Private Client Financial Advisor - Williamsville, NY
Finance consultant job in Williamsville, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplySr. Investment Consultant and Talent Development Leader
Finance consultant job in Boston, NY
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer.
Senior Investment Consultant and Talent Development Leader
We will count on you to:
Opportunity to leverage your investment acumen to support a small number of institutional investment clients.
Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients.
Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways.
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture.
Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline.
Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives.
Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth.
Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions.
Foster a culture of continuous learning, accountability, and professional growth across the organization.
What you need to have:
A bachelor's degree in business, finance, economics,
Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance).
Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly.
Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development.
Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change.
A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth.
What makes you stand out?
A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry
Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context.
A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplyInvestment Banking Associate
Finance consultant job in Boston, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY
Finance consultant job in Buffalo, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyFinancial Advisor
Finance consultant job in Williamsville, NY
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyEntry-Level Financial Advisor
Finance consultant job in Amherst, NY
At Catalyst Capital Consulting, we value our deep relationships with candidates who believe in integrity, accountability and growth. Our recruiting process aligns your career and practice goals with the right opportunity.
About the firm -
located in Buffalo, NY
Our client believes that financial success requires a strategic and comprehensive plan, supported by a professional team of specialists. Their advisors provide comprehensive financial planning services with a compassionate, independent, and objective approach to achieving client goals. Strategies include wealth management, retirement income planning, risk management, and estate and legacy planning while maintaining strong client relationships.
The Opportunity
Are you a natural relationship builder who values community, collaboration and helping others? As a(n) (entry-level) financial advisor you will learn how to cultivate client relationships, collaborate with team members and build a financial service practice. Engaged leadership will guide you through the process of getting started and provide onsite and virtual training and support.
As a Financial Advisor, your day might look like meeting with clients, prospective clients or meeting with community members to talk about retirement planning or wealth management. You could be leveraging planning software to help your clients reach their financial goals or planning a client appreciation event. Let's talk about what this could look like for you!
Required Skills
Community relationship building
Attention to detail
Entrepreneurial drive
Coachable
Ability to learn new software
Ethical and integrity motivated
Excellent written, oral and presentation skills
Preferred Skills
Bachelor's degree or equivalent in professional experience
FINRA SIE, Series 6 or 7, and 65 or 66 registrations
NY State insurance license
SATF Financial Advisor
Finance consultant job in Amherst, NY
UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.
Job Summary
The SATF Financial Advisor will provide financial advising for the Student Government Association (SGA) and its Registered Student Organizations (RSO's) funded through the Student Activities Trust Fund (SATF); educate, advise, and counsel students on acquiring life skills, leadership skills, and promote organizational development in student groups.
This position will serve as the primary resource for student budget processes that recommend the allocation of mandatory student activities fees exceeding $2.5 million annually.
Essential Functions
Provide analysis, advice, and training to student governance officers and committees to facilitate and strengthen student participation in and responsibility for the development of sound financial management policies and planning for the Student Activities Trust Fund.
Provide orientation to University requirements and systems, assist in the development of internal policies and systems, analyze data and provide reports on financial activity and trends, research historical information, and develop financial projections to inform student decision-making and the preparation of annual budget requests.
Advise RSO financial officers/treasures on best practices and University policies and systems for managing budgets, monitoring account statements and transactions, maintaining group ledgers and other records, and developing RSO policies and procedures that facilitate RSO operations, planning, and performance.
Design, plan, and implement multimodal trainings for student leaders on financial operations and businesses processes. Collaborate with Student Engagement & Leadership (SEL) staff to define finance-oriented student learning outcomes from participation in student organizations. Provide assessment of training effectiveness and financial practices.
Monitor SATF financial activity; identify areas of concern and bring to the attention of student leaders and supervisor. For areas of concern already identified, provide regular reporting of financial activity and performance.
Provide functional supervision and approve paid hours for SGA financial officers and staff, including Secretary of Finance, Ways & Means Chair, Finance Chair, and SGA auditors. Promote teamwork among the officers and consistency in the application of SGA policies. Provide advisor approval on related purchase requests and financial transactions appropriate to University policies and procedures.
Regularly attend and serve as advisor to the SGA Ways & Means and Finance Committees.
Serve as liaison with Technology Services staff responsible for the maintenance and replacement of SATF-funded IT equipment. Report problems, authorize student account requests, and coordinate budget requests with funding committees.
Support year-round programs and initiatives coordinated by other Student Affairs and Campus Life departments as directed. Including collaborating with staff in New Student Orientation and Transitions for Summer and Winter sessions.
Other Functions
Perform related duties as assigned or required. Understand responsibilities with respect to Title IX, Clery and other compliance requirements.
Demonstrate capacity, skill, and willingness to engage students and contribute to student success.
Understand responsibilities with respect to conflicts of interest and behaves in ways consistent both with law and university policy.
Contribute toward creating a positive and respectful workplace. Use access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercise care to prevent unnecessary disclosure to others.
Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Bachelor's degree with three (3) years' experience teaching students, advising, or business experience. OR Associate's degree with five (5) years' experience teaching students, advising, or business experience.
Professional finance experience managing budgets, budget analysis and projections, or accounting procedures.
Demonstrated experience in using technology to increase efficiency, accessibility, and quality of financial practices. Demonstrated experience with Microsoft Office Suite, including Teams and Excel.
Demonstrated experience in training and workshop design.
Demonstrated commitment to diversity, equity, and inclusion. Demonstrated skill working with a diverse population of colleagues and students.
Excellent written and oral communication skills.
Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)
Experience in higher education.
Physical Demands/Working Conditions
Typical office environment.
Work Schedule
Monday - Friday; 8:30am-5:00pm.
Some evening and weekend hours required.
Salary Information
Level 25
PSU Hiring Ranges
Special Instructions to Applicants
Upload your resume, along with your completed application. Our team will check references at the final stage of the interview process. Please be prepared to provide contact information for at least three (3) professional references. This position will remain open until filled or the advertised closing date, whichever occurs first. Early submissions are recommended.
UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, caste, creed, sex, age, marital status, national origin, disability, political belief or affiliation, pregnancy and pregnancy-related condition(s), veteran status, sexual orientation, gender identity and expression, genetic information, natural and protective hairstyle and any other class of individuals protected from discrimination in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.
Finance Associate
Finance consultant job in Buffalo, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
Valuation Associate - Complex Financial Instrument
Finance consultant job in Buffalo, NY
Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.
Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.
Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!
Withum's Forensic and Valuation Services practice pride themselves in understanding their clients' business strategy and needs; assisting companies in meeting business requirements related to valuation, risk management, transfer pricing, economic analysis, and model validation. Withum professionals help clients make forward thinking decisions about strategy, operations and compliance and create long-lasting value.
We are currently seeking an experienced Valuation Associate to join Withum's Complex Financial Instrument valuations group. The Valuation Associate can be based out of any of our U.S. office locations (New York, NY; Philadelphia, PA; Boston, MA; Braintree, MA; Woburn, MA; Princeton, NJ; Whippany, NJ; East Brunswick NJ; Red Bank, NJ; Saddle Brook, NJ; Providence, RI; Nashville, TN; Boca Raton, FL; Orlando, FL; San Diego, CA; Los Angeles, CA; Orange County, CA; San Francisco, CA; San Ramon, CA; Seattle, WA, Columbia, MD; Tysons Corner, VA). This is not a remote position. The in-office expectation is 3 days per week on-site at one of our office locations.
This role will be primarily focused on supporting Complex Financial Instrument valuations. Associates may have the opportunity to work on a variety of assignments including performing equity valuations or complex security valuations (stock options, warrants, convertible debt, other complex securities / derivatives, etc.) for financial reporting, tax compliance, transaction advisory, and other purposes.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.
How You'll Spend Your Time:
Preparing valuation analyses for tax, financial reporting, and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel
Completing data entry of tax returns and financial statements into Excel models
Assisting in writing and preparing of reports, letters, and other client deliverables
Assisting in review of third party appraisals for audit support purposes
Performing macroeconomic and industry research
Reviewing various agreements, documents, research papers, and market research with the intent of capturing salient points to be used for modeling purposes and clearly communicate the key drivers to others
Assisting in the development, maintenance, application of models using Excel and VBA for Monte Carlo, lattices, or other complex methods as requested
Reviewing and gaining a sufficient understanding of the necessary tax and financial reporting guidance governing the analysis
The kinds of people we want to talk to have many of the following:
Bachelor's Degree in Business, Economics, Finance, Mathematics, Statistics, Accounting, or similar quantitative discipline
Demonstrated experience in business valuation, ideally including exposure to complex financial instruments and capital structures
Understanding of equity valuation methods such as discounted cash flow, market multiple, market transaction, and option pricing
Understanding of financial statements and business tax returns required
Progress towards external designations such as CFA, FRM, CVA, CEIV, CPA/ABV a plus
Strong interest in quantitative and economic analysis
Advanced knowledge of Excel preferred
Ability to program in VBA and/or other statistical package a plus
Capacity to work independently on projects
Strong analytical and problem-solving skills, as well as strong verbal and written communication skills
The compensation for this position will vary by location. If you reside in any of the below states, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at
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California ranges are from $65,000 - $80,000
NYC ranges are from $65,000 - $80,000
Illinois ranges are from $65,000 - $80,000
Maryland ranges are from $65,000 - $80,000
Massachusetts ranges are from $65,000 - $80,000
New Jersey ranges are from $65,000 - $80,000
Rhode Island ranges are from $65,000 - $80,000
Washington ranges are from $65,000 - $80,000
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Remotely anywhere within the United States except the States of Colorado, Oregon & New York.
#LI-MD1;
#LI-Hybrid
WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.
Auto-ApplySenior Finance Consultant
Finance consultant job in Amherst, NY
Help grow the world's next great businesses. Take your independent consulting practice to the next level. Meet prospects in an array of interesting enterprises and be part of their journey. It's easy. They find you.
Cansulta (************************** is looking for experienced consultants to provide the help, advice, and guidance that businesses need to tackle the challenges and seize the opportunities they face in starting and managing their operations. Our “Cansultants” are established independent consultants who fill the gap in business areas where clients don't have in-house capacity, knowledge or expertise.
Administrative work and the pressure to sell yourself should never prevent you from helping new clients. On Cansulta, we'll take care of marketing, contracts, billing, and more-freeing you to focus on doing what you do best: sharing your expertise and transforming businesses!
**Note that WE DO NOT EMPLOY any consultants: we are an online marketplace connecting consultants with clients to collaborate, a platform for consultants to offer their products and services easily & affordably to clients, as independent contractors. It's currently 100% free to join as a consultant: we work on a revenue sharing basis, so earn only when you successfully sell your products & services.**
**NOW SEEKING EXPERIENCED FINANCE ADVISORS & CONSULTANTS**
General Consulting Activities
Act as a hands-on strategic advisor and business partner by: analyzing current strategies and operations, helping increase productivity, offering guidance on processes, identifying risks & conflicts, and creating plans & implementing new policies and best practices
Lead, consult, and advise with honesty, authenticity, and integrity in addressing situations that can be challenging and interesting
Define, plan, create, and implement the tools and resources needed for the organization to reach its goals
Evaluate client needs and assist them with a successful plan
Offer your knowledge about the most relevant business concepts and strategies of benefit
Listen, understand, analyze, evaluate, advise, train, support-and execute as necessary-to help clients succeed
Responsibilities
Drive Impactful Outcomes: Leverage your expertise to deliver measurable improvements in client operations, driving efficiency and innovation. Success is marked by tangible improvements in client satisfaction and business performance.
Foster Collaboration and Innovation: Engage with cross-functional teams to solve complex challenges, bringing together diverse perspectives to innovate and implement strategic solutions. Your ability to navigate and unite various stakeholders is key to collective success.
Utilize Forward-Looking Tools, Approaches, Methodologies: Stay at the forefront of industry trends by employing the latest relevant strategies, tools and methodologies for the industry and domain. Your commitment to continuous learning will help us maintain a competitive edge.
Potential Finance-Related Consulting Activities
Demonstrate commercial awareness and delve deep into the operation mechanisms of projects and businesses to identify strategic solutions and opportunities.
Leverage advanced knowledge of financial functions, operating models, and best practices to form innovative ways to enhance client's financial operations.
Monitor financial operations to remain compliant with laws and regulations.
Devise and recommend best financial practices and articulate them clearly.
Provide guidance on efficient operations, identify financial system issues and help fix them.
Source and evaluate different funding strategies, such as loans and investment capital to facilitate the client's expansion and growth plans.
Predict market trends, evaluate risks, and discover the factors to assist clients in decision-making.
Our ideal CANsultants have/are:
Strong business acumen and subject matter expertise backed by proven experience
Capacity to see the big picture as well as detail oriented: strategic and practical value
Able to understand, interpret and critically analyze a client's needs
Able to create effective working relationships and build rapport at all levels (internal and external)
Provide value, adaptability and reliability to build client rapport and trust
Outstanding interpersonal and communication skills (verbal and written) including empathy and listening skills
Demonstrate honesty, ethics, integrity, and confidentiality at all times
Knowledgeable about evolving best practices and industry trends
Requirements & Qualifications
Education & Credentials: Degree in Finance, Accounting, Business, Economics, or related field. CPA, CMA, CFA preferred.
Experience: Significant experience as a Finance leader with broad scope as a CFO, VP or Director of Finance, or specific expertise in any Finance area, such as accounting, tax, planning & budgeting, operations, budgeting, financing & investment, working capital, risk, treasury, or compliance.
Proven Expertise: Bring a rich background of consulting experience, with a preference for those who have led projects that resulted in significant client benefit and advancements. Your portfolio should include a range of clients & projects that demonstrate your ability to tackle complex problems, add demonstrable value, and drive forward-looking solutions.
Exceptional Soft Skills: Demonstrate outstanding communication, leadership, and problem-solving abilities. Excellent verbal and written English communication skills. Able to empathize with clients and work collaboratively. Able to host & lead client meetings with ease, professionalism, and effectiveness. Able to multitask, organize and prioritize. Self-directed, self-motivated, and self-managing. Your capacity to adapt to changing client needs and navigate diverse teams is critical.
Technical Proficiency and Innovation: Profound interest in providing creative and technical solutions, and problem-solving. Strong knowledge of financial principles, practices, and regulations. Tech-savvy with a strong command of relevant technologies and software, with an openness to adopting new tools that enhance your practices. Familiar with GSuite (Gmail, GDrive, GDocs, GSheets, GSlides) and Microsoft/O365 Suite.
Want to learn more?
Join the (r)evolution! Become a CANsultant.
Small and medium-sized businesses, startups and scaleups, and charities and non-profits pour untold billions into the economy, and yet many cannot afford the consultancies that help bigger companies grow and scale. It makes no sense, and it's not fair. We believe that no business should be left behind because of its size.
Cansulta was created to support the ambitions of all enterprises by connecting them with a trusted network of senior consultants ready to provide the specialized advice they need, when they need it.
We believe no one should feel alone or out of their depth, so we built Cansulta to bridge the gap between businesses and world-class consultants. We make it easy and affordable to collaborate with experts spanning every specialization and industry, empowering clients to optimize every decision and ensure their business achieves its full potential.
Read our full Guide >> Introducing Cansulta for Consultants (******************************** for more details.
Why join us?
It's FREE to become a Cansultant and join our growing online Community
Fully remote/work from anywhere
Flexible schedule: you set your availability for meetings and consultations, and decide when you complete work to meet agreed deadlines
Set your own fees for your Products and Services
No need to “sell yourself”! We handle all the marketing and sales
Your virtual office: your own private and secure meeting room
Streamlined admin: we handle paperwork, invoicing, and payment
Opportunity to make a huge impact on small & mid-sized businesses across the world
J.P. Morgan Wealth Management - Private Client Advisor - Buffalo, NY
Finance consultant job in Buffalo, NY
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Buffalo,NY $60,405.80 - $60,405.80
Merrill Experienced Financial Advisor
Finance consultant job in Buffalo, NY
Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike, Ohio; Milwaukee, Wisconsin; El Paso, Texas; Atlanta, Georgia; Austin, Texas; Fort Worth, Texas; Worcester, Massachusetts; The Woodlands, Texas; Peoria, Illinois; Houston, Texas; Wellesley Hills, Massachusetts; Indianapolis, Indiana; Phoenix, Arizona; Houston, Texas; Wayzata, Minnesota; Carmel, California; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode Island; Wilmington, North Carolina; New York, New York; Albany, New York; Chicago, Illinois; Philadelphia, Pennsylvania; Garden City, New York; Melville, New York; Columbia, South Carolina; Dallas, Texas; Santa Clarita, California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook, Illinois; Albuquerque, New Mexico; San Antonio, Texas; Chattanooga, Tennessee; Mount Pleasant, South Carolina; Bridgewater, New Jersey; Mount Laurel, New Jersey; Paramus, New Jersey; Buffalo, New York; Norfolk, Virginia; Newport Beach, California; New Orleans, Louisiana; Northbrook, Illinois; Pasadena, California; Westlake Village, California; Boca Raton, Florida; Tulsa, Oklahoma; San Diego, California; Palm Beach Gardens, Florida; Miami, Florida; Birmingham, Alabama; Wayne, New Jersey; New York, New York; Sarasota, Florida; Tampa, Florida; Indian Wells, California; Vienna, Virginia; Lexington, Kentucky; Bakersfield, California; Savannah, Georgia; Louisville, Kentucky; Washington, District of Columbia; Short Hills, New Jersey; Wayne, Pennsylvania; Baltimore, Maryland; Los Angeles, California; Princeton, New Jersey; Pittsburgh, Pennsylvania; Fort Lauderdale, Florida; Seattle, Washington; San Francisco, California; Miami, Florida; Manchester, New Hampshire; Nashville, Tennessee; Orlando, Florida; Portland, Oregon; Palo Alto, California; Tucson, Arizona
**To proceed with your application, you must be at least 18 years of age.**
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**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
**Job Description:**
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
+ Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
+ Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
+ Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
+ Source prospective clients and capitalize on referrals
+ Deliver customized solutions and the full resources of Bank of America Merrill
+ Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
+ FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
+ Established and portable practice with a minimum of $1MM in production
+ Experience managing client portfolios and driving growth
+ Proven relationship building and business development skills
Desired Skills:
+ Bachelor's degree or higher strongly preferred
+ Proven ability to partner and promote lead generation.
+ Experience balancing investment management, sales activities and new client development.
+ Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
+ Possess excellent communication skills, both written and verbal
+ Highly entrepreneurial
**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.
Finance Internship
Finance consultant job in Buffalo, NY
We are looking for a Finance Intern for Summer 2026!
is fully in-person in Buffalo, NY and housing is not provided.
The Finance Intern will work directly with the Finance and Accounting teams on various accounting, corporate reporting, special projects and ad hoc projects.
Essential Job Functions
1. Work closely with Finance and Accounting teams to reconcile and review results monthly financial results.
2. Involvement in cross-functional projects to identify, recommend, and implement accounting treatment and improvement opportunities.
3. Provide financial analysis and support for high level special and ad hoc projects related to, M&A, accounting research, financial reporting.
4. Provide backup support for accounting staff and finance functions as needed.
Requirements
• Pursuing a degree in Accounting or Finance preferred
• Must be in good academic standing
Knowledge, Skills, and Abilities
• Ability and willingness to adapt quickly to changes in business conditions
• Experience with Microsoft Excel and other business information systems
• Ability to manage multiple tasks, work under pressure, and meet deadlines
• Able to work effectively with cross-functional teams (vertically and horizontally) within the organization
• Character and work ethic to be able to work with a wide range of personalities, backgrounds, and experience levels
• Strong communication skills
Pay Range: $16.00 - $22.00 per hour
Why Intern with Nissha Summer 2026?
Kickstart your career with the Pathfinder Internship Program at Nissha Medical Technologies in Buffalo, NY! This hands-on opportunity is designed to provide students with real-world experience in a fast-paced, innovative manufacturing environment. As a Pathfinder Intern, you'll gain valuable skills, collaborate with industry professionals, and make meaningful contributions to our mission of advancing medical technology. Plus, you'll have the unique chance to participate in the PowerUp Tech Program with TechBuffalo, where you'll enhance your technical expertise, expand your professional network, and prepare for a thriving career in tech-driven industries. Join us and take the first step toward a bright future!
Financial Analyst
Finance consultant job in Buffalo, NY
Our award-winning client is seeking a Financial Analyst to join their team.Our client is looking for a talented Financial Analyst to join our dynamic team. In this role, you'll be a key player in optimizing IT spending, ensuring financial resources are aligned with strategic goals, and identifying cost-saving opportunities.
You'll leverage your analytical skills to manage budgets, analyze financial data, and make informed recommendations.
Responsibilities:
Partnering with IT and business leaders to create and manage IT budgets, ensuring financial resources are aligned with strategic goals.
Analyzing IT expenditures, identifying spending trends and variances, and providing valuable insights into the financial performance of IT initiatives.
Identifying opportunities to save costs and improve efficiency within the IT department, including analyzing vendor contracts and proposing cost-effective solutions.
Tracking IT software licenses, managing contract lifecycles, and assisting in negotiating contracts and pricing with IT vendors.
Required Qualifications:
A bachelor's degree in business, finance, accounting, MIS, or a related field.
4+ years of experience in a similar role.
Strong analytical and problem-solving skills with a passion for data.
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and concisely.
The ability to work independently in a dynamic environment and prioritize effectively.
Bonus points if you have:
Experience with financial modeling and data analysis tools.
A strong customer service focus and a proactive approach.
Finance Analyst
Finance consultant job in Buffalo, NY
Artech is the #1 ranked IT Staffing Company in the US owned my woman (MWBE), according to Staffing Industry Analysts' 2016 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Title: Finance Analyst - L3
Location: Buffalo, NY
Duration: Minimum 12 Months
Client: Largest Pharmaceutical company in the USA.
Decision support and simplification:
• Provide expert advice to customer groups by proactively identifying opportunities and raising challenges to meet business objectives and mitigate risks
• Create nonstandard financial analysis and present trends
• Provide financial analysis as requested
• Work with Shared Management Accounting Services to ensure successful month end processes and reporting
• Support Sr. Finance Partner in development and implementation of standard costing model for annual standard cost setting of products to commercial, and generation of standard costs for NPI products
• Provide analytical support on an as needed basis to strategic activities such as business development (Value Engineering improvements), business evaluation proposals etc.
• Execute post-acquisition integration activities (e.g., GPS savings tracking, capital cost- savings project tracking)
Financial management and governance:
• Manage financial management activities for Oak Hill site in support of delivering business strategies and maintaining strong financial governance
• Accountable for risk identification and management for strong financial governance
• Review management accounts (actual, forecasts, budgets) to assist senior embedded business finance support in signing off on income statement and balance sheet
• Develop close working relationships with functional departments to ensure good financial understanding, control and identification of cost saving opportunities
• Assist in the management of corporate approvals (e.g., compliance with corporate development and ABAC requirements)
Qualifications
Influence and relationship building:
• Assist in the management of financial activities / issues for external business partnerships (e.g., third-party supplier, outsourcing partner, etc.)
• Educate customer groups on financial aspects of business decisions and resource allocations.
Professional qualification (e.g., CPA, MBA, Financial Accounting or Business degree)
Business / Accounting
Qualification:
• Experience working in business / functional unit
• Experience working in commercial P&L environment
• Demonstrated business skills executed with integrity and independent judgment
• Ability to effectively use negotiation and conflict resolution skills
• Experience working with client groups with ability to influence and challenge stakeholders at various levels
• Understanding of underlying business drivers
• Proficient financial knowledge of modeling, analysis, evaluation, and forecasting
• Experience working in cross-functional teams and across a matrixed environment
• Good interpersonal skills demonstrated by creation of a network of key partners within Finance and the business and the ability to bridge communications gap between finance and non-finance
• Understanding of systems and processes as they affect the financial results (JDE, Prism, DCS, etc.)
• Excellent computer skills including Excel, Word, PowerPoint
Additional Information
If you have any questions releated to this Job feel free to reach me @ ************
Best Regards
Pramod Galande:)
Senior Banking and Financial Business Analyst (with Cards Experience)
Finance consultant job in Buffalo, NY
Job Description
We are seeking a highly skilled and experienced Senior Banking and Financial Business Analyst with a deep understanding of the banking industry, financial services, and payment card systems. This position requires a professional who can bridge the gap between business stakeholders and technical teams, ensuring the successful implementation of projects related to banking operations, financial products, and card services. The ideal candidate will have a strong background in card payments, financial regulations, risk management, and customer experience optimization within the banking sector.
Key Responsibilities:
Business Analysis & Requirements Gathering
Card Payment Systems Expertise
Assist Project Managers and Scrum Masters for daily Project Execution.
Risk & Compliance Management
Stakeholder Management & Communication
Data Analysis & Reporting
Education:
Bachelor's degree in Finance, Business Administration, Computer Science, or related field. MBA or related advanced degree is a plus.
Experience:
At least 8-10 years of experience in banking and financial services, with a focus on payment cards (credit, debit, prepaid).
Lead/drive, with appropriate stakeholders, identification of necessary business requirements as well as technical requirements arising from those business requirements.
Strong documentation skills - ability to create requirements documents as well as other artifacts - traceability matrix, ERD, process flows, data mapping, etc.
Understanding of banking domain and card technology (credit/debit - Commercial and retail banking).
Strong analytical skills - ability to unwind complex integrations / process flows by asking appropriate questions and identifying necessary details to garner understanding as well as meet the overall goal within scope of the project.
Ability to lead data mapping, and participate in subsequent testing of requirements - keeping track of overall progress and participating in analysis / identification of business impacts for defects and driving resolution with appropriate parties.
Technical Skills:
Proficiency with business analysis tools (e.g., JIRA, Confluence, MS Visio) and project management software.
Familiarity with card payment technologies, systems, and frameworks (e.g., Visa/Mastercard networks, SWIFT, payment gateways).
Knowledge of data analytics tools (e.g., Excel, Tableau, SQL) to analyze transaction data and generate insights.
Soft Skills:
Excellent communication and interpersonal skills, with the ability to manage stakeholder relationships and facilitate discussions across technical and non-technical teams.
Strong problem-solving abilities and attention to detail.
Ability to work on multiple projects simultaneously and effectively in a fast-paced environment.
Strong business acumen with an ability to understand and align technical solutions with strategic business objectives.
Desirable Skills:
Experience with digital payment platforms, mobile banking apps, and online banking services.
Familiarity with agile methodologies and tools (e.g., Scrum, Kanban).
Certification in Business Analysis (CBAP, CCBA) or Project Management (PMP, Scrum Master) is a plus.
Experience in managing vendor relationships and outsourcing partnerships.
Financial Advisor Development Program
Finance consultant job in Batavia, NY
Ready to launch a thriving career with unlimited earning potential? The Brighton Securities Financial Advisor Development Program offers one of the most dynamic and rewarding opportunities in the industry! If you're eager to learn, grow, and succeed, this is your chance to be part of a program that's setting the bar for success.
As a participant, you'll be learning directly from industry leaders and mentors, gaining hands-on experience in sales, investment strategies, and business management. You'll work with clients to craft tailored strategies that help them protect their wealth and reach their financial goals. You'll build long-lasting relationships, positioning yourself as a trusted advisor and driving your career forward!
At Brighton Securities, we're passionate about your success! Our strategic, tiered approach ensures that regardless of your experience level, you're equipped with the tools, training, and mentorship to succeed at every stage.
Here's why this program is a game-changer:
🔥 Training with the Best: Learn from the industry's most successful experts who will guide you on everything from prospecting to wealth management. 🔥 Build Your Client Pipeline: Develop long-term client relationships and help them achieve their financial goals with personalized strategies. 🔥 Real Results: Graduates of our program are on track to earn six-figure incomes within just 3 years!
Your Path to Success Includes:
Full registration with FINRA, and preparation for Series 7, 66, and SIE exams (if applicable)
Comprehensive, hands-on training plan
Mentorship with seasoned financial professionals
Build your own client base while receiving full-time financial advisor support
What's in it for you?
💼 Competitive Base Salary + Commissions + Bonuses 🛡️ Comprehensive Benefits Package including medical, dental, and vision coverage, 401(k) match, and Employee Assistance Programs💡 Proven Business Plan Model for success📈 Personal Marketing Budget & Guidance to grow your brand📚 Expert Guidance in wealth management, sales strategies, and investment topics🤝 Dedicated Back Office Team to support you every step of the way
Qualifications? We want driven individuals with:
🎓 A Bachelor's degree in a related field💼 At least 1 year of sales or business development experience🔥 A passion for networking and building relationships💡 An entrepreneurial mindset with a client-first attitude🎤 A confident and engaging presence
Why Choose Brighton Securities?
Our program isn't just a steppingstone. Upon successful completion of the program, you'll be ready to enjoy a rewarding and lifelong career in the financial services industry.
Are you ready to take control of your success and build your future with us? Apply now!
Committed to Equal Opportunity
Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.
Auto-ApplyFinancial Analyst III
Finance consultant job in Grand Island, NY
Company Information
At Thermo Fisher Scientific, our Finance teams are essential to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop unique career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $35 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science.
How you will make an impact
Biologic and Chemicals Division (BCD) is a $1.3B business within BPG Group, which offers Cell Culture and Cell Therapy products serving the Pharmaceutical and research market. We are seeking an Analyst who will be an integral part of Grand Island finance team to support the delivery of our near and long-term financial objectives.
Job Description
Job Title: Financial Analyst III
Reports To: Margaret Dowd; Sr Finance Manager
Group/Division: BCD Finance/BPG
Career Band: 6
Job Track: Professional
Position Location: Grand Island, NY
Number of Direct Reports: 0
Day/Shift (if applicable): N/A
FLSA Status (Exempt/Non-Exempt): Exempt
Relocation (if applicable): no
Key Responsibilities
Work closely with key Operations business partners to identify and mitigate issues impeding the achievement of business goals
Responsible for assisting with period-end manufacturing financial reporting, manufacturing variance forecasts including the liaison with business partner to assist them in meeting the spending forecast, business needs and critical issues.
Support Sr Manager with data analysis on Plant Performance including monthly report outs to leadership - focus on scrap and excess and obsolescence
Assist in the preparation of monthly/quarterly financial forecast update and annual Operating (AOP) plans
Prepare Cost quotes on new products
Partner cross-functionally to provide financial guidance on Productivity improvement
Minimum Requirements/Qualifications:
BS degree in Finance or Accounting or Business-related field
3+ years of relevant experience
Knowledge, Skills, Abilities
Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner
Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment
Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions
Ability to manage multiple and competing priorities
Analysis and interpretation of data, including proficiency in Excel
Preferred Qualifications:
Cost accounting experience
Experience with Hyperion Essbase, Hyperion planning, Cognos and E1
This position has not been approved for Relocation Assistance.
At Thermo Fisher Scientific, each one of our 90,000 extraordinary minds have a unique story to tell. Join us and contribute to our singular mission-enabling our customers to make the world healthier, cleaner and safer. Apply today! **************************** Thermo Fisher Scientific is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Compensation and Benefits
The salary range estimated for this position based in New York is $75,800.00-$100,000.00.
This position may also be eligible to receive a variable annual bonus based on company, team, and/or individual performance results in accordance with company policy. We offer a comprehensive Total Rewards package that our U.S. colleagues and their families can count on, which includes:
A choice of national medical and dental plans, and a national vision plan, including health incentive programs
Employee assistance and family support programs, including commuter benefits and tuition reimbursement
At least 120 hours paid time off (PTO), 10 paid holidays annually, paid parental leave (3 weeks for bonding and 8 weeks for caregiver leave), accident and life insurance, and short- and long-term disability in accordance with company policy
Retirement and savings programs, such as our competitive 401(k) U.S. retirement savings plan
Employees' Stock Purchase Plan (ESPP) offers eligible colleagues the opportunity to purchase company stock at a discount
For more information on our benefits, please visit: *****************************************************
Auto-ApplyProfessional Intern-Finance and Accounting (C-1404) Summer 2026
Finance consultant job in West Valley, NY
Job Description
West Valley Cleanup Alliance is the prime contractor selected by the U.S. Department of Energy to manage the Phase 1B Deactivation & Demolition Contract at the West Valley Demonstration Project site. The site is a scenic 30-minute drive south of Buffalo, New York. In cooperation with the New York State Energy Research and Development Authority, West Valley Demonstration Project continues to decontaminate and decommission facilities at this site.
We are a premier employer in the Western New York and southern-tier areas. Lifelong careers are common at WVCA.
The Internship Program is an 8-10-week program with a 4-day workweek (10 hours per day).
Apply on-line at West Valley Cleanup and click on "Careers"
JOB SUMMARY/PURPOSE OF POSITION
The internship program is designed to provide a comprehensive learning experience, develop practical skills, enhance knowledge, and make meaningful contributions to projects. Intern assignments will be determined based on business need and role availability with consideration to skills and development goals.
The Finance and Accounting Intern will gain knowledge and experience in finance and accounting of a government contractor organization, provide support for increased departmental productivity and allow opportunity for current staff to develop team-oriented focus.
SPECIFIC PROJECTS/RESPONSIBILITES
Provide current staff with an opportunity to coach and mentor an intern for a specified period.
Accounts payable duties such as entering invoices into ERP system.
Exposure to AP and AR cycles, allowing assignment of tasks as appropriate within a controlled environment.
Assist with special projects such as collecting audit evidence or compiling electronic documentation.
MINIMUM QUALIFICATIONS
Education/Experience:
Pursuing a BA/BS in business, accounting, finance, human resources, or other related fields of study
Accounting, Finance, or Business Administration preferred
Must be at least a rising Junior
Other Requirements:
Ability to intern for 10 weeks
Enthusiasm for learning and adapting to new challenges
MAJOR RESPONSIBILITIES/SCOPE OF WORK
Maintain a safe and healthy work environment by following established safe work practices and procedures; including following all safety rules, use of proper personal protective equipment (PPE), investigating and reporting identified safety concerns or situations.
Adhere to standards contained in the Company “Code of Conduct,” Company EEO practices, and DOE directives.
Perform diverse assignments within functional specialty.
Establish schedules to accomplish routine and special tasks.
Collaborate with team members on projects to contribute to the organization's effectiveness.
Participate in projects and deliverables as directed by manager.
Support the team in preparing reports, presentations, and technical documentation.
Prepare a Final Presentation for Staff Managers at the end of the internship depicting internship experience and accomplished projects.
ESSENTIAL FUNCTIONS
Ability to communicate effectively verbally and in writing.
Strong computer skills and proficiency with Microsoft suite.
Exhibit professional behavior which promotes teamwork, fosters cooperation, and enhances productivity in the workplace.
Ability to effectively manage, organize, and prioritize work in a fast-paced environment.
Perform tasks under general supervision for most assignments.
Assist in planning and coordinating project activities to accomplish assigned tasks in a timely manner.
An Equal Opportunity Employer, including disability/vets.
U.S. Citizenship is required for employment.
This Organization Participates in E-Verify
WVCA is a drug free workplace. Candidates accepting a job offer will be required to pass a pre-placement physical, drug screen, and background investigation. All employees are subject to being randomly selected for drug testing without advance notification.
Investment Consultant - Investments Training and Staffing Support
Finance consultant job in Boston, NY
Company:MercerDescription:
We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Louis, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office.
As an Investment Training and Staffing Support Specialist, you will play a key role in supporting the talent development, training and staffing initiatives led by the Investments Talent and Training Director. In this role, you will support entry-level hiring, onboarding, training and cohort development initiatives aligned with the Investments talent strategy. Collaborate with People Managers and the senior talent team to support staffing and development plans.
Investment Consultant - Investments Training and Staffing Support
We will count on you to:
Collaborate with the Investment Talent and Training Director to help establish formal training protocols, success metrics, and career development pathways.
Assist in managing entry-level hiring, onboarding, and cohort development processes to ensure a steady pipeline of talented investment professionals.
Monitor and report on established success metrics sharing findings with the Investment Talent and Training Director
Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies and training, share best practices, and foster a unified organizational culture.
Opportunity to leverage your investment acumen to support a small number of investment clients.
Assist in managing the investment internship programs, technical training, and staffing processes.
Support the implementation of competency frameworks and promotion criteria for junior roles.
Contribute to the design and delivery of technical and soft skills training programs for investment professionals.
Support continuous process improvements to enhance onboarding and staffing efficiency, ensuring alignment with the broader talent strategy.
What you need to have:
Experience supporting talent development, training and staffing initiatives within an investment or financial services environment.
Familiarity with entry-level hiring, onboarding, and cohort development processes.
Ability to assist in managing internship programs, technical training, and staffing logistics.
Strong collaboration skills to work effectively with People Managers, senior talent teams, and cross-functional partners.
Client facing consulting experience enabling you to understand and address client needs effectively.
What makes you stand out?
You have a passion for building a high-performing investment talent pipeline and supporting career development at the junior level.
You thrive in a collaborative, forward-thinking environment committed to professional excellence and organizational growth.
You bring a proactive approach to continuous improvement and a commitment to fostering a culture of learning and development.
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#WealthNorthAmerica
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $88,000 to $176,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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