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  • Regional Financial Analyst

    Calportland 4.6company rating

    Finance analyst job in Phoenix, AZ

    The Regional Analyst is responsible for accounting and finance duties for their region, including working with Corporate Accounting to execute month-end close, complete margin and trend analysis, drive annual budgets and re-forecasting as necessary, as well as all adhoc reporting and analysis deemed necessary to support Operation Managers. The ideal candidate has a great eye for detail and a high level of accuracy. The candidate must effectively communicate with management, colleagues, and peers throughout the Company. Benefits CalPortland is proud to offer a comprehensive, competitive benefits package that provides health and financial support to our most important resources: our employees. Your benefits are an important part of your overall compensation at CalPortland. That's why we give you a wide range of benefits to choose from. Medical, Dental, Vision low-cost premiums even for family coverage Company-paid life/AD&D insurance Company-paid short-term disability Paid sick/vacation/holiday 401k/Company Funded Pension Program (program is dependent upon location and job type) Employee Assistance Program (EAP) Additional voluntary benefits Responsibilities Responsible for all aspects of the 5-day monthly financial close including: Monitoring and coordinating completeness of sales and invoices in SAP Monitoring and coordinating completeness of goods receipts and coordinating necessary accruals/reclasses Coordinate inventory counts and investigate variances Calculate royalties and coordinate payment Complete margin analysis including cost variance analysis, sales price, and volume trend analysis as well as KPI analysis Coordinate the input and review of annual budgets and forecasts as needed for region-specific plants and administrative departments including: Assisting plant managers in completing justification and payback analysis for CAPEX Provide training as necessary to use the forecasting software Ensure budgets/forecasts are approved and provide required reporting, analysis, and parameters Calculate and load costing BOMs for new and existing manufactured inventory and perform quarterly revaluation/LCM analysis Calculate and monitor activity rates for internal labor Set up pricing for internal sales and coordinate compliance with internal controls Complete monthly and ADHOC reports and analysis for Management and Parent Company Provide corporate governance to ensure the region is compliant with various internal controls Education Bachelor's degree in accounting, finance, economics or completion of related courses Requirements/Qualifications Knowledge of GAAP financial reporting Proficient in Excel, Word, Outlook, and PowerPoint Strong organizational and analytical skills Self-starter and strong work ethic Team-player and flexible Available to work extended hours and potentially weekends as needed to meet month-end or audit deadlines Available for minimal travel to attend in-person training Preferred: Experience in the construction materials industry Experience with SAP 3+ years of experience as a Financial Analyst Conditions of Employment Successful candidate must submit to a post-offer pre-employment physical examination, drug/alcohol screen, and background check. Some positions require Federal Motor Carrier Safety Administration (FMCSA) registration/clearance as well as ongoing alcohol and drug testing. #LI-MF1
    $46k-69k yearly est. 5d ago
  • Financial Controller

    Qual It Resources

    Finance analyst job in Las Vegas, NV

    The Controller position is responsible for managing and monitoring the accounting functions and financial stability of Hirschi Companies. Essential Job Responsibilities Manage the accounting functions of the company including cash management, fixed assets, general ledger, A/R, A/P, and payroll. Oversee the company's Accounts Payable, Accounts Receivable, and Payroll departments. Manage the accumulation of all financial data necessary for an accurate accounting of business results. Maintain the integrity of the general ledger, internal controls over financial reporting, assets and accounting policies and procedures. Compiles monthly consolidated financial statements and presents to executive management. Communicate and present financial metrics, reports and potential risk to executive management. Lead company report building and maintenance using advanced Excel, Crystal Reports, and Power BI. Compile, monitor and communicate monthly and annual operating budgets. Responsible for developing and maintaining internal controls to support the financial infrastructure. Responsible for all paperwork, reports, statements, etc. that need to be completed by federal and state regulatory agencies. Assures that Vista users are onboarded and offboarded accurately with the right security permissions. Manages the year end and insurance audits, provides timely and accurate information to the auditors to meet deadlines. Maintains healthy relationship with current banks and provides required quarterly and yearly bank information. Carryout additional tasks assigned by the Senior VP of Finance. Experience, Educational, and Additional Requirements: Pass background check Pass mandatory drug test required. Must have 5+ years' experience as a Financial Controller Preferred but not required, 5+ years working for a construction subcontractor Mergers and Acquisitions experience preferred. Must have a sound understanding of financial reporting, CPA preferred. Must be competent in Mathematics and can interpret complex financial concepts. Must possess excellent communication. Must have a BA degree in Accounting, Finance, Business, or other type of related field of study. Master's level preferred Must have the ability to lead a team of employees involving hiring, terminating discipline, and completing performance evaluations. Advanced knowledge of Microsoft products, including Excel and Power BI. Operational knowledge Trimble/Vista preferred. Experience with Crystal Reports is a plus. Ability to be detail orientated and work well under pressure. Must be organized and demonstrate the ability to work with limited supervision. Must be able to read and write in English and/or Spanish at a level sufficient to follow safety instructions, complete required documentation accurately, and communicate effectively with supervisors, coworkers, and customers.
    $83k-128k yearly est. 1d ago
  • Investment Analyst/Investment Associate

    MacDonald & Company 4.1company rating

    Finance analyst job in Phoenix, AZ

    Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties. The Role The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work. Key Responsibilities Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types Build and maintain financial models and cash-flow projections Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions Work closely with internal groups such as asset management and accounting to support deal execution Conduct market research and keep internal databases updated with relevant economic and real estate metrics Qualifications Investment Banking background as an analyst or associate Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis Strong proficiency in Excel, Word, and PowerPoint Exceptional written and verbal communication skills for interaction with internal teams and external partners Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail Self-starter with solid problem-solving abilities
    $62k-100k yearly est. 3d ago
  • Investment Analyst

    Global Recruiters of Mid-Cities (GRN

    Finance analyst job in Scottsdale, AZ

    Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role. MUST HAVE PRIOR EXPERIENCE The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO! KEY RESPONSIBILITIES Investment Analysis: Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns Due Diligence: Review case files, financial records, and market data Financial Modeling: Build and maintain cash flow models, ROI analyses, and scenario forecasts Market Research: Track industry developments, financial market trends, and emerging opportunities within litigation finance Portfolio Monitoring: Monitor ongoing investments, prepare performance reports, and support risk management Collaboration: Work with law firms, claimants, and financial professionals to collect information and support negotiations Reporting: Draft investment memoranda and recommendations Strategic Support: Partner with leadership on cross-functional initiatives to align financial analysis with business objectives SKILLS Education: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred Experience: 5 years minimum of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience is a plus Financial Skills: Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques Analytical Skills: Ability to synthesize financial and legal information into clear, actionable investment insights Work Style: Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment. Mindset: Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry Salary $80-$120k + commissions
    $80k-120k yearly 3d ago
  • Senior Financial Analyst, Real Estate

    Cove Communities

    Finance analyst job in Phoenix, AZ

    The Senior Financial Analyst is a key partner in advancing Cove Communities' financial planning, analysis, and reporting capabilities across our portfolio of manufactured housing and RV communities in the U.S. and Canada. This role supports the organization's strategic growth by delivering timely, insightful, and data-driven analysis that connects operational realities with financial outcomes. Working closely with Finance, Operations, and Asset Management, the Senior Financial Analyst will take ownership of portfolio-level performance reporting, budgeting, forecasting, and investor reporting packages helping ensure that leadership and stakeholders have clear, actionable visibility into key performance drivers and capital deployment. Primary Duties & Responsibilities Financial and Investor Reporting Prepare and enhance recurring financial and investor reporting packages, integrating portfolio-level KPIs, NOI performance, and variance commentary. Translate financial results into meaningful insights for leadership, investors, and external partners, highlighting trends, risks, and opportunities. Partner with Accounting to ensure alignment between GAAP reporting, operational metrics, and management reporting views. Portfolio Performance and Variance Analysis Evaluate asset and portfolio performance through detailed NOI, occupancy, rate, and expense variance analysis. Partner with Operations and Asset Management to understand key performance drivers, identify areas for operational or pricing improvement, and ensure financial goals are met. Support review of community-level results, budget adherence, and margin trends to inform property-level decision-making. Budgeting, Forecasting, and Scenario Planning Co-own the development and maintenance of annual budgets, reforecasts, and long-range plans across the portfolio. Build dynamic, driver-based forecasting models that integrate with operational data (e.g., occupancy, ADR, staffing, utilities, and CapEx). Assist in scenario analysis to evaluate impacts of acquisitions, rate strategies, and capital initiatives. Financial Modeling and Capital Planning Build and maintain financial models supporting acquisition underwriting, redevelopment projects, and recurring CapEx planning. Conduct ROI and payback analyses to support investment decisions, asset repositioning, and value-add initiatives. Partner with the Asset Management and Development teams to model outcomes tied to reinvestment or operational improvements. Cross-Functional Partnership and Collaboration Act as a key finance partner to regional and functional leaders, helping translate community-level data into actionable financial and operational insights. Collaborate across departments to enhance data consistency, align on metrics, and integrate operational reporting with financial outcomes. Support Investor Relations and senior leadership in preparation of quarterly reporting decks and ad hoc analyses for investors and lenders. Process Optimization and System Scalability Identify and implement opportunities to automate recurring deliverables and improve the quality and timeliness of financial information. Partner with Finance leadership and IT on enhancements to budgeting, forecasting, and reporting tools as the organization scales. Contribute to continued evolution of Cove's financial reporting infrastructure to support growth and portfolio complexity. Ad Hoc and Strategic Analysis Provide analytical support for high-impact projects, including operational restructuring, pricing analysis, and portfolio performance benchmarking. Conduct deep dives into cost structures, margin trends, and operational efficiency metrics to support decision-making. Required Skills: Strong analytical and quantitative skills with a demonstrated ability to interpret and communicate complex financial results. Proven track record of building collaborative partnerships across finance, operations, and executive teams. Advanced Excel and financial modeling proficiency; experience with BI, ERP, or FP&A systems preferred. Excellent written and verbal communication skills; ability to tailor analysis for financial and non-financial audiences. Detail-oriented and highly organized, with the ability to manage multiple priorities in a fast-paced environment. Self-starter with intellectual curiosity and a drive for continuous improvement. Ability to travel up to 10% to visit communities in the U.S. and Canada. Education and Experience Bachelor's Degree in Finance, Accounting, Economics, or a related field Minimum of 5 years of progressive experience in financial planning, analysis, and/or real estate finance. Experience within real estate, hospitality, or multi-location operations preferred , especially in environments involving NOI tracking, capital allocation, and performance reporting.
    $68k-91k yearly est. 1d ago
  • Investment Consultant - Las Vegas, NV

    Charles Schwab 4.8company rating

    Finance analyst job in Nellis Air Force Base, NV

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $57k-101k yearly est. 1d ago
  • Senior Financial Analyst

    Whsmith North America

    Finance analyst job in Las Vegas, NV

    We are seeking a Senior Financial Analyst to join our Commercial FP&A team and support the growth and profitability of our travel retail operations. This position will work directly with leadership of the Commercial team and be responsible for a wide array of financial, strategic, and operational analysis, with a particular focus on budgeting and planning merchandise sales and gross margin. This position will also play a key role in creating financial projections and developing business cases for new commercial initiatives. Partner with commercial leaders to develop and maintain financial models for revenue and margin forecasting across multiple business segments. Support the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment with strategic goals. Prepare and analyze weekly sales performance reports, providing commercial leadership with insights into key drivers to variances vs plan. Provide ad hoc analysis and decision support on key initiatives. Develop dashboards and KPIs that measure commercial effectiveness and identify opportunities for improvement. Participate in the identifying and measuring of initiatives to help drive top line growth and/or margin expansion. Qualifications: Bachelor's degree in finance, economics, accounting, or a related field. MBA a plus 3+ years' work experience including financial and/or operational analysis, preferably in a retail company Experience with financial budgeting Strong technical, analytical, and problem-solving skills Advanced understanding and working knowledge of budgeting, forecasting, and analysis Strong communication and collaboration skills Strong Excel skills and experience with EPM tools Must be a self-starter and willing to work in a fast paced, high growth environment Must be comfortable interacting with and presenting to executives and senior leadership Benefits: Medical, Dental & Vision Insurance Short & Long Term Disability Insurance Flex Time Off Policy 401k with company match Huge Employee Discount at all our stores, so check us out Amazing training & career path Competitive pay! And more!
    $68k-93k yearly est. 3d ago
  • Tax Analyst

    Career Group Companies 4.4company rating

    Finance analyst job in Salt Lake City, UT

    Role: Tax Analyst Pay Rate: $23.00/hour Employment Type: Temp | Onsite | 5day a week Start Date/Duration: ASAP Start - 6 months Hours: Minimum of 50 hours per/week- must be flexible for OT Our client, A global investment banking, securities, and financial services firm is in search of a Tax Analyst located in Salt Lake City, Utah. Bachelor's Degree is required, preferably in accounting, finance, or business admin. Tax Operations individuals are critical thinkers who partner with groups across the firm to ensure accurate tax withholding and reporting for the firm and our clients. This is an excellent opportunity to work on a diverse team in a fast-paced and constantly changing environment. You will assist in creating and supporting scalable processes to support the firm's global business segments in Global Banking & Markets, Asset & Wealth Management, and Platform Solutions. You will gain extensive exposure and knowledge of US regulations around client documentation and the impact it has on tax withholding. Analyst Duties: • Reviewing and validating client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.) • Reviewing and responding to client documentation inquiries with accurate analysis based on the facts, regulatory requirements, and circumstances of the inquiry • Providing tax-related operational support to the firm's Investment Professionals; Client Service reps, and clients • Reviewing and solving breaks and exceptions arising from the documentation processes Qualifications • Bachelor's degree in accounting, finance, or business admin • Strong analytical and problem-solving skills with an ability to understand complex workflows • Results orientated with the ability to balance time-sensitive projects while maintaining a longer term, strategic focus • Excellent communication skills with an ability to influence senior business stakeholders and make decisions • Strong attention to detail • Proactive and self-starting individual with high level of ownership • Questioning mindset with an ability to recognize potential risk and flag to managers • Flexibility and ability to learn quickly • Ability to work across various teams to complete time-sensitive tasks • Strong data analysis skills • Intermediate/advanced Excel skills essential • Understanding of W-9 and W-8 tax forms or onboarding and Know Your Client (KYC) processes • SQL and Alteryx skills We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: OTHER CA/REMOTE: California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/. Career Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today. You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
    $23 hourly 19h ago
  • Senior Tax Analyst

    Cavco 4.3company rating

    Finance analyst job in Phoenix, AZ

    At Cavco Industries, Inc. (NASDAQ CVCO), our 7000 team members are at the heart of everything we do. We design and produce quality, affordable factory-built homes. We are also a leading producer of park model RVs, vacation cabins and factory-built commercial structures. In addition to providing competitive pay and benefits, we provide opportunities for development and upward mobility, while investing in the communities we serve. Our values are our foundation. We're constantly striving to diversify our teams to ensure we have the best and brightest talent. We're deeply committed to creating an inclusive and equitable workplace where each person can contribute. ABOUT THE ROLE: As a Senior Tax Analyst, you will be responsible for preparing tax compliance calculations and tax filings, responding to tax notices, and preparing month-end tax journal entries. The ideal candidate will be detail oriented, highly communicative, and coachable. CPA is required for this role, and a minimum of 3 - 5 years of tax experience in a public accounting or corporate environment is preferred. This person will be joining a growing team of tax accounting professionals who support a rapidly expanding manufacturing company with over 7,000 employees nationwide. Apply today! ESSENTIAL DUTIES & RESPONSIBILITIES Preparation of quarterly and annual tax provisions and relevant tax disclosures for the company's financial statements in accordance with ASC740 Ensure timely and accurate preparation of federal and state tax compliance calculations and tax filings Monitor and respond to tax notices in a timely manner including federal and state audits Prepare month-end tax journal entries and perform account reconciliations Assist with the design, implementation, and maintenance of tax processes and controls Assist with tax planning, due diligence, and business acquisitions as needed Calculate, research, and provide information requested by management and external parties PREFERRED QUALIFICIATIONS Bachelor's degree in Accounting, Masters of Tax is a plus Minimum of 3 - 5 years of tax experience in public accounting or corporate environment Certified Public Accountant (CPA) required Highly organized, driven, and coachable mindset Detail oriented and analytical Ability to communicate effectively with team members and leadership Strong state and local tax knowledge is preferred Experience with manufacturing, retail, insurance or mortgage industries is a plus Proficiency in MS Office Suite, Blackline, FAS, etc.
    $60k-81k yearly est. 3d ago
  • Senior Accounting Manager

    Yes! Air Conditioning Heating Plumbing Electric

    Finance analyst job in Provo, UT

    YES! Air Conditioning, Heating, Plumbing & Electric, is part of a national service leader and has an exciting career opportunity for an ambitious, team-oriented Accounting Manager to join our team and manage the accounting activities at our office. We offer $100,000 - $125,000 annual base salary Annual bonus opportunity Company cell phone & laptop Comprehensive benefits package including medical, dental, vision & life insurance 401(k) plan with company match 13 days paid time off and 8 paid holidays Quality, comprehensive training programs Opportunities for advancement Opportunity to give back to your community through partnership with St. Jude Children's Research Hospital, The Tim Tebow Foundation, ARS Cares Program, and More! Responsibilities: Responsible for the overall accounting and financial operations of the office Manages and develops the accounting staff, which includes hiring, terminating and disciplining employees, scheduling employees, setting work priorities, conducting staff meetings, counseling and training employees, evaluating performance and directing work assignments Reviews and enforces accounting policies and Company procedures Analyzes and compiles data to assist with weekly profit and loss reporting, labor productivity and job costing and submits status reports as required Manage and analyze inventory in conjunction with the warehouse team to ensure accurate valuations Prepares and reviews all internal and external financial statements Communicate with customers, vendors and departmental personnel to answer questions Approves, prepares and reconciles accruals and journal entries and forwards to the corporate office for auditing Audits general ledger entries to ensure that financial information is accurately reported Prepares month-end and fiscal year-end reporting Audits all payroll functions to ensure accuracy of processing and compliance with all corporate guidelines and federal wage and hour laws Prepares and submits reports and forms including those required by governmental or state agencies Oversee the billing, credit and collections processes and provide support as needed. Inputs data to generate daily reports and distributes reports to departmental personnel for review Audits and reconciles inventory information and accounts Qualifications: Requirements A bachelor's degree in accounting or a related discipline and 5-7 years of general accounting experience are required. Related education and/or training or any equivalent combination of education and experience may be substituted Management experience of an accounting team (3+ Individuals) Knowledge of Generally Accepted Accounting Principles (GAAP) Hands-on, can-do attitude with ability to perform the following tasks: month end, journal entries, financial analysis and budgeting Proficiency in using Microsoft Office products, MS Word, Excel, and Outlook required. Demonstrates strong verbal, written and interpersonal skills, with ability to establish cross-functional relationships Proven leadership and possession of problem-solving skills Ability to pass pre-employment screenings If you are interested in joining our team and meet the requirements, please apply today. Note: This posting outlines potential pay ranges and opportunities, which are not guaranteed and do not represent a formal offer. Additional compensation may be offered based on experience and will be outlined in an offer letter addendum. ARS is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status under applicable federal, state, or local laws. Privacy policy available upon request.
    $100k-125k yearly 1d ago
  • Finance Contractor

    United Nissan Reno 3.9company rating

    Finance analyst job in Reno, NV

    United Nissan Reno is seeking a Finance Contractor to join our award-winning team! Be a part of one of the most successful Nissan dealerships in the United States! The purpose of this position is to produce additional revenue for the dealership by selling finance and insurance programs and other approved, appropriate after-sale items to new and pre-owned vehicle customers Job Responsibilities: * Sells financing and credit life, accident, and health insurance to customers. * Provides customers with a thorough explanation of aftermarket products and extended warranties. * Converts cash deals to finance. * Establishes and maintains good working relationships with several finance sources, including the manufacturer. * Processes finance and lease deals accurately and fairly through financial sources to secure approval. * Conducts business in an ethical and professional manner. * Processes all federal, state, and dealer paperwork related to vehicle transactions. * Understands and complies with federal, state, and local regulations that affect the new and pre-owned vehicle and finance departments. * Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner. * Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. * Acquires and maintains current state insurance license, completing continuing credit insurance education as needed. * Provides customers with a complete explanation of manufacturer and dealership service procedures and policies. * Seeks new lending institutions to secure competitive interest rates and finance programs continually. * Manages the alternative finance source program to ensure that several sources are available. * Seeks insurance companies for insurance papers. * Maintains insurance files. * Sets up and maintains a program which will ensure 100 percent T.O. (Transfer Of Opportunity) to the F&I Departments. * Provides sales force and sales managers with current information about finance and lease programs continually. * Trains the sales staff regarding the benefits of financing, insurance, and extended service programs. * Works with managers to secure a reasonable profit from every sale. * Coordinates finance forecasting with sales department forecasting to achieve desired levels of penetration and income. * Ensures collection of all finance and insurance fees. * Takes all credit applications. * Prepares reports on finance penetration. * Works closely with the General Sales Manager to establish sales departments goals and objectives and ensures that they are achieved. * Attends General Communication Meetings as requested. * Handles all rate quotes. * Develops and monitors guidelines for working with customers to ensure maximum customer satisfaction. * Supervises and trains designated backup to ensure continued efficiency and profitability in the F&I manager's absence. * Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of vehicle deals. * Maintains a professional appearance. * Maintains a clean and professional work environment. Job Requirements * Automotive dealership experience required (in Sales Management or F&I ) * CDK experience preferred * Dealer track a plus. * Computer Literate * Excellent people skills * Self Starter * Must possess the ability to "close" * Bilingual and job stability is a plus.
    $57k-82k yearly est. 49d ago
  • Sr Investor Reporting Analyst (Audit & Compliance) On-site

    Newrez

    Finance analyst job in Tempe, AZ

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, * Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. * Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. * Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. * Demonstrate flexibility to ever-changing business needs and requirements. * Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Perform a quarterly review and update of department policies and procedures. * Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. * Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. * Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met * Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. * Advanced MS Excel experience. * Access, SQL, or other database reporting experience. * Servicing Director knowledge is a plus * Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. * Strong communication skills in order to interact with Senior Management and other business units. * Prior work experience performing business, data, and/or statistical analysis is a plus * Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. * Results-oriented with a sense of urgency * Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $86k-155k yearly est. Auto-Apply 15d ago
  • Sr Investor Reporting Analyst (Audit & Compliance) On-site

    Newrez LLC

    Finance analyst job in Tempe, AZ

    Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. Demonstrate flexibility to ever-changing business needs and requirements. Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Perform a quarterly review and update of department policies and procedures. Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. Advanced MS Excel experience. Access, SQL, or other database reporting experience. Servicing Director knowledge is a plus Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. Strong communication skills in order to interact with Senior Management and other business units. Prior work experience performing business, data, and/or statistical analysis is a plus Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. Results-oriented with a sense of urgency Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
    $86k-155k yearly est. Auto-Apply 10d ago
  • Financial Analyst, In-Person - Tucson, AZ (Corporate-Bonita)

    Community Partnership of Southern Arizona

    Finance analyst job in Tucson, AZ

    General Summary: The Financial Analyst serves as a key partner in driving financial performance and strategic decision-making. This role is responsible for advanced financial analysis, budgeting, forecasting, and reporting to ensure accuracy and efficiency across the organization. JOB RESPONSIBILITIES: Lead preparation and consolidation of annual budgets and multi-year forecasts. Perform complex financial modeling, variance analysis, and trend reporting. Develop and maintain advanced reporting tools and dashboards to support leadership decisions. Oversee audit support and ensure compliance with accounting standards and internal controls. Identify and implement process improvements to enhance financial accuracy and efficiency. Provide strategic insights and recommendations to leadership through data-driven analysis. QUALIFICATIONS: Bachelor's degree in Accounting, Finance, or related field. Minimum 5-7 years of progressive experience in financial analysis, accounting, and budgeting. Proven ability to lead complex financial projects and deliver actionable insights. Advanced Excel skills; experience with Power BI and SQL highly desirable. REGULATORY: Minimum 21 years of age. DPS Level I fingerprint clearance if required (must possess upon hire and maintain throughout employment). CPR, First Aid, AED certification, if required (must possess upon hire and maintain throughout employment). Current, valid Arizona Driver's License and 39-month Motor Vehicle Report and proof of vehicle registration liability insurance to meet insurance requirements, if required. Questions about this position? Contact us at ***********.
    $49k-73k yearly est. Easy Apply 16d ago
  • Senior Finance Analyst

    Maximus 4.3company rating

    Finance analyst job in Saint George, UT

    Description & Requirements Maximus is currently seeking a Senior Finance Analyst. In this role, you will be responsible for producing accurate project financial reporting results for submission. The successful candidate will conduct monthly invoice variance analysis and develop performance metrics for management review. You will maintain accurate financial records and data to support internal and external audits. Essential Duties and Responsibilities: - Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast. - Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates. - In conjunction with Financial Analyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor. - Oversee and review monthly accruals. - Prepare monthly variance analysis for management review. - Responsible for ad-hoc reporting requests from the management. - Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc. - Participate in all internal and external audits and maintain reports and data related to and necessary for audits. - Ensure the security and privacy of financial information. Job-Specific Essential Duties and Responsibilities: - Support the invoice life cycle where necessary. - Prepare and analyze monthly revenue adjustments to align with changes in the invoice life cycle. - Assist with the coordination of workload. - Collaborate with business partners to ensure alignment with process flows between business units. - Provide financial analysis to support business decisions. - Present findings and recommendations to management in a clear, concise manner. - Identify trends, risks, and opportunities to improve processes and controls. - Conduct monthly invoice variance and performance metrics analysis for management. - Manage governance of sent/received items to/from the customer. - Reconcile customer invoices submitted to cash received. - Respond to ad-hoc reporting and documentation requests from management and clients. - Support internal and external audits by maintaining accurate reports and data. - Ensure confidentiality and security of information. - Perform other duties as assigned. Minimum Requirements - Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience. Job-Specific Minimum Requirements: - Bachelor's degree in a relevant field, preferably Finance. Additional years of relevant experience will be considered in lieu of degree. - 5+ years of related experience. - Per customer requirements, this position requires United States Citizenship. - Strong proficiency in Excel and financial acumen. - Excellent analytical, problem-solving, and communication skills - Experience in process improvement and automation initiatives. - Strong business acumen and ability to influence stakeholders. #techjobs #LI-PN1 EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************. Minimum Salary $ 75,000.00 Maximum Salary $ 90,000.00
    $68k-92k yearly est. Easy Apply 1d ago
  • Jr. & Sr. Investment Management Analyst

    The French Agency

    Finance analyst job in Scottsdale, AZ

    Job Title: Investment Management Analyst (Junior and Senior Levels) Location: Scottsdale, AZ (In-office full time; hybrid schedule available after ramp-up) Compensation: Senior Analyst: $90,000-$120,000 base salary + 10-15% bonus (potential up to 20%) Junior Analyst: Up to $90,000 base salary + 10-15% bonus (potential up to 20%) Benefits: Competitive package with medical, dental, vision, 401K, and generous PTO About the Opportunity This is a rare opportunity to join a fast-growing real estate investment firm during a period of rapid national expansion. The firm specializes in multifamily real estate across key Sunbelt markets and is seeking both Senior and Junior Investment Management Analysts to support its asset and portfolio growth. The company is lean, scrappy, and ambitious-ideal candidates will be hungry to learn, thrive in a dynamic environment, and want to directly impact asset performance and company growth. This is not a fit for candidates coming from highly structured, plug-and-play real estate firms; this role requires initiative, creativity, and a builder's mindset. Responsibilities Financial & Performance Analysis: Evaluate property-level financials, identify cost-saving opportunities, and recommend strategic improvements Reporting & Insights: Develop detailed financial reports and dashboards, analyze KPIs, and communicate findings to stakeholders Portfolio Optimization: Assess leases, rent rolls, and tenant data to support portfolio-wide financial strategies Budgeting & Forecasting: Assist with property-level budget creation and ensure alignment with overall investment goals Capital Improvements: Support asset managers in implementing value-add projects that enhance both NOI and tenant experience Underwriting: Source and evaluate new multifamily investment opportunities, focusing on markets across the Southeast U.S. Market Research: Analyze rent comps, operating statements, and local demographics to drive data-backed investment decisions Stakeholder Communication: Prepare investor-ready reports and assist with strategic presentations Collaboration: Work directly with leadership across finance, acquisitions, and asset management to support holistic portfolio strategy Ideal Candidate Profile 2-4 years of experience in real estate investment, public accounting, or financial consulting Strong understanding of three-statement financial modeling and advanced Excel (must exceed basic VLOOKUPs and PivotTables) Experience with commercial or multifamily real estate is required for the Senior role; preferred but not required for Junior role High attention to detail and strong analytical thinking Self-starter with a passion for real estate and an ability to thrive in high-growth, fast-paced environments Strong written and verbal communication skills Interview Process Virtual interview with the hiring manager Comprehensive Excel test (must demonstrate advanced skills) Cognitive assessment (CI test) In-person interview with the team Offer Note: This firm has seen tremendous growth, expanding into multiple states with aggressive targets through 2027. These roles are growth-based positions, not backfills-ideal for candidates who want to build and grow alongside a high-performing team.
    $90k-120k yearly 60d+ ago
  • Financial/Contracts Analyst

    Wyyerd Group LLC

    Finance analyst job in Surprise, AZ

    The Financial/Contracts Analyst is a vital part of the Wyyerd team. Wyyerd has near-term plans to dramatically accelerate expansion of our fiber network and, in doing so, construction of new fiber plant will be accelerated. This individual is responsible for working with internal accountants, legal team, design engineers, OSP Project Managers and outside plant contractors to enable rapid deployment of telecom equipment/materials to enable this expansion. Responsibilities include the following: Develop and implement reports and metrics to support operational goals, initiatives and objectives. Work with all groups on Master Contract implementation Work with teams to develop Purchase Orders/Project Service Agreements Track, Manage, facilitate review and approval of invoicing between technical team and accounting team Manage process to administer all invoices for engineering, labor, and material Purchases, working with both technical functions and Accounting teams. Communicate and drive weekly, bi-weekly, monthly operational report/metrics reviews with a focus on improving and promoting quality as demonstrated by accuracy and thoroughness of analysis/reports. Create Process and Training documentation as it relates to Wyyerd's needs with the ability to train large audiences on new processes Project Manage multiple projects and deliverables at once Analyze financial data and provide forecasting support Work with IT and Accounting to develop and advance internal systems for required reporting requirements Prepare reports and projections based on financial data, metrics data, and operations data Collaborating with team members for the purpose of collecting data and executing the company's mission Manage multiple material and labor vendors from a Business requirements perspective Work with teams for all Request for Proposal requirements Create standard work procedures for internal teams Collaborate with department managers in knowledge sharing, problem solving, and providing positive leadership within assigned functional areas Develop and manage quality assurance and cycle count program designed to ensure continuous process improvement Work with Business Operations to establish and oversee projects dedicated to auditing and assess processes and procedures to ensure effectiveness Assist with Determine performance metrics to gain visibly to any shortfalls in the processes developed Assist with Develop and implement a training program for construction contractors to adhere to when within Pacific Wyyerd material storage space. Skills, education and/or experience: Bachelors degree preferred, or equivalent combination of education and experience A minimum of 5 years of leadership experience in Financial Controls, Invoicing, Accounts Payable, Cost Controls and Purchasing environments, working with Engineering/Construction Functions. Google Docs/Sheets/Slides and MS Excel Presentations including Graphs, Variance Analysis, and top level root cause data Telecom experience highly desired
    $45k-68k yearly est. Auto-Apply 37d ago
  • Summer Analyst - Phoenix

    RRA Capital

    Finance analyst job in Phoenix, AZ

    Summer Analyst Internship Phoenix, AZ - We are in search of a Summer Analyst to support our small but world-class fund marketing, lending, and asset management teams. Our Leadership Development Program is an intensive 12-week program designed to prepare students for a career in finance with an option to follow an intradisciplinary or interdisciplinary track. *Please Note: At this time, RRA is unable to provide visa sponsorship for this position. Our Summer Analysts work on tasks and projects that add immediate and long-term value to the firm. In the past, interns have been able to create strategic initiatives with software, crowdfunding, and other program advancements that have dramatically impacted the course of our company. Our interns not only accomplish critical tasks, but also energize the culture of the firm with fresh ideas and perspective. The ideal candidate would be a student working toward a bachelor's degree in Finance, Accounting, Economics, or Data Analytics. We're looking for someone that exemplifies organization, attention to detail, self-motivation, creativity, and problem-solving. Roles and Responsibilities: As an Intern, you will be responsible for supporting RRA team members in a variety of tasks including research, analysis, administration and other tasks related to RRA's primary lines of business including fund marketing, loan originations, sales, underwriting, asset management, and other tasks as needed. The role and responsibilities of each intern will vary based on experience and the inter or intradisciplinary track chosen. No task should be too small or large for you to tackle. HERE'S WHAT YOU'LL NEED TO SUCCEED IN THIS ROLE A basic understanding of finance and accounting A relentless desire to learn Pride in any work product you produce Willingness to work throughout the school year (days and times are flexible) BENEFITS Direct access to our Principles through out your internship 1 on 1 mentorship from every team member, including direct access to the Executive team In-office libations and snacks Flexible work schedule Learning something new that you will take with you the rest of your career Awesome people to work with every day! RRA CORE VALUES - Each one of these values is a requirement to be successful at RRA. ENJOYABLE TO BE AROUND - RRA values employees who are team players, are fun to be around, and have a great sense of humor. At RRA, there is no room for cynicism, egos, or defensiveness. Everyone must look and speak professionally so that they bring credibility to both themselves and the company. PASSIONATE ABOUT CONTINUOUS IMPROVEMENT - RRA values employees that are focused on self-improvement, process improvement, and team improvement. All members are expected to welcome critical feedback and professional development because they believe it will allow them to become better. RRA strives to surround itself with individuals with constructive and growth mindsets as opposed to obstructive and fixed mindsets. Successful individuals at RRA are creative problem solvers that are solution oriented. SMART - RRA values highly intelligent workers that can master the practical applications of their knowledge. There is no room at RRA for individuals that are ‘academics.' RRA requires it employees to be highly creative in finding better ways to do things and solve problems. The RRA team is composed of those who work smarter, not necessarily harder, to maximize efficiency and productivity. Successful members at RRA are intellectually curious and committed to seeking out opportunities to self-educate on the industry and their jobs. RELIABLE - RRA values employees that leave no doubt that when they say they will accomplish something by a certain time/standard, they will. All members are expected to take pride in the quality of their work; the product of their efforts should always reflect the highest professional standard. RRA strives to surround itself with self-starters who have a disdain for micro-management. Successful individuals at RRA have integrity beyond reproach, always exemplify honorable character, and are individuals that others can trust with their money. *At RRA Capital, we value applicants of all backgrounds, but we are unable to provide visa sponsorship for this position. If you are interested and feel you'd be the right person, please apply! Contact: Lisa Donovan Website: ******************
    $59k-96k yearly est. 60d+ ago
  • Senior Investment Operations Analyst, Customer Support

    Ridgeline 4.1company rating

    Finance analyst job in Reno, NV

    Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: Bachelor's degree in Finance, Economics, Accounting, or a related field. 3-5 years of experience in investment operations or a related middle/back-office function. Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. Strong attention to detail with a commitment to accuracy and timeliness. Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. Excellent written and verbal communication skills for working with customers and internal teams. Proficiency with Google Apps or MS Office, especially spreadsheets. Curiosity about new technologies, including AI-driven tools, and willingness to learn. Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: Experience with enterprise SaaS or fintech platforms. Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. Exposure to APIs, AWS, or other cloud-based architectures. CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid
    $37k-45k yearly est. Auto-Apply 1d ago
  • Financial Analyst Intern (Summer 2026)

    Ralliant

    Finance analyst job in Chandler, AZ

    PacSci EMC an operating company of Ralliant is seeking a motivated and detail-oriented **Financial Analyst Intern Summer 2026** to join our Finance team. This internship offers an excellent opportunity to gain hands-on experience in financial reporting, data analysis, and ERP systems within a dynamic aerospace and defense environment. You'll collaborate with finance professionals across multiple levels of the organization, gaining valuable insights into real-world applications of finance and accounting. **Primary Duties and Responsibilities:** + Prepare daily, weekly and monthly financial reports with a high degree of accuracy and completeness. + Enter and maintain financial data in the ERP system related to project budgets and estimates to complete (ETCs). + Develop financial models/analyses using data downloaded from ERP system. + Communicate articulately with members at various levels and functions of the organization. + Support month-end close activities. + Assist Financial Analysts, Manager and Director of Finance with a variety of financial assignments, as needed. **Education Required:** + Pursuing a bachelor's degree in Finance or Accounting. Completed Junior year or more. + Proficient in MS Excel (Pivot Tables, VLOOKUP, SUMIF, etc.) **Experience Required:** + Previous related work or internship experience a plus but not required. + Proven ability to work collaboratively in a team environment. + Proven ability to learn quickly, manage time and complete assignments with a sense of urgency. + PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts, this position **requires U.S. citizenship.** **Why Join Us?** This internship is designed to provide you with practical experience that builds a strong foundation for a career in finance. At PacSci EMC, you will have the opportunity to contribute meaningfully to impactful projects, expand your technical skills, and develop your professional network in a supportive environment. \#LI-KJ1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. We Are an Equal Opportunity Employer Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **About PacSci EMC** Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ******************************************** We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Pay Range** The hourly salary range for this position (in local currency) is $22.84 to $42.36. **Is this role subject to ITAR?** The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.
    $29k-41k yearly est. 60d+ ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Saint George, UT?

The average finance analyst in Saint George, UT earns between $42,000 and $90,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Saint George, UT

$61,000
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