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  • Financial Analyst

    Remax 4.2company rating

    Finance analyst job in Denver, CO

    RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization. This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements. Key Responsibilities Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units. Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives. Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions. Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends. Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives. Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency. Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations. Contribute to the development of new reporting templates and tools Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities. Qualifications & Skills Required: Bachelor's degree in Finance, Accounting, Economics, or related field. Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A. Proven experience in budgeting, forecasting, financial modeling, and performance analysis. Strong business acumen and ability to influence stakeholders through data-driven insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus. Solid understanding of financial statements and GAAP accounting principles. Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences. Highly organized, detail-oriented, and capable of managing multiple priorities independently. Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement. Compensation & Benefits Hire Range/Rate: Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility. Benefits Include: Competitive medical, dental, and vision coverage 401(k) and Roth 401(k) with company match Health savings account with company contribution Flexible spending accounts Paid parental leave (maternity, adoption, foster) Educational assistance and student loan support Paid holidays and flexible time-off program ClassPass discount and monthly subsidy And more! About RE/MAX Holdings RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive. Hire Range/Rate: $70,000 - $83,000 Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility. Competitive Medical, Dental, and Vision benefits Retirement plans with optimal company match Annual bonus/merit opportunity Educational Assistance Mental Health support program O.R.E. Events offered in-person and virtually Mentorship program Employee Resource Groups Community Engagement Diversity, Equity, and Inclusion Parenting Remote Women at REMAX RE/MAX, LLC & Motto Mortgage Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas! RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. *As measured by transactions sides Application Deadline: January 22, 2026
    $70k-83k yearly 1d ago
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  • Senior Manager of Finance

    KK&P 4.6company rating

    Finance analyst job in Denver, CO

    Job Title: Senior Manager of Finance About Urban Villages Urban Villages Inc. (UV) is a mission-driven real estate development and investment company committed to creating sustainable and impactful properties. We believe in harmonizing planet with profit and delivering remarkable outcomes through innovative solutions. Our team thrives on being problem solvers and innovators, demanding rigor in all we do to deliver significant impact. As we continue to grow, we are looking for passionate individuals who share our commitment to these core principles. UV has acquired, developed, and managed over $3 billion in transformative mixed-use real estate assets in multiple markets. Our portfolio of projects includes the largest net-zero energy housing project in the US (West Village at UC Davis), the revitalization of Denver's original main street (Larimer Square), the first carbon-positive hotels in the US (Populus Denver and Populus Seattle), and one of the largest adaptive re-use LEED Platinum developments in the country (RailSpur Seattle). Today, Urban Villages has approximately $1B of mixed-use real estate assets under management and a $1.5B development pipeline with land control, as well as 35+ full time employees in three separate offices (Denver, Pittsburgh, Seattle). Our projects are among the most environmentally transformative, socially responsible, and financially sustainable developments seen in the industry today. Role Description Urban Villages is seeking a skilled and experienced Senior Manager of Finance to join our team. The Sr. Manager of Finance will play a key role in managing the financial health of our projects, supporting capital campaigns, and executing strategic financial projects. This position requires a strong understanding of real estate finance, exceptional analytical abilities, well developed communication skills, and a proven track record of success in a fast-paced environment. Key Responsibilities Capitalization & Funding (35%) Participate in Equity Capitalization Campaigns: Provide support for securing equity capital: producing financial models, organizing information, reviewing and analyzing terms, preparing offering memorandums and other documentation, and assisting in management of the transaction team. Secure Debt Capital: Oversee the process of obtaining debt capital for UV's loan needs: producing and organizing information, assisting in securing competitive proposals, managing the transaction team, finalizing the closing process, and organizing all related files and briefing materials. Forecast Funding Needs: Accurately forecast funding requirements to ensure continuous development progress and prepare detailed funding requests for both investors and lenders. Manage Investor Relations & Reporting: Improve existing communication materials and processes for investor reporting, and direct other business functions to produce all supporting information. Lead Transaction Teams: Head transaction teams for acquisitions, dispositions, and debt procurements, including review of transaction documents and management of closing processes. Financial Planning & Analysis (30%) Financial Statement Analysis: Review asset/project financial statements, identify potential issues and opportunities related to cash flow, cash balances, performance, and accounting. Collaborate with Asset Management and Development teams to address any issues or opportunities identified. Build and Maintain Financial Models: Develop, maintain, and update financial models for all development projects and acquisitions. Work closely with other business functions to ensure a prudent and supportable underwriting approach. Direct Project Budgeting and Cost Forecasting: Oversee the budgeting and anticipated cost forecasting for development projects. Proactively identify potential budget issues. Prepare Management Reports: Create comprehensive management reports to facilitate prudent financial oversight of projects in development and pipeline pursuits. Oversee Financial Performance of Core and Hotel Assets: Coordinate with the CFO and other UV leadership to conduct in-depth financial analysis of the company's core real estate assets and hotel portfolio, identifying strategies to optimize financial returns and long-term value. Drive Strategic Financial Initiatives: Identify and assess new business models, revenue streams, and cost-saving opportunities across the organization, providing financial insights and recommendations to senior leadership to support long-term growth and profitability objectives. Financial Operations & Controls (20%) Oversee Financial & Operational Controls: Work in conjunction with the CFO, Chief Accounting Officer, and Controller to oversee financial and operational controls managed by third-party managers. Ensure Compliance and Reporting: Manage all compliance and reporting related to loans, and coordinate with other business functions to ensure requirements are met accurately and on time. Support Invoicing: Support the production of company invoicing for fees and reimbursements, ensuring consistency with the budget. Enhance Financial Systems and Processes: Evaluate and recommend improvements to financial systems, processes, and tools to enhance efficiency, accuracy, and data integrity. Strategic Support & Leadership (15%) Support Executive Committee and Board: Assist in preparing briefing materials for the Executive Committee and Board of Directors, contributing to high-level strategic discussions. Support CFO: Provide comprehensive support to the CFO in the negotiation and administration of key legal agreements, gaining exposure to critical organizational contracts. Special Projects: Partnering with the CFO, lead and contribute to varied analysis and special projects that inform company-wide strategic decisions and operational improvements. Cross-Functional Collaboration and Influence: Act as a key financial business partner across all departments, providing financial guidance and collaborating on strategic initiatives to drive overall company performance and achieve organizational goals. Qualifications Experience: 7+ years of progressive experience in real estate finance and analysis, asset management, development, banking, or private equity, with a track record of increasing responsibility and impact. Education: Bachelor's degree in finance, accounting, or other relevant field is required; an MBA is strongly preferred. Technical Skills: Advanced understanding of financial concepts and expert-level skills in financial modeling and Excel. Proficiency with financial reporting systems and data analytics tools. Real Estate Knowledge: Strong knowledge of real estate transaction processes and concepts (e.g., buying, selling, underwriting, waterfalls, commercial loans, etc.) Accounting Knowledge: Strong understanding of accounting concepts and typical processes. Analytical & Organizational Skills: Exceptional analytical thinking, meticulous organizational skills, and the ability to synthesize complex financial data into actionable insights. Communication: Excellent written and oral communication skills, and able to present complex financial information to diverse audiences, including executive leadership and external stakeholders. Team Collaboration & Leadership: Able to excel in a cross-collaborative, team-oriented environment, with proven experience in leading projects and influencing outcomes across departments. Commitment to Excellence: A strong drive for remarkable outcomes, with a proven track record of delivering high-quality work and exceeding expectations. Problem-Solving & Innovation: A proactive and innovative problem-solver who can identify challenges, develop creative solutions, and embrace new approaches in a dynamic environment. Rigor and Impact: Possesses exceptional analytical rigor and attention to detail, with a clear focus on delivering measurable impact and driving tangible results for the company. Sustainability Mindset: A genuine commitment to sustainability and stewardship, aligning financial strategies with environmental and social responsibilities. Compensation & Benefits The expected salary range for this position is $165-185K plus bonus opportunity. Full-time employee benefits include: Medical, dental, vision, and life insurance Short-term and long-term disability 401k retirement plan Flex time off and paid holidays Medical and parental extended leave Company-wide volunteer days Public transit pass Application Process Candidates should an email to ********************* with “Senior Manager of Finance” in the subject line, and include an up-to-date resume and cover letter. Qualified candidates will be contacted directly. Equal Opportunity Urban Villages is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $165k-185k yearly 3d ago
  • Revenue Management Analyst

    Peregrine 4.4company rating

    Finance analyst job in Denver, CO

    CO - Corp Office 320 Fillmore St Denver, CO 80206, USA Starting from $70,000.00 - $90,000.00 annually plus additional incentives The total compensation package for this position may also include other elements, including a performance bonus and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Pay is based on location, experience, and qualifications etc. Position Overview We are seeking a highly motivated and detail-oriented Revenue Strategy Analyst to join our dynamic team supporting a portfolio of branded hotels (Marriott and Hilton). The analyst will support the strategic execution of revenue management, distribution, and analytics functions, contributing directly to the performance of the Peregrine properties across different markets. This role is ideal for someone passionate about hospitality, data analysis, and commercial strategy, and looking to grow within the field of revenue optimization. Key Responsibilities Ensure rate parity across all online distribution channels (Brand.com, OTAs, GDS). Set up and manage promotional offers and packages. Create and maintain rate codes in collaboration with brand systems and property teams. Manage third-party distribution partners, including tour operators and wholesalers. Oversee reservation flow from select distribution channels and ensure inventory integrity. Strategic Analysis & Reporting Conduct pace and pickup analysis to monitor demand trends and booking behavior. Analyze historical and forecasted data to identify revenue opportunities. Monitor and report competitive set performance by segment (e.g., transient, group, corporate). Support annual budgeting and forecasting processes with data inputs and analysis. Data & Tools Management Maintain and improve databases and reporting tools for internal use. Develop and automate regular performance reports and ad-hoc analyses. Leverage brand tools, STR, Demand360, and other data sources to support insights and decision-making. Revenue Management & Inventory Control Manage and balance room inventory using brand systems (e.g., Marriott One Yield, Hilton GRO). Monitor and adjust room type availability to maximize revenue and occupancy. Review and validate pricing and inventory recommendations from automated revenue management systems. Participate in weekly revenue strategy meetings with hotel and commercial teams. Market & Event Monitoring Monitor market trends, citywide events, and local demand drivers. Provide strategic pricing recommendations based on changes in market conditions. Conduct ongoing competitive research and benchmarking. Required Skills & Qualifications A strong interest in hotel revenue management and commercial strategy. Bachelor's degree in Hospitality, Business, Economics, or a related field preferred. Proficiency with Excel and general Microsoft Office tools; experience with Power BI or Tableau is a plus. Familiarity with hotel systems such as PMS, CRS, RMS (Opera, OnQ, Synxis, etc.) is a strong asset. Excellent analytical and problem-solving skills with strong attention to detail. Ability to manage multiple priorities in a fast-paced environment. Strong communication and organizational skills. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $70k-90k yearly 2d ago
  • Global WFM Planning Analyst: Scheduling & Forecasting

    Autodesk, Inc. 4.5company rating

    Finance analyst job in Denver, CO

    A leading software company in Denver, CO is seeking a Workforce Management Analyst to enhance workforce efficiency and optimize planning processes. The role involves generating schedules, managing forecasts, and collaborating with teams to improve operational excellence. The ideal candidate has over 4 years of Workforce Management experience, strong analytical skills, and proficiency in relevant tools like Excel and Power BI. Competitive salary from $64,000 to $110,440, along with a comprehensive benefits package. #J-18808-Ljbffr
    $64k-110.4k yearly 4d ago
  • Senior Financial Planner - Client-First, Fee-Based

    Edelman Financial Engines, LLC 4.6company rating

    Finance analyst job in Denver, CO

    A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses. #J-18808-Ljbffr
    $74k-121k yearly est. 2d ago
  • Junior OPIR Analyst

    Altamira 4.1company rating

    Finance analyst job in Aurora, CO

    Altamira Technologies has a long and successful history providing innovative solutions throughout the U.S. National Security community. Headquartered in McLean, Virginia, Altamira serves the defense, intelligence and homeland security communities by focusing on creating innovative solutions leveraging common standards in architecture, data and security. Altamira believes that our people and the culture of our company differentiate us from other companies. Altamira is searching for a Junior OPIR Analyst in the Aurora, Colorado area. The employee in this position will perform the following duties: Job Responsibilities: Exploit and analyze remotely sensed data and produce intelligence products Maintain analyst proficiency while developing new ways to better meet customer needs Identify Key Intelligence Questions in collection requirements to tailor PIR products for customers Identify and develop new customers while enhancing existing relationships to increase mission impact Work with In-Depth Analytical teams to articulate ops needs to ensure the result meets the needs Be able to effectively write and brief intelligence findings of a technical nature to varied customer set This is a 24x7 operation. Shift work will be required. Qualifications: STEM Bachelor's degree (or higher) or previous military experience in mission area preferred OR: No degree and at least four years of relevant experience A CURRENT TS/SCI w/CI Poly security clearance is REQUIRED. Only US citizens can obtain a TS/SCI w/CI Poly clearance. In accordance with Colorado's Equal Pay for Equal Work Act, the salary range for these positions is $65,000 to $85,000. However, Altamira Technologies Corporation considers multiple variables when determining compensation, including but not limited to, the level of responsibilities, prior work experience, education/certifications, customer contractual specifications, and any clearance requirements.
    $65k-85k yearly 2d ago
  • Sr Specialist, Finance Transformation - Report Builder

    Aegon 4.4company rating

    Finance analyst job in Denver, CO

    Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization's financial reporting results. Responsibilities: * Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives. * Manage stakeholder expectations and make critical decisions to align projects and organizational objectives. * Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes. * Spearhead initiatives for innovating and optimizing processes in finance systems. * Guide and advance capabilities of the team. * Contribute to strategic planning and ensuring alignment with organizational goals. Qualifications: * Bachelor's degree in finance, accounting, or related field, or equivalent experience * Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years) * Outstanding strategic planning skills to execute finance system transformations * Advanced skills managing expectations and cultivating relationships with key stakeholders * Ability to focus on and achieve desired outcomes in finance transformation projects Preferred Qualifications: * Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis * Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions * Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports * Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions Working Conditions: * Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia Compensation: * The Salary for this position generally ranges between $110,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. * Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $110k-130k yearly 2d ago
  • Investment Consultant - Lone Tree, CO (National Branch - Northeast I)

    Charles Schwab 4.8company rating

    Finance analyst job in Lone Tree, CO

    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. 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. To learn more about our client offerings visit: Charles Schwab - Investor Services. 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 Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process 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
    $70k-125k yearly est. 12h ago
  • Investment Banking Experienced Analyst

    Selby Jennings

    Finance analyst job in Denver, CO

    About the Opportunity Our client, a leading healthcare-focused investment banking firm with deep expertise in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts, is seeking a talented Analyst to join their growing team. This is an exceptional opportunity for a motivated professional to play a critical role in supporting senior bankers on high-profile transactions across the healthcare sector, including middle-market M&A, private equity, and corporate finance. Key Responsibilities Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data. Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations. Support transaction due diligence and related project execution. Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives. Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution. Identify and evaluate deal-appropriate investors. Mentor junior analysts and interns. Ideal Candidate Profile Minimum 1 year of investment banking experience required. Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong skills in financial modeling, financial statement analysis, and valuation techniques. Excellent written and verbal communication skills. Ability to manage multiple projects under pressure and meet deadlines. Demonstrated success in executing financial and operational due diligence. Ability to thrive in a fast-paced, team-oriented environment. Must be in Denver, CO or willing to relocate.
    $53k-87k yearly est. 1d ago
  • Assistant Controller

    Shamrock Recruiting

    Finance analyst job in Englewood, CO

    Assistant Controller Our client is a Civil Construction company with decades of experience across multiple states. The Executive team has decided to add another layer of management in the F&A department and is seeking an Assistant Controller. In this newly created role, the AC will oversee accounting staff and play a lead role in all Corporate Accounting functions - month end, financial statement prep, reconciliations, job costing, etc. Will assist in the development of process/procedure and efficiencies, compliance and controls. Will assist with budgets, forecasting and management reporting. Most exciting, the Assistant Controller will be mentored and groomed to assume the Controller role within 1-3 years. We're seeking a hardworking, career driven Accountant who wants to make an immediate impact. Construction or similar industry experience required. Public Accounting, exposure to PE and/or CPA license preferred. Must have excellent communication skills, leadership potential, and the drive to succeed. Our client will consider candidates currently working in Public Audit if they have significant exposure to Construction industry clients. Our client offers stability, real career opportunity and mentorship. Base salary in the 120-160K range + STI/LTI. This is a fully in-office role in South Denver. Please get in touch ASAP to discuss. Absolute confidentiality assured.
    $55k-82k yearly est. 60d+ ago
  • Investments Associate / Senior Living Experience

    Morningstar Senior Living 3.8company rating

    Finance analyst job in Denver, CO

    At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership. JOB SUMMARY Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate has working experience in Senior Living industry, is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships. DUTIES AND RESPONSIBILITIES OF THE POSITION Investment Management Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations. Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes. Monitor market trends and identify new investment opportunities aligned with company growth objectives. Asset Management Oversee large-scale CapEx planning and execution across multiple communities. Manage 5-year CapEx plans, physical plant compliance, and TELS usage. Drive performance optimization through rate management, and annual rate increase reporting. Lead strategic planning and follow through for focus communities. Implement proactive strategies for internal transactions and capital call management. Financial & Operational Oversight Prepare templates and review monthly reporting packages and performance dashboards. Lead initiatives for revenue optimization and expense control across the portfolio. Support equity relationships and investor reporting requirements. Stakeholder Engagement Maintain and create strong relationships with capital partners. Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies. Participate in regular calls and updates with equity partners and internal leadership. Job Qualifications Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect Bachelor's degree in Finance, Real Estate, Business, or related field. Senior housing experience strongly preferred. 4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate. Strong financial modeling and analytical skills; proficiency in Excel and financial software. Excellent communication and relationship management skills. Ability to manage multiple projects and deadlines in a fast-paced environment. Compensation · This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************ · This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually
    $85k-95k yearly 2d ago
  • Investment Banking Associate

    Plante Moran 4.7company rating

    Finance analyst job in Denver, CO

    Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you. PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms. Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by: Fostering a deep and trusting relationship with each client. Providing continuous senior level involvement throughout the process. Developing supported positioning points aligned with value drivers and growth opportunities. Identifying potential impact risk factors and creating mitigating strategies. Leveraging the deep industry experience. Providing on-the-ground global coverage through our international colleagues through Corporate Finance International. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks. Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs. Your role. You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions. Your work will include, but not be limited to: Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities Developing various analytical and data-driven components for the development of M&A transactions Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients Participation in strategic discussions surrounding the transaction. The qualifications. Bachelor's degree in accounting or finance, MBS preferred but not required At least 3 years work experience in investment banking or transactional related field is required. Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel. The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors. What makes us different? Expertise. Integrity. Results. These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding. We live and work by the Golden Rule We offer a work-life balance that is generally not available with large investment banks We have a promote from within mentality with opportunities for advancement PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer. PMCF maintains a drug-free workplace. Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00 #LI-KN1 #LI-Onsite
    $135k-155k yearly 3d ago
  • Senior Accountant

    Brookfield Properties 4.8company rating

    Finance analyst job in Englewood, CO

    Business At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up. If you're ready to be a part of our team, we encourage you to apply. Job Description Overview As a Senior Accountant at Brookfield Residential, your work will be visible, valued, and directly impactful to the business. You will support the financial operations of our land development and homebuilding portfolio, playing an important role in ensuring accurate reporting, sound controls, and consistent financial execution across the business. This position is well suited for someone who takes ownership of their work, applies initiative within clear priorities, and operates effectively within established processes and leadership guidance. You will work as part of a collaborative Accounting & Finance team, contributing reliable, high-quality work in an environment that values professionalism, trust, and teamwork. Key Deliverables + Financial Reporting: Own assigned components of the monthly, quarterly, and annual close processes, delivering accurate and timely financial reporting, including Joint Venture financials. + Accounting Execution: Prepare and review journal entries, account reconciliations, and supporting schedules with a high standard of accuracy and documentation. + Job Costing: Monitor job cost activity, analyze variances, and partner with operations to ensure costs are properly recorded and understood. + Cash Management: Support project funding and settlement processes across multiple entities and capital partners, maintaining clean, well-supported balance sheet accounts. + Controls & Audit: Support SOX controls, internal control procedures, and audit requests through organized, audit-ready documentation. + Process Discipline: Follow established accounting processes and contribute to continuous improvement efforts through well-reasoned, efficiency-driven suggestions. + Collaboration: Work effectively with the Accounting & Finance team, Operations, and senior finance leadership, communicating clearly and escalating issues appropriately. + Team Support: Provide guidance and support to staff accountants as needed, contributing to a professional, reliable, and collaborative team environment. What You Bring + Bachelor's degree in Accounting, with 3-5 years of relevant accounting experience, or an equivalent combination of education and experience. + Demonstrated experience in financial reporting, full-cycle accounting, and job cost or project accounting. + Proven ability to execute work accurately and consistently within established accounting processes. + Strong attention to detail, organization, and follow-through, with a track record of meeting deadlines. + Ability to take direction, incorporate feedback, and operate effectively within defined priorities. + Clear, professional communication skills and sound judgment when navigating issues or ambiguity. + Strong technical aptitude with advanced Excel skills, the ability to quickly learn new software, and experience supporting system implementations or process changes. + Experience in land development, real estate, construction, or homebuilding accounting is a plus, not a requirement. Your Opportunity We are proud to offer our employees what they value most: + Competitive compensation + Annual Salary Range: $85,000 to $100,000 + Eligible Bonus: 20% + Excellent extended medical, dental and vision benefits beginning day 1 + 401(k) matching, vesting begins day 1 + Career development programs + Charitable donation matching + Paid Volunteer Hours + Paid parental leave + Family planning assistance including IVF, surrogacy and adoptions options + Wellness and mental health resources + Pet insurance offering + A culture based on our values of Passion, Integrity and Community This requisition is anticipated to remain open for a minimum of 10 days. We encourage your prompt application. #BRP #LI-SS1 Brookfield Residential participates in the E-Verify process (************************** to confirm the eligibility of candidates to work in the United States. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 370 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.
    $85k-100k yearly 2d ago
  • Tax Senior

    Baker Tilly Advisory Group, LP 4.6company rating

    Finance analyst job in Aurora, CO

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Federal Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You will enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to grow professionally and develop your client service and technical accounting skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies Participate in tax research projects on a variety of tax issues, help to draft IRS responses and address other tax authority inquiries Team with leaders on special projects in various areas of corporate and flow through taxation such as accounting methods and ASC740 Develop recommendations for the client to consider and share with leadership to discuss and strategize Communicate and team with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a related degree in business, and sufficient course work and credits to sit for the CPA and/or Bar exam in the state you are being considered CPA or JD license preferred Two (2)+ years of experience providing federal tax compliance and consulting services in a public accounting firm Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving Strong leadership, project management, organizational and analytical skills, initiative, adaptability Microsoft Suite skills Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $67,880 to $128,690. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
    $67.9k-128.7k yearly 2d ago
  • Sr. Investor Reporting Analyst

    Cornerstone Capital Bank 3.3company rating

    Finance analyst job in Englewood, CO

    Who we are: Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio. Salary: $70-90k Location: Onsite daily in Houston, TX Key Responsibilities: Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations. Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements. Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations. Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions. Act as a primary point of contact for investor inquiries, audits, and exception resolution. Provide training, guidance, and mentorship to junior analysts. Complete special projects as assigned by Manager What you'll need to be successful: Bachelor's degree in Accounting/Finance or equivalent work experience Minimum 3-5 years of professional accounting experience in a mortgage environment CPA preferred Strong analytical reasoning, problem solving and critical thinking skills Effective verbal and written communicator Must be well organized with attention to detail Excellent interpersonal and relationship building skills Quick learner and adaptable to constant change Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.) What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $70k-90k yearly 4d ago
  • Investment Advisor

    Empower Retirement 4.3company rating

    Finance analyst job in Greenwood Village, CO

    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
    $55.3k-76.1k yearly 3d ago
  • 2026 Analyst, Transaction Operations

    Chatham Financial 4.8company rating

    Finance analyst job in Denver, CO

    We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Launch Your Career as a Future Expert: At Chatham, an analyst role is more than a first job - it's the foundation of a career built on expertise, trust, and impact. You'll bring clarity to complexity, deliver insights that drive action, and interact directly with senior decision-makers. Chatham's Financial Risk Advisory team is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we're hiring Transaction Operations Analysts to play a key role in the smooth execution and documentation of hedging transactions. This role is critical to delivering timely operational excellence while continuously improving efficiency, accuracy, and scalability across our operations. You'll contribute at the intersection of client service, transaction management, and documentation-coordinating with internal teams, clients, and counterparty banks to help execute financial hedges that mitigate risk for our clients. What You'll Do: Build subject matter expertise in derivative operations-including onboarding, trade documentation, trade capture, reporting, and regulatory workflows. Deliver timely, accurate transaction support to internal teams and clients. Enter and manage transaction details and documentation within Chatham's proprietary platform. Confirm and validate trade economics to ensure accuracy at execution and post-trade. Monitor and report on key operational workflows, including documentation status, deal pipelines, client communications, and deadlines. Collaborate with our central operations team to meet compliance requirements, including Know Your Customer (KYC) and Anti-Money Laundering (AML) protocols. Review loan agreements to extract and interpret economic terms relevant to hedge structuring. Become a trusted partner for internal stakeholders, clients, and counterparty banks. What You'll Experience: Early Exposure to High-Impact Work - From day one, you'll contribute to real client engagements. Your work will support strategic decisions for some of the most prominent names in global finance, giving you a front-row seat to real-world financial decision-making. Mentorship That Builds Mastery - You'll learn through hands-on work, mentorship, team-based collaboration, and structured feedback. You'll also complete six firmwide courses led by senior leaders, giving you both deep expertise and a broad business perspective-laying a strong foundation to become a trusted advisor. A Platform for Long-Term Growth - As your expertise grows, so will your impact. You'll take on more responsibility and contribute to thought leadership. The skills you develop here will set you up for long-term success-at Chatham or beyond. Shaping the Future of Finance - You'll gain exposure to the technologies behind our solutions. Through rotations, cross-functional learning, and hands-on experience with product development, you'll see how tech and data are reshaping financial services. Who Thrives Here: Chatham fosters an entrepreneurial culture that values teamwork, innovation, and continuous learning. We're looking for individuals who are natural problem-solvers, eager to grow, and aligned with our core values. While no specific prior experience or certification is required, strong candidates will demonstrate: The ability to learn existing processes quickly while identifying opportunities for improvement. Strong organizational skills and a proactive, curious mindset. Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment. Excellent written and verbal communication skills. Comfort with numbers and the ability to learn financial terminology quickly. A collaborative, flexible approach to problem-solving and process improvement. Proficiency in Excel (preferred, not required). Qualifications: Currently enrolled in an undergraduate or graduate program with an expected graduation date between December 2025 and June 2026. Working toward a BA/BS in a relevant field. GPA of 3.5 or higher strongly preferred. Previous relevant internship experience is a plus. Ability to begin full-time employment on July 6, 2026. Willingness to work onsite in your assigned office. About Chatham Financial: Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com. Chatham Financial is an equal opportunity employer.
    $48k-61k yearly est. 4d ago
  • Billing Operations Analyst

    Lightpath 3.3company rating

    Finance analyst job in Golden, CO

    Billing Operations Analyst Job ID: 554164693 Lightpath is one of the largest competitive local exchange carriers in the tri-state area. Weown and operate our infrastructure "from the ground up" by deploying over 20,000 route miles connecting 13,500 on-net/LIT buildings. With a strong portfolio of cutting edge solutions for Internet, WAN, Voice, SD-WAN, Security & Cloud services, we enable Enterprise customers of all sizes the ability to react to new challenges while developing best practices for the future. With Lightpath's continued focus on network excellence and a "customer first" service commitment, we are building a workforce of the best talent that will meet the needs of our customers and reflect the diverse communities we serve. Job Summary The Billing Operations Analyst will be reporting to the Director of Revenue Assurance and will be responsible for ongoing billing operations optimization and financial reconciliation support. The Billing Operations Analyst position is available for an ambitious and driven professional who is interested in providing hands-on reconciliations and optimization support across multiple functions on the billing team and learning the telecommunication industry's ins and outs. The right candidate will possess excellent analytical and decision-making skills, proficiency in Access DB and SQL query design, and a passion for data analysis. Billing Operation Analyst will experience a sense of teamwork by partnering with multiple departments to provide internal and external customers with exceptional support on billing-related requests. Responsibilities Core duties and responsibilities include the following: other duties may be assigned. Data query development and data engineering. Audit the data between billing, operational, and provisional systems for existing services and populate templates for data updates. Data integrity management on processed orders. Billing Inbox enquiries, ownership, and maintenance. Purchase orders to review and sign. Understand policies, procedures, and practices surrounding orders and invoicing in the telecom industry. Day-to-day team support on data issues between systems. Order Entry in the Billing System. Order Entry in Salesforce.com. Report creation in Salesforce.com with calculated formulas. Month-end support across multiple billing functions. Assisting the director of revenue assurance with any ongoing projects and data reconciliation audits. Qualifications Bachelor's/or Master's degree (completed or in progress) with significant coursework in Accounting, Finance, Data Analysis, Data Science or Business. Exceptional Excel and Data management skills. Strong financial & analytical skills: ability to define problems, collect data, identify variances and outliers, establish facts, and draw valid conclusions. Knowledge and practical experience in Access DB and SQL query design. Aptitude and desire to be a part of a highly dynamic, fast-growth environment. Ability to adapt to change quickly and manage a high-volume workload efficiently and effectively. Excellent communication, interpersonal, organizational, and time management skills. Ability to work extended hours (some evenings and weekends, when necessary) and achieve results in a deadline-driven environment. Extreme attention to detail and a passion for data. High energy self-motivator with a strong work ethic and ability to multitask. Strong sense of teamwork and mentoring highly desired, with a drive for learning and growth. Lightpath is an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law. Lightpath collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state and local law. This position is identified as being performed in/or reporting to company operations in Colorado. The pay range at the time of posting in the specified locations is $60,000 - $65,000/year. Pay ranges are supplied in compliance with Colorado law. Pay is competitive and based on a number of job-related factors, including skills and experience. Some of our featured benefits include medical, dental, vision insurance, yearly bonus program and company matched 401k.
    $60k-65k yearly 2d ago
  • Sr Analyst Space and Assortment

    Advantage Solutions 4.0company rating

    Finance analyst job in Lakewood, CO

    Primary Posting Location : City Golden Primary Posting Location : State/Province CO Primary Posting Location : Postal Code 80402 Primary Posting Location : Country US Requisition ID Type Full Time Category Category Management, Insights and Planning Minimum USD $56,485.00/Yr. Maximum USD $63,500.00/Yr. Summary SAS Sr Analyst Space and Assortment This role is for a senior professional with advanced expertise in space and assortment planning. The analyst will take on leadership of complex projects, overseeing and managing timelines while ensuring successful execution. They will work closely with clients and senior stakeholders to align on strategic goals and ensure the overall project vision is met. In addition to leading projects, they will mentor and guide junior team members, offering insights and support to help drive team success. The senior associate will leverage their extensive knowledge to continuously optimize processes, employ advanced tools and software, and proactively contribute to the development of best practices in the field. They will also serve as a trusted advisor to senior leaders, providing critical insights and recommendations to inform strategic decision-making. Essential Job Duties and Responsibilities Collaborate with cross-functional teams to align on client objectives, ensure best practices for space allocation and/or shelf placement, and deliver presentations and recommendations for assortment and space optimization solutions. Responsible for gathering customer insights and competitive data to support business objectives. Interprets analytical results, draws conclusions, and delivers clear, concise information across the business. Create and communicate merchandising presentations on strategies to enhance consumer shopping experience. May also support team members in retailer facing meetings to ensure objectives are met and notes are taken away or adjusted. Key business partner and advisor for merchandising organization on all matters related to space planning/analytics and planogram/floorplans. Manages and maintains spatial information workflows and analytics and makes recommendations for optimizing processes. May lead or support a team (no direct reports), delegating workload and ensuring consistent project completion. Supervisory Responsibilities Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - This position may have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements - Travel and driving are not essential duties or functions of this job Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Bacehlors Degree or equivalent job-related experience Field of Study/Area of Experience: 4-6 years of experience with Planograms or Floorplans Experience with analysis in a professional setting Experience in merchandising is a plus Skills, Knowledge and Abilities Self-directed work ethic and desire to succeed; thrives in a fast-paced environment Demonstrated ability to effectively prioritize business requests Good communication - written and oral - skills and strong interpersonal skills Well-organized and strong attention to detail and accuracy Intellectually curious, eager to problem solve, and a quick learner Strong work ethic and desire to succeed (often with minimal supervision) Microsoft Office experience : Proficient in Excel, Word, and PowerPoint Job Will Remain Open Until Filled Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Essential Job Duties and Responsibilities Collaborate with cross-functional teams to align on client objectives, ensure best practices for space allocation and/or shelf placement, and deliver presentations and recommendations for assortment and space optimization solutions. Responsible for gathering customer insights and competitive data to support business objectives. Interprets analytical results, draws conclusions, and delivers clear, concise information across the business. Create and communicate merchandising presentations on strategies to enhance consumer shopping experience. May also support team members in retailer facing meetings to ensure objectives are met and notes are taken away or adjusted. Key business partner and advisor for merchandising organization on all matters related to space planning/analytics and planogram/floorplans. Manages and maintains spatial information workflows and analytics and makes recommendations for optimizing processes. May lead or support a team (no direct reports), delegating workload and ensuring consistent project completion. Supervisory Responsibilities Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - This position may have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements - Travel and driving are not essential duties or functions of this job Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Bacehlors Degree or equivalent job-related experience Field of Study/Area of Experience: 4-6 years of experience with Planograms or Floorplans Experience with analysis in a professional setting Experience in merchandising is a plus Skills, Knowledge and Abilities Self-directed work ethic and desire to succeed; thrives in a fast-paced environment Demonstrated ability to effectively prioritize business requests Good communication - written and oral - skills and strong interpersonal skills Well-organized and strong attention to detail and accuracy Intellectually curious, eager to problem solve, and a quick learner Strong work ethic and desire to succeed (often with minimal supervision) Microsoft Office experience : Proficient in Excel, Word, and PowerPoint Environmental & Physical Requirements Office / Sedentary Requirements Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds. Additional Information Regarding The Company Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law. CONNECT TO YOUR CAREER Not ready to apply? Connect with us for general consideration.
    $56.5k-63.5k yearly 3d ago
  • Intern, Financial Analyst

    Congruex

    Finance analyst job in Denver, CO

    Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Primary Location: Boulder and Denver, CO Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at **************** . Who is Congruex Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions. We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do. We are building tomorrow, together. Will you join us? Your New Job Job Summary: Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry Key Responsibilities: · Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes · Support and refine annual budget process and recurring forecasting process · Provide operational support for Treasury, including cash management and cash forecasting · Support capital markets initiatives, including refinancing and debt issuance activities · Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration · Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls · Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies · Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion Qualifications: · Strong interpersonal, communication and leadership skills · Intellectually curious with a desire to understand and improve processes · Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment · Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum Preferred Skills: · Exposure to key operational and financial accounting concepts and financial statement analysis · Ability to work with complex data sets Why Work At Congruex Opportunities We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services. Wellbeing We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location. Culture The pillars of Congruex culture are GRIT, safety, inclusion, and family. · GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce. o Guts - having the guts to do the right thing o Reliability - being reliable to deliver what we promise o Innovation - innovating every day o Teamwork - embracing teamwork together as One Congruex · Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between. · Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all. · Family: We are a family-oriented company committed to the long-term health and development of our people. The Fine Print: Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
    $20 hourly 17d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Westminster, CO?

The average finance analyst in Westminster, CO earns between $40,000 and $79,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Westminster, CO

$56,000

What are the biggest employers of Finance Analysts in Westminster, CO?

The biggest employers of Finance Analysts in Westminster, CO are:
  1. Tallgrass MLP Operations, LLC
  2. Trimble
  3. Tallgrass Technologies
  4. KeyBank
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