the development of insight/tools and practices to enhance projection accuracy. Actively seek to identify and meet business partner needs with a sense of urgency, taking ownership of issues and problems until resolved. Required/Basic Qualifications Bachelor's degree with major in Accounting/Finance or related discipline At least two (2) plus years of increasingly diverse or complex experience in related field in addition to degree Possesses and applies fundamental accounting and finance concepts, practices, and procedures Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tools (WebI) Experience using Microsoft products such as Excel, Word and Power Point Desired Qualifications CPA or working toward CPA Advanced degree, preferably in Accounting Four (4) years or more of professional work-related experience Prior experience supporting business FP&A efforts Knowledge of financial applications used by Duke Energy FP&A - Power Pivot, PeopleSoft, Hyperion, SAS business rules, Power Plan, OneStream, and Reporting trees Experience interfacing effectively with VP and higher leadership Experience with regulatory, non-regulatory, utility, and Energy Efficiency Programs #LI-PG1 #LI-Hybrid Additional Preferred Qualifications Possesses and applies fundamental accounting and finance concepts, practices, and procedures Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects) Proficient using Microsoft products such as Excel, Word, and Power Point Master's in Accounting or MBA Professional certification (e.g., CPA, CFA) Mobility Classification - Hybrid Travel Requirements 5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications. 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JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.

Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognitions --Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description Job Details: Job Title: Financial Analyst 2 Location: Davidson, NC Duration: 3 months (Temp to Perm) Summary of Position: Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. Major Job Duties and Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend Skills and Competencies: Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage ones time. Ability to analyze business trends and project future revenues and expenses (Typically required). Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software. Qualifications Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 2 to 4 years financial and/or accounting experience required. Additional Information To know more about this position, please contact: Ujjwal Mane ************ ****************************

Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Position: Finance Analyst Location: RTP (Research Triangle Park), NC, United States Duration:1year 5+ years experience Prepare, review and analyse all Month End schedules/reports and provide detailed variance analysis and supporting commentary. Perform KPI analysis for line managers, provide financial advice and support to non-financial customer groups. Liase with external business partners to ensure accuracy of analysis. Undertake profit and loss/balance sheet analysis. Qualifications Position: Finance Analyst Additional Information For more information, Please contact Shubham **********

We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Markets business offers sales and trading services, including research, to institutional clients across fixed-income, credit, currency and commodity, and equity businesses. Global Markets product coverage includes securities and derivative products in both the primary and secondary markets. Job Description & Program Overview Our program includes formal training and direct placement in the Subscription Finance Group (SFG). Subscription Finance specifically provides funding/financing solutions to many of the world's leading asset managers. As a summer analyst your responsibilities may include: * Drafting client proposals, transaction summaries, due diligence summaries, credit approval reports and other documents as part of the transaction approval process * Engaging with business partners and other members of the client team, as necessary, to facilitate various aspects of the transaction management process * Participation in on-site client due diligence visits, as necessary * Generation of detailed collateral analysis * Monitoring and highlighting key performance trends related to the collateral, clients, and the industry * Maintaining transaction pricing, return and cash flow models, as well as portfolio surveillance files * Gain exposure providing financing to funds that invest in a broad range of asset classes such as real estate, private equity, and private credit Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * 3.2 minimum GPA preferred * Candidates must demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking, and strong written and oral communications skills * Superior analytical and organizational skills * Ability to manage several projects at once * Ability to work effectively as an individual and as part of a team * Other desired characteristics include: integrity, attention to detail, assertiveness, initiative, leadership, strong work ethic, and team focus * Strong interest in global financial markets and keen interest in complex structures are preferred * Mathematics, engineering, statistics, or programming background a plus Bank of America does not complete third party forms from colleges, universities, or other parties.

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,500 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members. At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals. We offer: Competitive Wages Life/Health Benefits 401(k) Savings Plan Educational Assistance Paid Vacation/Holidays Employee Discounts Work-life Balance Business Casual Environment Paid Volunteer time off Rewards and Recognition Program EAP To learn more about Purpose Financial visit Purpose Financial Website Position Summary Description of Projects (List duties, responsibilities, etc): Create financial reports, presentations, and recommendations for management Assist in the development of financial models to forecast business growth Support the annual Plan and reforecast process Conduct analysis on key business opportunities Collaborate with peers, senior analysts, and other team members - share thoughts, ideas and opinions on actionable business insights using financial results and KPIs Job Responsibility Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Job Responsibilities Cont. Education Required Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Experience Required ????? Knowledge Required ???? Physical Requirements ????? Competencies Compliance/IntegrityCustomer CentricityInterpersonal SkillsResilienceResults/AccountabilityWorking with Diverse PopulationsTravel Attire Other All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Requisition ID: 15180

2027 Lazard Financial Advisory Summer Analyst - Charlotte Technology Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. In this role, you will become an integral member of the Charlotte Investment Banking Group, joining a dedicated team which provides financial advisory services to Lazard's clients within the industrial software sector as a part of the Technology Group. Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Ability to multi-task What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Hybrid Distribution Industry Growth-Oriented Organization Our client is a well-established and highly respected distribution company that is exceptionally well positioned for continued growth, both organically and through acquisition. As the organization continues to scale, they are adding a Senior Accountant after someone was promoted internally to play a key role in supporting core accounting operations, high-visibility benefit-related accounts, and ongoing process improvement initiatives. This is a great opportunity for an accounting professional who enjoys a blend of traditional accounting responsibilities, project work, and exposure to senior leadership, all while gaining hands-on experience with a top-tier ERP implementation. What You'll Do Support the monthly close process, including journal entries, account reconciliations, and account analysis Own and manage highly visible benefit-related accounts, including medical expenses, 401(k), short-term disability, and other employee benefit programs Analyze activity within benefit accounts and clearly explain trends, variances, and drivers to executive leadership Partner with internal teams on special projects tied to growth and operational improvements Play an active role in the implementation and optimization of a new, enterprise-level ERP system Identify opportunities to improve accounting processes, controls, and reporting as the business continues to evolve Serve as a trusted accounting resource to leadership, providing insight, accuracy, and clarity Why This Role Stands Out High visibility with executive leadership due to ownership of critical benefit-related accounts ERP implementation experience with a modern, best-in-class system that is highly marketable Hybrid schedule that supports flexibility and work-life balance People-focused leadership, with a hiring manager who is invested in training, mentorship, and aligning growth opportunities with the candidate's interests What We're Looking For Bachelor's degree in Accounting or a related field Experience in general ledger accounting, month-end close, and account reconciliations Strong analytical skills with the ability to explain financial activity to non-accounting stakeholders Comfort working with sensitive, high-importance accounts where accuracy and discretion matter Interest in process improvement, systems, and continuous learning ERP experience or exposure is a plus, but not required Public accounting or distribution industry experience is helpful, but not mandatory Career Development This role is ideal for someone who wants to continue building a strong accounting foundation while gaining exposure to leadership, systems, and strategic initiatives. The hiring manager is genuinely committed to developing this person and shaping the role around areas where the candidate wants to grow.

With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs. The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions. What we offer and what you'll experience: Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured summer internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program. What you'll do: As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as: * Helping with new business generation, prospect cultivation and client engagement * Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers * Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client * Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports * Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information * Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration * Providing administrative coordination with trading, operations and client service teams Who we're looking for: We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management. Required: * Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Demonstrated record of achievement such as extracurricular activities or leadership roles * Passion for investing and a strong understanding of finance * Excellent communication and presentation skills * Analytical, quantitative and critical thinking skills * Strong interpersonal skills with an ability to work effectively within a team * Ability to think independently and demonstrate good judgment * Strong time management and organizational skills * Ability to multi-task with a strong attention to detail Preferred: * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role. Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st shift