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Financial Advisor
Edward Jones 4.5
Finance analyst job in Stamford, CT
This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago
Controller
Handsome Homebuyer
Finance analyst job in Melville, NY
About Us Handsome Homebuyer is one of Long Island's fastest-growing real estate investment companies, specializing in purchasing, renovating, and selling homes. We operate at a high volume and are seeking a detail-oriented, experienced Controller to support and enhance our continued growth. About the Role The Controller will report directly to the Director of Finance and will support financial reporting, project-based accounting, AR/AP management, budgeting, and forecasting. This role is ideal for someone with real estate or construction accounting experience who can streamline financial processes and maintain accuracy across multiple divisions. Responsibilities Oversee the full accounting cycle, including AR/AP, payroll, month-end close, general ledger, and financial statement preparation. Manage cash flow, bank reconciliations, credit lines, budgeting, and forecasting. Lead job costing and project-based accounting for renovation, new construction, and fix & flip projects. Manage rental property financials, including rent collection, maintenance expenses, and escrow accounts. Oversee vendor management, invoice processing, subcontractor billing accuracy, and AP workflows. Maintain AR aging and drive timely collections, including rents, fees, and other receivables. Ensure compliance with GAAP and regulatory requirements and coordinate with CPA firms for tax filings and audits. Maintain complete and accurate financial documentation across all entities. Improve and optimize accounting systems, workflows, and SOPs to support company scaling. Required Skills & Qualifications Bachelor's degree in Accounting, Finance, or related field or 5+ years of related experience CPA Certification (active license required) Advanced skills in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) Generally Accepted Accounting Principles (GAAP) knowledge Strong written, verbal and collaboration skills Benefits Competitive salary and performance-based bonuses Significant growth opportunities within a rapidly expanding real estate company Collaborative, dynamic team environment Medical, Dental, Vision, and additional Voluntary benefits Generous Paid Time Off Homebuyers program for employees Compensation $120,000-$140,000 annually, based on experience. EEO Statement Handsome Homebuyer is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by federal, state, or local law.
$120k-140k yearly 2d ago
Real Estate Analyst
LHH 4.3
Finance analyst job in Plainview, NY
Plainview, NY About the Role Looking for a chance to work with a team that's all about clear communication and keeping investors in the loop? In this role, you'll help put together presentations, keep our info up-to-date, and make sure everyone has what they need to make smart decisions. This is an excellent opportunity to join a large, growing company that can offer a true career path with professional development and upward mobility. This is a hybrid role, 3 days a week in the office, so they need local candidates. Salary range is $70-80K plus bonus and a very robust benefits package. What You'll Do Put together slides and materials for investor meetings Double-check that all company info (inside and out) is accurate and current. Dive into financial numbers, compare the company to others in the industry, and spot trends that matter. Help write up reports and board materials that tell our story. Keep an eye on what big investors are doing and share the highlights. Pitch in with budget planning and help track how we're doing versus our forecasts. Lend a hand with annual reports and materials for shareholder meetings. Draft company news and press releases. Jump in on other projects as they come up. What They're Looking For Bachelor's degree (required). 1-2 years working in finance, accounting, or investor relations-bonus points if you've worked with public companies Experience in real estate research is required. You're a pro with Excel and PowerPoint. Great at writing, speaking, and connecting with people. Super organized, detail-oriented, and able to juggle deadlines. You care about getting things right and can explain complex stuff in a simple way. If you would like to be considered for this or any other position posted by LHH, please email your resume to ******************* or you can visit our web site at *********** . “Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://***********/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements”
$70k-80k yearly 3d ago
Revenue Team Analyst
Wilson Elser 4.4
Finance analyst job in White Plains, NY
Wilson Elser is a leading defense litigation law firm with more than 1300 attorneys in 43 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. We're also Mansfield Certified Plus. Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Revenue Team Analyst position in our White Plains, NY Office. This is an excellent opportunity for recent college graduates with about a year or more of professional office experience looking to take on a fast-paced role in a national law firm, as well as more experienced candidates with hands-on A/R experience looking to continue to develop their skills. This position offers hybrid work schedule. Key Responsibilities: Support the Revenue Team by tracking client statuses, analyzing various invoice stages, and summarizing current Client's accounts receivables. Analyze payments received from electronically submitted invoices and participate in appeal and write-off processes. Review and reconcile payment applications by analyzing historical information. Produce written documents (e.g. e-mails, letters, memos, etc.) that clearly convey simple and complex issues surrounding outstanding balances. Record all activities within the assigned database. Conduct oneself in a professionally confident, courteous manner while communicating with the Regional Offices, Associates, Partners, Senior Management, and Client Contacts. Regularly inform management on all progress and significant developments in the performance of primary responsibilities. Independently produce quality work products. Qualifications Associate or Bachelor'ss degree OR High School Diploma OR GED Equivalent and 2 years of office experience, 2 of which held in revenue or analytical position. Experience in law firms or professional services is a plus, especially with an understanding of law firm revenue cycle and related processes. Experience using BillBlast Strong command of Microsoft Office, particularly Outlook and Excel. Candidates must have experience using the following functions in Excel: creating a basic worksheet data entry and data formatting performing calculations in an Excel worksheet by using basic formulas such as SUM identifying, sorting, and filtering data modifying the appearance of a worksheet including adjusting the layout, margins, font size, and print size. VLOOKUP, XLOOKUP, pivot tables, conditional formatting Aderant, AS400 and Minisoft ARCS is advantageous but not required. Proven ability to prioritize and organize assigned tasks in a dynamic, high-volume environment while maintaining productivity. Strong verbal and written communication skills, combined with a clear ability to collaborate effectively with both internal and external clients. Additionally, ability to read cursive. Committed to delivering top-tier service, both to colleagues and external clients. Strong analytical and problem-solving skills with the ability to identify issues, think critically, and recommend effective solutions A variety of factors are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, other business and organizational needs, and other factors permitted by law. Final salary wages offered may be outside of this range based on other reasons and individual circumstances. This position is considered full-time and therefore qualifies for benefits including 401(k) retirement savings plan, medical, dental, vision, disability, and life insurance. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. Salary Range: $60,000 - $85,000 USD Why Should You Apply? Benefits: Outstanding benefits package, including 401k match and generous PTO plan Career Growth: Ample opportunities for professional development and advancement Employee Perks: Access to corporate discount plans and other benefits Wilson Elser welcomes submissions of candidates for our open positions exclusively from recruitment agencies with an active, signed fee agreement who have been granted access to a position through our dedicated Recruitment Agency Portal. We are unable to consider submissions from recruitment agencies without a current (dated as of 7/1/2024) agreement in place. We appreciate your understanding. For collaboration inquiries or to establish an agreement, please contact us at *********************************. Wilson Elser is committed to a collegial work environment in which all individuals are treated with respect and dignity. It is the Firm's policy that employment will be based on merit, qualifications, and competence. Further, employment decisions will be made without regard to an applicants race, color, age, sex, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation or preference, gender identity, physical or mental disability, status as a victim of domestic violence, sex offenses, or stalking, past or present service in the uniformed services or application or obligation to serve in the uniformed services, or any other characteristic protected by law. Wilson Elser endeavors to make the Wilson Elser website accessible to any and all users. You may review our Accessibility Policy here. California Residents may review our CCPA notice for applicants and employees here. #ZR
$60k-85k yearly Auto-Apply 60d+ ago
Corporate Financial Analyst
Altus Power Inc.
Finance analyst job in Stamford, CT
About Altus Power Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers. In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies. We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future. About the Position The Corporate Financial Analyst is responsible for supporting strategic financial planning and analysis across the organization. This role involves forecasting, budget-to-actual analysis, stakeholder reporting, and expense analysis to identify cost-saving opportunities. The analyst will report to the Senior Associate of Corporate Finance and collaborate closely with the CEO and cross-functional teams including Investment, Accounting, and Technical departments. This position is essential for delivering financial insights that drive informed decision-making and operational efficiency. Key Responsibilities 1. Financial Forecasting & Planning * Develop and maintain financial models to support forecasting, budgeting, and long-term planning. * Assist in strategic financial planning initiatives and scenario analysis. 2. Budget-to-Actual Analysis * Perform budget-to-actual variance analysis and deliver actionable insights to stakeholders. * Identify trends and anomalies in financial performance and recommend corrective actions. 3. Stakeholder Reporting * Prepare monthly and quarterly financial reports for internal and external stakeholders. * Support the development of presentations for executive leadership and board meetings. 4. Expense Analysis & Cost Optimization * Analyze operating and capital expenses to identify cost-saving opportunities and efficiency improvements. * Collaborate with departments to implement cost control measures. 5. Model Validation & Valuation * Dive through and audit financial models to gather an understanding of assumptions driving valuation. * Collaborate with members of the Investments and Structured Finance team to understand on a deep level the individual projects/portfolios. * Assist in corporate roll up to consolidated financials 6. Cross-Functional Collaboration * Work closely with the CEO and teams in Investment, Accounting, and Technical departments to gather data and understand key business drivers. * Provide financial insights and support for cross-departmental initiatives. 7. Ad Hoc Analysis & Strategic Support * Support ad hoc financial analysis for strategic initiatives, including new project evaluations and investment decisions. * Ensure accuracy and integrity of financial data and reporting systems. Skills and Qualifications: Education * Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus. Experience * 2-4 years of experience in corporate finance, FP&A, or investment analysis. Technical Skills * Strong proficiency in Excel and financial modeling; experience with ERP systems and BI tools preferred. * Excellent analytical, problem-solving, and communication skills. Key Competencies * Ability to work independently and collaboratively in a fast-paced environment. * Detail-oriented with a proactive approach to financial analysis. * Passion for renewable energy and sustainability is a plus. Work Life at Altus Our team is the asset we are most proud of. We aim to create a positive work-life balance. Here are a few of the benefits we offer: * Competitive compensation * Health and Dental Insurance (100% of premium paid of Company's standard policy) * Participation in 401k Plan * Paid cell phone service on Company's plan * Company paid lunch in the office * Company paid membership to building gym * Two monthly work from home days Altus is unequivocally committed to the principles of equal employment.
$64k-96k yearly est. 41d ago
Analyst/Senior Analyst, Investment Performance
Conning & Company 4.4
Finance analyst job in Hartford, CT
Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients. Essential Responsibilities Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests. Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management. Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency. Identify, research, and resolve investment performance and performance attribution data anomalies, system issues. Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires. Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification. Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements. Requirements Bachelor's degree, or equivalent, in accounting, finance, economics or business. Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities. Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel). Solid interpersonal, partnership and relationship building skills. Must be precise, thorough and detail oriented. Ability to work in a fast-paced environment. Preferred Requirements Prior investment performance, analytics and/or GIPS experience. Candidates who are actively pursuing or have CIPM, CFA, MBA etc. Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
$146k-205k yearly est. Auto-Apply 60d+ ago
Junior Analyst, Investor Services
Graham Capital Management 4.6
Finance analyst job in Norwalk, CT
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies. The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them. Description Graham Capital Management, L.P. is seeking an early career professional to join the firm's Investor Services team as a Junior Analyst. This individual will support client reporting, marketing campaigns, CRM and distribution list management, event preparation, and other client service initiatives. This is an excellent opportunity for someone who is detail-oriented, data-driven, and eager to gain experience in hedge fund investor relations and marketing. The ideal candidate has exposure to CRM systems, marketing operations, or content creation and is looking to build a career at the intersection of finance, marketing, and client service. Excel skills and comfort working with data are essential. Experience with marketing analytics, data visualization, or digital content tools is a plus but not required. Responsibilities * Support the execution of marketing initiatives, including email campaigns, content distribution, and website updates. * Maintain and update CRM records, contact lists, and distribution groups to ensure accurate and compliant client communications. * Assist in the production and distribution of monthly, quarterly, and ad hoc investor reports and communications. * Track and analyze marketing engagement metrics, website traffic, and client interaction data to inform content and campaign effectiveness. * Assist with the coordination of investor meetings, industry events, conferences, and roadshows. * Collaborate with investment, compliance, operations, and the broader investor relations team to ensure consistency and accuracy in client-facing materials. * Support content creation efforts including presentations, factsheets, videos, or thought leadership campaigns. * Develop firm, product, and industry knowledge to support cross-functional areas of the Investor Relations team, including sales, marketing, client service, and operational efforts. * Update and maintain product and firm data across various industry databases. * Assist with ad hoc client requests and serve as point of contact for investor inquiries and requests. Requirements * Bachelor's degree. * 1-3 years of professional experience in financial services, marketing operations, client service, or investor relations. * Excel and data manipulation skills. * Strong attention to detail, organizational skills, and ability to manage multiple projects under tight deadlines. * Excellent communication skills. * Familiarity with digital content platforms (e.g., Canva, Adobe, WordPress), marketing analytics tools, social media campaign management, data visualization, productivity tools, and/or CRM systems are a plus but not required. * Series 3 will be required after joining. This role requires commuting into our Rowayton CT office Mondays through Fridays. Base Salary Range The anticipated base salary range for this position is $75,000 to $100,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future. In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs. Notes: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law. Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
$75k-100k yearly Auto-Apply 60d+ ago
Financial Clearance Analyst Part Time 32 hours
Bristol Hospital Group 4.6
Finance analyst job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice. JOB SUMMARY: Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed. ESSENTIAL JOB FUNCTIONS: Handle authorization process and obtain pre-certification approvals prior to service. Submit pre-authorization requests and follow up with payer to ensure timely approvals Maintain accurate records and reports of pre-certifications request, approvals, and denials Work assigned worklists and submit authorization information according to payer requirements Follow up on authorization requests and coordinate with practices and departments according to established policies Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures Respond to patient and insurance inquiries and provide Good Faith Estimates when required Perform post service reconciliations and denial follow up tasks Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations Other duties as assigned Qualifications KNOWLEDGE / SKILLS / ABILITIES: Ability to ensure quality and integrity of assigned tasks and meet given productivity standards Possess a patient-centric approach to answer questions and provide information in a professional manner Demonstrate teamwork, cooperation and collaboration within and outside the team Skill in effective oral, written, and interpersonal communication Skill in problem-solving in a variety of settings and translation of data into actionable steps Ability to read, understand, interpret, and analyze payer requirements Ability to work independently and take initiative Excellent customer service and communication as well as interpersonal, organizational and analytical skills Demonstrate initiative and ability to multi-task while working independently Strong organizational skills and systems aptitude REQUIRED EDUCATION / EXPERIENCE: A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience Experience with payer portals and requirements preferred Familiarity with medical and insurance terminology Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
$65k-100k yearly est. 60d+ ago
U.S. Private Bank - Investment Professional - Analyst
JPMC
Finance analyst job in Greenwich, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$68k-109k yearly est. Auto-Apply 60d+ ago
Accounting Analyst, Commercial Finance
Aresmgmt
Finance analyst job in Tarrytown, NY
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry. Job Description Ares Management is seeking an accounting Analyst for its Commercial Finance (ACF) team. ACF is a leading provider of asset-backed loans to middle-market businesses across the US and Canada. Join our collaborative Commercial Finance team and help drive operational excellence while building your career in accounting and finance. Position Summary We are seeking a motivated Accounting Analyst with 1-2 years of experience in accounting or finance to join our team. This is an excellent opportunity for someone early in their career who is eager to learn, grow, and contribute to a dynamic organization. You'll gain hands-on experience in financial reporting, account reconciliation, general ledger maintenance, and project-based assignments, all while working alongside experienced professionals who are invested in your development. Key Responsibilities Financial Reporting Reconcile loan ledger to the general ledger daily and maintain daily cash reconciliation. Prepare and post loan ledger and adjusting entries in the general ledger (MS Dynamics 365). Support GL account reconciliations and prepare adjusting entries. Apply proper accounting treatment to transactions and ensure accurate revenue recognition. Maintain good faith deposit records and respond to internal/external inquiries from business users and clients. Set up and maintain client payoff records and coordinate return of reserves. Reconcile foreign currency transactions and monthly FX contracts. Prepare monthly supporting schedules and assist with financial analysis and variance commentary. Assist in preparing management reporting decks. Support external and bank audit requests. Help with filings and data submissions to external authorities. Assist with 1099 and 1042 annual tax reporting. Oversee accounts payable by tracking and reconciling payments in the COUPA platform, resolving inquiries, and collaborating with teams. Document internal processes and controls. Support ad-hoc reporting, acquisitions, system/process improvements, and external requests. Qualifications Education Bachelor's degree in Accounting or Finance required. Additional certifications (CPA, etc.) are a plus but not required. Experience 1-2 years of experience in accounting or finance. Proficiency in MS Excel (pivot tables, VLOOKUPs, HLOOKUPs, etc.). Familiarity with MS PowerPoint. Experience with Microsoft Dynamics 365, COUPA, or similar platforms is a plus. General Requirements Positive attitude and eagerness to learn. Ability to prioritize and manage multiple tasks. Strong communication and analytical skills. High attention to detail. Why Join Us? Mentorship: Work closely with experienced professionals who will support your growth. Learning: Gain exposure to a variety of accounting and finance functions, with a strong emphasis on financial reporting, while also developing an understanding of the business. Career Growth: Opportunities to take on new challenges and advance within the company. Team Culture: Join a supportive, collaborative, and high-performing team. Reporting Relationships Compensation The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role. $80,000 - $100,000 The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
$80k-100k yearly Auto-Apply 56d ago
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
360 It Professionals 3.6
Finance analyst job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement. Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile. Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us. We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change. Job Description We are looking to fill a position for Financial Analyst in Rocky Hill CT. Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses. Qualifications A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus. Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus Additional Information Local candidates are acceptable for this position.
$68k-102k yearly est. 60d+ ago
Manufacturing Financial Analyst
Laticrete 4.0
Finance analyst job in Bethany, CT
Are you looking for a new challenge? Passionate about innovation? Want to work for a global company that values integrity, teamwork, and loyalty? At LATICRETE International, we aim to be the leading construction brand trusted globally for high-performance tile and stone installation systems and building finishing solutions. We've been in business for over 65 years, family-owned for three generations, and can be found in over 100 countries. The Hartford Business Journal even named us one of Connecticut's top family-owned companies in 2017! We don't just make innovative, industry-leading products. Our purpose is to improve the built world and the lives of those who build it. We strive to connect with, engage with and improve the lives of our employees, our customers, our partners, and the global communities in which we operate. We are seeking passionate and ambitious employees who want to make a difference not just within our organization, but within their communities, our industry, and the world. If that sounds like you, then what are you waiting for? Join the family and expand your horizons! Just some of our benefits: Medical Dental Vision 401k Tuition reimbursement 13 paid holidays in addition to paid vacation and sick time Flexible spending Life Insurance, AD&D and Supplemental Insurance POSITION SUMMARY The Manufacturing Finance Analyst plays a pivotal role in driving financial excellence within the manufacturing operations of our organization. This role supports decision-making by providing accurate financial analysis, insights, and reporting to enhance operational efficiency, control costs, and achieve strategic objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES Additional duties and responsibilities may be assigned, as necessary. Financial Analysis & Reporting - 50% Prepare, analyze, and present financial performance reports for manufacturing operations, including cost analysis, variance analysis, and profitability studies. Monitor and track manufacturing budgets, ensuring alignment with corporate goals. Develop and maintain dashboards and key performance indicators (KPIs) to support real-time decision-making. Cost Management & Optimization - 25% Analyze production costs, identify cost-saving opportunities, and work with operations teams to implement process improvements. Evaluate and report on inventory levels, material costs, and labor efficiency. Support standard costing processes and provide insights on variances to forecast and plan. Forecasting & Budgeting - 13% Assist in the preparation of annual budgets and periodic financial forecasts for the manufacturing division. Collaborate with cross-functional teams to ensure accurate projections of production volumes, costs, and revenues. Cross-Functional Collaboration - 12% Partner with plant managers, supply chain teams, and other stakeholders to provide financial insights that drive operational improvements. Serve as a key resource in financial training for manufacturing teams to improve financial literacy across the organization. REQUIRED SKILLS & QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Experience: Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred). 6+ years of experience in financial analysis, preferably within a manufacturing or industrial setting. Specialized Skills and Experience: Strong proficiency in financial modeling and advanced Excel skills. Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau). Solid understanding of cost accounting principles and practices. Exceptional analytical and problem-solving skills. Strong communication and interpersonal skills, with the ability to present complex data clearly. Ability to work collaboratively in a fast-paced, dynamic environment. High attention to detail and a proactive approach to identifying and addressing challenges. Travel Requirement: 0% Physical Requirements: Lift: Must be able to lift and/or carry a minimum of 25 pounds. Push/Pull: Must be able to push/pull 25 pounds. Standing: Must be able to stand at least 25% of the day. Sitting: Must be able to sit at least 75% of the day.
$67k-95k yearly est. Auto-Apply 60d+ ago
Financial Analyst II
Mindlance 4.6
Finance analyst job in Ridgefield, CT
General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams. Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity. Specific Responsibilities: Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend) Prepare monthly analysis of shipment vs. consumption for key items/accounts. Analyze financial performance against key business metrics Analyze annual and monthly Trade investment and Sales budgets Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate Provide financial summary input to key presentations and business review Qualifications Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
$65k-87k yearly est. 2h ago
Financial Analyst Summer Intern 2026
IBM 4.7
Finance analyst job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology. Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business. **Your role and responsibilities** The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency. We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing. Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers. Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion? Candidates must have the ability to work in the US without current or future need for sponsorship. **Required technical and professional expertise** * Enrolled in a Finance/Accounting or closely related degree program * Excellent oral and written communication skills * Strong background in Microsoft Excel * Adept in technology and use of AI * Proven Leadership **Preferred technical and professional experience** * Finance or Business Bachelor's Degree (Rising Senior preferred) IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
$56k-74k yearly est. 35d ago
Financial Analyst - Expense Oversight & Compliance
Jackson Lewis 4.6
Finance analyst job in Harrison, NY
Focused on employment and labor law since 1958, Jackson Lewis P.C.'s 1,000+ attorneys located in major cities nationwide consistently identify and respond to new ways workplace law intersects business. We help employers develop proactive strategies, strong policies and business-oriented solutions to cultivate high-functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the contributions of every employee. The Firm is ranked in the First Tier nationally in the category of Labor and Employment Litigation, as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers “Best Law Firms”. Job Summary (basic description) A Financial Analyst within the Strategic Planning & Analysis team is expected to create, review, and analyze expense reporting to track office expenditures throughout the year ensuring alignment with the approved budget and compliance with Firm policy. The focus of the position is to create and analyze reports, ensure policy compliance, identify trends or outliers and work with leadership to refine policy as appropriate to manage Firm financials. This role will report into the Data Strategist. Essential Functions Demonstrate expertise in the Firm's financial cubes and systems and apply this knowledge to the support the development, execution, and improvement of financial reporting and analysis activities across the Firm Define and develop new reports using our internal systems to monitor and track office expenses Define and develop reporting that will highlight expense outliers/exceptions for review on a monthly basis. Establish a process to ensure that monthly office expenses are in compliance with Firm expense policy Assess office spend to identify trends across offices and make suggestions to leadership on spend categories to review and establish stronger guidelines around Perform a monthly random sample audit of select employee expense reports to confirm compliance with firm policy Support the efforts to meet business partner and internal stakeholder needs Manage relationships with other business services areas and internal clients Actively participate in multiple projects by completing and maintaining project documentation, managing project scope and timelines, determining daily priorities, and ensuring efficient and on time delivery of milestones Identify process design changes - with a focus on quality improvement, data management, and compliance Support the Strategic Planning & Analysis team with the Firm's yearly budget preparation Qualifications/Skills Required Between 2 - 4 years of experience Financial data collection and analysis skills including managing large volumes of data while maintaining the integrity of the data Highly organized and able to manage daily workload priorities and deliver quality results on time Strong Excel skills are a must Prior experience with Concur and Cognos reporting preferred Ability to work both independently and collaboratively in a team environment Possess a high degree of integrity and the ability to work with sensitive or confidential information Proactively approach challenges with a problem-solving mentality Have strong written and verbal communication skills. Maintain a positive attitude and ability to be flexible with different projects/workload Excellent organizational and interpersonal skills Excellent reporting, time management, general math, analysis, and data management skills along with superior attention to detail Ability to report research results accurately Educational Requirements BA/BS in accounting or finance. For New York Metro area, the expected salary range for this position is between $33.50 hourly and $38.50 hourly. The actual compensation will be determined based on experience and other factors permitted by law. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.
$33.5-38.5 hourly Auto-Apply 60d+ ago
Revenue Team Analyst
Wilson Elser-Business & Legal Professionals
Finance analyst job in White Plains, NY
Job Description Wilson Elser is a leading defense litigation law firm with more than 1300 attorneys in 43 offices throughout the United States. Founded in 1978, we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journal's survey of the nation's largest law firms. We're also Mansfield Certified Plus. Our firm is committed to attracting and retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated professional looking for a long-term fit where you can grow in a role, and will be valued and empowered, then we invite you to apply to our Revenue Team Analyst position in our White Plains, NY Office. This is an excellent opportunity for recent college graduates with about a year or more of professional office experience looking to take on a fast-paced role in a national law firm, as well as more experienced candidates with hands-on A/R experience looking to continue to develop their skills. This position offers hybrid work schedule. Key Responsibilities: Support the Revenue Team by tracking client statuses, analyzing various invoice stages, and summarizing current Client's accounts receivables. Analyze payments received from electronically submitted invoices and participate in appeal and write-off processes. Review and reconcile payment applications by analyzing historical information. Produce written documents (e.g. e-mails, letters, memos, etc.) that clearly convey simple and complex issues surrounding outstanding balances. Record all activities within the assigned database. Conduct oneself in a professionally confident, courteous manner while communicating with the Regional Offices, Associates, Partners, Senior Management, and Client Contacts. Regularly inform management on all progress and significant developments in the performance of primary responsibilities. Independently produce quality work products. Qualifications Associate or Bachelor's degree OR High School Diploma OR GED Equivalent and 2 years of office experience, 2 of which held in revenue or analytical position. Experience in law firms or professional services is a plus, especially with an understanding of law firm revenue cycle and related processes. Experience using BillBlast Strong command of Microsoft Office, particularly Outlook and Excel. Candidates must have experience using the following functions in Excel: creating a basic worksheet data entry and data formatting performing calculations in an Excel worksheet by using basic formulas such as SUM identifying, sorting, and filtering data modifying the appearance of a worksheet including adjusting the layout, margins, font size, and print size. VLOOKUP, XLOOKUP, pivot tables, conditional formatting Aderant, AS400 and Minisoft ARCS is advantageous but not required. Proven ability to prioritize and organize assigned tasks in a dynamic, high-volume environment while maintaining productivity. Strong verbal and written communication skills, combined with a clear ability to collaborate effectively with both internal and external clients. Additionally, ability to read cursive. Committed to delivering top-tier service, both to colleagues and external clients. Strong analytical and problem-solving skills with the ability to identify issues, think critically, and recommend effective solutions A variety of factors are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, other business and organizational needs, and other factors permitted by law. Final salary wages offered may be outside of this range based on other reasons and individual circumstances. This position is considered full-time and therefore qualifies for benefits including 401(k) retirement savings plan, medical, dental, vision, disability, and life insurance. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. Salary Range: $60,000-$85,000 USD Why Should You Apply? Benefits: Outstanding benefits package, including 401k match and generous PTO plan Career Growth: Ample opportunities for professional development and advancement Employee Perks: Access to corporate discount plans and other benefits Wilson Elser welcomes submissions of candidates for our open positions exclusively from recruitment agencies with an active, signed fee agreement who have been granted access to a position through our dedicated Recruitment Agency Portal. We are unable to consider submissions from recruitment agencies without a current (dated as of 7/1/2024) agreement in place. We appreciate your understanding. For collaboration inquiries or to establish an agreement, please contact us at talentacquisition@wilsonelser.com. Wilson Elser is committed to a collegial work environment in which all individuals are treated with respect and dignity. It is the Firm's policy that employment will be based on merit, qualifications, and competence. Further, employment decisions will be made without regard to an applicants race, color, age, sex, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation or preference, gender identity, physical or mental disability, status as a victim of domestic violence, sex offenses, or stalking, past or present service in the uniformed services or application or obligation to serve in the uniformed services, or any other characteristic protected by law. Wilson Elser endeavors to make the Wilson Elser website accessible to any and all users. You may review our Accessibility Policy here. California Residents may review our CCPA notice for applicants and employees here. #ZR
$60k-85k yearly 1d ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. Auto-Apply 34d ago
Associate Financial Advisor
Edward Jones 4.5
Finance analyst job in Port Jefferson, NY
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible membersof the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 640 Belle Terre Road Bldg B, Port Jefferson, NY This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $81900.00 Hiring Maximum: $88700,00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$81.9k-88.7k yearly 1d ago
2026 Intern Conversion: Financial Analyst - Armonk NY
IBM 4.7
Finance analyst job in Armonk, NY
**Introduction** As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career! **Your role and responsibilities** This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025. **Required technical and professional expertise** Successful completion of a 2025 IBM Co-op or Internship IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
$56k-74k yearly est. 7d ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
Job Description General Description The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home. Responsibilities Essential Functions: Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products Monitor existing financing structures along with other peer transactions Build out and maintain financial models related to financing transactions Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s) Assist with investor relations presentation materials and analysis as needed Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams Position Requirements Formal Education and Certification B.A or B.S in Finance, Economics or other related degree Knowledge and Experience 1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus Excellent financial modeling and presentation skills (advanced Excel + PowerPoint) Broad understanding of basic accounting and the ability to interpret financial statements Proficient with Bloomberg functionality Competencies Strong analytical skills with attention to detail Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner Team player: ability to work successfully with a variety of personalities and disciplines across the organization Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners. Excellent work ethic and willingness to contribute broadly to achieve team and company objectives Must be able to handle multiple responsibilities under pressure. Travel This position will not require travel. We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. 6d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Shelton, CT?

The average finance analyst in Shelton, CT earns between $55,000 and $127,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Shelton, CT

$83,000

$55,00010%

$83,000Median

$127,00090%

What are the biggest employers of Finance Analysts in Shelton, CT?

The biggest employers of Finance Analysts in Shelton, CT are:

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Finance analyst jobs in Shelton, CT

Financial Advisor

Controller

Real Estate Analyst

Revenue Team Analyst

Corporate Financial Analyst

Analyst/Senior Analyst, Investment Performance

Junior Analyst, Investor Services

Financial Clearance Analyst Part Time 32 hours

U.S. Private Bank - Investment Professional - Analyst

Accounting Analyst, Commercial Finance

Local to Rocky Hill, CT_Finance Analyst(Jr. Role)

Manufacturing Financial Analyst

Financial Analyst II

Financial Analyst Summer Intern 2026

Financial Analyst - Expense Oversight & Compliance

Revenue Team Analyst

Corporate Finance Analyst

Associate Financial Advisor

2026 Intern Conversion: Financial Analyst - Armonk NY

Corporate Finance Analyst

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How much does a finance analyst earn in Shelton, CT?

What are the biggest employers of Finance Analysts in Shelton, CT?