Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies.
Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk.
The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.
Organizational Structure and Reporting
As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.
Essential Functions and Responsibilities
Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.
Essential Knowledge, Skills, and Abilities
Education & Experience: Bachelor's degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.
Additional Benefits and Requirements
Medical and dental benefits
Unlimited paid time off
Right-to-invest eligibility after one year anniversary
Professional development assistance
Downtown Austin parking provided 24/7
In office Monday-Friday requirement
$58k-101k yearly est. 23h ago
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Financial Relationship Consultant
The Intersect Group 4.2
Finance consultant job in Austin, TX
The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.
Senior Financial Relationship Consultant
Duration: 6-month contract to hire
Interview Process: 2 rounds of virtual interviews
Location: Austin 78701 (near W Cesar Chavez and Brazos Street)
Qualifications
5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling
Series 65 License or willingness to study / take exam once a full-time employee
Knowledge of banking products and services including deposits, lending and other financial services
Ability to multitask and solve problems in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proficient knowledge of Salesforce preferred
Bilingual in Spanish is a plus
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high-touch / engagement model
Proactive phone calls to both existing and prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to: deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations
Assist in community awareness events to increase bank outreach and foster new business opportunities
Assist management with various operational duties and responsibilities
Abide by company policies, procedures, and regulatory compliance guidelines
$77k-111k yearly est. 23h ago
Public Finance - Investment Banking Associate
Siebert Williams Shank
Finance consultant job in Austin, TX
Siebert Williams Shank & Co., LLC (“SWS” or the “Firm”) is conducting a search for experienced Investment Banking Associates to join its Infrastructure and Public team and work hybrid (4 days in-office) from its Austin, TX office. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions. Investment Banking Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector.
SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB). Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results.
Primary Responsibilities:
Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc.
Prepare graphical representations or various debt statistics
Compile municipal issuers' historical financial information from public documents
Prepare and maintain databases on client debt
Analyze historical debt issuance and debt affordability
Performing financial modeling and cash flow analyses to evaluate debt financing alternatives
Participating in active transactions
Participate in presentations to clients, as needed
Format, print and bind of professional-looking documents for meetings
Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and procedures
Qualifications:
B.S. or B.A. in finance, economics, public administration or related fields is preferred
SIE, Series 52 & 63 licenses required
or
must be obtained within 60 days of date of hire
Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives
Excellent analytical and quantitative skills are a must and a good understanding of financial markets is expected
Advanced user of Microsoft Excel, PowerPoint, and Word
Ability to use Bloomberg and other finance industry statistical and structuring tools (WhatsBest!, DBC Finance and SDC); the ability to multitask efficiently across all these software platforms with prompt turnovers to bankers and clients is essential
Highly self-motivated, well-organized, and willing to work long hours when needed
Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented
Demonstrated attention to detail with the highest standards of diligence in work product are essential to success
Strong written and verbal communication skills and professional presence with clients are required
$81k-133k yearly est. Auto-Apply 3d ago
U.S. Private Bank - Investment Professional - Associate
JPMC
Finance consultant job in Austin, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$81k-133k yearly est. Auto-Apply 56d ago
Financial Advisor II
Frost Bank 4.9
Finance consultant job in Austin, TX
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Financial Advisor II,
you
will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
What you'll do:
Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
Actively develop new business while also managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients
What you'll need:
Bachelor's degree in business, economics, or related discipline or 5+ years of related experience
FINRA Series 7, 63, and 65 licenses
or
FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Strong organizational and time-management skills and can adapt quickly to fast-paced environments
Additional Preferred Skills:
5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
Master's degree in business, economics, or related discipline
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$51k-70k yearly est. Auto-Apply 7d ago
Investment Analyst/Associate
Linkedin 4.8
Finance consultant job in Austin, TX
Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years.
Primary Responsibilities
Acquisitions & Investments
Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations.
Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda.
Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment.
Conduct macro and micro-level market research to support underwriting assumptions and investment theses.
Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations.
Populate, maintain, and enhance the acquisition pipeline and related tracking systems.
Travel as needed for property and market tours, and industry conferences.
Asset Management
Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses.
Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models.
Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS).
Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes.
Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting.
Travel as needed for property tours, asset management meetings, and industry conferences.
Preferred Qualifications
1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking.
Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required.
Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials.
Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required.
General understanding of real estate finance, valuation, and basic accounting concepts.
Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities.
Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment.
Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
About Lincoln Property Company
Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
$78k-111k yearly est. Auto-Apply 25d ago
Financial Planner
Empower Retirement 4.3
Finance consultant job in Austin, TX
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Financial Planner within Empower's dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You'll engage clients across Empower's Large to Mega plan segment, providing in-depth financial guidance and positioning Empower's solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset-driving results through education, relationship building, and personalized financial strategies that reflect Empower's mission of improving financial wellness for all.
This position will be working with employees of a major employer in the Austin, TX metropolitan area. The selected candidate must be able to travel to client sites as needed.
What you will do
Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower's dedicated service model
Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives
Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning
Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower's managed account platform
Apply the CONSULT model to build trust and guide participants toward clear financial decisions
Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation
Document interactions accurately and efficiently using Salesforce and other internal systems
Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers
Deliver a high-touch, ongoing service experience that supports clients before and after retirement
What you will bring
Bachelor's degree or equivalent combination of education and professional experience (MBA preferred)
Certified Financial Planner (CFP ) designation required
FINRA Series 7, 63, and 65 registrations required
FINRA fingerprinting required
Minimum 3 years of experience in financial services or the 401(k) industry
At least 2 years of direct financial planning experience
Proven ability to analyze and communicate a client's complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations
What will set you apart
A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals
Strong consultative selling skills with the ability to match client needs to Empower's suite of solutions
Exceptional communication, organization, and presentation skills that build confidence and trust
Self-motivated and proactive approach to identifying opportunities and following through on commitments
Proven track record of achieving multi-product sales goals within a client-focused environment
Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment
Ability to collaborate effectively within a high-performing, team-based service model
Commitment to Empower's purpose of guiding participants toward long-term financial confidence
#PJPW
#LI-Remote
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$87,400.00 - $123,400.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-17-2026
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$87.4k-123.4k yearly Auto-Apply 8d ago
U.S. Private Bank - Investment Professional - Associate
Jpmorgan Chase 4.8
Finance consultant job in Austin, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
**Job Responsibilities**
+ Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
+ Create mandates for discretionary accounts
+ Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
+ Work with Team Leader to monitor Client Advisor loadings.
+ Submit and monitor fee schedules and billing
+ Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
**Required Qualifications, Capabilities, and Skills**
+ Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
+ Bachelor's Degree required
+ One plus years of industry related experience
+ Exceptional follow-up and follow-through skills
+ PowerPoint and Excel expertise
**Preferred Qualifications, Capabilities, and Skills**
+ Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
+ Experience and interest in financial markets and concepts
+ Excellent interpersonal skills
+ Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-119k yearly est. 53d ago
Corporate Finance Analyst (2026 New College Graduate)
Global Foundries 4.7
Finance consultant job in Austin, TX
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 ***********
New College Graduates Overview:
We offer many full-time employment paths for recent graduates, which provide accelerated training in a fast-paced work environment, cross-functional working opportunities, and talent mobility. New college graduates are provided with mentorship, networking, and leadership opportunities, which give our new team members life-long connections and skills.
Summary of Role:
Our Finance team is seeking a New College Grad to join our team in Q2 of 2026 at our Malta, NY location. This Financial Analyst will help drive revenue and cost recognition, financial planning and forecasting on engineering service projects globally across our dynamic businesses and functions. The candidate will work across the organization to understand accounting impacts, key business issues and devise actionable strategic recommendations with corroborating financial analysis.
Essential Responsibilities include:
* Prepare monthly journal entries, maintain associated internal controls and assist in quarterly balance sheet reconciliation.
* Track project progress and forecast revenue / costs by projects to ensure forecast accuracy.
* Detailed working knowledge of the Excel and PowerPoint applications within Microsoft Office
* Maintain complex financial models used for profitability analysis and cash flow planning.
* Monitor financial performance by analyzing and reporting on variances from plan.
* Conduct ad-hoc analysis to ensure the best corporate decisions are made to achieve operational and financial objectives.
* Increase productivity by working with internal partners to develop repeatable business processes.
* Develop and maintain strong relationships with project management, R&D, Controllership and site finance teams.
Other Responsibilities:
* Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
Required Qualifications:
* Education - Graduating with a Bachelor's in Finance, Business, Accounting or related field from an accredited degree program.
* Must have at least an overall 3.0 GPA and proven good academic standing.
* Language Fluency - English (Written & Verbal)
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.
* Keen attention to detail.
#NCGProgramUS
Expected Salary Range
$47,300.00 - $84,400.00
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
$47.3k-84.4k yearly Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Austin, TX
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 38d ago
Financial Analyst Internship
Lincoln Property Company, Inc. 4.4
Finance consultant job in Austin, TX
Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.
We create places people want to call home - starting with you.
With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S.
At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact.
The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include:
* A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership
* Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations
* The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program
The program will run from June 1 - July 31, 2026.
Responsibilities
Responsibilities:
We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today!
* Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules
* Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting
* Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc.
* Shadow the underwriting/proforma process for potential business
* Additional tasks as assigned
* Check assigned email regularly
* Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise
Qualifications
Qualifications:
* Interest or desire to work in property management, real estate, or finance
* Strong analytical skills & ability to grasp new concepts quickly.
* Strong written and verbal skills.
* Ability to maintain sensitive and confidential information.
* Strong problem-solving skills.
* Must display intellectual curiosity and eagerness to learn.
* Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
$31k-41k yearly est. Auto-Apply 55d ago
Financial Analyst Internship - Summer 2026
Madhouse Development Services
Finance consultant job in Austin, TX
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, we're committed to creating the best communities for our residents. As a Financial Analyst Intern, you'll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. You'll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolio's expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelor's degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$13.5 hourly 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Austin, TX
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 6d ago
Finance Contractor
Nyle Maxwell of Taylor
Finance consultant job in Taylor, TX
The key responsibilities for a Finance Contractor include selling new and used car buyers financing and insurance programs and working with financial lenders to give fair interest rates to buyers and programs. You must be driven, organized and willing to work hard.
Requirements:
Experience with sub-prime a plus.
3+ years of automotive sales experience and five years in a dealership position.
Managerial positions are required to maintain the profitability of their department while controlling expenses and maintaining customer satisfaction.
Managers are required to understand and keep abreast of the federal, state, and local regulations that affect their operations.
Strong communication skills in order to work with customers, employees and finance and insurance vendors as they represent the dealership.
Applicant must have excellent communication skills.
All applicants must be authorized to work in the USA.
All applicants must be able to demonstrate ability to pass pre-employment testing to include background check, drug screen, and have a valid driver's license.
Qualifications
PROFIT SHARING & 401(K) Retirement Plan with MATCH!
Health, dental, vision, prescription and life insurance
Disability Coverage
Paid Vacation & Paid Holidays
Employee Discounts
Continued PAID TRAINING
Nyle Maxwell of Taylor provides all employees the opportunity to earn a NO-COST, NO-DEBT COLLEGE DEGREE through Degrees@Work, a partnership between the dealership, FCA US and Strayer University. Attend college while working at our dealership!
Individual college classes
Associate, Bachelor's and Master's degrees
Tuition, fees and textbooks included!
$47k-72k yearly est. 5d ago
U.S. Private Bank - Investment Professional - Associate
Jpmorganchase 4.8
Finance consultant job in Austin, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$82k-119k yearly est. Auto-Apply 56d ago
Corporate Finance Analyst (2026 New College Graduate)
Globalfoundries 4.7
Finance consultant job in Austin, TX
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 ***********
New College Graduates Overview:
We offer many full-time employment paths for recent graduates, which provide accelerated training in a fast-paced work environment, cross-functional working opportunities, and talent mobility. New college graduates are provided with mentorship, networking, and leadership opportunities, which give our new team members life-long connections and skills.
Summary of Role:
Our Finance team is seeking a New College Grad to join our team in Q2 of 2026 at our Malta, NY location. This Financial Analyst will help drive revenue and cost recognition, financial planning and forecasting on engineering service projects globally across our dynamic businesses and functions. The candidate will work across the organization to understand accounting impacts, key business issues and devise actionable strategic recommendations with corroborating financial analysis.
Essential Responsibilities include:
Prepare monthly journal entries, maintain associated internal controls and assist in quarterly balance sheet reconciliation.
Track project progress and forecast revenue / costs by projects to ensure forecast accuracy.
Detailed working knowledge of the Excel and PowerPoint applications within Microsoft Office
Maintain complex financial models used for profitability analysis and cash flow planning.
Monitor financial performance by analyzing and reporting on variances from plan.
Conduct ad-hoc analysis to ensure the best corporate decisions are made to achieve operational and financial objectives.
Increase productivity by working with internal partners to develop repeatable business processes.
Develop and maintain strong relationships with project management, R&D, Controllership and site finance teams.
Other Responsibilities:
Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
Required Qualifications:
Education - Graduating with a Bachelor's in Finance, Business, Accounting or related field from an accredited degree program.
Must have at least an overall 3.0 GPA and proven good academic standing.
Language Fluency - English (Written & Verbal)
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.
Keen attention to detail.
#NCGProgramUS
Expected Salary Range
$47,300.00 - $84,400.00
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
$47.3k-84.4k yearly Auto-Apply 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Austin, TX
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 31d ago
Financial Analyst Internship - Summer 2026
Madhouse Development Services
Finance consultant job in Austin, TX
Job DescriptionSalary: $13.50/hour
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, were committed to creating the best communities for our residents. As a Financial Analyst Intern, youll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. Youll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolios expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelors degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$13.5 hourly 17d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in San Marcos, TX
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 8d ago
U.S. Private Bank - Investment Specialist - Vice President
Jpmorgan Chase & Co 4.8
Finance consultant job in Austin, TX
JobID: 210673505 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
* Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
* Develop investment policy statements and advise on asset allocation
* Closes sales of complex investment products
* Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
* Build excellent working relationships with internal clients
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
* Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
* Bachelor's degree required; MBA or CFA preferred
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Seven plus years' experience in Private Banking or Financial Services industry
* Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
* Ideal candidate has prior experience providing complex investment solutions to individuals
* In depth experience and/or knowledge of hedge funds, private equity and alternative investments
* Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
How much does a finance consultant earn in Austin, TX?
The average finance consultant in Austin, TX earns between $50,000 and $124,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Austin, TX
$79,000
What are the biggest employers of Finance Consultants in Austin, TX?
The biggest employers of Finance Consultants in Austin, TX are: