ABOUT SAVILLS
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives.
ESSENTIAL DUTIES & RESPONSIBILITIES
Recruitment and M&A:
Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages.
Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models.
Develop actionable insights to inform Recruiting and M&A decisions and business strategy.
FP&A:
Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc..
Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives.
Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi.
Other duties may be assigned based on the company's strategic initiatives.
Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions
QUALIFICATIONS
Bachelor's degree (Finance, Economics, Business, or related field preferred)
5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors
QUALITIES & ATTRIBUTES
Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality.
Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus.
Strong time management skills with the ability to manage multiple priorities and meet critical deadlines.
Proven ability to work effectively in a fast-paced, cross-functional, and global environment.
Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences.
Outstanding ability to communicate and break down complex ideas into digestible, simpler components.
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic.
Savills participates in the E-Verify program.
$110k-163k yearly est. 4d ago
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Sales Trader
Berenberg Gossler & Co KG
Finance associate job in New York, NY
For our US Markets division in New York we are looking to hire into
US Equity Sales Trader - New York
Your role in the team:
Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success.
What will you do?:
Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market
Execute client orders for the US market; coordinating between the traders and the client as required
Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow
Prioritize resource allocation across clients and products to maximize revenue generation
Ability to talk in detail your knowledge of the current market for Equities
Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures
Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible
Who are we looking for?:
Experience within the Equity Trading Markets
Bachelor's degree preferred or equivalent experience required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
What we offer you
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
Standort New York
Mehr zum Standort
Nächste Schritte
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$200k-250k yearly 5d ago
Sales Trader
Berenberg 4.0
Finance associate job in New York, NY
General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our US Markets division in New York we are looking to hire into US Equity Sales Trader - New York
Your role in the team:
Join our dynamic US Markets division as an US Equity Sales Trader, where you will play a pivotal role in expanding our presence in the US equity markets. In this position, you will be responsible for building and nurturing relationships with US clients, providing insightful advice on equity market developments, and executing client orders efficiently. This role offers and exciting opportunity to be part of a collaborative team, leveraging your knowledge of the current equity market to drive success.
What will you do?:
Build on existing and develop new relationships with US clients, providing advice on equity market developments and key issues that may affect their trading strategies for the US market
Execute client orders for the US market; coordinating between the traders and the client as required
Generate new order flow in the secondary and primary markets - on existing Berenberg deals and help generate potential blocks with client order flow
Prioritize resource allocation across clients and products to maximize revenue generation
Ability to talk in detail your knowledge of the current market for Equities
Required to comply with applicable regulation, including the Conduct Rules, internal policies and procedures
Liaise with and develop Berenberg's low touch offering and our Risk Arb team where possible
Who are we looking for?:
Experience within the Equity Trading Markets
Bachelor's degree preferred or equivalent experience required
Willingness to spend time traveling and socializing with clients
IT skills, including all standard Office applications
Strong communication skills, ability to foster relationships
Demonstrated ability to perform under pressure in a fast-paced environment
What we offer you
100% Company sponsored medical, dental, and vision insurance
25 Paid vacation and sick time
Company-paid life insurance
Company-paid STD/LTD
Paid parental leave
401(k) plan with company match
Gym membership discounts
Apply now and join our Team - we look forward to receiving your application!
Who We Are:
Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise.
We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens networks and builds trusting, collegial relationships. For us, this forms the foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals.
We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us!
We will only accept applications submitted through our online application management system on the website.
We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss.
BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary will vary based on role, education, level of experience, and expertise ranging between $200,000 to $250,000 dollars as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.
About Común Comun's mission is to help Hispanic immigrants turn their hard work into upward mobility - starting with financial services that support their transition from a cash-based system to the digital economy. We offer checking accounts that can be opened using 100+ types of Latin American IDs, access to over 90K locations nationwide to deposit cash, international transfers to 17 countries at market-leading rates, and 24/7 bilingual customer support with
We currently process over $1.5B in annual transaction volume and surpassed $100M in annualized international transfers just six months after launch. Comun has raised +$50M from top investors including Redpoint, Costanoa Ventures, and South Park Commons. Our team brings experience from leading fintech companies like Brex, Nubank, and Mercury.
We believe immigrants are the ultimate entrepreneurs - driven by relentless ambition and a vision for a better future for their families. Comun exists to serve them throughout their journey.
Learn more at comun.app/nosotros
Article here
Responsibilities:
1. Accounting & Reporting:
- Ensure timely and accurate financial reporting, including monthly, quarterly, and annual financial statements.
- Ensure compliance with accounting standards and manage the annual financial audit process.
- Manage our ERP system.
- Oversee the annual financial audit process.
2. Taxes:
- Ensure tax compliance with federal, state, and local regulations.
- Collaborate with auditors and legal teams on the tax implications of business decisions.
- Establish and implement the most optimal tax and compliance structure for the company's business model.
3. Financial Control and Operations:
- Lead the implementation of a reconciliation tool to reduce unreconciled transactions and improve the efficiency and controls of our financial operations.
- Establish and maintain policies and procedures to mitigate financial operational risk.
- Manage our Accounts Payable & Receivable to ensure timely payments and collections, optimizing working capital.
- Oversee the payroll process through our HR system.
4. Treasury:
- Manage liquidity risk through cash flow forecasting to ensure sufficient cash flow for operational needs.
- Establish and manage relationships with banks and financial institutions.
- Optimize surplus cash investments while ensuring effective risk management.
5. Capital Markets:
- Lead fundraising and structuring efforts to secure credit facilities for the company's credit operations.
- Manage relationships with lenders and operate the credit facility.
- Ensure compliance with all debt covenants and reporting requirements.
6. Financial Planning & Analysis (FP&A):
- Develop and maintain our financial model and cash flow projections.
- Lead monthly meetings to analyze performance and deviations from projections.
- Ensure alignment between the different company areas on targets during the quarterly Objectives and Key Results process.
7. Strategic Finance:
- Leverage data analytics skills to process data from our database (Snowflake) to develop and obtain key performance indicators for the rest of the company.
- Own the unit economics of the company, providing insights for optimal business decision-making.
- Lead negotiations with vendors and partners to strengthen our unit economics.
- Prepare materials for quarterly Board Meetings, participate and lead Board Meetings.
- Partner with the CEO in equity fundraising activities.
- Maintain strong relationships with investors and financial institutions.
8. Team Leadership:
- Build, lead, and develop the finance team, fostering a culture of high performance and continuous improvement.
9. Strategic Financial Leadership:
- Develop and execute the company's financial strategy in alignment with business objectives and long-term goals.
Job Requirements:
A bachelor's degree or its foreign equivalent in Business Administration, Finance, Business Analytics, Accounting, or a related field, plus 2 years of experience as a financial manager or in a related role. The required prior experience must include:
- 2 years of leadership experience working with boards of directors and private market investors, including preparing board materials and presenting and leading board meetings.
- 2 years of experience fundraising equity capital, including investor outreach, building data rooms, and leading the due diligence process.
- 2 years of experience in capital markets, including investor outreach, securing term sheets, structuring the facility, managing the cash flow, and leading reporting requirements.
- 2 years of experience overseeing financial audits.
- 2 years of experience defining and implementing optimal tax and regulatory structures.
- 2 years of experience managing ERP and HR systems.
- 2 years of experience defining the financial operations structure of a financial services business and selecting and implementing a reconciliation tool.
- 2 years of experience owning the financial model of a company.
- 2 years of experience working with large databases applied to financial analysis.
- 2 years of experience leading negotiations with vendors and partners.
- 2 years of experience owning and leading the quarterly Objectives and Key Results process for a company.
- 2 years of experience hiring and building a finance team.
To apply, Send resume or CV to ************** and reference HF.
Travel requirement: Up to 20% domestic and international travel required
Annual salary: $250,000
Role applicable for our internal referral program. If you know someone amazing, we want to hear from you.
Team
We are a team of 40 based out of New York, coming from industry-leading companies like Brex, Nubank, Cruise, and Verkada. Over half of us are immigrants, and have experienced the problems we're solving first hand. We value customer focus, high ambition, principled decision-making, and deep trust.
Full Time Employee Benefits
Competitive salary and generous equity
Medical, dental, and vision insurance
Gym Pass subscription
Daily office lunch in NYC Office
Paid parental leave
Flexible PTO
Remote-friendly when traveling
Company-wide offsites
401(k) for US employees
Visit to our NYC Office for remote team members
Visa sponsorship if applicable
Común is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
$250k yearly 6d ago
LatAM Sovereign Trader
Barclays Bank 4.6
Finance associate job in New York, NY
To execute trades and manage risk within a defined portfolio of financial instruments and staying informed about market trends and developments to make informed trading decisions. Accountabilities. Execution of buy and sell orders or pricing of liqui Trader, Trade, Business, Monitoring, Banking
$119k-185k yearly est. 5d ago
Head of Finance
Allwhere, Inc.
Finance associate job in New York, NY
Head of Finance - allwhere Reports to: COO; dotted-line partnership with the CEO About Allwhere Allwhere simplifies and streamlines employee equipment management, enabling companies to efficiently handle device refreshes, retrieval, and onboarding at scale. We are rapidly growing and seeking a strategic, execution-focused Head of Finance to fuel our next phase of expansion.
The Opportunity
We are looking for a proven financial leader with experience in high-growth, working capital-heavy, logistics-heavy, and international businesses. The ideal candidate has successfully led financial operations, built scalable financial infrastructure, and driven capital efficiency in fast-growing organizations. You will partner closely with the COO to optimize financial performance, manage cash flow, and strengthen our financial foundation while ensuring rigor and compliance. This is the most senior finance role at allwhere, with full ownership of the finance function and accountability for all financial strategy, operations, and execution company-wide. While this role formally reports to the COO, it operates in close partnership with the CEO and serves as a primary financial advisor to the CEO and executive leadership team.
What You'll Do
Strategic Financial Leadership & Business Model Strategy
Partner with the COO and CEO to drive allwhere's financial strategy and oversee cash flow management to enable profitable growth.
Partner with the leadership team to refine our long-term financial vision, ensuring sustainable scalability.
Prepare and deliver financial reporting and analysis to support executive decision-making, fundraising, and investor communications.
Support investor relations and fundraising activities, including financial modeling, diligence preparation, and investor materials for Series B and Series C financings.
Partner with leadership to refine allwhere's business model and identify opportunities to improve unit economics and margin performance.
Working Capital & Credit Management
Optimize working capital management, balancing cash flow with business growth.
Establish, negotiate, and manage credit terms and credit policies with vendors and partners to support growth while maintaining strong liquidity discipline.
Develop and oversee credit risk assessment frameworks to ensure financial stability and minimize exposure.
Develop strategies to manage credit lines and payment terms to support expansion while minimizing financial risk.
Implement efficient accounts receivable and payable processes to improve cash flow predictability.
Continuously forecast and manage cash flow across all entities to ensure proactive liquidity planning and operational agility.
Cost Structure & Vendor Economics
Manage and optimize cost structures across our procurement vendor network, 3PL partners, shipping, and logistics.
Establish and maintain vendor credit arrangements that balance favorable payment terms with healthy working capital practices.
Lead cost analysis and partner with operations and procurement to negotiate favorable terms with suppliers and partners, ensuring cost efficiency as we scale.
Implement financial processes to track, analyze, and optimize vendor spend and operational costs.
International Expansion & Compliance
Ensure financial compliance across multiple jurisdictions, navigating tax, regulatory, and foreign exchange complexities.
Support optimization of global entity structures for operational efficiency and compliance in collaboration with external advisors.
Scale treasury and payment operations to support international business growth.
Team Leadership & Process Optimization
Lead the finance and accounting team, aligning financial operations with business goals and fostering team development and growth.
Strengthen internal financial controls, risk management, and reporting accuracy.
Partner with operations and product to automate financial workflows and improve efficiency.
Who You Are
You have served as the most senior finance leader at your organization, owning the full finance function and acting as the primary financial partner to the executive team and board/investors.
Proven experience leading Finance at a high-growth company with meaningful scale (eg, substantial topline/gross revenue, as well as net revenue), ideally in logistics, procurement, e-commerce, or marketplace environments, and a proven track record of driving at least 1.5x-2x growth, ideally greater.
Experience managing financial operations for inventory-intensive businesses, particularly where inventory and fulfillment are core to the operating model.
Experience managing global financial operations (multi-entity, multi-currency).
Experience supporting fundraising processes (e.g., Series B/C), including financial modeling, due diligence, and investor materials.
Deep expertise in cash flow optimization, credit line management, vendor credit term structuring, and working capital strategies.
Experience designing and managing comprehensive credit management systems, including vendor and customer credit policies, risk assessments, and payment term optimization.
Strong track record of cost structure management, vendor negotiations, and logistics cost optimization.
Skilled in financial modeling, FP&A, and capital allocation.
Builder mentality - able to create systems from scratch while optimizing for scale.
Experience leading finance teams as well as cross-functional teams in a fast-paced environment.
Demonstrated ability to lead the full finance function, spanning front-end and back-office operations, and excelling in both operational and strategic finance.
Why Join Us?
Lead finance at a rapidly scaling, category-defining company with a clear path to dominance.
Own a high-impact role with direct influence over strategy, growth, and financial execution.
Work closely with the COO, CEO and leadership team in a dynamic, fast-moving environment.
Competitive compensation, equity, and leadership growth opportunities.
$104k-197k yearly est. 3d ago
U.S. Associate - Financial Services
Lek 4.2
Finance associate job in New York, NY
Boston, Chicago, New York, San Francisco
U.S. Associate - Financial Services
L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 1d ago
Credit Financing Associate
Atlantic Group 4.3
Finance associate job in New York, NY
Type: Perm (Contingency)
Job #40911
Salary: $135,000
Job Overview - Credit FinancingAssociate: Our client is seeking a Credit FinancingAssociate in New York, NY, to manage financing strategies across investment portfolios. This in-office role involves working closely with teams on financing structures to support effective risk management and strategic growth.
Compensation: $135,000 - $175,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Responsibilities as the Credit FinancingAssociate:
Financing Management: Manage and execute financing transactions backed by credit assets, including corporate bonds, leveraged loans, asset-backed securities, and private credit.
Facility Oversight: Manage the financing book, optimizing margins and overseeing leverage facilities to support investment strategies.
Relationship Management: Maintain and foster relationships with funding providers, including investment banks and non-bank lenders, to ensure access to financing.
Market Analysis: Analyze market trends to identify and secure leverage capacity within and outside traditional banking systems.
Development: Develop and implement robust financing processes for public and private credit spaces, ensuring consistency and efficiency.
Qualifications for the Credit FinancingAssociate:
Education: Bachelor's degree in Finance, Economics, or Accounting required.
Experience: 3-7 years in a buy-side firm or investment bank required, with experience in financing credit and structured assets.
Technical Skills: Skilled in financing arrangements, credit underwriting, financial modeling, and tools like repurchase agreements, margin loans, and credit lines.
Attributes: Detail-oriented, strong communicator, with a keen interest in financial markets and robust analytical skills.
Preferred: Experience in financing product development, transaction management, and credit or quantitative investment analysis.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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$50k-85k yearly est. 6d ago
Strategic Finance Executive for Academic Healthcare
ACG Cares
Finance associate job in Newark, NJ
A leading university in New Jersey is seeking a Chief Financial Officer to oversee the financial affairs of the School of Nursing. This position involves managing budget development, internal controls, and financial reporting to ensure compliance with university policies. The ideal candidate will lead financial activities and report directly to senior management, contributing to the financial health of the school.
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Amazon Advertising Finance is seeking a highly motivated Financial Analyst to join our Ad Sales FP&A team. In this role, you will partner closely with Product, Sales, and Business stakeholders to help shape Ad Sales leaderships strategy in a fast-evo Financial Analyst, Finance, Advertising, Sales, Financial, Analyst, Banking
$85k-127k yearly est. 6d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance associate job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 3d ago
Associate - Transaction Advisory Group - Financial Due Diligence
Alvarez & Marsal 4.8
Finance associate job in New York, NY
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
Global Transaction Advisory Group (TAG) is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.
A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.
We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.
How you will contribute?
As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.
Responsibilities include:
* Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.
* Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.
* Assess the quality of the target company's reported earnings, net assets and cash flows.
* After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating points
* Participate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.
* Be actively involved in building and maintaining client relationships and other business development opportunities.
Qualifications:
* A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group
* Bachelor's or Master's degree in Accounting and/or related major
* Certified Public Accountant (CPA) or in the process of obtaining one
* Working knowledge of US GAAP and SEC reporting
* High proficiency in Excel and PowerPoint
* Excellent interpersonal and communication skills
* Strong project management skills
* Flexibility to work as both a team member and as an individual contributor
* Ability to thrive and be effective in fast-paced settings
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.
Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.
A&M does not require or administer a lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-JL1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$100k yearly 6d ago
Financial Regulatory Reporting Associate
Veterans Sourcing Group, LLC
Finance associate job in New York, NY
Financial Regulatory Reporting Associate
Client: Banking
Work Schedule: Hybrid - 2-3 days onsite, per week
Pay rate: $55/hr
About the Team:
Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings for multiple entities under Bank's US operations, reporting to Americas CFO.
Summary:
The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible for regulatory reports across all entities under the Combined US Operations.
Core Responsibilities:
Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports, including, but not limited to, Federal Reserve reports (e.g. FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900,), Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g., BE-605, BE-15, and BE-125)
Reconcile reporting data to GL, validation of static data and perform variance analysis
Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted
Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance
Keep track of each assigned tasks and project, and meet each deadline
Coordinate with multiple stakeholders across the organization.
Support management and team members.
Qualifications:
A bachelor's degree with an accounting major is preferred
2-3 years of experience
Proficiency with Microsoft Excel, PowerPoint, and Word
Experience in BI tools such as Alteryx or Power Bi is a plus
Working knowledge of regulatory reporting or financial reporting
Basic knowledge of financial products (e.g. loans, deposits, securities, derivatives, money market products, repos etc.)
Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experience in banking is required
US CPA, CFA or equivalent license is a big plus
Strong ability to handle multiple tasks.
Education
A bachelor's degree with an accounting major is preferred
$55 hourly 1d ago
Legal Associate - Financial Services
Daley and Associates, LLC 4.5
Finance associate job in New York, NY
Legal Associate (Contracting & Documentation) We are currently seeking candidates for a Legal Associate role with a well-established asset management firm located in New York City, NY. This role sits within the Legal & Compliance organization and supports the firm's Client Platform, with a primary focus on contracting and documentation. The Legal Associate will be responsible for drafting, reviewing, and negotiating a range of client-facing agreements while also supporting process improvement and legal technology initiatives, including AI-enabled solutions. The ideal candidate will have 4-5+ years of experience in a legal or contracting role within the financial services industry.
This is a 6-month contract position paying between $42-$48/hour (depending on experience). This role supports a hybrid work model of four days per week onsite, one day remote in New York City, NY.
Responsibilities:
• Assist with contracting and documentation supporting the Client Platform, including drafting, reviewing, and negotiating investment management agreements, amendments, ancillary documentation, RFPs, and non-disclosure agreements.
• Serve as a primary point of contact for the Advisory Legal team, as well as business development and relationship management professionals.
• Collaborate with other members of the Legal team in connection with complex contracting and documentation matters.
• Support resolution of complex documentation issues and assist in establishing controls and processes where required.
• Contribute to the development and implementation of technology solutions related to the contracting process, including AI tools and Microsoft Power Apps.
• Participate in the ongoing development and improvement of legal processes, design, and operational efficiency.
• Provide additional legal and documentation support as needed.
Qualifications:
• Bachelor's degree in Legal Studies or a related field required.
• 4-5+ years of paralegal experience required; senior paralegals or junior lawyers strongly preferred.
• Must have experience within the financial services industry; asset management experience is highly preferred.
• Prior experience in a legal or contracting function at an asset manager, financial institution, or large corporate organization.
• Hands-on experience negotiating contracts, including NDAs and exposure to RFPs.
• Strong interest in legal technology, process design, and operational improvement initiatives.
• Excellent written and verbal communication skills, with the ability to distill and communicate complex legal concepts clearly.
• Strong business judgement, collaboration skills, and a pragmatic, risk-aware approach to contracting.
• Ability to work independently while also contributing effectively within a team environment.
• Language skills are a plus but not required.
For immediate consideration, interested and qualified candidates should send their resume to Jackson at ********************.
IND123
$42-48 hourly 1d ago
Lead Finance Officer (Investment Banking) - C16 - NEW YORK
Citigroup Inc. 4.6
Finance associate job in New York, NY
Partner with and act as a trusted advisor to business partner for all strategic and tactical financial business decisions. Engage and drive the relationship with business partners through strategic leadership, execution of key priorities, thoughtful Finance, Officer, Investment, Banking, Business Partner, Leadership, Business Services
We are:
Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: **********************
You Are:
+ Are passionate about helping clients solve complex challenges and supporting them through critical transformations.
+ Can design and implement sales and service experiences, capabilities, and architecture required to bring customer strategies to life.
+ Understand the ins and outs of the Financial Services industry and front-line sales and service organizations, and ready to apply your knowledge to clients optimize and transform their sales and service solutions.
+ Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
+ Ready to dive deep into creative and analytical thinking to solve problems and transform challenges into opportunities
+ Working in an agile, fast-paced environment energizes you, and you're at your best when contributing to a team.
The Work:
+ Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people, process and technology.
+ Ability to deliver and manage dynamic technology consulting projects with heavy client engagement
+ Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
+ Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables
+ Consult and partner with our clients to help them develop high performance solutions to advance their industry position in Financial Services
+ Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
+ Help develop of our next generation Financial Services offerings for Customer, Sales & Service.
Travel Requirement: Travel for this role is expected and required, the amount of travel is variable depending upon the client and project.
Here's What You Need:
+ 3+ years relevant experience managing or creating project deliverables in a consulting environment, with broad experience in management or technology consulting delivering technology implementations and digital transformations
+ 2+ years leading transformations in Financial Services industry (retail banking, insurance, wealth management, capital markets, and etc.) from requirements, design, test, deployment and etc.
+ 2+ years experience in delivery of a wide range of Financial Services solutions; deep understanding of the industry and its challenges and opportunities
Bonus Points If:
+ Strong client relationship development and client management skills
+ A Bachelor's degree
+ You have Salesforce CRM or CPQ certifications
+ You have prior experience implementing or delivering CRM solutions such as Salesforce, Microsoft, Pega, or Oracle
+ You have prior experience implementing or delivering CPQ applications, primarily Salesforce, Oracle, Vlocity, Apttus, or SAP
+ You have experience facilitating design thinking workshops to help our Financial Services clients re-imagine their future
+ You've got an advanced degree or financial industry certification
+ You've got experience in sales and delivering banking projects on time
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $63,800 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York/New Jersey $59,100 to $205,800
Washington $68,000 to $189,300
#LI-NA-FY25
Requesting an Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement (********************************************************************************************************************************************
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
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. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$68k-189.3k yearly 6d ago
Financial Regulatory Reporting Consultant
Asset Staffing
Finance associate job in New York, NY
Major bank in midtown Manhattan seeks experienced FINANCIAL REGULATORY REPORTING CONSULTANT for long term hybrid role. Please only respond if you are able to go into their Manhattan office-NYC
Financial Regulatory Reporting is a team responsible for the preparation of regulatory filings
for multiple entities under operations
The primary responsibility of the position is to prepare assigned regulatory reports in an accurate and timely manner in accordance with US GAAP and instructions from regulatory authorities, which requires working knowledge of financial accounting and regulatory reporting, as well as understanding of the financial industry. The position will be responsible
for regulatory reports across all entities under the US Operations
Prepare daily/weekly/monthly/quarterly/annual and ad-hoc regulatory reports including, but not limited to, Federal Reserve reports such as FR Y-15, FR Y-9C, FFIEC 031, FFIEC 002, FFIEC 009, FFIEC 019, FR2644, and FR2900, Department of Treasury reports (TIC Reports), and Department of Commerce reports (e.g. BE-605, BE-15, and BE-125)
Reconcile reporting data to GL, validation of static data and perform variance analysis
Ensure that changes in the reporting instructions and accounting standards made by the regulatory authorities are incorporated within the reports submitted
Assist in maintaining and updating procedure documentations related to new and existing regulatory requirements to ensure firm's compliance
Keep track of each assigned tasks and projects, and meet each deadline
Coordinate with multiple stakeholders across organization
REQUIREMENTS:
Bachelor's degree with accounting major is a big plus
Proficiency with Microsoft Excel, PowerPoint, and Word
Experience in BI tools such as Alteryx or Power Bi is a plus
Working knowledge of regulatory reporting or financial reporting
Basic knowledge of financial products such as loans, deposits, securities, derivatives, money market products, repos
Minimum 3 years of experience in Big 4 or large regional accounting firms (banking or capital market clients), financial accounting, product control or regulatory reporting area, experiences in banking is required
CPA, CFA or equivalent license is a big plus
$83k-119k yearly est. 1d ago
Relationship Banker - Southern Westchester County NY Area *Bilingual Spanish required
Bank of America 4.7
Finance associate job in New Rochelle, NY
Yonkers, New York;Yonkers, New York; New Rochelle, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*********************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$42k-53k yearly est. 5d ago
Relationship Banker - Woodbury NY
Bank of America 4.7
Finance associate job in Woodbury, NY
Woodbury, New York
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*******************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
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How much does a finance associate earn in Wayne, NJ?
The average finance associate in Wayne, NJ earns between $38,000 and $115,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Wayne, NJ
$66,000
What are the biggest employers of Finance Associates in Wayne, NJ?
The biggest employers of Finance Associates in Wayne, NJ are: