Financial Advisor
Finance consultant job in Westfield, NJ
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Finance consultant job in Mountain Lakes, NJ
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Senior Finance Specialist
Finance consultant job in New York, NY
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
Investment Associate - Natural Resources
Finance consultant job in New York, NY
Aurex Group is partnered with a Tier 1 Global Energy Company looking to hire an Investment Associate to join their natural resources team.
This role will have broad energy investment exposure across all natural resources including oil, gas, power, renewables, metals, as well as broad vertical deal experience across up, mid, and downstream transactions. This role will play a critical role in investment analysis, financial due diligence, and help form part of the investment team.
About the Role
Candidate's must possess both a strong technical skillset and commercial acumen.
Financial due diligence and analysis looking at deals across North America.
Support negotiations and execute agreements.
Heavy emphasis on creating and reviewing financial models, so strong modelling skills (DCF, etc) are a must.
Ideal candidates will have meaningful M&A experience within an investment bank, energy corporate, investment fund or similar within the energy sector.
Any vertical will be considered - O&G, Upstream, Midstream, Power, Renewables, Metals/Mining - provided the candidate is open to a broad role.
Candidates should come with experience within investment banking, private equity, or similar corporate development background within an Energy/Natural Resources company.
Qualifications
Accredited degree in Finance, Economics, or similar/relevant area
Strong analytical and modeling skills (DCF, etc)
Creative problem-solving ability
Attention to detail
Ability to multitask various projects effectively in a dynamic, fast-paced environment
Strong fundamental understanding of finance and valuation principles
Demonstrated ability and experience developing and managing complex financial models
Commercial acumen
If you believe this opportunity is right for you, please send your CV by using the Apply Now button below.
Investor Relations Associate
Finance consultant job in New York, NY
Looking for the next step!
Investor Services Coordinator is a detail-oriented and self-motivated individual who assists with the day-to-day operations of the team, which is charged with managing all communications to our investors. This client-facing role primarily focuses on reviewing and routing a large number of inbound email requests; assisting with tracking those requests to completion, and the proper maintenance of our contact management system.
Responsibilities
Email Management. Own and monitor their vertical's email inbox; Monitor and route inbound mail and email and help as needed to ensure timely and accurate response to requests.
Contact Management System. Ownership of and responsibility for maintaining our contacts database of 10,000+ contacts, updating database information per investor requests following compliance rules for data changes and documentation.
Investor Reporting Portal User Assistance. Provide user support to our investors for our investor reporting portal, including on how to log in and navigate our websites, and granting access for new users.
Investor Communication Distribution. Post all investor communications to the investor reporting portal and send appropriate notifications.
Collection of Investor Documentation and Data. Ensure all documentation is complete and accurate records are maintained for tax and compliance purposes.
Qualifications
Bachelor's Degree required.
Required Skills
Accuracy and Dependability: Detail-oriented, quality-conscious, and the ability to focus and multi-task in a fast-paced environment. Deliver results in a dependable, timely and accurate manner.
Excellent interpersonal, oral, and written communication skills. Ability to work with all levels of management and employees in an open team environment.
Technologically savvy with a strong command of Office products especially Excel. Experience using Investran and/or SalesForce is a plus.
Preferred Skills
Experience using Investran and/or SalesForce is a plus.
Investment Consultant - Red Bank, NJ
Finance consultant job in Red Bank, NJ
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Debt Finance Associate
Finance consultant job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
Equities Quant Researcher
Finance consultant job in New York, NY
We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank.
Your Impact
We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management.
Responsibilities:
Responsibilities:
• Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process
• Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials
• Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management
• Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders
Qualifications
• Communications skills are essential
• Deep experience in a quantitative discipline
• Programming skills and/or math background are required
• Intelligence, creativity, and problem-solving skills
• A self-starter, should have ability to work independently as well as thrive in a team environment
Corporate Finance Associate
Finance consultant job in New York, NY
Our client is searching a high-performing Corporate Finance Associate to help shape the company's growth trajectory and strategic direction. In this role, you will work closely with senior leadership, including the executive team and leaders across subsidiary businesses, gaining meaningful exposure to key decision-makers. The organization is experiencing significant growth supported by a strong balance sheet and a disciplined value-creation strategy focused on outperforming industry growth and executing thoughtful acquisitions. This position is ideal for someone who thrives in a dynamic, fast-scaling environment and is excited to make a tangible impact.
The Corporate Finance Associate will play a key role in advancing the company's strategy through rigorous financial analysis, planning, and strategic support. Responsibilities include driving analytical rigor across budgeting and forecasting, supporting monthly financial reporting and performance analysis, maintaining industry and internal data intelligence, and contributing to earnings, board, and investor materials. You will partner closely with business leaders on strategic and operational analyses, support the full M&A lifecycle through due diligence and valuation work, and continuously improve financial processes, systems, and analytical infrastructure to support scalability and efficiency.
The ideal candidate brings a strong analytical foundation, attention to detail, and the ability to translate complex financial information into clear insights. Qualifications include a bachelor's degree in Finance, Business, Economics, or a related field, with at least two years of experience in investment banking, corporate development, finance, or a similarly rigorous environment. Strong financial modeling and valuation skills, advanced proficiency in Excel and PowerPoint, excellent communication abilities, and comfort working autonomously amid evolving processes are essential. We are looking for a proactive, intellectually curious self-starter with a growth mindset who is eager to contribute to a high-performing, collaborative team.
Senior Financial Planning Analyst
Finance consultant job in Edison, NJ
The FP&A Senior Analyst is a strategic finance partner responsible for transforming data into actionable insights that drive business performance. This role goes beyond reporting numbers - it exists to explain, influence, and improve results.
The FP&A Senior Analyst leads forecasting, budgeting, month-end analysis, and financial modeling efforts that inform critical decisions for leadership and the Board. The ideal candidate combines analytical rigor with strong business acumen, communicates clearly, and takes full ownership of deliverables from start to finish. This position requires curiosity, initiative, and the confidence to challenge assumptions while maintaining accuracy and professionalism.
Key Responsibilities
Month-End Reporting & Analysis
Lead the month-end financial analysis process, delivering accurate and timely reporting packages that summarize company performance.
Perform detailed variance analysis versus budget, forecast, and prior year - identifying root causes and actionable insights.
Prepare the monthly Executive Financial Package and quarterly Board reporting slides, including commentary that clearly communicates key trends, risks, and opportunities.
Partner with Accounting to ensure understanding of key accruals, adjustments, and timing variances impacting reported results.
Present monthly results to Finance leadership and support follow-up analysis as needed.
Financial Planning & Forecasting
Lead the monthly forecasting process, ensuring completion and submission by the 8th business day of each month.
Partner with business leaders to identify drivers, risks, and opportunities that impact performance.
Build and maintain forecasting frameworks that link operational inputs (sales, traffic, units, and headcount) to financial outcomes.
Prepare clear variance analyses and commentary that summarize financial trends and inform future forecasts.
Support leadership with forward-looking projections and scenario analyses that guide business decisions.
Budgeting & Strategic Planning
Own the annual budgeting process from timeline creation to Board presentation.
Coordinate data collection and validation across departments to ensure completeness and accuracy.
Consolidate departmental budgets into a fully reconciled company-wide budget, with supporting schedules and assumptions.
Develop presentation materials and narratives summarizing key takeaways, performance goals, and strategic priorities.
Deliver a final, presentation-ready budget that requires minimal management intervention.
Financial Modeling & Analysis
Design and maintain an integrated forecasting model that projects revenue through cash monthly.
Use models to perform sensitivity analysis and scenario testing, evaluating the financial impact of different business outcomes.
Continuously improve model accuracy and usability through automation, data integration, and enhanced logic.
Translate model outputs into clear, actionable recommendations that inform leadership decisions.
Performance Reporting & Insights
Oversee the creation and maintenance of recurring operational reports and dashboards (Power BI, Excel, or similar), ensuring the development team delivers clear, actionable insights into project progress, throughput, quality, and overall departmental performance.
Automate recurring reports to improve efficiency and timeliness while ensuring accuracy and consistency.
Produce executive-ready slides and analyses that summarize the “what,” “why,” and “what's next” of company performance.
Partner with department leaders to explain trends and ensure alignment on drivers, impacts, and corrective actions.
Continuously evolve reporting tools to enhance clarity and relevance to the business.
Business Partnership & Communication
Serve as the financial partner to department and operational leaders.
Communicate proactively - sharing insights and updates before being asked.
Participate in business reviews, providing clear financial context and recommendations for improvement.
Build trust and credibility through consistent follow-through, accuracy, and ownership.
Process Improvement & Leadership
Identify opportunities to streamline and automate planning, reporting, and analysis processes.
Collaborate with IT/Development to improve data accuracy and integration across systems (ERP, Power BI, Excel).
Mentor team members by sharing best practices in modeling, variance analysis, and presentation development.
Education & Experience Requirements
Education & Experience:
Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CFA a plus.
5-8 years of progressive experience in FP&A, corporate finance, or strategic analysis.
Strong experience with month-end financial reporting, forecasting, and executive presentations.
Proven ability to manage the budgeting process and deliver insights directly to senior leadership.
Retail, distribution, or multi-location business experience preferred
Technical Skills:
Experience with ERP systems (Royal4, STORIS, NetSuite, or comparable).
Strong understanding of GAAP financial statements, variance analysis, and data validation.
Ability to automate reporting processes and build efficient analytical tools.
Core Competencies:
Extreme Ownership: Takes full accountability for results and outcomes.
Analytical Rigor: Synthesizes large data sets into clear, actionable insights.
Proactive Communication: Keeps leadership informed and anticipates information needs.
Strategic Thinking: Connects financial data to business drivers and outcomes.
Process Improvement: Continuously challenges inefficiencies to optimize performance.
Executive Presence: Delivers analysis and recommendations confidently and clearly.
Advanced Excel skills (complex formulas, dynamic arrays, pivot tables, scenario modeling).
Proficiency in Power Query and Power BI or other business intelligence tools.
Private Client Financial Advisor - Newark, NJ
Finance consultant job in Newark, NJ
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 ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#LI-CITIZENS6
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-ApplyFinancial Analyst
Finance consultant job in New Brunswick, NJ
We are currently looking for a seasoned Financial Analyst to join a large organization in New Brunswick, NJ.
Candidates must be local and must be willing to go onsite. This is an initial 12-month contract with the potential to extend, eligible for full benefits.
To succeed in this role, the candidate will have to possess strong technical, analytical and customer-oriented skills. The Analyst will be part of Global Reporting Integration and Run Support team and will be supporting the management reporting solution across all sectors. Key responsibilities will be providing support for the existing reporting solutions incl. ensuring data integrity of published data as well as recommending and/or implementing additional reporting requirements on AFO/Alteryx/Tableau/SAP Analytics Cloud. The role also includes communication and business partnering with numerous business stakeholders spread across the globe, as well as regional CoEs and IT support.
Key Responsibilities:
Development and Support of PHARM and MedTech SigniFi on Reporting Platforms (SAP AFP and SAC)
User support and issue resolution in close co-operation with the global reporting support team.
Support the business during monthly and quarterly close process relating to reporting
Assist in managing Legacy reporting on Tableau for Medtech.
Participation in creating documentation of Operational and Enhancement Processes.
Understand financial impact of reconciling and ensuring data integrity and working with systems teams to repair any data or reporting issues.
Perform as an expert in understanding ERP data feeds utilized within the reporting solution; understand the lowest levels of data available to facilitate related investigations and recommend appropriate action.
Contribute continuously to the improvement of overall data quality.
Maintain and improve a strong internal control environment.
Business partner with stakeholders to resolve reporting defects.
Support Commercial analysts on how to utilize the reporting solutions to develop expert local knowledge.
Understand data flows, financial reports and report calculations
Act as the intermediary between system and business to ensure voices are heard, actively provide feedback to related teams and resolve issues, as necessary.
Partnering with IT and other support groups in CFIN, Datahub, Master Data, Internal / Governance Reporting Teams, etc. to resolve reporting issues.
Participate in knowledge transfer sessions for new reports, sector deployments, etc. as they go live in production.
Qualifications:
Qualified or studying Finance / Accounting or BI.
Systems qualifications preferred, SAP (AFO and SAC), BW, Tableau
Analytical, problem solving, willingness to learn, attention to details and initiative to follow through on directives.
Sensitivity knowledge of global partners/cultures/norms is critical for this role and required.
Good communication skills, operate with a degree of independence and able to collaborate in a highly matrixed environment.
Strong technical / analytical skills with a complex financial accounting and systems environment.
Ability to deal with ambiguity.
Proactive, High energy, positive / can-do attitude and self-motivated is a must.
Finance Analyst - Government Pricing & Medicaid
Finance consultant job in Bridgewater, NJ
Join our finance team as a Senior Analyst, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs.
Key Responsibilities:
Perform manual government price calculations, analysis, and timely submissions for all mandated products
Collaborate on Medicaid invoice processing and payment submissions
Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA
Ensure full compliance with federal and state reporting regulations
Financial Advisor
Finance consultant job in Morristown, NJ
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
Senior Financial Analyst
Finance consultant job in New York, NY
Job Title: Senior Financial Analyst
Schedule: M-F 9a-5p
Duration: 6 Months with possible extension
Pay Range: $35 - $38/Hour
Job Description & Requirements:
5 yrs related work exp (required).
Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required).
Heavy customer service skills.
Able to multi-task and prioritize.
Someone who works independently with ongoing training.
Understands contracts and the importance of completing tasks within time allotted.
Education:
Bachelors (required).
Degree or major in Accounting/Finance (preferred).
“Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”
Investment Analyst
Finance consultant job in New York, NY
The Investment Analyst will work closely with the other members of the Family Office's investment team, as well as Accounting, Finance, and Family Services colleagues. The Investment Analyst will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office.
This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required.
Key Responsibilities:
Responsible for maintaining and updating internal investment reporting files for all investment documentation received.
Create, compile, and update performance metrics, presentations, investment reports, and transaction schedules for stakeholders.
Work with third-party administrator and software providers to ensure accuracy of investment reporting.
Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion.
Conduct investment analysis, due diligence, and research on existing managers and market themes.
Assist with monitoring existing fund investments, co-investments and manager relationships.
Assist in the preparation of investment memoranda, investor letters, and portfolio updates.
Participate in update calls with investment managers as requested.
Prepare and monitor financial reports and statements requested by stakeholders.
Participate in special projects and additional tasks as requested.
Required Knowledge, Skills, and Abilities:
Bachelor's degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus.
Up to two (2) years' experience working in a financial services firm, investment manager or family office. Experience with a family office or with high-net-worth clients encouraged.
General knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes.
Evidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities.
Demonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work.
Demonstrates a professional and positive demeanor at all times.
Detail orientated with superior organizational skills.
Team player with the ability to collaborate with others while also able to work independently.
Ability to work in a fast-paced, evolving environment and assist with other duties as assigned.
Flexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy.
Must be highly confidential, exercise absolute discretion, and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality
Computer proficiency with Excel, PowerPoint and Bloomberg. Additional experience with investment reporting software (e.g., Addepar) is a plus
Working Conditions:
Work in an office environment.
Exposure to travel conditions by automobile, airplane, or public transportation.
Ability to work in New York City and travel as required.
Salary Range: $85,000-$105,000
The physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The above is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not to be construed as an exhaustive statement of all supplemental duties, responsibilities, or nonessential requirements. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee.
Asset Management Analyst
Finance consultant job in New York, NY
Must Haves
1-3 years proven experience using ServiceNow, especially the asset management module.
Strong knowledge of hardware asset management and lifecycle processes.
Hands-on troubleshooting experience with PC, iOS, Windows 10, hardware, software, Microsoft O365, and Zoom.
Experience managing inventory levels across multiple offices/regions (ideally EMEA).
Excellent problem-solving and technical troubleshooting skills.
Strong written and verbal communication skills with a focus on high-end customer service.
Ability to engage with stakeholders at all levels, including senior executives.
Highly organized with strong attention to detail and ability to follow/create structured processes.
Ability to work independently and collaboratively in a fast-paced environment.
Self-starter with drive to learn and grow.
Plusses
Experience supporting office openings, relocations, expansions, and closures.
Familiarity with procurement processes and working with third-party vendors.
Prior experience creating and maintaining Knowledgebase articles.
Exposure to white glove support for senior stakeholders.
Background in EMEA deployments and audits.
Day to Day
In this role, you will manage and maintain hardware asset inventory within ServiceNow, ensuring accurate tracking and reporting across EMEA. You'll conduct regular audits to maintain compliance and reconcile discrepancies, while monitoring ticket queues to prioritize and resolve break-fix issues promptly. Daily responsibilities include troubleshooting hardware and software problems across PC, iOS, Windows 10, Microsoft O365, and Zoom, as well as installing and configuring computer systems and applications. You will provide high-touch, white glove in-person support to end users-particularly senior stakeholders-and oversee seamless hardware deployments. Collaboration is key, as you'll liaise with Infrastructure and Application teams on escalated issues, work with vendors and procurement teams to manage hardware orders, and partner with internal teams to ensure best practices in asset lifecycle and IT support. Additional tasks include maintaining accurate documentation of asset activities and ticket resolutions, creating and updating Knowledgebase articles, supporting EMEA satellite office operations such as openings and relocations, and assisting with onboarding new hires to ensure their technology is provisioned and ready.
Day to Day
Manage and maintain hardware asset inventory in ServiceNow, ensuring accurate tracking and reporting across EMEA.
Conduct regular audits to ensure compliance and reconcile discrepancies.
Monitor ticket queues in ServiceNow, prioritize based on urgency, and respond promptly to break-fix issues.
Troubleshoot hardware/software issues across PC, iOS, Windows 10, O365, and Zoom.
Install and configure computer systems and applications.
Provide in-person, white glove support to end users, especially senior stakeholders.
Oversee deployment of hardware assets to end users for a seamless experience.
Liaise with Infrastructure and Application teams on escalated issues.
Maintain accurate documentation of asset activities, incidents, and resolutions.
Create and maintain Knowledgebase articles.
Support operations of EMEA satellite offices (openings, relocations, expansions, closures).
Assist with onboarding new hires and ensure technology provisioning.
Collaborate with vendors and procurement teams for hardware orders.
Work closely with internal teams to ensure best practices in asset lifecycle and IT support.
Industrial Asset Management Analyst
Finance consultant job in Montclair, NJ
A Northern New Jersey-based real estate investment firm is seeking an Asset Management Analyst to support its continued growth. The firm invests capital on behalf of institutional investors with a primary focus on value-add strategies. This role offers an opportunity to execute investment business plans from acquisition through disposition, with exposure to all aspects of the investment process - including acquisition onboarding, property operations, capital and renovation projects, leasing, investor and lender reporting, and financial analysis. The Analyst will support all members of the Asset Management team and indirectly to the firm's principals, collaborating closely across departments to optimize portfolio performance. The company's desire is to hire and train the successful candidate with institutional best practices. The position is for someone who wants to build scalable skills that will allow them to run a real estate investment from start to finish.
Responsibilities:
General
Contribute to the continued development of asset management best practices and firm infrastructure.
Support the development of asset-level business plans and management policies.
Maintain and develop in-place asset management data platforms.
Administrative/Operational support as needed.
Financial Analysis/Reporting
Build and maintain financial models (Excel and Argus) to support asset management, leasing, and investment decisions.
Assist with preparation of quarterly and annual reports, performance updates, and forecasts.
Coordinate with partners and lenders on reporting requirements, draw submissions, and compliance items.
Maintain and update internal asset management trackers and deal-specific data (e.g., leasing tracker, CapEx tracker, project to-do lists).
Save/distribute rent rolls, financials, and investor materials via firm systems (Smartroom, Datarooms, etc.).
Compile documentation to support corporate finance functions.
Assist in maintaining third-party data integrations and system updates.
Assist in investor, tenant, partner, and lender relations as responsibilities grow.
Financial Analysis/Reporting
Build and maintain financial models (Excel and Argus) to support asset management, leasing, and investment decisions.
Assist with preparation of quarterly and annual reports, performance updates, and forecasts.
Coordinate with partners and lenders on reporting requirements, draw submissions, and compliance items.
Maintain and update internal asset management trackers and deal-specific data (e.g., leasing tracker, CapEx tracker, project to-do lists).
Save/distribute rent rolls, financials, and investor materials via firm systems (Smartroom, Datarooms, etc.).
Compile documentation to support corporate finance functions.
Assist in maintaining third-party data integrations and system updates.
Assist in investor, tenant, partner, and lender relations as responsibilities grow.
Leasing
Maintain databases of lease expirations, notice dates, and leasing pipelines.
Assist in lease proposal analysis and tracking versus underwriting assumptions.
Coordinate with leasing brokers and property management for tours, proposals, and tenant communications.
Support preparation of marketing materials and lease documentation.
Participate in early-stage lease negotiations and ongoing tenant communications under supervision.
Assist tenants and brokers with obtaining zoning applications, certificates of occupancy, and any other municipal requirements in order to take occupancy in our assets.
Capital Projects/Major Repairs
Develop scopes of work for tenant improvements and base-building capital projects.
Solicit and evaluate construction bids and proposals; manage contracts and documentation.
Monitor project progress through site visits, review payment applications, and ensure adherence to budgets and schedules.
Collect and organize close-out materials including approvals, warranties, and as-builts.
Acquisitions/On-Boarding
Provide pre-acquisition input including review of financial, operational, and leasing assumptions.
Assist the acquisitions team during due diligence (property condition assessments, environmental analyses, and lease review) as needed.
Manage coordination of post-acquisition activities and integration of assets into the firm's portfolio.
Property Operations
Develop annual operating and capital budgets in conjunction with property management.
Review monthly property operating reports, identify variances, and recommend operational improvements.
Review annual expense reconciliations (CAM/RET/INS) and ensure timely tenant communications.
Track accounts receivable and coordinate with property teams to resolve outstanding balances.
Collaborate with property management on ongoing repairs and maintenance.
Qualifications:
Bachelor's degree required with excellent academic record.
1-2 years of experience in real estate asset or investment management strongly preferred.
Strong critical thinking and problem-solving skills with demonstrated ability to learn and apply new skills and concepts
Organized and efficient, with ability to define priorities; good at figuring out the processes necessary to “get things done”.
Must possess meticulous attention to detail and take pride in their work.
High proficiency in Microsoft Excel; working knowledge of Argus strongly preferred.
Proactive, collaborative team player with sound judgment and problem-solving ability.
Senior Acquisition Analyst
Finance consultant job in New York, NY
Cityview is a vertically integrated real estate investment management firm focused on complex multifamily value-add and development opportunities in high-growth markets.
We are currently executing a strategic expansion into the East Coast markets and are seeking an investment professional to join the New York office to assist in investment acquisitions and capital formation.
Role Description:
This position offers the opportunity to combine high-velocity deal execution with strategic capital formation. The successful candidate will report directly to the Head of East Coast Acquisitions, operating in a high-autonomy environment that demands commercial judgment, quantitative excellence, and attention to detail.
Investment Acquisitions (70%)
Deal Execution: Drive the full transaction lifecycle for East Coast multifamily investments. Responsibilities include thesis generation, rigorous underwriting, due diligence management, and closing execution.
Quantitative Rigor: Construct and manipulate granular financial models (Excel) for complex deal structures, including ground-up development, value-add repositioning, and multi-tiered waterfall promotes.
Investment Committee: Synthesize deal metrics and market research into high-conviction Investment Committee memoranda; defend underwriting assumptions to Senior Leadership.
Market Intelligence: develop proprietary views on target submarkets through primary research, tracking supply/demand fundamentals to identify mispriced opportunities.
Strategic Capital Formation (30%)
Fund Analysis: Partner with the Capital Raising team to model fund-level returns and sensitivity analyses for current and future investment vehicles.
Strategic Fundraising Materials: Prepare institutional-grade presentation materials for potential and existing investors
Qualifications:
We are seeking a candidate with a proven track record of academic and professional excellence.
Experience: 2-3 years of experience at a top-tier Investment Bank (Real Estate coverage), Private Equity firm, or elite Real Estate Brokerage.
Technical Skills: Expertise in Excel and financial modeling is required. Candidates must demonstrate an ability to build complex models from scratch with zero error rate.
Education: Strong academic credentials from a top-tier university with a degree in Finance, Real Estate, Economics, or a related field.
Competencies:
Intellectual Honesty: A commitment to accurate, unbiased analysis.
Commercial Acumen: The ability to look beyond the spreadsheet to understand the business case.
Work Ethic: A high degree of self-motivation and the ability to perform under pressure in a deadline-driven environment.
The Opportunity:
Meritocracy: This is a lean, flat team structure where responsibility is awarded based on performance, not tenure.
Direct Exposure: You will work directly with senior dealmakers and have immediate exposure to the decision-making process of a discretionary fund.
Impact: As a founding member of the NYC office, you will play a material role in shaping the firm's East Coast portfolio strategy.
Physical Requirements and Working Conditions:
Works in an office environment and frequently sits for long periods of time.
Frequently speaks, reads, writes, and uses a computer keyboard and telephone.
Occasionally stands, walks, lifts, stoops, and bends.
EQUAL OPPORTUNITY EMPLOYER
Cityview is an equal opportunity employer to all, regardless of age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.
Revenue Analyst
Finance consultant job in Berkeley Heights, NJ
About the Company
Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world.
About the Role
We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials.
Responsibilities
Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts.
Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc.
Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks.
Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting.
Perform gross-to-net sales variance analysis and identify key drivers and trends.
Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity.
Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics.
Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc).
Qualifications
Bachelor's degree in Accounting or Finance
Required Skills
2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN.
Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred).
Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau).
Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights.
Strong communication skills (written and verbal); able to present findings to non-finance stakeholders.
Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment.
Pay range and compensation package
At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location:
Flexible approach to how we work
Health benefits and time-off programs
Competitive compensation packages
The anticipated annual salary for this role is $75,000 - 90,000.
Equal Opportunity Statement
Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.