Finance consultant jobs in Georgia

- 730 jobs

Financial Advisor
Edward Jones 4.5
Finance consultant job in Thomasville, GA
This job posting is anticipated to remain open for 30 days, from 11-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
$45k-100k yearly 5d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Powder Springs, GA
This job posting is anticipated to remain open for 30 days, from 11-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
$45k-100k yearly 5d ago
Senior Finance Specialist
Superannotate
Finance consultant job in Savannah, GA
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.
$56k-91k yearly est. 3d ago
Investment Consultant - Atlanta, GA (Buckhead)
Charles Schwab 4.8
Finance consultant job in Atlanta, GA
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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process 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. 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
$75k-137k yearly est. 1d ago
Senior Finance Manager
The Intersect Group 4.2
Finance consultant job in Atlanta, GA
We're looking for a Senior Manager, Corporate Finance to lead capital and liquidity management, elevate long-term strategic planning, and serve as a trusted partner to our lending institutions. This high-impact role partners daily with accounting, treasury, analytics, and merchandising-helping guide financial decisions that shape the future of the business. What You'll Do: • Build and manage advanced financial models (3-statement, multi-year, weekly cash flow) • Oversee liquidity planning in partnership with Treasury • Own all lending partner deliverables, including borrowing base submissions and compliance reporting • Collaborate cross-functionally to produce accurate, timely reporting and analysis • Present financial and operational insights to both internal and external stakeholders • Apply rigorous quantitative and qualitative analysis to drive recommendations and decision-making Requirements: • Deep expertise in capital structure and liquidity management Consulting or restructuring experience • Advanced modeling + strong Excel/PowerPoint skills • Strong understanding of credit facilities and debt instruments • Exceptional communication, accuracy, and attention to detail • Ability to collaborate across teams and manage external relationships • Bachelor's in Finance/Accounting + 7 years of relevant experience (2+ years leadership preferred) Bonus Points: • • PE-backed environment exposure • MBA • Experience with Anaplan, Power BI, SQL If you're ready to take on a visible, strategic role with room to grow-we'd love to connect.
$101k-146k yearly est. 2d ago
Senior Manager, Corporate Finance
Aarons 4.2
Finance consultant job in Atlanta, GA
Senior Manager, Corporate Finance This position is based in Atlanta, GA in our Galleria office and is an on-site role. Applicants in CA, CO, DC, HI, IL, MD, MA, MN, NJ, NY, RI, VT, and WA are not eligible for this posting. Senior Manager, Corporate Finance The Senior Manager, Corporate Finance, will play a critical role in overseeing the organization's daily capital and liquidity management, while also driving long-term strategic planning initiatives across the business. This highly visible position will also serve as the primary liaison to multiple lending partners, ensuring timely delivery of all required documentation and managing the related flow of funds. The position involves regular collaboration with internal teams such as accounting, treasury, analytics, and merchandising, as well as external communication with lending partners. This role requires strong organizational and communication skills, along with experience in finance operations and relationship management. The Details What You Need: * Advanced financial modeling and quantitative analysis skills * Proficient in Microsoft Office Suite, especially Excel and PowerPoint * Strong understanding of financial concepts, particularly credit facilities and debt instruments * Solid business acumen with the ability to apply financial knowledge to decision-making and problem-solving across various situations * Excellent written and verbal communication skills, with the ability to clearly convey complex processes and financial information to diverse audiences * Strong attention to detail and high degree of accuracy in work products * Effective collaboration and interpersonal skills for working across teams and with external partners What You'll Do: * Develop and maintain complex financial models, including multi-year, three-statement models and weekly cash flow forecasts * Oversee liquidity management in coordination with treasury and other business functions * Track and manage the deliverables to lending partners, such as borrowing base submissions and required compliance reporting * Collaborate with cross-functional teams to produce both recurring and ad-hoc reporting and analysis * Ensure reporting processes and deliverables meet high standards for accuracy and timeliness * Prepare clear and effective financial and operational presentations for both internal and external stakeholders * Apply financial analysis and a variety of quantitative and qualitative methods to assess business issues, summarize findings, and propose actionable recommendations Additional Requirements: * Bachelor's Degree in Accounting or Finance * 7 years of relevant experience * 2+ years of supervisory experience preferred * MBA is a plus but not required Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: * Paid time off, including vacation days, sick days, and holidays * Medical, dental and vision insurance * 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, skills, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay in wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on full-time employment status.
$106k-131k yearly est. 4d ago
Investment Consultant, Atlanta
Callan 4.3
Finance consultant job in Atlanta, GA
Callan is seeking a new team member to join our Southeast Fund Sponsor Consulting Group in our Atlanta office. As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client relationships, conduct investment research and strategic investment projects, and develop new business. You will work with institutional clients (including corporate and public retirement plans, endowments and foundations, healthcare systems, taxable trusts, insurance assets, for example) and will also work closely with Callan's specialty research groups to provide asset allocation, implementation advice, manager research, and performance monitoring services to our clients. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues. For this role, experience with insurance, public funds, healthcare, or non-profit entities is preferred but not required. This position will be based in Atlanta, GA and is expected to work a hybrid (office/home) work schedule, with 3 days a week in the office. What's Unique About This Role? Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians, and other service providers in an ever-changing capital market, legal, and regulatory environment. As an investment consultant, you will collaborate with colleagues throughout the company, and work with some of the highest quality and most complex asset owners in the country to help them achieve their investment goals. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan's unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than years of experience. Primary Duties Client Responsibilities· Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education· Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis· Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews· Lead searches for new investment managers, either for new allocations or to replace existing managers· Research and respond promptly to all client requests· Present information and research to clients in various settings· Be responsive to clients and colleagues and strive for excellence in all areas Client Education· Assist in developing customized educational information and/or presentations for clients· Coordinate research efforts for clients· Contribute to topical white papers, blog posts, and other research· Represent Callan and participate (or present) at industry events, including events hosted by Callan Prospective Clients/New Business Generation· Actively generate new client relationships· Research prospective clients and work collaboratively with consultants across the firm, as necessary· Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)· Work closely with associate consultants to create and customize finals presentation materials· Develop and actively participate in finals presentations Career Development & Culture· Foster our collaborative and client focused culture · Care about and contribute to the career development of our associate consultants and analysts· Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues Job Skills & Requirements Skills· Knowledge of the capital markets in general and the institutional investment landscape in particular· Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients· Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner · Strong time and project management skills and ability to adjust priorities during particularly busy periods · Success managing multiple client relationships and projects simultaneously· Ability to communicate clearly, concisely, and confidently in writing and in presentations· Demonstrated passion for learning and seeking new ideas· Success in developing new client relationships Characteristics· Detail-oriented· Active listener · Self-motivated and proactive· Emphasis on team over self· Willingness and ability to travel (generally in the Southeast)· Ongoing desire to learn and a drive to continually improve· Ability to work effectively in a small- to mid-sized organization Education and Experience· Bachelor's degree required · CFA and/or CAIA designations preferred, or progress toward one or both designations · 8+ years of experience, some or all in an investment consulting capacity, strongly preferred At Callan, you can expect:· A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more· Training for all Callan databases, research, and other systems· Access to team-building events, community outreach opportunities, and wellness events As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
$107k-168k yearly est. Auto-Apply 23d ago
Investment Consultant
Gridline
Finance consultant job in Atlanta, GA
What We Do: Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity. While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up, building a technology-first approach that makes it simple to discover, deploy and manage alternative investments. Just as other platforms have revolutionized the financial industry (payments, lending, trading, etc), we are building the on-ramp for new journeys into alternatives by reducing complexity and putting usability at the core of our platform. Who We Are: Our team collectively brings decades of experience across the technology and investing landscape, and are looking to continue our growth alongside people that: Make decisions based on data and analytical insights with a focus on delivering long term value Think strategically, and can articulate what they are (and are not) trying to accomplish Take calculated risks, are open to possible failure, and continuously make progress Are passionate about what we're building and seek to constantly learn Operate with a high degree of candor, authenticity, and transparency About the Role: We are seeking an Investment Consultant to join our young and growing team serving a diverse range of clients, including independent financial advisors, single-family offices, and endowments and foundations. In this advisory-focused role, you will support the buildout of client private investment programs, contribute to fund manager research, and provide high-quality client service and reporting. You will have the opportunity to work collaboratively across the organization, including with business development professionals, product leaders building the next generation platform for alternatives, and top management. Success in the role will be based on effective communication across teams, insightful analysis, private markets expertise, strong presentation skills to private clients, and contribution to an inclusive culture. We encourage continuous learning, proactive problem-solving, and a strong sense of ethics in all client engagements. Key Responsibilities: Client Support Respond to ad-hoc client requests with diligence and professionalism Build proposals for custom private client portfolios that meet risk, return, and diversification objectives Collaborate with business development to communicate our value proposition to clients through in person presentations, written communication, and timely responses to questions Represent the firm at industry events, roadshows, and conferences with professionalism and intellectual heft Serve as a subject-matter-expert on Gridline diligence process - incorporating our “four principles” - People, Process, Performance and Philosophy Regularly update investors on performance, including industry benchmarking, qualitative analysis, and performance breakdowns Due Diligence & Research Source promising investment managers across buyout, venture, private credit, and real assets from industry peers, placement agents, outbound thematic research, and more Track managers over time and manage a pipeline of investment opportunities Lead or support meetings with investment managers, with the goals of ascertaining manager skill and representing Gridline effectively to potential partners Use quantitative measures to separate good and great managers, and effectively communicate the results of those measurements to internal and external stakeholders Produce fully fleshed out investment recommendations, reports, and research pieces for internal and public consumption Collaborate with investment and product teams in negotiating fees, capacity, etc. with external managers and pricing/economic activities related to Gridline's investment vehicles Preferred Qualifications: Bachelor's degree required; MBA, CFA, or CAIA a plus (or working towards such credentials) 3-5+ years of experience in investment consulting, manager research, private portfolio construction, private equity, investment banking, investment advisory, or related fields Experience gained at a fund-of-funds, OCIO, Family Office, or Multi-Family Office a plus Record of drafting materials for and actively communicating in client-facing meetings Excellent written and verbal communication skills, with the ability to present complex investment topics clearly to varied audiences Demonstrated proficiency in financial analysis and modeling; private markets experience preferred and familiarity with PitchBook, Cobalt, or Prequin ideal Detail-oriented, proactive, and collegial team player capable of completing tasks independently and filling multiple roles Passionate about continuous learning and intellectually stimulated by private markets Willingness to travel as required for client and manager meetings and conferences (anticipated to be
$63k-120k yearly est. 60d+ ago
Investment Banking Research Associate
Campion Pickworth
Finance consultant job in Atlanta, GA
The Investment Banking Research Associate will provide information research support to a global investment banking client. The associate will help in collecting data / reports on sectors and economies from databases and general web, to share with the client for further usage. Knowledge of TMT, Industrials, Consumer, Healthcare, Energy, FIG and Real Estate sectors would be preferable. Strong knowledge of sector-specific databases and economic sources would help the associate in providing the best available information to the client. Responsibilities include and are not limited to: Process research requests effectively and efficiently, by selecting and utilizing the most relevant internal and external information sources Engage with bankers to provide real time support in meeting their requirements and formalize end deliverables within defined timelines Should be comfortable using databases such as Thomson, FactSet, SNL, IDC, Gartner, Pitchbook, Forrester, Wood Mackenzie, Clarkson, Wards Auto, Euromonitor, AC Nielsen, EvaluatePharma, EIU, Havers Analytics, MergerMarket, SDC, Dealogic, etc. Experience in handling industry and economic research, with sound knowledge of sector news run, thematic market research, sector screening, country data, transaction runs, volume & fee runs, etc. Provide training and mentoring to junior team members to upscale their skillset, and quality check their work Drive efficiencies in the process or work products through bringing in innovative ideas Requirements: B.S. Business Administration / Economics Strong business research fundamentals and understanding of financial concepts Excellent written and verbal communication skills Sound knowledge of MS Office, with knowledge of spreading financial or other numbers in an excel file Multitasking, teamwork, and time management skills Able to work under pressure and thrive in a deadline driven environment Lateral thinker, decisive and self-confident
$73k-116k yearly est. 60d+ ago
Investment Banking - Mid-Cap Investment Banking - Associate
JPMC
Finance consultant job in Atlanta, GA
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Atlanta. As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
$73k-116k yearly est. Auto-Apply 60d+ ago
Senior Investment Banking Financial Analyst
TM Capital Corp 4.2
Finance consultant job in Atlanta, GA
Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.
$69k-100k yearly est. 60d+ ago
Senior Analyst - Investment Management
Landmark Property Services 3.8
Finance consultant job in Atlanta, GA
The Senior Analyst - Investment Management will assist the Asset Management team with various functions including the preparation of budgets and rate plans, financial modeling, lender reporting, appraisal review, tax research, ad hoc analyses with varying levels of complexity, and supporting transactions including refinances, recapitalizations, and dispositions. Reports to: Associate Vice President - Asset Management Direct Reports: None Duties/Responsibilities: The duties listed below are an outline of the role's responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed. Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors Prepare and review weekly leasing updates for distribution to equity partners Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting Assist the Asset Management team in the preparation of quarterly investor reporting Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects Travel to markets with Asset Managers to gain insight into market trends and property operations Education & Experience 2-3 years of Commercial Real Estate experience is preferred. Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter. Preferred Knowledge, Skills, & Abilities. Attention to detail and ability to handle multiple simultaneous projects. Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model. Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required. Strong analytical and research capabilities with outstanding organization skills. Excellent interpersonal, written and verbal communication skills. Multifamily/Student Housing experience preferred but not required. Work Environment The work environment characteristics described herein are representative of those an employee 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 noise level in the work environment is usually moderate to low. Travel: 10% Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business. #LI-LF1 Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$66k-108k yearly est. Auto-Apply 60d+ ago
Senior Investor Relations Analyst
Tractian
Finance consultant job in Atlanta, GA
Finance at TRACTIAN The Finance team at TRACTIAN is responsible for managing the company's financial health and ensuring sustainable growth. This team oversees financial planning, budgeting, forecasting, and analysis, ensuring that all departments have the resources they need to operate efficiently. They also manage financial reporting and compliance, working closely with other departments to ensure alignment with the company's strategic goals. Finance is key to driving profitability, managing cash flow, and ensuring that TRACTIAN maintains a healthy financial foundation as it scales. What you'll do As a Senior Investor Relations Analyst, you will manage investor communication, develop presentations for senior management and the board, and provide strategic insights into company performance. You will play a critical role in fostering strong relationships with investors and analysts, ensuring messaging is clear, consistent, and aligned with the company's vision. The ideal candidate will have exceptional financial acumen, strong analytical and communication skills, and experience presenting complex financial and strategic information to high-level stakeholders.Responsibilities Develop and deliver impactful presentations for the board, senior management, and investors, ensuring clarity and precision. Monitor financial performance and market trends to provide insights that shape investor communications. Prepare investor reports, quarterly updates, and other materials to maintain transparency and engagement. Build and maintain strong relationships with key investors, analysts, and external stakeholders. Drive strategic messaging and positioning to align investor communications with company goals and performance. Requirements 3+ years of experience in Investor Relations, Corporate Communications, consulting, or strategic advisory roles. Advanced proficiency in PowerPoint and Excel, with expertise in creating detailed presentations and conducting financial analysis. Proven experience preparing high-quality presentations for board members and senior executives. Strong knowledge of financial statements, market trends, and valuation metrics. Exceptional written and verbal communication skills, with the ability to distill complex financial concepts for diverse audiences. Proficiency in Spanish or Portuguese is a plus. High attention to detail and a proven ability to perform under tight deadlines. Compensation Competitive SalaryPremium Medical, Dental, and Vision CoveragePaid Time Off (PTO): 15 Days 401(k) Retirement PlanLanguage Learning Opportunities - Take advantage of optional, fully funded Portuguese or Spanish courses to enhance your skills and global reach.Gympass Membership - Access a wide range of gyms and training programs.Sports Incentive - Receive a monthly bonus when you regularly participate in physical activities.Long-Term Benefit - After four years of service, earn a fully funded trip anywhere in the world.
$61k-103k yearly est. Auto-Apply 60d+ ago
Investment Banking Analyst
Pacifica Continental
Finance consultant job in Alpharetta, GA
The IBD Analytics Analyst will provide research support to our client - a global investment bank. The analyst will work as an extension of the client's team and will be responsible for structuring work products based on pitch/deal requirements in consultation with bankers.Responsibilities: Performing comparable company analysis, precedent transaction analysis, industry research, company / M&A screening, and newsletter preparation Preparing pitch books, CIMs, industry overview, detailed company profiles, management biographies, brokers' outlook, share price performance, evolution of industry/peers valuation multiples, and buyer/seller screening Basic knowledge of financial statement analysis, valuation, and modeling skills Supporting senior members in delivering the assigned projects Ability to work independently and efficiently on standard projects and deliver error free work to the Bankers Assist in creating and maintaining / updating databases on a timely basis Requirements: MBA(Finance), CPA, Master of Accounting or Bachelor with major in Finance and Accounting Accounting and financial knowledge, with advanced knowledge of MS Office Multitasking, teamwork, and time management skills Able to work under pressure and thrive in a deadline driven environment Lateral thinker, decisive and self-confident Excellent communication skills and good presentation skills Compensation & Benefits: Competitive compensation Leading edge global work environment Complete benefits package Certification reimbursement
$59k-92k yearly est. 60d+ ago
Quantitative Finance Analyst- Non Registered (CFO)
Bank of America 4.7
Finance consultant job in Atlanta, GA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description Bank of America's Quantitative Finance Group is seeking a Software Engineer to join the team. The analyst must be a self-starter with strong programming skills who is interested in a technical role and has at least 2 years of professional Linux software development experience. Should be interested in working with production code in for high performance computation Linux clusters and database architecture & administration. The analyst will work on a team that is responsible for design, implementation and operation of daily processes that are of critical importance to both the Treasury group and Bank of America as a whole. The role involves a mix of developing new systems and supporting existing processes and applications. This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Responsibilities: Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers Supports the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite Supports the methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches Required Qualifications: • Bachelor's Degree in Computer Science, another STEM field • 2+ years professional experience in Linux software development • Professional experience writing code in dynamically-typed languages such as Python, Perl, Lua, Ruby, Javascript, etc. • Professional experience working with Unix/Linux operating systems including being comfortable working on the command line • Experience using Source Code and Version Control systems like Git or SVN • Experience with traditional SQL or distributed databases such as Oracle, MS SQL or Vertica. • Demonstrate a passion for working with technology • Work well in a cooperative, time-sensitive, market-driven environment • Manage multiple priorities with minimal supervision • Success in working independently and with the group on complex problem solving • Analytical skills, critical thinking and a strong desire to learn Desired Qualifications: • Experience working with big data projects using tools like Hadoop, Spark, HBase, MapReduce, etc. • Understanding of economics and financial markets, especially with Mortgages Skills: Critical Thinking Quantitative Development Risk Analytics Risk Modeling Technical Documentation Adaptability Collaboration Problem Solving Risk Management Test Engineering Data Modeling Data and Trend Analysis Process Performance Measurement Research Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
$64k-98k yearly est. Auto-Apply 14d ago
Financial Advisor - Alpharetta, GA
Country Financial 4.4
Finance consultant job in Alpharetta, GA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$50k-82k yearly est. Auto-Apply 60d+ ago
Sr. Corporate Financial Analyst
Waystar 4.6
Finance consultant job in Atlanta, GA
As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. Lead initiatives to identify opportunities for financial and operational improvements. Enhance business insights and reporting by leveraging PowerBI. Gathering, combining, and analyzing data from a variety of sources and systems Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. 3-5+ years of similar work experience. Assurance or advisory experience with Big Four accounting firms is strongly preferred. Attainment or pursuit of CPA, CFA, or other relevant certifications. Experience working for a publicly traded company or private equity-backed business. Strong understanding of financial metrics, accounting concepts, and US GAAP. Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. Attention to detail and the ability to communicate financial information clearly to senior stakeholders. Self-motivated with the ability to manage multiple ongoing tasks and assignments. A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS Competitive total rewards (base salary + bonus, if applicable) Customizable benefits package (3 medical plans with Health Saving Account company match) We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays Paid parental leave (including maternity + paternity leave) Education assistance opportunities and free LinkedIn Learning access Free mental health and family planning programs, including adoption assistance and fertility support 401(K) program with company match Pet insurance Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$46k-63k yearly est. Auto-Apply 60d+ ago
Corporate Financial Analyst
Architectural Fabrication, Inc. 3.3
Finance consultant job in Alpharetta, GA
This role is not open for submissions from outside staffing agencies Corporate Financial Analyst Salary range: $60,000-$75,000 Trulite is GROWING! We are looking for an entry-level Corporate Financial Analyst based at our Corporate - Alpharetta, GA location. WHO YOU ARE: The Financial Analyst analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. This role works closely with senior leadership and cross-functional teams on financial planning, analysis and reporting to help drive data-informed decisions and efficient financial operations. WHAT YOU WILL BE DOING: Ensures all financial reporting, operations and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Maintains financial databases by entering, verifying, and backing up data. Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements. Assist in preparing budgets and financial forecasts to support strategic planning. Create and present financial reports to management, highlighting key insights and recommendations. Work closely with other departments to provide financial insights and support cross-functional initiatives. Reconciles transactions by comparing and correcting data. All other duties as assigned. SKILLS YOU BRING: Bachelor's degree in Finance, Accounting, or a related field. 2-4 years' experience in finance or related areas. Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint) and financial software applications. Experience with data visualization tools, such as Tableau or Power BI, preferred. Experience with ERP systems (e.g., SAP, Oracle), preferred. Basic understanding of financial statements and accounting principles. Excellent communication, interpersonal, and presentation skills. Strong attention to detail and a high level of accuracy. Ability to manage multiple tasks and meet deadlines. Must be able to perform the duties and responsibilities with or without reasonable accommodation. Strong analytical and problem-solving abilities. Must pass criminal background check. Why Trulite: Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially during a non-occupational injury. We are pleased to offer a comprehensive wellness initiative that includes access to a percentage of your pay daily if needed, and a progressive financial training program. Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HAS, if you choose to participate, is also vested immediately at 100% improving your financial health. Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence. We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.
$60k-75k yearly 1d ago
GE Vernova Supply Chain Financial Analyst intern - Summer 2026
GE Vernova
Finance consultant job in Atlanta, GA
SummaryCome and join our powerful, unified force with the energy to change the world. Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Addressing the climate crisis is an urgent global priority and we take our responsibility seriously. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life.Job Description As a Supply Chain Financial Analyst, you will play a pivotal role in advancing GE Vernova's supply chain investment strategies by driving innovation in financial modeling, process automation, and sustainability integration. You will help develop and implement enhanced cost-tracking models that support strategic network consolidation, growth, and greenfield initiatives, ensuring greater accuracy, transparency, and alignment with business objectives. This project offers opportunities to contribute to strategic decisions that enhance our supply chain roadmap and strengthen overall resiliency. Key highlights of this project include: 1. Supply Chain Financial Modelling for Strategic Investments: • Help create and refine advanced financial models to support the execution of large-scale supply chain investments, adapting legacy models to new templates and ensuring consistency with GE Vernova's strategic objectives. • Formalize a comprehensive cost ontology and automate model outputs for capital allocation, tollgate review exhibits, and executive dashboards. • Analyze project savings, total landed cost impacts, OCPH changes, and volume fluctuation effects to enable data-driven decision making. 2. Standardized Project Cost Tracking: • Establish a robust process for tracking project costs, including clear roles and responsibilities (R&R/RACI), digital cost submission structures, and the creation of a Smartsheet-based tracking tool. • Develop and maintain a central database to serve as the knowledge base for project cost data, supporting enterprise-wide benchmarking and reporting. 3. Cross-Functional Collaboration and AI Solution Development: • Partner with GE Vernova subject matter experts (SMEs) across diverse functions and business units to design, develop, and implement an AI-driven solution that standardizes, creates, and reports investment business cases. • Contribute to the rollout and adoption of the AI solution, ensuring alignment with enterprise-wide requirements and best practices. 4. Sustainability Stewardship: • Act as a “sustainability steward” for GE Vernova and the supply chain organization, championing the integration of sustainability principles into financial frameworks and investment business cases. • Help progress the sustainability framework to ensure it becomes a core element of all supply chain activities and investment decisions. Project Outcomes: Lifecycle-Consistent Financial Modeling - Delivery of advanced financial models that ensure consistency and accuracy throughout the entire project lifecycle-from feasibility study and strategic investment business case development to execution and ongoing cost tracking. Enhanced AI-Driven Business Case Reporting - Advancement of an AI-enabled solution to standardize, automate, and improve the creation and reporting of investment business cases, supporting data-driven decision making across the organization. Integrated Sustainability Framework - Successful integration of sustainability principles into financial models and business case frameworks, embedding sustainable practices as a core element of supply chain investment and operational strategies. Primary Skills Developed: This internship provides a unique opportunity to develop your skills and make a meaningful impact on GE Vernova's future through hands-on experience in financial analytics, AI-driven process improvement, and the integration of sustainability principles across all supply chain activities. • Advanced Financial Modeling - Opportunity to influence the financial and sustainability standards for large-scale supply chain investments leading to enterprise-level solutions. • Process Automation - Direct collaboration with leading experts to design and implement innovative AI solutions that enable data-driven decision making and enhance business case reporting. Through this experience, you will develop the skills to create and deploy strategic tools and frameworks that shape how GE Vernova invests and operates on a global scale. • Cross-Functional Collaboration - Exposure to cross-functional teams, enterprise systems, and digital transformation initiatives. • Develop expertise in leading and supporting sustainability initiatives within a dynamic supply chain environment, gaining practical skills in integrating sustainable practices into operational and strategic processes. Internship Term Dates: May/June - August 2026 Qualifications: Currently pursuing a Masters degree in Business Administration, Finance, Business Analytics or Data Science. Minimum GPA 4.0 / 5.0 scale. Desired Qualifications: • Strong proficiency in financial analysis, quantitative modeling, and data interpretation. • Familiarity with AI concepts, automation tools, or data analytics platforms is an advantage. • Demonstrated passion for sustainability and the ability to incorporate sustainable practices into business processes • Independent, self directed, collaborative team player with good interpersonal, communication and presentation skills. Benefits Available to you: Addressing the climate crisis is an urgent global priority, and at GE Vernova, we take our responsibility seriously. That is the singular mission of GE Vernova: to continue electrifying the world while simultaneously working to help decarbonize it. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com) The pay for this position ranges from $30/hr. This position is also eligible for: Relocation Assistance: Co-op/Interns will be reimbursed for reasonable, proper, and documented expenditures incurred while initially reporting to work and returning to school/home upon completion of the assignment. Employees with a permanent address greater than 50 miles away from the work location are eligible. Housing Allowance: Co-op/Interns employees receive a weekly housing allowance to help off-set living expenses when the co-op/Intern's permanent residence is at least 50 miles away from the work location. Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services GE Retirement Savings Plan (RSP) after their accumulated service reaches 90 days, and they meet any other eligibility requirements as defined in the plans. (Eligibility occurs on the 1st of the month following the 90th day.) General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual. Inclusion At GE Vernova, we believe in the value of your unique identity, background and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: ************************************************** Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No
$30 hourly Auto-Apply 60d+ ago
Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance consultant job in Atlanta, GA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
$31k-49k yearly est. Auto-Apply 27d ago