Post job

Finance associate jobs in Colonie, NY

- 143 jobs
All
Finance Associate
Finance Analyst
Finance Service Representative
Investment Banker
Finance Manager
Banker
Equity Trader
Trader
Finance Internship
Business Banker
Relationship Banker
Finance Consultant
  • Finance Manager

    Cybercoders 4.3company rating

    Finance associate job in Hudson, NY

    We are located in Hudson, NY and we are a widely-known healthcare company that has been serving the area for over 50 years! We have a collective goal/initiative to improve healthcare and genuinely enjoy the work we do. We also have an excellent benefits package and pride ourselves in a great work-life balance. Position Overview The Finance Manager will oversee the financial operations of the organization, ensuring the integrity of financial reporting and compliance with regulations. This role involves managing financial planning, budgeting, and forecasting, while also providing strategic guidance to optimize financial performance in the healthcare sector. Key Responsibilities Develop and manage the annual budget process, including revenue projections and expense management. Prepare and present financial reports to senior management and stakeholders, ensuring accuracy and compliance with healthcare regulations. Monitor and analyze financial performance, identifying trends and providing actionable insights to improve financial health. Manage accounts receivable and accounts payable processes to ensure timely collection of payments and accurate payment processing. Collaborate with department heads to develop and implement effective financial strategies and capital budget plans. Ensure compliance with Medicare and other regulatory financial requirements, including the preparation of cost reports. Lead financial audits and liaise with external auditors to ensure compliance and transparency. Qualifications Bachelor's degree in Finance, Accounting, or related field; Master's degree or CPA is a plus. Minimum of 5 years of experience in financial management, preferably within the healthcare sector. Strong understanding of financial reporting, budgeting, and forecasting in a healthcare environment. Proficiency in financial software and systems, experience with Meditech is a plus. Excellent analytical skills with the ability to interpret complex financial data and trends. Strong communication and leadership skills, capable of working with cross-functional teams. Benefits Medical Dental Vision 401k PTO Email Your Resume In Word To Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: matt.bailey@cybercoders.com Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MB6-1854757 -- in the email subject line for your application to be considered.*** Matt Bailey - Manager of Client Development For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 05/30/2025 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
    $115k-160k yearly est. 5d ago
  • Finance Associate

    Nance Staffing

    Finance associate job in Albany, NY

    Experience: 2 to 6 years in commercial finance transactions. Responsibilities: Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions. Advise on and handle term loans, letters of credit, acquisition financing. Manage documentation and negotiations for equipment leasing and finance agreements. Facilitate cross-border transactions involving secured and unsecured credit facilities. Requirements: Juris Doctor (J.D.) from an accredited law school. Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients. Excellent written and verbal communication skills. Strong academic credentials. Salary: $124,000 to $158,000 A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
    $124k-158k yearly 60d+ ago
  • Financial Support Consultant

    The Strickland Group 3.7company rating

    Finance associate job in Albany, NY

    Join Our Dynamic Insurance Team - Unlock Your Potential! Are you ready to take control of your future and build a career in one of the most stable and lucrative industries? We are seeking driven individuals to join our thriving insurance team, where you'll receive top-tier training, support, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for our next leaders-those who want to build a career or an impactful part-time income stream. Is This You? ✔ Willing to work hard and commit for long-term success? ✔ Ready to invest in yourself and your business? ✔ Self-motivated and disciplined, even when no one is watching? ✔ Coachable and eager to learn? ✔ Interested in a business that is both recession- and pandemic-proof? If you answered YES to any of these, keep reading! Why Choose Us? 💼 Work from anywhere - full-time or part-time, set your own schedule. 💰 Uncapped earning potential - Part-time: $40,000 - $60,000 /month | Full-time: $70,000 - $150,000+++/month. 📈 No cold calling - You'll only assist individuals who have already requested help. ❌ No sales quotas, no pressure, no pushy tactics. 🧑 🏫 World-class training & mentorship - Learn directly from top agents. 🎯 Daily pay from the insurance carriers you work with. 🎁 Bonuses & incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Ownership opportunities - Build your own agency (if desired). 🏥 Health insurance available for qualified agents. 🚀 This is your chance to take back control, build a rewarding career, and create real financial freedom. 👉 Apply today and start your journey in financial services! ( Results may vary. Your success depends on effort, skill, and commitment to training and sales systems. )
    $70k-150k yearly Auto-Apply 29d ago
  • Main Banker

    Saratoga Harness Racing, Inc.

    Finance associate job in Saratoga Springs, NY

    Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment. About Us: As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply! Your Role: Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed. Keys to Success in this Role: Must be at least 18 years old. Complies with State regulations and Company internal controls. Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks. Responsible for tracking inventory of coin, currency and vouchers. Responsible for all exchanges between main bank and other outlets. Completes necessary paperwork for variances and accountability. Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery. Maintains self-redemption kiosks. Prepares and verifies daily deposits. Performs all other duties as assigned. Promotes outstanding customer relations. Able to lift and carry 30 lbs. occasionally. Able to stand for up to 6-8 hours. Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays. Why Saratoga Casino Hotel? Competitive Medical, Dental, & Vision Insurance Vacation & Sick Time That Promote Work/Life Balance Company Paid Life Insurance 401(k) with 4% Match Free Employee Assistance Program Attendance Bonus Robust Employee Recognition Program $20.00 YMCA Memberships. Local and National Discount Programs Through EAP & Tickets@Work STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America. Unlimited growth potential Delicious FREE Meals in Our Team Dining Facility
    $61k-135k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Amy Aldrich-State Farm Agent

    Finance associate job in Schenectady, NY

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Ability to work in a team environment Ability to assess customer needs and conduct effective interviews If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $44k-81k yearly est. 2d ago
  • MAIN BANKER

    Saratoga Casino Hotel 3.6company rating

    Finance associate job in Saratoga Springs, NY

    Job Description Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment. About Us: As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply! Your Role: Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed. Keys to Success in this Role: Must be at least 18 years old. Complies with State regulations and Company internal controls. Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks. Responsible for tracking inventory of coin, currency and vouchers. Responsible for all exchanges between main bank and other outlets. Completes necessary paperwork for variances and accountability. Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery. Maintains self-redemption kiosks. Prepares and verifies daily deposits. Performs all other duties as assigned. Promotes outstanding customer relations. Able to lift and carry 30 lbs. occasionally. Able to stand for up to 6-8 hours. Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays. Why Saratoga Casino Hotel? Competitive Medical, Dental, & Vision Insurance Vacation & Sick Time That Promote Work/Life Balance Company Paid Life Insurance 401(k) with 4% Match Free Employee Assistance Program Attendance Bonus Robust Employee Recognition Program $20.00 YMCA Memberships. Local and National Discount Programs Through EAP & Tickets@Work STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America. Unlimited growth potential Delicious FREE Meals in Our Team Dining Facility
    $40k-58k yearly est. 10d ago
  • New/Developing US Equity Trader NYC

    Kershner Trading Group

    Finance associate job in Day, NY

    Kershner Trading and SMB Capital are excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading,developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our systems training coach, Rick Martin, and build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade. SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: * Passion for the Markets * Demonstrable History of Success * Entrepreneurial * Focused * Emotionally Disciplined * Great Teammate * Coachable
    $103k-176k yearly est. 60d+ ago
  • Strategic Finance Associate

    Glossgenius

    Finance associate job in Day, NY

    GlossGenius is building an ecosystem enabling entrepreneurs to succeed. We empower small business owners to focus on being creators, not admins, by offering a range of business management tools, including booking and scheduling, marketing, analytics, payment processing, and much more. Over 100,000 small business owners have chosen to rely on GlossGenius every day to run their entire set of business operations. Joining its powerful, intuitive platform with its vibrant, distinguished brand, GlossGenius is the ideal combination of a fintech, SMB software, and consumer company all in one. About the Role GlossGenius is looking for a Strategic Finance Associate to support financial and strategic analysis, forecasting and budgeting, and management and investor reporting while displaying curiosity, proactivity, and accountability. You will partner closely with executives and business leaders across the organization to evaluate strategic business decisions and drive financially informed decision-making practices. You will report to the Finance Lead. You must be commutable to our NYC headquarters. We default to being in-office 3-4 days per week with required attendance on Tuesdays and Thursdays. What You'll Do Act as a strategic thought partner to executives and department heads, leading the creation of financial and operational data-driven analyses with impactful insights and recommendations Track, analyze, and forecast key business/financial KPIs with the aim of uncovering trends and assessing current/future business risks and opportunities Help lead the quarterly and annual financial forecast and budget planning processes, working in close partnership with executives and department leaders Prepare management and investor reporting, including materials for Board of Directors meetings Develop and maintain comprehensive financial and operating models for the entire company and individual areas of our business Perform research and develop frameworks to support the executive team in defining short and long-term strategy and objectives Identify and drive initiatives to continuously improve, automate, and scale forecasting, reporting, procurement, and capital allocation tools and systems What We're Looking For 3+ years of experience in strategic finance, FP&A, private equity, venture capital, investment banking, management consulting, public markets investing, or equity research Strong analytical skills and deep experience building integrated financial models Excellent communication and interpersonal skills, with the ability to develop and maintain business partner relationships at all levels within the organization Exceptional attention to detail Proficiency in SQL is a plus Benefits & Perks Flexible PTO Competitive health & dental insurance options, with premiums partially covered by GG Fertility and adoption benefits via Carrot and Kindbody Generous, fully-paid parental leave policy 401k benefit - employees are eligible to contribute starting day 1 of employment Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses Pre-tax commuter benefits Dependent Care FSA Home office stipend Team Bonding: As a distributed team, being able to build meaningful bonds both virtually and in person is incredibly important to us! We are constantly evaluating how we accomplish this and currently, teams are given opportunities to gather in person throughout the year. The starting base salary for this role in New York is between $100,000-$130,000 plus target equity and benefits. The base salary offered is dependent upon many factors including skills, experience, location, and education. The base pay range is subject to change and may be modified in the future. Additionally, this role is currently eligible to participate in GlossGenius's equity plan as well as a range of health & wellbeing, retirement savings, and other benefits within our total rewards offering. At GlossGenius, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. GlossGenius is proud to be an Equal Opportunity and Affirmative Action Employer. Personal Information: Notice at Collection for Employees and Applicants Agency Submissions If a resume or applicant is submitted to GlossGenius by a third party without a signed search agreement in place, it will become the property of GlossGenius and no fee will be paid, irrespective of whether the candidate is hired.
    $100k-130k yearly Auto-Apply 23d ago
  • Strategic Finance and Operations Intern (Summer 2026)

    Global Foundries 4.7company rating

    Finance associate job in Malta, NY

    About GlobalFoundries GlobalFoundries (GF) is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology companies. With a global manufacturing footprint spanning three continents, GF makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit *********** Internship Program Overview: Our Interns & Co-ops are our entry-level talent pipeline for GF across the globe. Our goal is to provide students with a meaningful work experience that will equip them with the skills to embark on a career in the fast-paced and growing semiconductor industry after graduation. As an intern at GF, you'll experience one-on-one mentorship, work assignments that prioritize your growth and potential, professional development opportunities, and the chance to network with executives. Summary of Role: This is an Intern position in the Business Strategy and Planning Group, a central and emerging team where candidates grow rapidly through exposure to high impact, cross-functional programs and workstreams. The team is responsible for defining, driving and executing financial metrics and analysis across various functions of the business (including but not limited to revenue generation, technology transfer, cost optimization). In order to be successful, the candidate will regularly support cross-functional teams and senior management to define business processes and solutions for program and resource management, gain stakeholder alignment and execution. Essential Responsibilities include: * Build solid financial models to support business decisions by collaborating with various stakeholders (e.g. investment cases) * Responsible for the strategic planning for the company including but not limited market strategy, long-term revenue growth strategy, cost strategy and capital investment strategy * Develop clear and logical arguments for or against specific business opportunities * Provide support in establishing processes and methodologies for managing projects and project portfolios, including set-up and day-to day activities Other Responsibilities: * Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs. Required Qualifications: * Education - At least a sophomore at time of application and actively pursuing Bachelor's, or Master's in Finance, Economics, Business or related field through an accredited degree program during the time of internship. * Must have at least an overall 3.0 GPA and be in good academic standing. * Language Fluency - English (Written & Verbal) * Ability to work at least 40 hours per week during the internship. Preferred Qualifications: * Prior related internship or co-op experience * Demonstrated prior leadership experience in the workplace, school projects, competitions, etc. * Project management skills, i.e., the ability to innovate and execute on solutions that matter; the ability to navigate ambiguity. * Strong written and verbal communication skills * Strong planning & organizational skills #InternshipProgramUS Expected Salary Range $20.00 - $40.00 Expected Salary Range $0.00 - $0.00 The exact Salary will be determined based on qualifications, experience and location. If you need a reasonable accommodation for any part of the employment process, please contact us by email at usaccommodations@gf.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address. An offer with GlobalFoundries is conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations. GlobalFoundries is fully committed to equal opportunity in the workplace and believes that cultural diversity within the company enhances its business potential. GlobalFoundries goal of excellence in business necessitates the attraction and retention of highly qualified people. Artificial barriers and stereotypic biases detract from this objective and may be illegally discriminatory. All policies and processes which pertain to employees including recruitment, selection, training, utilization, promotion, compensation, benefits, extracurricular programs, and termination are created and implemented without regard to age, ethnicity, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, sexual orientation, gender identity or expression, veteran status, or any other characteristic or category specified by local, state or federal law
    $20-40 hourly Auto-Apply 60d+ ago
  • Business Banker

    Capital Bank 4.5company rating

    Finance associate job in Albany, NY

    Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets. Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled. Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities. Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable; Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups; Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate. Manages the implementation of successful sales processes for new products and services, as applicable. Coordinates and increases sales of applicable products across all affected company units. Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly. Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position. Conforms to General Performance Expectations as identified for all employees. Provides high level technical assistance and product support to Business clients. Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients. Complete proposals for complex requests for services. Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements BA or BS degree in accounting, finance, business administration or related field of study preferred Thorough knowledge of the features and benefits of all products and services Minimum of five years in a related position required Proficient interpersonal, communication skills and sales skills Proficient reading, writing, grammar and math skills required Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems Ability to travel; Valid Driver's License required Salary Range $74,900 to $113,420 Annually Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $74.9k-113.4k yearly Auto-Apply 10d ago
  • Lead Investment Banker

    W.F. Young 3.5company rating

    Finance associate job in Day, NY

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations. About this role: Wells Fargo is seeking a Lead Investment Banker. The candidate will take the lead role in executing commercial real estate securitizations, including as fixed or floating rate CMBS, CRE CLO, and real estate ABS. The position will be actively involved in all aspects of business growth and deal execution, through the creation of pitch books, maintaining credit models and diligence files, negotiation of legal documentation, and assistance in the sale/distribution of bonds. The candidate's responsibility also includes guiding deal teams and third-party clients through all facets of the securitization process. In this role, you will: Help clients achieve goals by analyzing collateral for creative structural features for proposed CMBS, CRE CLO or any other form of real estate securitization. Maintain existing client relationships and grow third party agented securitizations with an emphasis on solutions for clients with complex needs. Execute deals by coordinating loan sellers, syndication group, counsel, accountants, rating agencies, investors, and deal vendors. Maintain thorough market knowledge for any factors that may create future opportunities or affect current deal execution. Actively collaborate with team to successfully achieve any and all goals. Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact Participate in large-scale planning for Investment Banking functional area Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals Lead Investment Banking projects and teams, or serve as a peer mentor Required Qualifications: 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: An MBA, CFA designation, or a Master's in financial engineering Experience in commercial real estate or capital markets Strong working knowledge of accounting and financial concepts, such as discounted cash flows Knowledge of structured products rating agency frameworks Excellent oral and written communication skills Excellent analytical and problem-solving skills Strong interpersonal skills, including the ability to interact with senior executives and clients Strong working knowledge of Excel, Word, PowerPoint, information systems and programming Ability to work in a dynamic and demanding work environment Dedication to building a career in the financial services industry Job Expectations: Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted. Ability to travel as needed Willingness to work on-site in accordance with current office requirements Ability to work additional hours as needed This position is not eligible for VISA sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 12 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $185k-300k yearly Auto-Apply 1d ago
  • Financial Services Representative - State Farm Agent Team Member

    Amy Aldrich

    Finance associate job in Glenville, NY

    Responsive recruiter Replies within 24 hours Benefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Ability to work in a team environment Ability to assess customer needs and conduct effective interviews If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $4,000.00 - $6,000.00 per month Looking for the skills and confidence to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Amy Aldrich - State Farm Agent! About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance. Our office is located in Glenville, NY . I have been a State Farm agent since 2008. Our agency has received awards including: Ambassador Travel, Legion of Honor, and Bronze Tablet Apply now and let us put you on the path to success. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $4k-6k monthly Auto-Apply 60d+ ago
  • Investment & Corporate Banking | Infrastructure & Project Finance | Digital Infrastructure - Vice President

    Mizuho 2.9company rating

    Finance associate job in Day, NY

    Mizuho's Project Finance platform is a global business and consistently top ranked in the Americas. Based in NY, the team provides a broad range of financial advisory, debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: oil & gas, renewables, conventional power, transmission, data centers, and transportation for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status. Role Summary: Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Digital Infrastructure sector Lead efforts to prepare and develop client marketing materials with support from Analyst and Associates and oversight by Senior Bankers Cultivate relationships with top-tier and emerging developers active across the Digital Infrastructure sector Work closely with internal partners across Capital Markets, including Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc. Mentor, develop and train Analysts and Associates across the platform to expand team capabilities Duties and Responsibilities: Independently perform the above functions. The role will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, originating new business opportunities, reviewing and negotiating legal documentation, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. Origination and execution of transactions and client service are of greatest importance. Specific duties include: Develop and implement business plans. Work alongside senior bankers to manage client relationships, including proposals, pitches and mandates Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities, comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required to accomplish the above Ability to prioritize responsibilities across multiple transactions and proactively manage junior staff and deal team accordingly Perform execution of arranger, agent and financial advisory work Lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation Cross-sell other Mizuho financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory Contribute to the development and execution of the group's overall business plan Stay abreast of industry trends and current market conditions and collaborate with the Team Leader to establish a business strategy for Digital Infrastructure client accounts Support marketing and origination of new transactions by prospecting for new clients, preparing pitch books or other marketing materials and attending client meetings with senior colleagues Delegate and review the work of junior members of the team and provide guidance and feedback Attend bank meetings, industry events, conferences, and seminars Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices Perform other duties as required or assigned Requirements: MBA, MS or LLM degrees with a strong quantitative background, or other relevant work experience 7+ years' experience in Project Finance and 5+ years' credit experience in a commercial bank Existing client relationships with top and mid-tier sponsors Established relationships with other project finance banks working in the region as well as ECA's, multi-laterals and development banks Excellent communication and presentation skills Strong analytical skills Advanced skills in Excel, Word and PowerPoint The expected base salary ranges from $250K - $275k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
    $250k-275k yearly Auto-Apply 38d ago
  • Financial Analyst

    Pioneer Bank, National Association 4.3company rating

    Finance associate job in Albany, NY

    TITLE: Financial Analyst REPORTS TO: Vice President - Financial Planning & Reporting CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 55 ($60,405 - $85,000 per year) AVAILABILITY: Monday - Friday 8:30am - 5:00pm Position Summary: Responsible for performing a variety of financial reporting and accounting tasks, this position is primarily focused on the preparation of various financial and regulatory reports, including quarterly and annual SEC filings, as well as support various accounting functions as part of the broader accounting team. Key Responsibilities: Collaborates in the preparation of SEC filings, including forms 10-K, 10-Q , 11-K, 8-K, and proxy statement for Pioneer Bancorp, Inc. Assists in the preparation of earnings release, financial statement, and management discussion and analysis disclosures. Assist in the preparation of internal and external reports, including financial analysis and presentation materials. Collaborate with the broader accounting team to assist in the monthly, quarterly and annual accounting close activities. Responsible for the preparation of the allowance for credit losses estimates including maintaining adequate documentation in line with US GAAP and Pioneer's policy. Assist with the documentation and maintenance of accounting and reporting policies and procedures. Assist in researching and the application of US GAAP and SEC reporting requirements. Assist in maintaining a strong internal control environment and ensuring proper documentation of the internal control process over financial reporting. Assist with providing audit support documentation to internal and external auditors. Collaborate in the development of financial forecasts and budgets and assist in researching and reporting on financial results and business trends. Contribute to various projects including process improvement initiatives and merger & acquisition financial integration and reporting. Performs other duties as may be requested, including ad hoc requests and special projects. Qualifications & Competencies: Education & Experience Bachelor's degree Accounting or Finance required. Two or more years of recent accounting experience preferred. Certified Public Accountant license preferred. Knowledge of principles of accounting and finance required. Core Skills & Attributes Excellent oral and written communication skills (in the English language). Strong interpersonal skills with the ability to collaborate effectively in a team environment. Ability to professionally represent Pioneer to outside business and/or customer contacts. Strong administrative, organizational and time management skills to be able to manage multiple priorities. Must be an enthusiastic, positive leader and a productive team player. Strong analytical, program-solving, and decision-making skills. Proficiency in software such as Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $60.4k-85k yearly Auto-Apply 60d+ ago
  • Financial Services Representative

    Bank of Greene County

    Finance associate job in Clifton Park, NY

    Full-time Description Financial Service Representative DEPARTMENT: Branch REPORTS TO: Branch Manager SUPERVISES: None GRADE: 8 RANGE :$19-$21/HR. FLSA: Non Exempt POSITION SUMMARY: Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties. MAJOR DUTIES & RESPONSIBILITIES: • Assists Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity. • Performs overrides and teller duties as needed. • Assists with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing • Familiar with retail banking regulations and responsibilities relating to each • Strong knowledge of banking products both personal and business, to effectively assist customers' needs in opening accounts and required documentation. • Services customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals • Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary • Maximizes selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment, Merchant Services and Commercial loan referrals • Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees • Maintains the highest level of confidentiality with all information obtained • Contributes to the fulfillment of the branch to meet the bank's objectives and goals • Actively participate in training programs to maintain and acquire additional knowledge and skills • Assists Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports • Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry • Acquire New York State Notary Licensing • Other duties as assigned PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPLIANCE STATEMENTS: EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability, or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. BANK SECRECY ACT (BSA) Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments. Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer. All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer. The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment. Requirements EDUCATION & EXPERIENCE: • High School diploma or equivalent • 2 years cash handling experience, prior banking experience preferred • Good interpersonal, communication and computer skills • Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank • Detailed oriented, strong organizational skills and high degree of accuracy Salary Description $19-$21
    $19-21 hourly 60d+ ago
  • Finance Manager, Agave

    Pernod Ricard 4.8company rating

    Finance associate job in Day, NY

    Where Conviviality is at work. Pernod Ricard is a global premium spirits and wine company. We're the team behind leading brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu , Kahlúa Liqueur, The Glenlivet Gin, and Skrewball™ whiskey, as well as many more superior wines and exquisite champagnes! Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialité…it means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard. Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! The salary range for this role, based in New York , is $112,320.00 to $140,400.00 . The range may vary if the role outside of this location. Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position. Job Summary: The Finance Manager, Agave, is a core role within the brand finance section of the PRUSA - Portfolio Finance team. This position is the primary finance business partner for the Marketing Team who is responsible for building the Tequila and Mezcal brand plans in the US. This role reports to the Finance Director - NADL & Agave and is responsible for the planning and performance analysis and cycles of these brands, as well as any financial modeling required on workstreams & forecasts. As part of the Business Performance team, this role will routinely bring performance insights (data based) to support stakeholders in their decision-making helping. The purpose of this role is to be an enabler and support to all functions so that the Agave brands are positioned to grow while maximizing their profit contribution to the portfolio (and the Company). Stakeholders include the direct counterparts on the Marketing team for these brands; the wider Portfolio Finance team; the BP&A team (as it relates to any financial close and forecast), and Commercial Finance partners (as it relates to execution and market performance). Who will love this job: Somone who is a great problem solver and passionate about delivering insights and recommendations for key business decisions. Someone with an analytical background and comfortable leveraging data to inform and communicate the “What, Why, and Proposed Action” of an analysis. Someone who is curious and driven to continue their growth and development within their role and the spirit industry. Someone who embraces and is flexible to a quick paced environment and can stay prioritized on key objectives. What you'll do: Ownership of Agave depletion & shipment P&Ls, monthly forecasting and long-range planning. Monthly performance analysis and commentary inclusive of internal and external trends (i.e. depletions, Nielsen, NABCA) prepared as support for senior management presentations. Bringing insights and knowledge of brand performance and context to each Quarterly Re-Forecasting cycle. Support on workstreams such as channel analysis, pricing studies/pilots, innovations, dashboards, BAM/CODI reporting… Oversight of brands' pricing strategies highlighting any implementation issues/opportunities to the Commercial Finance RGM CoE. Understand and provide insights to stakeholders on KPI & performance analysis for decision-making. Preparation of financial sections of BrandCo support decks for performance reviews of TopToTop meetings. Tracking and management of brand Advertising & Promotion (A&P) budgets, in conjunction with Marketing team. Presenting performance overviews and other Finance topics on these brands to relevant stakeholders (varying levels of seniority). Special projects and assignments as required. What's in it for me? Being part of an inclusive and diverse company where professional development and internal career mobility is front-and-center to our talent strategy. This means your career at Pernod Ricard has many possibilities. You'll be part of a culture that celebrates the rich diversity of our people across the globe and be part of our long-standing commitment to making exceptional products, giving back to our communities, and honoring our responsibility to preserve the environment. Required qualifications: Bachelor's degree required (Finance, Accounting, or Economics preferred). Minimum 4 years of experience in FP&A or a commercially focused business analytics role. Demonstrated experience in planning, budgeting, forecasting, financial modeling, and financial analysis. Strong analytical skills with the ability to interpret diverse KPIs and large data sets to produce clear recommendations. Collaborative team player with the ability to build strong partnerships across brand and cross-functional teams. Experience working with non-finance stakeholders and tailoring financial insights to their needs. Ability to bring structure and clarity to complex situations to support decision-making. Demonstrated ability to challenge and influence business assumptions using data and insights. Understanding of market and category dynamics, with the ability to articulate strategic priorities from financial and commercial perspectives. Comfortable analyzing, managing, and modeling profitability at the sub-brand or product-line level. Experience developing business cases, including modeling sensitivities and key assumptions. High attention to detail with a track record of producing accurate work. Ability to manage multiple workstreams simultaneously and meet tight deadlines. When you join Pernod Ricard, you'll experience a workplace that is rich in heritage, driven by our iconic brands and a long-standing commitment to sustainability, safety, and giving back to the people and communities where we work. We know that happiness at work starts with that feeling of belonging you get from an inclusive culture where being uniquely you is celebrated. Our values are lived, they drive our behaviors, and it's what brings our culture to life. Our work philosophy celebrates the magic of human connection with the flexibility needed to provide one's most meaningful contribution. We offer a flexible work policy, with most of our positions offering a a hybrid option with flexibility to work remotely 2 days a week. As a global employer, we understand that not everyone's working hours are the same, and we empower our employees to work the hours that make the most sense for them and their team's schedules. We offer employees great benefits and perks to toast to a life filled with support. Check out PRUSABenefits.com for details. This recruitment process uses artificial intelligence (AI) tools to match applicant skills with role requirements and qualifications. Pernod Ricard USA is an Equal Opportunity Employer. It employs qualified individuals based solely on ability, training, and experience, and does not and will not, discriminate for or against any employee or applicant for employment or promotion based upon actual or perceived race, color, religion, sex, age, disability, national origin, citizenship, marital status, sexual orientation, gender identity, genetic information, military service or any other classification protected by law. Offers will be subject to United States local terms. Pernod Ricard USA is committed to the full inclusion of all qualified individuals. As part of this commitment, Pernod Ricard USA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. To request reasonable accommodation during the application process, contact us at PR_NA_***********************************. Job Posting End Date: Target Hire Date: 2026-02-23 Target End Date:
    $112.3k-140.4k yearly Auto-Apply 4d ago
  • Programmatic Trader

    Meredith 4.4company rating

    Finance associate job in Day, NY

    We're excited to add a Programmatic Trader to our D/Cipher team. Reporting to D/Cipher's Head of Trading, this individual will be responsible for executing, managing, and optimizing digital media campaigns across various platforms to ensure maximum performance and ROI. We're looking for a strategic thinker with a deep understanding of digital advertising technologies, data analytics, and market trends in order to help our clients achieve their business objectives using the most modern and performant cookieless technology in the market. This is a hybrid role with three days per week onsite at our NY office. Responsibilities: Manage a portfolio of clients and ensure they are all pacing optimally towards agreed upon KPIs Work across multiple technology platforms including DSPs, Internal BI, Ad Servers, etc. Provide availability, pricing, and strategy recommendations for new campaigns and find creative solutions to solve our clients advertising goals Leverage data, analysis, and trading expertise to deliver campaign ahead of pace and maintain performance Balance portfolio growth objectives with margin/profitability objectives across a variety of campaign types Own end-to-end campaign and performance monitoring Analyze and report out on data to enhance buying decisions, resulting in overachievement vs. client- stated KPIs and internal profit objectives Maintain clear, consistent lines of communication with commercial teams on product/capabilities positioning Experience: 3+ years of experience trading programmatic campaigns Certifications and experience across industry leading DSP's - TTD, Dv360, Xandr, Amazon, Stackadapt, Pulsepoint Commercial experience - clear evidence of servicing clients to a high standard in addition to working within internal commercial departments to holistically grow partnerships through delivery of performance, insight, and relationship Demonstrated mathematical and analytical skills with the ability to communicate and present across a broad range of audiences Demonstrated track record of working with large datasets in excel files and internal BI tools Systematic approach to problem solving with affinity for proactive and real time troubleshooting A can do attitude to provide energy, drive and enthusiasm It is the policy of People Inc. to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities. Accommodation requests can be made by emailing *************. The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: ********************************** Pay Range : The pay range above represents the anticipated low and high end of the pay range for this position and may change in the future. Actual pay may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of People Inc's total compensation package for employees. Other compensation may include annual bonuses, and short- and long-term incentives. In addition, People Inc. provides to employees (and their eligible family members) a variety of benefits, including medical, dental, vision, prescription drug coverage, unlimited paid time off (PTO), adoption or surrogate assistance, donation matching, tuition reimbursement, basic life insurance, basic accidental death & dismemberment, supplemental life insurance, supplemental accident insurance, commuter benefits, short term and long term disability, health savings and flexible spending accounts, family care benefits, a generous 401K savings plan with a company match program, 10-12 paid holidays annually, and generous paid parental leave (birthing and non-birthing parents), all of which may vary depending on the specific nature of your employment with People Inc. and your work location. We also offer voluntary benefits such as pet insurance, accident, critical and hospital indemnity health insurance coverage, life and disability insurance. #NMG#
    $42k-57k yearly est. Auto-Apply 44d ago
  • Revenue Finance Analyst, Ads

    xAI

    Finance associate job in Day, NY

    xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role The Revenue Financial Analyst II will play a critical role in supporting X and xAI's revenue performance by analyzing financial data, forecasting revenue trends, and providing actionable insights to optimize business performance. This role requires strong analytical skills, attention to detail, and the ability to collaborate cross-functionally to support strategic decisions as we grow into a hybrid ad + AI monetization business. Responsibilities Analyze advertising revenue trends to uncover growth opportunities, diagnose business challenges, and evaluate factors such as industry trends, quadrennial events, and product performance. Develop and maintain quarterly and annual revenue forecasting models to support budgeting, planning, and strategic initiatives. Partner with sales, marketing, product, and operations teams to align financial strategies with business objectives. Provide data-driven insights to support the financial impact of business decisions. Identify and implement enhancements to financial processes, systems, and tools to boost efficiency, deepen Grok integration, and improve revenue reporting accuracy. Conduct special projects and ad-hoc financial analyses to support leadership in evaluating new business opportunities and operational efficiencies. Demonstrate the ability to effectively navigate and thrive in ambiguous situations, adapting quickly to changing priorities and evolving business needs. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. 3-5 years of experience preferably in corporate finance, investment banking, strategic finance, management consulting. Advanced Excel and financial modeling expertise required. SQL/Tableau familiarity preferred. Strong ability to analyze complex datasets, identify trends, and translate findings into actionable business recommendations. Excellent verbal and written communication skills, with the ability to present complex financial information to non-financial stakeholders. Preferred Qualifications Thrives in a fast-paced, dynamic environment and can manage multiple priorities with tight deadlines. Collaborative mindset with a proactive approach to problem-solving and cross-functional partnership. Prior experience working in a technology or AI-driven company. Interview Process After submitting your application, our team will review your CV and statement of exceptional work. If your application advances, you will be invited to a 15-minute phone interview to discuss basic qualifications. Successful candidates will proceed to the main process, which includes: Technical deep-dive: Discussing your experience with revenue recognition and accounting processes. A take-home challenge focused on revenue recognition or financial analysis. A meet-and-greet with the wider team. Our goal is to complete the main interview process within one week. Annual Salary Range $110,000 - $144,000 USD Benefits Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice
    $110k-144k yearly Auto-Apply 1d ago
  • Treasury & Portfolio Finance Analyst (LH BPO)

    Intralinks 4.7company rating

    Finance associate job in Day, NY

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Treasury & Portfolio Finance Analyst Location: Palm Beach Gardens, FL or New York, NY SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury & Portfolio Finance Analyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm's funding and securities lending activities across our managed account portfolios. Why You Will Love It Here! Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What you Will Get to Do: Oversee daily treasury functions, including margin, financing, and cash management across managed accounts. Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions. Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements. Lead the development and implementation of an internal securities lending infrastructure for PMs. What You Will Bring: 5-8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment. Strong background in margin, financing, securities lending, and client service. Experience supporting hedge fund launches and fund onboarding. Solid understanding of margin and funding mechanics across asset classes. Demonstrated collaborative approach and ability to work effectively across teams Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ *********************** #LI-HW1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.NY: Salary range for the position: 60000 USD to 130000 USD.
    $83k-129k yearly est. Auto-Apply 9d ago
  • Finance Analyst / Associate

    Charlie Health

    Finance associate job in Day, NY

    Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they're met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection-between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we're expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that's redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we'd love to meet you. About the Role As a Finance Analyst / Associate, you will have the unique opportunity to support Charlie Health's rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the Director of FP&A, you will be a key financial thought partner to Charlie Health's department leaders throughout the organization as you support the Revenue and OpEx budgeting, forecasting, and reporting processes. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities Contribute to month end close as a key stakeholder to ensure accurate allocation of expenses to departments and timely delivery of financial statements. Create budgets, forecasts, and projections supporting individual departments and the overall company. Develop reports to track budget vs. actuals and provide visibility to cross-functional business partners and company leadership. Apply business judgment and financial models to assist with strategic decision-making related to new initiatives, products, and business opportunities in a fast paced, dynamic environment. Support special projects to continuously improve, automate, and scale revenue and cost forecasting and reporting tools, processes, and methodologies. Develop automations for operational aspects of the financial planning & analysis processes. Support any various other financial activities including M&A, creation of board of directors meeting materials, and other investor reporting materials. Requirements Bachelor's degree in Business, Accounting, Finance, Economics, or a similar subject area preferred. At least 1-4+ years of professional experience, ideally in a mix of professional services (e.g., Financial or Management Consulting, Investment Banking, Private Equity) and highly analytical roles at a high growth venture backed company (e.g., Sales or Revenue Operations, Strategic Finance, Strategy, Operations) Highly proficient in Excel / Google sheets and PowerPoint / Google slides. Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex financial and operational data in a simple, easily understandable way. Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools. Deep understanding of the 3 main financial statements and how they tie together. Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment. Good sense of humor. You enjoy the work you do and the people who work with you. Work authorized in the United States and native or bilingual English proficiency. Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office Benefits Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here. #LI-HYBRID Our Values Connection: Care deeply & inspire hope. Congruence: Stay curious & heed the evidence. Commitment: Act with urgency & don't give up. Please do not call our public clinical admissions line in regard to this or any other job posting. Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: ******************************************************* Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent *********************** email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services. Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals. At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people. Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation. By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.
    $64k-98k yearly est. Auto-Apply 16d ago

Learn more about finance associate jobs

How much does a finance associate earn in Colonie, NY?

The average finance associate in Colonie, NY earns between $51,000 and $158,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Colonie, NY

$90,000

What are the biggest employers of Finance Associates in Colonie, NY?

The biggest employers of Finance Associates in Colonie, NY are:
  1. KeyBank
  2. New York State Dept Of State
  3. Nance Staffing
Job type you want
Full Time
Part Time
Internship
Temporary