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Investment Analyst/Investment Associate
MacDonald & Company 4.1
Finance consultant job in Phoenix, AZ
Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.
The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.
The Role
The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.
Key Responsibilities
Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
Build and maintain financial models and cash-flow projections
Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
Work closely with internal groups such as asset management and accounting to support deal execution
Conduct market research and keep internal databases updated with relevant economic and real estate metrics
Qualifications
Investment Banking background as an analyst or associate
Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
Strong proficiency in Excel, Word, and PowerPoint
Exceptional written and verbal communication skills for interaction with internal teams and external partners
Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
Self-starter with solid problem-solving abilities
$62k-100k yearly est. 1d ago
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Interim Senior Financial Analyst
Vaco By Highspring
Finance consultant job in Lake Havasu City, AZ
Vaco has partnered with a leading healthcare provider that is seeking an Interim Senior Financial Analyst to support its Western Arizona Market. The ideal candidate will bring strong analytical skills, a solid understanding of general ledger processes, and experience navigating complex financial systems.
Job Title: Interim Senior Financial Analyst
Location: Lake Havasu, AZ - onsite (travel expenses covered for weekly commute if necessary)
Pay Rate: $45-50 per hour
Project Duration: 6 months
Responsibilities Include:
Prepare and disseminate financial reports and documents for monthly close cycles
Support daily statistical reporting and Monthly Operating Reviews
Collect and report key performance indicators, departmental operating statistics, and labor statistics
Assist in automating daily reporting processes
Research and resolve A/P posting errors
Qualifications:
BS in Finance, Accounting, or related field
3+ years of accounting/finance experience
Healthcare industry experience is a plus
Ability to work onsite at the Lake Havasu location and commit to project duration
$45-50 hourly 3d ago
Finance Intern - Spring 2026
General Dynamics Mission Systems 4.9
Finance consultant job in Scottsdale, AZ
Basic Qualifications
FINANCE Interns must be currently pursuing a BS degree in Accounting or Finance (preferably in their Sophomore - Jr year).
Applicants selected will be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. Due to the nature of work performed within our facilities, U.S. citizenship is required.
Responsibilities for this Position
General Dynamics Mission Systems has an immediate opening for a Finance Intern to join our team in Scottsdale, Arizona. The position provides an opportunity to enhance the performance and profitability of an organization that supports some of our nation's fundamental defense services. Working side by side with experienced Finance professionals you will use and grow the skills you have learned and develop new ones. In addition to receiving a competitive salary and generous health and personal benefits, the Finance Intern will enhance their skill set among a talented and professionally accomplished group of colleagues. You will also
enjoy a flexible work environment where contributions are recognized and rewarded.
Responsibilities include:
Support financial planning, reporting and analysis function for a designated line of business
Perform accounting activities to include writing and processing journal vouchers and project accounting transactions in support of month-end close process
Analyzing accounts to identify and report on risk and funding issues
Developing and preparing financial reports for program finance and management
Assisting in the consolidation of budgets, strategic plans, and current outlook for the line of business executive management.
Performing analysis to explain variance to forecast for key metrics
Reviewing data for accuracy and resolving erroneous charges by writing and processing journal vouchers into computerized financial system(s)
Other special projects as needed and for developmental opportunity
Preferred Qualifications:
High degree of personal initiative and motivation
Desire to excel in a high performance work environment and create value for the finance operations and the businesses we support
Unwavering attention to detail and highly organized approach to meeting commitments
Support and engage in programs, projects and practices behind the GDMS culture and strategy, and comply with all policies and procedures.
Follow industry and department trends and developments to ensure GDMS' services are consistent with, and/or superior to, industry best practices
Position is onsite/flex
When onsite - you will work in our Scottsdale, Arizona location
#LI-Hybrid
Salary Note This estimate represents the typical salary range for this position based on experience and other factors (geographic location, etc.). Actual pay may vary. This job posting will remain open until the position is filled. Combined Salary Range USD $24.00 - USD $26.00 /Hr. Company Overview
General Dynamics Mission Systems (GDMS) engineers a diverse portfolio of high technology solutions, products and services that enable customers to successfully execute missions across all domains of operation. With a global team of 12,000+ top professionals, we partner with the best in industry to expand the bounds of innovation in the defense and scientific arenas. Given the nature of our work and who we are, we value trust, honesty, alignment and transparency. We offer highly competitive benefits and pride ourselves in being a great place to work with a shared sense of purpose. You will also enjoy a flexible work environment where contributions are recognized and rewarded. If who we are and what we do resonates with you, we invite you to join our high-performance team!
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$24-26 hourly Auto-Apply 51d ago
Financial Advisor
Heffernan 4.0
Finance consultant job in Flagstaff, AZ
Objective:
Heffernan Financial Services is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will have a deep understanding of investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive and close new business, while servicing existing client groups.
Core Responsibilities Include:
Identify, develop, and close sales opportunities for both new clients, as well as with existing client groups.
Expand and help drive Heffernan's presence in the high-net-worth market, including representation of the business segment at industry events, investment meetings, and other professional networking opportunities.
Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate stocks, bonds, and funds based on client needs.
Regularly assess clients' needs and goals, in both short-term and long-term scenarios.
Recommend and execute investment strategies for clients.
Monitor accounts and identify new opportunities.
Help the Financial Services team streamline processes and procedures as fit, while staying on top of technology trends in the industry.
Help educate and assist with performance of internal Client Service members.
Communicate Heffernan's brand identity and represent us through professionalism and established Heffernan core values.
Ability to travel as necessary to meet clients' needs.
Special projects and other duties as assigned.
Requirements:
Education - Bachelor's degree in Finance, Economics, Business Administration or related field.
Proven success as a Financial Advisor, including maintaining and growing an existing book of business.
CFP, CFA or similar designation preferred.
Series 7 and 65
2 or more years of Financial Services industry experience.
2 or more years of experience with high-net-worth clients.
Must be approved by Broker/Dealer background check.
Effective communication and collaboration skills, both written and oral.
Must have excellent listening skills, to thoroughly understand client needs.
Must be confident with public speaking and articulate with presentations.
Leadership qualities, with an ability to effectively educate and sell clientele.
Advanced Microsoft Suite skills, particularly Outlook, Excel, Word, and PowerPoint.
Problem-solving and adept analytical skills, with high attention to detail.
Professional demeanor and behavior required.
Must maintain a positive attitude and sense of humor!
Compensation:
The base salary range for this position is $100,000.00 to $150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at *****************************************
Heffernan Habits (Expectations):
These are practices that represent our unique employee culture.
Answer The Phone (And Email): Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid.
Have Fun: Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another!
Be Respectful: Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.â¯
Do Good: This is our core. We strive to do good for our clients, our community, and our planet.
Celebrate & Value Our Differences: “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest.
Working Conditions:
Work environment is indoors, sitting at a desk or standing for extended periods of time.
Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment.
This position may require flexibility to work hours outside of a regular schedule.
Ability to travel as necessary.â¯
The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team. This role will work within the firms Portfolio Management program.
DUTIES and RESPONSIBILITIES:
* Leverage the firms Portfolio Management ("PM") program to open investment advisory accounts and manage their investment strategy on a discretionary
basis
o The Portfolio Management program is administered by the Portfolio Management Group ("PMG"), a sub-division of the Consulting Group ("CG")
* Supports Financial Advisors in analyzing portfolios and developing advanced PM solutions and strategies based on the clients investment objectives
* Lead meetings to discuss investment strategy options and performance
* Manage client interaction by participating and driving client prospecting and meetings
* Develops and over sees investment functions including, but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources, the development of asset allocation models and implementation of strategy
* Makes asset allocation recommendations and sets up the portfolio within the Portfolio Management program.
* Critically examines and rebalances current portfolio holdings when necessary
* Reviews and develops recommendations as to the appropriate benchmarks for the current asset allocation
* This role will not sell, manage, or provide recommendations for any accounts outside of the firms Portfolio Management program (This includes, but is not limited to the any other brokerage program or managed account programs that the firm may offer)
Education and/or Experience
* College degree or professional certification required
* 10 or more years of relevant work experience preferred
* Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
* Additional product licenses may be required
* Minimum of 5 years FINRA Registration preferred
Knowledge/Skills
* Financial industry and product knowledge
* Effective written and verbal communication skills
* Knowledge of applicable compliance rules and regulations and firm policies
REPORTS TO:
* Market Executive and dotted line to the Assistant Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$78k-134k yearly est. Auto-Apply 60d+ ago
Financial Planner
Spence, Cassidy & Associates
Finance consultant job in Flagstaff, AZ
Job Description
The Financial Planner Opportunity
We're looking for dedicated people with an agile and proactive mindset who want to help clients achieve their financial goals. Perhaps you are considering a career change or, if you are currently in the industry, you are seeking an opportunity to improve outcomes for yourself and clients. Becoming a financial Planner with Spence, Cassidy & Associates requires a high degree of dedication, commitment, and effort. For the right individual, combined with our support, this will be a highly rewarding career both personally and professionally. We are committed to excellence.
At Spence, Cassidy & Associates, you build your practice on your terms - working directly with clients to develop relationships, provide comprehensive financial plans, and help them achieve financial confidence with their life-long financial goals. It's a rewarding career and we invite you to explore the opportunity we offer:
Provide industry-leading training, support, and ongoing development throughout your career
Support you through a team of advanced financial planning experts and a network of wealth planning,and insurance planning specialists
Offer exceptional income potential, where your earnings are reflective of your efforts.
Encourage independence and work-life synergy as you plan your schedule
Benefits
Highly Competitive Compensation Plan.
Medical Insurance.
Prescription Drug Insurance.
Health Savings Account (HSA).
Dental Insurance.
Vision Insurance.
Life Insurance.
Disability Insurance.
401k Matching Retirement Plan.
Errors & Omissions Coverage.
About Us
Spence, Cassidy and Associates is a Dynamic group of Highly skilled and experienced Financial Advisors providing Financial, Estate and Business planning to their clients. We Recruit, Train, and Develop hard working, ethical individuals in the Financial Industry. Our company culture allows you to build a business for yourself but not by yourself and our team's expertise is here to support you as needed.
Opportunity awaits; join our team of Dynamic Financial Advisors!
$43k-86k yearly est. 5d ago
NEW INVESTOR ADVISOR - Licensed LOAN OFFICER (MLO )
Arizona Seller Financing
Finance consultant job in Scottsdale, AZ
Are you experienced working with investors?
Job Description
Handle our inbound leads that originate from our company marketing which attracts investors for our Seller Financing program. These investors qualify for traditional mortgages. Our investor leads are easy to convert to clients because our seller financing program gives these investors the majority of their down payment back at the start of the investment making these investment near\-zero down investor financing and making these investments very low risk. This position will convert multiple investor leads monthly. Most of our investors become repeat customers.
If you have experience originating investor mortgages this may be the perfect position for you.
Qualified candidate for either position should possess the following:
REQUIRED: Active Arizona Mortgage Loan Originator (MLO) License
Valid Arizona driver's license with dependable transportation
Cell phone and laptop computer
Have good organization skills, good follow\-up skills
School Diploma or equivalent \- Bachelor's degree (B.A.) from four\-year College or University preferred
Maintain current and thorough knowledge of all lending programs policies, procedures, and regulatory requirements.
Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
Proficient computer skills including experience with Adobe and Microsoft Products.
Computer skills with ability to learn loan origination systems and automated underwriting systems.
A successful advisor will have the opportunity to move into management.
For a confidential interview:
Respond to this posting and attach your resume
Stop competing with 100s of loan officers for the same traditional client.
Shift your business to purchase business that has little to no competition!
Creative financing sells homes!
Company Overview
Arizona Seller Financing, an Arizona licensed mortgage lender, is a valley\-wide leader in Seller Financing. Get out of the traditional mortgage rat race and join a company who offers mortgage products with no competition. Originate traditional mortgages and seller\-financed mortgages via our seller financing lead platform.
Other Positions Available
NEW CLIENT ADVISOR
NEW INVESTOR ADVISOR
Management positions available for successful advisors
Requirements
Qualified candidate for either position should possess the following:
REQUIRED: Active Arizona Mortgage Loan Originator (MLO) License
Valid Arizona driver's license with dependable transportation
Cell phone and laptop computer
Have good organization skills, good follow\-up skills
School Diploma or equivalent \- Bachelor's degree (B.A.) from four\-year College or University preferred
Maintain current and thorough knowledge of all lending programs policies, procedures, and regulatory requirements.
Strong familiarity of mortgage processes, procedures, rules, regulations, and compliance.
Proficient computer skills including experience with Adobe and Microsoft Products.
Computer skills with ability to learn loan origination systems and automated underwriting systems.
A successful advisor will have the opportunity to move into management.
Benefits
Company Matching 401k (waiting period may apply)
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$69k-133k yearly est. 60d+ ago
MFC Salaried Financial Advisor
Old Mutual Limited Ltd. 4.1
Finance consultant job in Flagstaff, AZ
na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
* Grade 12 (Matric).
* Valid Driver's licence and Own Car
* FAIS Compliance (NQF Level 5 FSCA Approved Qualification)
* Clear criminal and credit check
* Minimum of 3 years working experience (preferably in sales)
* Computer literacy (MS Word, Powerpoint and Outlook)
* Excellent communication skills (written and verbal)
* Presentations skills an added advantage
Please note: There is no closing date for this advert. It is open for applicants to submit at all times. Applicants that meet the requirements will be reviewed and referred to available vacancies.
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
30 March 2027 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
$67k-113k yearly est. Auto-Apply 26d ago
Financial Consultant
Dev 4.2
Finance consultant job in Phoenix, AZ
Company DescriptionJobs for Humanity is partnering with Empower to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Empower
Job Description
Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
What you will do
As a FinancialConsultant (Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life moments. Our FinancialConsultants provide guidance on available account options for our customer's retirement savings goals, such as 401K and IRA products. At Empower, we believe in owning your career. New FinancialConsultants will have the opportunity to promote to a Senior FinancialConsultant, increasing your overall income potential. The compensation package includes a base salary plus incentive compensation, creating the opportunity to earn a generous paycheck. The incentive compensation component will be variable and tied to specific sales related goals set by Empower.
Provide over the phone guidance at key life moments to our customer, such as starting or ending employment regarding their employer-sponsored retirement account
Discuss available account options, such as 401K and IRAs, to align to customer's retirement savings goals
Educate our customers on information specific to their retirement plan, comparing options to best support their savings goals
Focus on deepening customer's relationship with Empower
What you will bring
Bachelor's degree or an equivalent combination of education and professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations within corporate-established timelines and complete FINRA fingerprinting upon hire
Motivated, self-starter with the ability to learn new information quickly and independently
Demonstrated sales, relationship management and customer service skills
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
What will set you apart
Previous experience with inbound and/or phone-based sales
Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
Ability to quickly learn new systems and prior experience with SalesForce a plus
Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
A growth mindset to meet company and team sales goals
This position can be done remotely.
#LI - Remote
#wealthmanagement
#series7
#finance
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
Base Salary Range
$52,000.00 - $64,000.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility: Remote - Nationwide
$52k-64k yearly 60d+ ago
Portfolio Analyst
Mark-Taylor 4.4
Finance consultant job in Scottsdale, AZ
Mark-Taylor is the region's longest-standing investment manager, developer and owner of Class-A multifamily real estate on behalf of numerous third-party owners.
We are proud to be recognized as Ranking Arizona s #1 Multifamily Builder and Manager, a Best Place to Work in the Multifamily Industry, Healthiest Employer by the Phoenix Business Journal, and more.
As our portfolio continues to grow, so does our Business Development Team! Mark-Taylor is hiring a Portfolio Analyst.
As the Portfolio Analyst, you will work primarily out of our Corporate Office located in the McCormick Ranch neighborhood of Scottdale, Arizona.
You're Excited About This Role Because You Will:
Responsible for weekly and monthly Asset Management and Property Management Reporting
Provides ad hoc market research and data analysis to managers and directors?
Performs monthly market research and detailed reporting related to multifamily real estate including but not limited to rent and occupancy trends, development pipeline, and macroeconomic trends
Underwrite multifamily real estate development and acquisition opportunities
Understands and maintains an in-depth understanding of the Real Estate landscape and market?
Gathers and analyzes data from various internal and external sources?
Partners with Asset Management Team to provide analytical operations support?
Develops and implements tools, activities and metrics to assist the Portfolio Development Team?
Other duties as assigned?
We're Excited to Meet You! Ideally, You Will Bring:
Bachelor s degree in related field preferred?
Strong attention to detail, exceptional organization skills and process-oriented?
Self-motivated, nimble, and highly results-driven in a fast-paced and deadline-driven environment?
Ability to multitask and remain organized.?
Resourceful, problem -solving mindset.?
Proficiency in Microsoft Office Suite, especially Excel and Outlook.?
Excellent interpersonal and communication skills.?
Why You ll Love Working at Mark-Taylor:
Opportunities for career growth
Employee referral program
Paid time off, paid sick time, paid holidays, paid volunteer time
Medical, dental, vision benefits, including paid parental leave
401k with company match
Employee appreciation events
MT Wellness program with optional Gympass membership
Access to all Mark-Taylor Residential amenities (including our resort-style pools and fitness centers)
Mark-Taylor is an equal opportunity employer and a drug-free workplace. All of our employees undergo pre-employment screening which includes drug testing. This position has the potential to evolve into a hybrid role after 90-days of employment.
$66k-113k yearly est. 14d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Phoenix, AZ
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 36d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Finance consultant job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-76k yearly est. Auto-Apply 60d+ ago
Head of Portfolio Analytics, U.S. & Bermuda
Markel Corporation 4.8
Finance consultant job in Scottsdale, AZ
What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.
Join us and play your part in something special!
At Markel, we believe that what we do really matters. And that every one of us has the power to make a difference. To us, insurance is more than a piece of paper. It's a promise to help people get back on their feet. It's a commitment that gives people the courage to take chances. And in uncertain times, it's the fuel that moves the world forward.
Since the very start, we've used our ingenuity to insure risks that others can't. Finding smart solutions to complex problems, so people can live their lives and seize opportunities.
Our style is about focusing on people's needs, not just words on a page. It's about building relationships and connecting as humans. And ultimately, it's about being there for people when they need us most.
In our eyes, our journey is just beginning. Together, we're building a business that supports more people, in more places. But unlike our peers, we'll never lose our people-first focus as we grow. Because you will always be what makes Markel special. And what continues to power this business forward.
Markel Group (NYSE - MKL) is a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, specialist advisory, and investment operations around the world.
About the team:
Extracting value from data is critical to delivering Markel's strategic ambitions. We are investing in our data and analytics capabilities so that we can deliver sharp insights to support front-end underwriting and claims teams. As a result, we are establishing the U.S. and Bermuda Portfolio Analytics team. Under the leadership of a newly appointed Head of Portfolio Analytics, this team will bring together analytics, reporting, and technical pricing capabilities carried out across the U.S. and Bermuda and will continue to build on their transformational initiatives. In this role, you will be entrusted with setting the vision and direction for our portfolio analytics strategy and leading our transformation in this space.
The Portfolio Analytics team will be comprised of professionals with a wide range of technical skillsets, including data scientists, actuaries, portfolio managers, data engineers, and data visualization developers. We envision a dynamic, underwriter-centered team that serves the underwriter as their 'customer' - identifying trends early, delivering actionable insights built on clean data flows, and integrating actuarial models into daily workflows. Our Portfolio Analytics team will be free from the corporate financial calendar, aligned to business priorities and enabled to put the customer at the center of everything they do. Additionally, the team will establish regional connection points to better serve the Wholesale and Specialty underwriting teams located across the U.S..
What we ask of you:
* Create and communicate a vision for portfolio analytics that engages and excites both business stakeholders and technical teams, demonstrating how Markel can derive tangible business benefits from data.
* Build a market-leading Portfolio Analytics team, bringing together a wide range of technical skillsets (actuarial, data science, data engineering, analytic engineering, etc.) as well as deep domain knowledge into a cohesive team that is collaborative, customer-focused and innovative.
* Work with leaders from our five Regions (Northeast U.S., Southeast U.S., Central U.S., West U.S., and Bermuda) to prioritize portfolio analytics efforts, balancing delivering immediate value with developing capabilities that will be needed to meet the longer-term strategic ambitions of the business.
* Drive the development of a data-centric culture and adoption of analytics products across Underwriting and Claims teams.
* Oversee the relevant functional areas, including portfolio management / business partnering, data engineering, data science, advanced analytics, and technical pricing. Ensure each area is a center of excellence and that they collaborate to create an analytics capability that is bigger than the sum of its parts.
* Ensure strong partnership and alignment on priorities with the product-centric teams within the Corporate Actuarial team and the CUO function. Work cohesively on setting, executing, and monitoring underwriting strategies.
* Drive improvements in the sophistication and adoption of technical pricing models and portfolio management tools with the aim of improving risk selection and reducing loss ratios.
* Close collaboration with IT Data Services, ensuring efficiency in data processing and delivery of a single version of the truth.
* Promote the use of third-party data and development of advanced analytics techniques with a focus on directing effort and budget to the areas that will add the greatest value.
* Ensure there are robust controls in place across the department, balancing agility with safety.
What you will bring to the role:
The successful candidate will have:
* Bachelor's degree in Actuarial Science, Statistics, or related field; credentialled Actuary belonging to a globally recognized Actuarial Society preferred.
* Minimum of 15 years of experience in actuarial roles within the insurance industry, with an emphasis placed on experience in U.S. Wholesale and Specialty insurance.
* Exceptional communication skills, capable of conveying a strategic vision and galvanizing support from a wide range of stakeholders.
* Ability to set a vision for this new team and create a compelling course of action across the business that inspires and enlists others to take action.
* Proven people leadership skills, with experience of bringing together diverse, technical skillsets and creating the right environment for them to thrive.
* Commercial acumen and strong understanding of Markel's strategy and priorities.
* Experience in building alliances and cultivating deep and broad relationships across large organizations. Ability to connect with and speak the language of the businesses we support, from line underwriter to executive.
* Track record of leading high-performing teams and delivering value to Insurance organizations through pricing, portfolio management, and analytics.
* Ability to work across functional areas, gain buy-in, and persuade across the organization in order to achieve mutually beneficial objectives.
* Ability to attract, develop, coach, and retain employees for competitive advantage.
* Significant pricing actuarial experience at a Commercial or Specialty Insurer.
* Excellent understanding of insurance data, particularly with regards to Commercial and Specialty insurance in the U.S. and Bermuda markets.
* Original thinking and creative problem-solving skills to any given situation, driving for improved processes, systems, products, or services in order for Markel to establish and maintain a competitive edge.
* The ability to stay ahead of external trends and promote a culture of continuous improvement.
* Possession of a steady, earnest, and energetic work ethic, focusing energy on most critical tasks.
Our values:
We're all about people:
* Empowering them, supporting them, and helping protect what matters most to them.
* We put people first, and stay true to our word, because we believe in the power of relationships and doing what's right.
We win together:
* We work as a team, exchanging ideas, supporting each other, and respecting everyone's opinion.
* Because together we know we can achieve great things.
We strive for better:
* We aspire to lead and win in all that we do.
* Aiming for excellence, and finding a better way of doing things, is up to us all.
We enjoy the everyday:
* We are dedicated to our work, but we always keep a sense of humor and leave our egos at the door.
We think further:
* We are committed to building a legacy and making decisions that leave a lasting impact on our customers, partners, employees, and communities.
Markel celebrates the value of a diverse workforce that brings experience and expertise from a wide variety of backgrounds and life circumstances. Whatever your background, if you feel you meet the requirements of this role then we want to hear from you. We are also supportive of candidates looking for flexible working patterns.
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Pay information:
The career level and base salary offered for the successful candidate will be based on compensable factors such as Geographic location, job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, and other factors. The national average salary for the Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $220,000 - $275,000 with 50% short-term incentive and 35% long-term incentive. The national average salary for the Senior Managing Director, Head of Portfolio Analytics, U.S. & Bermuda is $270,000 - $330,000 with 65% short-term incentive and 35% long-term incentive.
Who we are:
Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We're all about people | We win together | We strive for better
We enjoy the everyday | We think further
What's in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
* We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
* All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
* We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose 'Apply Now' to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
* All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
* All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to ***********************.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the ***********************.
No agencies please.
$78k-104k yearly est. Auto-Apply 60d+ ago
Financial Analyst I - Elected Officials - County Attorney
Pima County 3.5
Finance consultant job in Tucson, AZ
SummaryDepartment - County AttorneyJob DescriptionOPEN TO CURRENT PIMA COUNTY EMPLOYEES ONLY
Job Type: Classified
Salary Grade: 11
Pay Range
Hiring Range: $54,891 - $65,873 Annually
Pay Range: $54,891 - $76,856 Annually
The Financial Analyst I - Elected Official assists in analyzing departmental and budget proposals for a Pima County Elected Official's Office, conducting research on budgetary matters, applying trend analysis to project year end amounts, and monitoring departmental revenue and expenditures for compliance with adopted budgets.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's need and will be communicated to the applicant or incumbent by the supervisor.
Assists in preparing, analyzing, and monitoring the department's operating and capital improvement budget requests;
Conducts budgetary and financial studies for the department regarding current and projected fiscal and operational matters and develops recommendations for new programs and service expansions;
Provides technical assistance to departmental staff in budget preparation by explaining financial policies and procedures to ensure clarity and proper use of the budget system;
Contributes to the development of initial recommendations for core funding levels based on revenue and expenditure projections, as well as departmental performance measures;
Compiles and prepares budget data for inclusion in the department's budget documents, ensuring accuracy and clarity;
Processes user access requests and approval workflows for business and financial systems within the department;
Utilizes internal tools to reconcile and balance financial data across multiple systems specific to the department;
Provides user support and troubleshooting for departmental business and financial systems, ensuring smooth operations;
Assists in testing enhancements and configurations of financial systems used by the department;
Maintains the chart of account elements in the department's financial system, ensuring proper categorization and tracking;
Conducts reconciliations to safeguard departmental inventory, ensuring proper controls are utilized;
Prepares internal financial and budget reports by gathering, analyzing, and interpreting departmental data;
Monitors departmental spending throughout the year and gathers data to provide recommended forecasts;
Collects information on departmental programs, goals, and objectives, compiling data for analysis and performance evaluation.
Minimum Qualifications:
Associate's degree from an accredited college or university with a major in accounting, finance, economics, public or business administration or a closely-related field as determined by the department head at the time of recruitment AND two years of professional experience in accounting, budgeting, auditing or accounting analysis, or financial management research.
OR:
Two years with Pima County in a Payroll Specialist, Accounts Payable Specialist, or closely-related position as determined by the department head at the time of recruitment.
(Relevant experience and/or education from an accredited college or university may be substituted.)
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application or write "see resume" on your application.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Valid driver license is required at time of application. Valid AZ driver license is required at time of appointment. The successful applicant will be subject to a 39-month DOT Motor Vehicle Record review to determine applicant's suitability to operate county vehicles in accordance with Pima County administrative procedures. Failure to obtain and maintain the required licenses and certifications shall be grounds for termination. Any offer of employment resulting from this recruitment is contingent upon Fleet Services' review and approval of the candidate's driving record.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. Some positions may require satisfactory completion of a personal background investigation by the court or law enforcement agencies, due to the need for access to County Attorney and Court facilities, records, and communication systems.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$54.9k-76.9k yearly Auto-Apply 7d ago
Financial Audit Intern
Arizona Department of Administration 4.3
Finance consultant job in Phoenix, AZ
AUDITOR GENERAL
The Arizona Auditor General serves as an independent source of impartial information concerning State and local governmental entities and provides specific recommendations to improve the operations of those entities. We achieve our mission through the thoroughly specific research, audits, and investigations of our professional team members who educate stakeholders through our reports, alerts, and reviews. Since 1969, our office has continued to innovate, grow, and become one of the most highly regarded leaders in our field.
Join our team and make a positive difference in your community by promoting better government for all Arizona's citizens. We look forward to working with you!
Financial Audit Intern AUDITOR GENERAL
You must apply on our website for this position.
Job Location:
Address: 2910 N. 44th St., Ste. 410
Phoenix, AZ 85018
Posting Details:
Salary: $20 per hour and potential eligibility for college credit
You must apply on our website for this position.
Key Responsibilities:
Help conduct financial statement and compliance audits.
Learn and apply the AICPA's generally accepted auditing standards, U.S. Government Auditing Standards, and other federal auditing requirements to our auditees.
YOU MUST APPLY ON OUR WEBSITE FOR THIS POSITION. You will be able to upload your resume, unofficial transcripts, and cover letter explaining how your skills are a good fit for the position.
Qualifications:
Be in your junior or senior year of your accounting bachelor's degree program and have completed some upper division accounting classes or be in a master's degree program.
Interest in public service and improving State government.
Strong verbal and written communication skills.
Well-developed interpersonal skills.
HOURS: Flexible hours, 15-40 hours per week, to meet your school schedule.
Ready to start your new career? Apply here.
AN EQUAL EMPLOYMENT OPPORTUNITY AGENCY
Contact Us:
If you have any questions, please contact *********************** for assistance.
$20 hourly 60d+ ago
Finance Intern
Align Technology 4.9
Finance consultant job in Tempe, AZ
This position is ideal for undergraduate students to join the Corporate FP&A team as a Finance Intern. Partnering with Global Finance teams, you'll provide support and analysis on various projects to help the company achieve its business goals.
Role expectations
* Create tools and templates for the Corporate Finance team to drive standardized inputs for consolidation.
* Help analyze financial results, identify trends, and provide insights to improve business outcomes.
What we're looking for
* Education: Currently pursuing a Bachelor's degree in Business Management, Finance, Accounting, or a related field.
* Skills: Strong problem-solving abilities and a positive "can-do" attitude. Proficiency in Excel.
* Teamwork: Ability to work both independently and collaboratively.
.
$36k-50k yearly est. Auto-Apply 33d ago
Financial Analyst - Tolleson, AZ
Velocity Vehicle Group 4.2
Finance consultant job in Tolleson, AZ
Who We Are:Velocity Vehicle Group (VVG) is a premium commercial brand medium to heavy truck dealership that offers the full-service experience for our customers, from an outstanding sales organization to highly skilled technicians to service your vehicle, and on demand parts. Our goal is to be your one stop shop experts for all truckers, owner operators, fleets and companies. This coupled with our Leasing and Rental business and our Financial services business make VVG the leading Truck dealership.
What's in it for You:VVG is a fast paced and growing organization that is looking for candidates that are ready for a daily challenge and cannot wait to provide superior customer service both internally and externally. VVG offers fantastic Culture as well as competitive pay, 401K W/Match, Medical, Dental, & Vision benefits. Become a part of our team and immerse yourself in a company that fosters a Great Place to Work™ culture!
What You'll Do:
The Operations Finance Analyst role serves as a direct financial partner to our operational teams. This role is responsible for analyzing and validating operational and financial data to identify performance drivers and improvement opportunities across sales, service, and parts. This role will review a variety of data across systems to link financial results to operational performance drivers, generating alternative solutions, and driving positive change. This position will also have an active role in the annual budgeting and forecasting processes.
Job Duties:
Provide day-to-day support for our operations leadership, using data driven insights and guidance to optimize financial results
Prepare, review, and distribute financial reports including sales, gross margin, and P&Ls
Compare expenses and revenues against budget/forecast to identify margin compression drivers and analyze variances/trends to provide commentary
Assist in the creation and publication of KPI Dashboards that are timely and insightful to identify opportunities for improvement
Review and analyze large and complex data sets to create ad-hoc reporting and identify business trends, risks, and opportunities
Build and foster relationships throughout the organization, creating an environment of collaboration
Identify wasteful processes and recommend improvements to streamline workflows and increase efficiency
Additional Duties and Responsibilities
Proactively collaborate with various departments to identify and create standardized reporting that enables more effective understanding and managing of the business
Assist in training operations teammates on financial KPIs, dashboards, and performance reporting tools
Assist in the annual budget and forecast process
Job Qualifications & Requirements:
Bachelor's degree in Accounting, Finance, Data Analytics or similar required
0-2 years' Finance or Accounting experience
Experience with Microsoft Office (emphasis on Microsoft Excel)
Power BI experience preferred
Good communication skills both verbal and written
Detail oriented with good organizational and analytical skills
Strong self-motivated team player
Ability to travel on occasion (25% maximum)
Physical Requirements:
Must be able to pass post offer drug test, physical and background check.
Compensation:
Dependent on experience
Full time position
Benefits Velocity Vehicle Group Offers:
Fantastic Culture
401k + match
Health, Dental & Vision Insurance + HSA & FSA
Employer paid Life Insurance
Paid Vacation Days
Sick Leave
Company perks such as employee discounts, company events and training programs
Excellent Training and Career Advancement Opportunities
If you are a dedicated professional with a passion for precision and ensuring employee satisfaction through timely and accurate compensation, we invite you to apply and join our dynamic team.
Velocity Vehicle Group is an equal opportunity employer. Velocity Vehicle Group prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$53k-84k yearly est. 7d ago
Senior Fleet Financial Analyst
Aps 4.1
Finance consultant job in Valle, AZ
Arizona Public Service generates reliable, affordable and clean energy for 2.7 million Arizonans. Our service territory stretches across the state, from the border town of Douglas to the vistas of the Grand Canyon, from the solar fields of Gila Bend to the ponderosa pines of Payson. As the state's largest and longest-serving energy provider, our more than 6,000 dedicated employees power our vision of creating a sustainable energy future for Arizona.
Since our founding in 1886, APS has demonstrated a strong commitment to our customers in one of the country's fastest growing states, earning a reputation for customer satisfaction, shareholder value, operational excellence and business integrity.
Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise: Design for Tomorrow, Empower Each Other and Succeed Together.
Summary
We are seeking a detail oriented and analytical Senior Fleet Financial Analyst to support the financial operations of our fleet organization. This role is critical in driving financial visibility and supporting data driven decision making across vehicle related programs and strategic initiatives.
The Senior Fleet Financial Analyst will play a key role in developing and refreshing vehicle budgets, conducting monthly forecasting, and performing variance analysis to ensure accuracy and accountability across all fleet expenditures. The analyst will support monthly reporting, create dashboards, and prepare leadership facing reports that communicate key insights and performance metrics.
This position will lead cost modeling, scenario analysis, and capital planning to support long term fleet strategy. The analyst will also assist with vendor financial reviews, monthly cost allocation analyses, and strategic projects requiring ad hoc and cross functional analysis.
Additional responsibilities include supporting audit and compliance processes, contributing to training and financial integration for operational teams, and ensuring that financial processes align with internal controls and business objectives.
This role offers the opportunity to work cross functionally with operations, procurement, and leadership, making it ideal for someone who thrives in a fast paced, data driven environment. The successful candidate will bring strong analytical skills, attention to detail, and a passion for operational finance.
Minimum Requirements
BS/BA in Finance, Accounting, Business Administration, Economics, or a related field, or an equivalent combination of four (4) years of relevant work experience and relevant college coursework in business, information technology, or a related area.
And an additional five (5) years of progressively responsible experience demonstrating a strong understanding of business unit operations, systems, database design, structure, functions, and work processes, along with experience using database tools.
Demonstrated knowledge of business processes and operational functions, including procedures, workflows, and computer systems.
Proven ability to identify process improvement opportunities, analyze data, identify gaps, and recommend solutions that align functional needs with technology solutions.
Demonstrated project and team experience with strong ability to prioritize work and meet deadlines.
Strong analytical skills with the ability to review data, recognize relationships and patterns, and communicate findings effectively.
Experience in managing projects and identifying and resolving issues.
Expertise in PC applications, including advanced proficiency in Microsoft Excel, PowerPoint, and Word. Experience with Power BI is preferred.
Requires proficient knowledge of emerging practices and technologies used within the business area.
Knowledge of applicable federal and state laws, regulations, and standards impacting the business area.
Excellent verbal and written communication skills, with strong interpersonal and organizational abilities.
Major Accountabilities
1) Lead the development and periodic refresh of detailed vehicle budgets aligned with organizational goals.
2) Prepare accurate financial forecasts and perform variance analysis to monitor budget versus actual performance.
3) Develop and maintain monthly financial reports and dashboards to provide insights to leadership and operational teams.
4) Lead cost modeling efforts and support capital planning to guide strategic fleet investments.
5) Collaborate with procurement and vendor teams to review vendor financials for cost effectiveness and compliance.
6) Perform monthly cost allocation reviews to ensure accurate distribution of expenses across business units.
7) Provide total cost of ownership analysis for vehicles to support acquisition decisions.
8) Provide timely ad hoc financial analysis to support special projects and strategic decision making.
9) Prepare reports and presentations to communicate financial status, risks, and opportunities to senior leadership.
10) Assist with audit and compliance activities to ensure adherence to financial policies and controls.
11) Support training initiatives and work with operational teams to integrate financial insights into daily fleet management.
12) Identify and recommend improvements to financial processes, data quality, and reporting efficiency.
13) Actively share knowledge and best practices with less tenured personnel to support their development.
Export Compliance / EEO Statement
This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person.
Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law.
For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA).
In compliance with the Drug Free Workplace Act of 1988, the Company is committed to a work environment that is free from the effects of alcohol and controlled substances, and free from the abuse or inappropriate use of prescribed and over-the-counter medications. The Company requires employees to be subject to drug and alcohol testing that is job-related and consistent with business necessity, regulatory requirements and applicable laws.
Hybrid: Employees in hybrid roles work both in their home offices (virtually) and alongside their colleagues (in person).
In order for employees to build strong relationships and to promote meaningful in-person interactions, hybrid employees are expected to work about 40% of their time in-person at an APS or other (non-home office) location.
*Employees are expected to reside in Arizona (or New Mexico for Four Corners-based employees).
*Working from a home office requires adequate technology and an appropriate ergonomic set up.
*Role types are subject to change based on business need.
$58k-72k yearly est. 23d ago
Financial Analyst Intern - Investments
Brookfield 4.3
Finance consultant job in Scottsdale, AZ
Business
At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind - creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.
As part of Brookfield - one of the largest alternative asset managers in the world - we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures - we are reimagining real estate from the ground up.
If you're ready to be a part of our team, we encourage you to apply.
Job Description
Your Team
Brookfield Residential's Summer Internship Program is designed to provide students with a unique opportunity to learn, grow, and contribute to the success of our projects and operations. This internship program is open to highly motivated and driven students who are eager to explore the development and residential real estate industry, gain practical experience, and make meaningful contributions to our team. The Summer Internship Program will begin on May 25, 2026 and conclude on August 14, 2026.
Job Summary:
As a Financial Analyst Intern, you will work closely with our investment team to support the financial planning, analysis, and decision-making processes that drive our projects. This internship provides an excellent opportunity to apply your financial knowledge, develop practical skills, and gain insight into the land development industry.
Key Responsibilities:
Financial Modeling: Assist in creating and maintaining financial models for potential and operational land development projects, including cash flow analysis and forecasting.
Market Analysis: Conducts research on real estate market trends, property values, and economic conditions to identify and support potential market opportunities.
Data Analysis: Analyze financial and market data to identify trends, risks, and opportunities related to project performance and investment returns.
Investment Committee Packages: Work closely with the investments team to prepare IC presentations, and summaries for senior management and key stakeholders.
Due Diligence: Support the evaluation of potential development sites by understanding required feasibility studies and risk assessments.
Collaboration: Work with cross-functional teams, including project managers and legal advisors, to ensure alignment on investment objectives.
Qualifications:
Education: Currently pursuing a bachelor's in Finance, Accounting, Economics, Real Estate, or a related field.
Technical Skills: Proficient in Microsoft Excel, with experience in financial modeling and data analysis.
Analytical Skills: Strong problem-solving abilities and attention to detail, with the ability to analyze complex financial data.
Communication: Excellent verbal and written communication skills, with the ability to present findings clearly and effectively.
Team Player: Ability to collaborate effectively in a fast-paced, team-oriented environment.
Interest in Real Estate: Passion for the real estate and land development industry is highly preferred.
Ability to work 40 hours per week Monday - Friday.
Must possess reliable transportation.
Benefits:
Competitive compensation.
Hands-on experience in a real-world financial environment.
Networking opportunities with industry professionals.
Professional development through mentorship and training.
Potential for full-time opportunities post-graduation.
Brookfield Residential participates in the E-Verify process to confirm the eligibility of candidates to work in the United States.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
$33k-45k yearly est. Auto-Apply 8d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Gilbert, AZ
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance consultant earn in Flagstaff, AZ?
The average finance consultant in Flagstaff, AZ earns between $45,000 and $103,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Flagstaff, AZ