Finance Analyst-Operations Finance remote jobs - 1,620 jobs
Remote Finance Director - AI Trainer ($50-$60/hour)
Data Annotation
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 60d+ ago
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Remote Senior Finance Specialist - AI Trainer
Superannotate
Remote job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
$47k-85k yearly est. 4d ago
Client Advisor, San Diego (Part-Time)
Zimmermann
Remote job
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.
Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.
While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.
Position Purpose
As a Part-Time Client Advisor (2 days) with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion.
Role Responsibilities
· Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory
· To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision.
· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.
· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.
· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.
· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.
About You
· Capability and drive to reach KPIs and Sales Targets
· Demonstrates professionalism, optimism and team orientated approach.
· Exceptional communication and interpersonal skills
· Previous sales experience in luxury designer fashion
· A passionate brand ambassador who embodies the Zimmermann values
· Ability to cultivate Zimmermann's brand loyalty though positive client interactions.
· Detailed orientated
· Excellent organisational skills and problem-solving ability
· A passion for exceeding customer expectations
· Ability to build ongoing rapport with clientele
· Ability to work independently and as part of a team
Why join our team?
· Bespoke career development plans and access to strong mentors and industry leaders.
· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.
· Competitive package, seasonal uniforming and team member discount
· Be part of a responsible fashion house with a focus in leading in sustainability
Compensation
Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.
Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20.
In addition to hourly pay, Client Advisors are also eligible for commission on all sales.
At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.
Diversity Statement
Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
$60k-113k yearly est. 5d ago
Vice President Finance
Robert Half 4.5
Remote job
HYBRID ROLE
The best way to upgrade your holiday season is with a job that pays more, has more work from home flexibility, and respects your work/life balance.
The salary range for this position is $170,000-$200,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid
VP - Real Estate Tax Credit Finance
role please send your resume to john.sadofsky@roberthalf.c0m
Job Description
Lead and mentor a team of financial analysts responsible for all aspects of year-end reporting including collection and analysis of all project level tax returns, audits, and related documentation in a manner that meets all required deadlines.
Supervise the asset management rotational staff responsible for all aspects of year-end reporting to ensure deadlines are met; provide training to staff on the project-level audit and tax return review.
Oversee the completion of quarterly project level analysis for the asset management team in a manner that reduces preparation time for asset management, provides initial insight into project level operations, and acts as a supporting function for the asset management team.
Assist in identifying projects with special reporting requirements, such as audit waivers, mini-audits, cost certification delays or estimate model preparation.
Perform extensive ad hoc reporting in Excel, synthesizing data from various sources to meet internal and external reporting needs; continuously develop skills in Excel, PowerBI and other relevant software applications to enhance individual and departmental performance.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field
5+ years of experience in accounting/tax
Experience with tax credit for real estate/affordable housing and LIHTC
To apply to this hybrid
VP - Real Estate Tax Credit Finance
role please send your resume to john.sadofsky@roberthalf.c0m
$170k-200k yearly 2d ago
Infor Finance ERP Analyst - 245267
Medix Technology 3.9
Remote job
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
$42k-57k yearly est. 1d ago
Corporate FP&A Financial Analyst - (B2)
Applied Materials 4.5
Remote job
Who We Are
Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
What We Offer
Salary:
$8,300.00 - $114,000.00
Location:
Santa Clara,CA
You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits.
Key Responsibilities
Support for consolidation and reporting related to financial close, QBR, AOP/Commit, SR, Earnings release
Performs required activities and analysis to complete close, flash or commit with oversight on recurring tasks
Support management in completing ad hoc reports and providing basic explanations on standard analysis
Supports the development of top-level models for use in varies cycles or business activity in support of strategic discussions
Supports reporting requirements for internal / external use
Functional Knowledge
Demonstrates expanded conceptual knowledge in own discipline and broadens capabilities
Basic understanding of capex and depreciation
Familiarity with financial statements
Detail-oriented
Business Expertise
Understands key business drivers; uses this understanding to accomplish own work
Problem Solving
Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents
Impact
Impacts quality of own work and the work of others on the team; works within guidelines and policies
Interpersonal Skills
Explains complex information to others in straightforward situations
Education: Bachelor's Degree
Experience: 2 - 4 Years
Additional Information
Time Type:
Full time
Employee Type:
Assignee / Regular
Travel:
No
Relocation Eligible:
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
$98k-131k yearly est. Auto-Apply 21d ago
Mercor - Private Equity Analyst (Remote), application via RippleMatch
Ripplematch Internships 3.9
Remote job
This role is with Mercor. Mercor uses RippleMatch to find top talent.
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab.
You are a good fit if you:
Have at least 2 years of experience working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk)
Here are more details about the role:
The work is fully asynchronous and can be done around your schedule
You will be building financial models from scratch that would be reflective of what you did on desk
You must be able to commit at least 20 hours per week for this role
This contract is till end of February (with the possibility of extension)
Successful contributions increase the odds that you are selected on future projects with Mercor
The vetting process involves:
~10 minute behavioral interview asking about previous deals you've worked on
Technical assessment ( < 30 minutes) evaluating financial expertise
With respect to pay and legal status:
This role will pay $150/hour
We will pay you out at the end of each week via Stripe Connect based on the number of hours you log
You will be classified as an “at-will” contractor to Mercor
Please note that we cannot currently support H1-B or STEM OPT status candidates
$150 hourly Auto-Apply 8d ago
Head, PDM External Manufacturing Finance
Astellas Pharma 4.9
Remote job
Do you want to be part of an inclusive team that works to develop innovative therapies for patients? Every day, we are driven to develop and deliver innovative and effective new medicines to patients and physicians. If you want to be part of this exciting work, you belong at Astellas!
Astellas Pharma Inc. is a pharmaceutical company conducting business in more than 70 countries around the world. We are committed to turning innovative science into medical solutions that bring value and hope to patients and their families. Keeping our focus on addressing unmet medical needs and conducting our business with ethics and integrity enables us to improve the health of people throughout the world. For more information on Astellas, please visit our website at **************** .
This position is based in Northbrook, Illinois. Hybrid work from certain states may be permitted in accordance with Astellas' Responsible Flexibility Guidelines. Candidates interested in hybrid work are encouraged to apply.
**Purpose:**
This position provides strategic financial leadership and support to the External Manufacturing (ExM) organization, serving as the key finance business partner to enable reliable, cost-effective, and high-quality external supply across the global CDMO network. The role is responsible for ensuring excellence in financial planning, budgeting, forecasting, and performance management, while driving transparency and value creation across all product modalities. Partnering closely with functions such as Technical Transfer, Quality, and Supply Chain, the Global External Manufacturing Finance Lead enables sound financial decision-making that supports ExM's mission to leverage external capacity and capabilities for speed, flexibility, and benchmark cost performance.
**Essential Job Responsibilities:**
**Strategic Finance Leadership**
· Serve as the primary financial advisor and business partner to the Head of External Manufacturing and the ExM leadership team.
· Translate strategic objectives for the CDMO network into actionable financial plans, metrics, and insights that drive business performance.
· Lead financial planning, budgeting, forecasting, and long-range strategic modelling for the global External Manufacturing organization responsible for approx. Oku JPY 2,200 annual spend.
· Provide forward-looking financial analysis and scenario planning to support the development of external supplier strategic partnerships and network optimization.
· Drive financial governance, discipline, and accountability across the global CDMO network to enable data-driven decision-making.
**Finance Business Partner**
· Serve as the finance point of contact for all aspects of External Manufacturing, ensuring alignment between financial and operational priorities.
· Support mid- and long-term financial planning and performance tracking in partnership with key functions including Supply Chain, Procurement, Quality, and MS&T.
· Visualize and optimize cost structures across the CDMO network, providing insights into cost drivers and opportunities for efficiency.
· Ensure accuracy, transparency, and consistency of financial data to support informed decision-making by ExM leadership and senior management.
**Financial Operations and Performance Management**
· Monitor key financial indicators including P&L, cash flow, and investment performance for the External Manufacturing network.
· Identify, manage, and communicate financial risks and opportunities to support achievement of business and financial targets.
· Develop and maintain financial KPIs to track CDMO performance, productivity, and cost competitiveness.
· Lead cost optimization and continuous improvement initiatives in collaboration with cross-functional partners.
· Evaluate and support financial aspects of CDMO contracts, including pricing, amendments, and ongoing supplier performance.
**Decision Support**
· Provide financial leadership for investment evaluations related to new product introductions (NPIs), technology transfers, and site capability expansions.
· Review and support CAPEX and OPEX approval processes, ensuring alignment with strategic and financial objectives.
· Deliver financial input and modeling for CDMO contract negotiations, scenario analysis, and strategic sourcing decisions.
· Support external supply issue resolution and crisis management with financial analysis and risk assessment.
**Compliance and Governance**
· Ensure full financial compliance with internal controls, audit standards, and external regulatory requirements.
· Maintain alignment of financial reporting, systems, and processes with global finance policies and standards.
· Promote a culture of financial integrity, accountability, and transparency within the External Manufacturing organization.
· Partner with internal audit and controlling teams to ensure readiness for internal and external audits.
**People Leadership**
· Lead, coach, and develop a small team of finance professionals (approximately two direct reports), fostering a culture of collaboration, ownership, and business partnership.
· Build team capability in financial analytics, business acumen, and operational understanding to support ExM's strategic goals.
· Drive continuous learning, talent development, and operational excellence within the finance function.
**Qualifications Required:**
+ Bachelor's degree in Finance, Accounting, Economics, or related fields required.
+ Proven success as a strategic business partner to senior operational leaders.
+ Strong business acumen and ability to translate operational drivers into financial impact.
+ Expertise in financial planning, analysis, and performance management.
+ Deep understanding of cost structures, COGS analysis, and network optimization.
+ Strong communication and influencing skills across global, cross-functional teams with fluency in English language (read, write, speak)
+ Ability to operate effectively in a matrixed, fast-paced, and global environment.
+ Ability to build cross-functional relationships and work openly & collaboratively
+ Demonstrated experience leading and developing high-performing teams.
**Qualifications Preferred:**
+ MBA, CPA or Professional Finance Qualifications
+ Experience supporting external manufacturing, contract manufacturing, or strategic supplier networks strongly preferred.
**Working Environment:**
+ At Astellas we recognize the importance of work/life balance, and we are proud to offer a hybrid working solution allowing time to connect with colleagues at the office with the flexibility to also work from home. We believe this will optimize the most productive work environment for all employees to succeed and deliver. Hybrid work from certain locations may be permitted in accordance with Astellas' Responsible Flexibility Guidelines.
**Salary Range:** $197,400 -$310,200 (Final compensation will be determined based on a variety of factors, including but not limited to skills, experience and organizational equity considerations).
**Benefits:**
+ Medical, Dental and Vision Insurance
+ Generous Paid Time Off options, including Vacation and Sick time, plus national holidays including year-end shut down
+ 401(k) match and annual company contribution
+ Company paid life insurance
+ Annual Corporate Bonus and Quarterly Sales Incentive for eligible positions
+ Long Term Incentive Plan for eligible positions
+ Company-paid fleet vehicle for eligible positions
+ Referral bonus program
**\#LI-CH1**
Category PDM Finance
Astellas is committed to equality of opportunity in all aspects of employment.
EOE including Disability/Protected Veterans
$63k-112k yearly est. 15d ago
FP&A, Corporate and Strategic Finance
Asana 4.6
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
$164k-186k yearly Auto-Apply 10d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 1d ago
Senior Investor Relations Analyst
Lambda 4.2
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
$85k-154k yearly est. Auto-Apply 60d+ ago
Senior Analyst, Investment Reporting
Impactassets 4.0
Remote job
Department
Operations
Employment Type
Full Time
Location
Remote
Workplace type
Fully remote
Reporting To
Director, Data Analytics and Reporting
Key Responsibilities Qualifications Benefits and Perks About ImpactAssets ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.
$81k-147k yearly est. 56d ago
Investment Banking Tech Associate
Dc Advisory
Remote job
DC Advisory is an international investment bank with more than 700+ professionals in 24 locations throughout Asia, Europe, and the U.S. Through 11 industry-focused teams, the firm offers independent advice on M&A, debt raisings and restructurings, and private capital, and provides access to Asia investment knowledge.
At DC Advisory, making a difference is our common vision and our respect for diverse thinking fosters an environment for our people to thrive. We are a global investment bank committed to providing the Right Advice™ with integrity, honesty, and respect.
The Role
As an Associate on the technology and software team based in our San Francisco office, you will be responsible for supporting day-to-day M&A, capital raising, restructuring, debt advisory and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
Position Requirements
Qualities we seek include:
An unwavering commitment to excellence and a high degree of maturity
A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
An outstanding academic record (undergraduate and or MBA)
The ability to work as part of a team in an environment that demands excellence, time and energy
Personal integrity, initiative and leadership qualities
Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
Strong multi-tasking and time management skills
Highly proficient with Microsoft Office suite
SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)
Preferred Experience
At least 3 - 5 years of experience with M&A transactions in the technology and software sector
Compensation & Benefits:
Salary Range: $175,000 - $200,000 + annual discretionary bonus
Medical / Dental / Vision Insurance
Long Term Disability, Short Term Disability, AD&D Insurance
Pet Insurance
Health Savings Account
Retirement Pans (401K)
Pre-Tax Commuter Benefits
Working Arrangement
Please note this position will operate in a hybrid capacity with four days on-site in our San Francisco, CA office (Monday - Thursday) with the option to work from home on Fridays
$175k-200k yearly 60d+ ago
Senior Investor Relations Analyst
Lambda Labs
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
* Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
* Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
* Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
* Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
* Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
* Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
* Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
* Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
* Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
* Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
* Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
* Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
* Proficient in Excel and Google Suite; experience with financial research tools is a plus
* Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
* Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
* Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
* Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
* Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
* Experience with AI, SaaS, or consumption-based business models
* Comfort handling ambiguity and working with minimal supervision
* Experience working with pre-IPO companies
* Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
* Founded in 2012, with 500+ employees, and growing fast
* Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
* We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
* Our values are publicly available: *************************
* We offer generous cash & equity compensation
* Health, dental, and vision coverage for you and your dependents
* Wellness and commuter stipends for select roles
* 401k Plan with 2% company match (USA employees)
* Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
$82k-143k yearly est. 60d+ ago
Senior Investment Analyst
Legalist
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here.
Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply.
Core responsibilities:
Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members
Assist origination team in identifying and closing target counterparties (across industries and asset types)
Prepare financial models and related analysis to support investment recommendations and track ongoing investments
Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing.
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years' relevant experience in law, finance/credit, or advisory/consulting
Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation
Strong written/oral communication, equally comfortable with expert and non-technical colleagues
Excellent organizational skills and high attention to detail
Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods
Ability to thrive in a fast paced, growth focused environment
Nice to Have:
First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables
Prior extended experience at a hybrid or remote-first organization
$82k-143k yearly est. Auto-Apply 60d+ ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 1d ago
Financial Analyst, Corporate FP&A Reporting
Kofax, Inc. 4.7
Remote job
Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.
The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.
Key Responsibilities
Corporate Forecasting, Budgeting, and Long-Range Planning
* Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
* Contribute to long range planning model updates and related financial analyses
* Maintain and update corporate models with accuracy and attention to detail
* Support risk and opportunity tracking and prepare summaries for leadership
Financial Consolidation and Reporting
* Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
* Prepare monthly and quarterly reporting packages for leadership review
* Support the development of Board of Directors presentation materials
* Create charts, tables, and visuals that clearly communicate key financial insights
* Support company-wide projects, analyses, and ad hoc requests
Technical Modeling and Analytics
* Build and maintain driver based financial models using Excel and other financial planning tools
* Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
* Support FX neutral and budget neutral analyses when needed
* Ensure accuracy and consistency across modeling and data consolidation
Process, Organization, and Documentation
* Support organization of shared FP&A files and folders, including consistent use of SharePoint
* Help maintain documentation and desktop procedures that guide recurring processes
* Assist with process improvements and tools that enhance clarity and efficiency across FP&A
* Assist in improving reporting consistency and streamlining FP&A workflows
ABOUT OUR PLATFORM
Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Required Experience
* 2-5 years of experience in FP&A, corporate finance, or financial analysis
* Expert level Excel skills with demonstrated ability to build and maintain financial models
* Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
* Experience with BI or data visualization tools (Tableau, Power BI) is a plus
* Ability to communicate financial information clearly both verbally and in written formats
* Strong attention to detail, problem-solving skills, and organizational skills
* Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets
The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.
This position is located in Remote, United States. View the Google Map in full screen.
$97k-108k yearly 55d ago
Insights Analyst, Corporate
Yipitdata 4.1
Remote job
About Us:
YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments.
Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence.
We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by
Inc.
as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery.
What It's Like to Work at YipitData:
YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals.
From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers.
Why Top Talent Chooses YipitData:
Ownership That Matters: You'll lead high-impact projects with real business outcomes
Rapid Growth: We compress years of learning into months
Merit Over Titles: Trust and responsibility are earned through execution, not tenure
Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention
If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for.
About The Role:
YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients.
This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making.
You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations.
This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US.
As an Insights Analyst, you'll gain experience in:
Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features.
Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI.
Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value.
You Are Likely To Succeed If You Have:
3-5+ years of experience in business analytics or consulting
Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs
A passion for data-driven storytelling
A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn
Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment
What We Offer:
Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary:
We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more!
Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust.
The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity.
Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
$125k yearly Auto-Apply 15d ago
Financial Analyst Intern, Summer 2026
Watts Heating and Hot Water Solutions
Remote job
We're Watts. Together, we're reimagining the future of water.
We feel proud every day about what we do. We're all part of the same crucial mission, no matter what function we support -- it's to provide safe, clean water for the world, and to protect our planet's most valuable resource.
What we do:
For 150 years, Watts has built best-in-class products that are trusted by customers in residential and commercial settings across the world. We are at the forefront of innovation, working with cutting-edge technology to provide smart and connected, sustainable water solutions for the future. Watts is a leading brand with a quality reputation - and we have a dynamic future ahead.
The Watts Internship Program is strategically designed to allow you the opportunity to utilize what you have learned in the classroom while gaining a true understanding of the business world by applying those key principles through hands-on experience. During the internship, students will gain exposure to and impact operations. There will be many chances to network with like-minded manufacturing and industrial engineering professionals and stimulate your mind through cross-departmental collaboration.
What You'll Do
The Financial Analyst Intern will support our Platform Finance Team with preparing and improving templates for our STRAP and AOP Process. The intern will make recommendations for process improvements that will impact in the greater organization.
Ideal candidate is detail-oriented, eager to learn, and passionate about transforming data into actionable insights to drive strategic decisions and improve business outcomes
Supports the team in budgeting, forecasting, and financial modeling activities.
Reviews large financial datasets and identify trends and/or process improvements
Assist with creating/enhancing templates for key processes, such as Budget and STRAP Planning
Helps in the preparation of presentations and reports for internal stakeholders
Collaborate with Cross Functional Teams to exchange information and coordinate necessary activities
Participates in special projects and performs ad-hoc analyses as required by the Finance team
Who You Are
Current student (rising junior or senior) actively pursuing a bachelor's degree in Finance, Data Analytics, Business Administration or Economics
Advanced Excel skills
Knowledge of basic finance principles
Passionate about your work, with a genuine desire to contribute meaningfully and make an impact
Demonstrated commitment to integrity and respect in interactions with others, fostering a positive and inclusive work environment
Strong sense of accountability, taking ownership of tasks and following through on commitments
Must be authorized to work in the United States and do not require sponsorship now or in the future
General Applicable Company Competencies
Commitment to Watts' values of integrity, accountability, continuous improvement and innovation, and transparency.
Punctuality and dependability.
Ability to be flexible and adapt to changing work priorities and stressful conditions.
Adherence to all personnel policies, procedures, and standards of process as implemented by Watts.
Maintain productive and collaborative relationships with other Watts employees.
Adherence to Watts' seven
cultural beliefs: Growth Mindset, Customer-Focused Innovation, Constant Communication, Clear Goals, Collaborate Globally, Be Inclusive, and Take Action.
What's In It for You
People-First Culture - Enriching and caring for people is at the core of who we are; this includes executing our Diversity, Equity, and Inclusion (DEI) strategy, and providing you with meaningful career growth opportunities, a positive and safe work environment, and affirmation that you are heard, valued, and respected.
Flexible PTO Policy - Work-life balance is important at Watts and our interns receive one (1) hour of flexible PTO for every thirty (30) hours worked. Your flexible PTO can be utilized for any type of absence.
Paid Holidays - Celebrate the holidays with your loved ones and still get paid! You will receive the following paid holidays off during your time as an Intern with Watts. Where a holiday falls during the weekend, it will be observed on an adjacent weekday.
Lunch and Learns - Throughout your internship, there will be opportunities for you to sign up to learn and network with some of the key strategic leaders and thought partners within our core operating model!
Sustainability - For five years in a row, Watts has been named one of "America's Most Responsible Companies" by Newsweek. Join our journey as we continue to distinguish Watts as a responsible and committed corporate citizen.
Working Conditions:
While performing the job duties, you will be working in an office environment. You will be required to work in the office at the [insert office] location three days per week (Monday - Wednesday) and can work remotely two days per week (Thursday and Friday).
Physical Requirements: Specific physical abilities required for this position include, but are not limited to:
Ability to remain seated/standing at a desk or workstation for extended periods.
Ability to perform repetitive tasks like typing on a keyboard or using a mouse for extended periods.
Ability to read documents and communicate clearly and effectively, both orally and in writing, with management, coworkers, and third parties.
Ability to operate standard office equipment such as computers, printers, phones, and copiers.
Ability to physically move around the office and occasionally lift and carry light objects, such as office supplies, documents, or small equipment.
Nothing in this job description restricts Watts' right to assign or reassign duties, responsibilities, or change the working hours/conditions for this position at any time. This position is “at will,” which means that either the employee or Watts may terminate the employment relationship at any time, with or without notice, and for any lawful reason.
The expected salary range for this position is $22 - $26 hourly. Actual compensation will be dependent upon individual skills, experience, qualifications, and applicable law.
#LI (
Hybrid
)
Watts in it for you:
Please note that the following
benefits apply only to permanent roles and do not apply to internship roles.
Competitive compensation based on your skills, qualifications and experience
Comprehensive medical and dental coverage, retirement benefits
Family building benefits, including paid maternity/paternity leave
10 paid holidays and Paid Time Off
Continued professional development opportunities and educational reimbursement
Additional perks such as fitness reimbursements and employee discount programs
Learn more about our benefit offerings here: *********************************
How we work:
At Watts, our culture is team-oriented and supportive. Employees here genuinely care about the quality of their work, and about each other. Our people are the heart of who we are and contribute to our longevity and continued success.
And this is a place where you can have a big career. No matter your role, there are opportunities for learning and development, and your daily contributions make a meaningful impact on the lives of people who use our products and on the future of water.
Watts is committed to equal employment opportunity. We follow a policy of administering all employment decisions and personnel actions without regard to race, color, religion, creed, sex, pregnancy, national origin, sexual orientation, age, physical or mental disability, genetic disposition or carrier status, marital status, military or veteran status, minorities, or any other category protected under applicable federal, state, or local law. Consistent with the obligations of state and federal law, Watts will make reasonable accommodations for qualified individuals with disabilities. Any employee who needs a reasonable accommodation should contact Human Resources.
$22-26 hourly Auto-Apply 60d+ ago
Financial Analyst Intern (US-Remote)
Token Metrics
Remote job
Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models.
The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs.
Responsibilities
Analyzing financial data.
Researching macroeconomic and microeconomic conditions.
Preparing accounting and other required reports and projections based on the analysis performed.
Evaluating capital expenditures and asset depreciation.
Establishing and evaluating records, statements, and profit plans.
Identifying financial performance trends and financial risk, and making recommendations.
Providing recommendations for improvement based on trends.
Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.
Providing financial models and making financial forecasts.
Requirements
Knowledge of US Generally Accepted Accounting Principles.
Bachelor's degree in business, accounting, finance, economics, or related field.
Proven experience in the financial industry.
Proficiency with spreadsheets, databases, and financial software applications.
Outstanding presentation, reporting, and communication skills.
Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
Proven leadership abilities.
Deep understanding of the financial system and institutions.
About Token Metrics
Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions.
Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
$30k-43k yearly est. Auto-Apply 60d+ ago
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