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Investment Analyst
MacDonald & Company 4.1
Finance consultant job in Salt Lake City, UT
Macdonald & Company is pleased to partner with a highly regarded and active real estate investment firm in the appointment of an Investment Analyst to support the acquisitions group.
The firm is headquartered in Salt Lake City and manages a national portfolio spanning multifamily, retail, and industrial assets, alongside a credit platform offering bridge, mezzanine, preferred equity, and other structured capital solutions.
The Role
The Analyst will be responsible for evaluating investment opportunities, stress-testing assumptions, and producing clear, decision-ready analysis to support internal investment approvals across multifamily and light industrial transactions.
Key Responsibilities
Build and maintain acquisition and disposition models for investments, including joint ventures and recapitalizations.
Analyze operating statements, rent rolls, lease data, and historical financials to validate in-place performance.
Research market fundamentals, rent and expense benchmarks, and submarket trends to support underwriting assumptions.
Evaluate value-add strategies, capital programs, and operational initiatives and quantify their impact on returns.
Calculate and interpret equity return metrics including IRR, equity multiple, cash yield, and stabilized performance.
Support due diligence efforts by reviewing third-party reports and identifying key risks and mitigants.
Prepare investment committee materials that clearly summarize risks, sensitivities, and expected returns.
Support due diligence by reviewing third-party reports and identifying key transaction risks.
Collaborate with senior investment team members and contribute to ongoing deal review and execution efforts.
$68k-112k yearly est. 1d ago
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Senior Manager of Finance
KK&P 4.6
Finance consultant job in Denver, CO
Job Title: Senior Manager of Finance
About Urban Villages
Urban Villages Inc. (UV) is a mission-driven real estate development and investment company committed to creating sustainable and impactful properties. We believe in harmonizing planet with profit and delivering remarkable outcomes through innovative solutions. Our team thrives on being problem solvers and innovators, demanding rigor in all we do to deliver significant impact. As we continue to grow, we are looking for passionate individuals who share our commitment to these core principles.
UV has acquired, developed, and managed over $3 billion in transformative mixed-use real estate assets in multiple markets. Our portfolio of projects includes the largest net-zero energy housing project in the US (West Village at UC Davis), the revitalization of Denver's original main street (Larimer Square), the first carbon-positive hotels in the US (Populus Denver and Populus Seattle), and one of the largest adaptive re-use LEED Platinum developments in the country (RailSpur Seattle). Today, Urban Villages has approximately $1B of mixed-use real estate assets under management and a $1.5B development pipeline with land control, as well as 35+ full time employees in three separate offices (Denver, Pittsburgh, Seattle). Our projects are among the most environmentally transformative, socially responsible, and financially sustainable developments seen in the industry today.
Role Description
Urban Villages is seeking a skilled and experienced Senior Manager of Finance to join our team. The Sr. Manager of Finance will play a key role in managing the financial health of our projects, supporting capital campaigns, and executing strategic financial projects. This position requires a strong understanding of real estate finance, exceptional analytical abilities, well developed communication skills, and a proven track record of success in a fast-paced environment.
Key Responsibilities
Capitalization & Funding (35%)
Participate in Equity Capitalization Campaigns: Provide support for securing equity capital: producing financial models, organizing information, reviewing and analyzing terms, preparing offering memorandums and other documentation, and assisting in management of the transaction team.
Secure Debt Capital: Oversee the process of obtaining debt capital for UV's loan needs: producing and organizing information, assisting in securing competitive proposals, managing the transaction team, finalizing the closing process, and organizing all related files and briefing materials.
Forecast Funding Needs: Accurately forecast funding requirements to ensure continuous development progress and prepare detailed funding requests for both investors and lenders.
Manage Investor Relations & Reporting: Improve existing communication materials and processes for investor reporting, and direct other business functions to produce all supporting information.
Lead Transaction Teams: Head transaction teams for acquisitions, dispositions, and debt procurements, including review of transaction documents and management of closing processes.
Financial Planning & Analysis (30%)
Financial Statement Analysis: Review asset/project financial statements, identify potential issues and opportunities related to cash flow, cash balances, performance, and accounting. Collaborate with Asset Management and Development teams to address any issues or opportunities identified.
Build and Maintain Financial Models: Develop, maintain, and update financial models for all development projects and acquisitions. Work closely with other business functions to ensure a prudent and supportable underwriting approach.
Direct Project Budgeting and Cost Forecasting: Oversee the budgeting and anticipated cost forecasting for development projects. Proactively identify potential budget issues.
Prepare Management Reports: Create comprehensive management reports to facilitate prudent financial oversight of projects in development and pipeline pursuits.
Oversee Financial Performance of Core and Hotel Assets: Coordinate with the CFO and other UV leadership to conduct in-depth financial analysis of the company's core real estate assets and hotel portfolio, identifying strategies to optimize financial returns and long-term value.
Drive Strategic Financial Initiatives: Identify and assess new business models, revenue streams, and cost-saving opportunities across the organization, providing financial insights and recommendations to senior leadership to support long-term growth and profitability objectives.
Financial Operations & Controls (20%)
Oversee Financial & Operational Controls: Work in conjunction with the CFO, Chief Accounting Officer, and Controller to oversee financial and operational controls managed by third-party managers.
Ensure Compliance and Reporting: Manage all compliance and reporting related to loans, and coordinate with other business functions to ensure requirements are met accurately and on time.
Support Invoicing: Support the production of company invoicing for fees and reimbursements, ensuring consistency with the budget.
Enhance Financial Systems and Processes: Evaluate and recommend improvements to financial systems, processes, and tools to enhance efficiency, accuracy, and data integrity.
Strategic Support & Leadership (15%)
Support Executive Committee and Board: Assist in preparing briefing materials for the Executive Committee and Board of Directors, contributing to high-level strategic discussions.
Support CFO: Provide comprehensive support to the CFO in the negotiation and administration of key legal agreements, gaining exposure to critical organizational contracts.
Special Projects: Partnering with the CFO, lead and contribute to varied analysis and special projects that inform company-wide strategic decisions and operational improvements.
Cross-Functional Collaboration and Influence: Act as a key financial business partner across all departments, providing financial guidance and collaborating on strategic initiatives to drive overall company performance and achieve organizational goals.
Qualifications
Experience: 7+ years of progressive experience in real estate finance and analysis, asset management, development, banking, or private equity, with a track record of increasing responsibility and impact.
Education: Bachelor's degree in finance, accounting, or other relevant field is required; an MBA is strongly preferred.
Technical Skills: Advanced understanding of financial concepts and expert-level skills in financial modeling and Excel. Proficiency with financial reporting systems and data analytics tools.
Real Estate Knowledge: Strong knowledge of real estate transaction processes and concepts (e.g., buying, selling, underwriting, waterfalls, commercial loans, etc.)
Accounting Knowledge: Strong understanding of accounting concepts and typical processes.
Analytical & Organizational Skills: Exceptional analytical thinking, meticulous organizational skills, and the ability to synthesize complex financial data into actionable insights.
Communication: Excellent written and oral communication skills, and able to present complex financial information to diverse audiences, including executive leadership and external stakeholders.
Team Collaboration & Leadership: Able to excel in a cross-collaborative, team-oriented environment, with proven experience in leading projects and influencing outcomes across departments.
Commitment to Excellence: A strong drive for remarkable outcomes, with a proven track record of delivering high-quality work and exceeding expectations.
Problem-Solving & Innovation: A proactive and innovative problem-solver who can identify challenges, develop creative solutions, and embrace new approaches in a dynamic environment.
Rigor and Impact: Possesses exceptional analytical rigor and attention to detail, with a clear focus on delivering measurable impact and driving tangible results for the company.
Sustainability Mindset: A genuine commitment to sustainability and stewardship, aligning financial strategies with environmental and social responsibilities.
Compensation & Benefits
The expected salary range for this position is $165-185K plus bonus opportunity. Full-time employee benefits include:
Medical, dental, vision, and life insurance
Short-term and long-term disability
401k retirement plan
Flex time off and paid holidays
Medical and parental extended leave
Company-wide volunteer days
Public transit pass
Application Process
Candidates should an email to ********************* with “Senior Manager of Finance” in the subject line, and include an up-to-date resume and cover letter. Qualified candidates will be contacted directly.
Equal Opportunity
Urban Villages is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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 FinancialConsultant (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 financialconsulting, look no further than Schwab's Investment Consultant role.
To learn more about our client offerings visit: Charles Schwab - Investor Services.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
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
A leading financial advisory firm in Denver is seeking a Senior Financial Advisor to provide fee-based financial advice and asset management. The role involves evaluating client needs and presenting tailored recommendations. Ideal candidates will have direct client-facing experience in wealth management and be able to build strong client relationships. The position offers a competitive compensation package, including a base salary and performance-based bonuses, along with comprehensive benefits. Applicants should possess an active Series 65 and a willingness to obtain insurance licenses.
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$74k-121k yearly est. 2d ago
Financial Analyst
Remax 4.2
Finance consultant job in Denver, CO
RE/MAX Holdings is seeking a skilled and driven Financial Analyst with 2+ years of experience to join our FP&A team. This mid-level role is responsible for leading financial planning and analysis across key business segments, with a focus on strategic forecasting, performance measurement, and cross-functional collaboration. The ideal candidate will bring a strong analytical foundation, proven experience in corporate finance, and the ability to translate complex data into actionable insights that influence decision-making at all levels of the organization.
This position requires a proactive mindset, ownership of financial deliverables, and the ability to partner effectively with stakeholders across departments. You'll play a critical role in budgeting, forecasting, variance analysis, and executive reporting, while also contributing to strategic initiatives and process improvements.
Key Responsibilities
Lead financial planning processes including annual budgeting, rolling forecasts, and long-range planning for assigned business units.
Partner with department leaders to develop accurate forecasts, identify cost-saving opportunities, and support strategic initiatives.
Perform detailed monthly variance analysis between forecast, budget, and actuals; investigate root causes and recommend corrective actions.
Prepare and present financial reports and dashboards to senior leadership, highlighting key performance drivers and trends.
Build and maintain complex financial models to evaluate business cases, investment opportunities, and strategic initiatives.
Collaborate with cross-functional teams to improve forecasting accuracy and drive operational efficiency.
Support executive leadership with ad-hoc analysis, scenario modeling, and strategic recommendations.
Contribute to the development of new reporting templates and tools
Continuously identify and implement process improvements to enhance the quality and impact of FP&A activities.
Qualifications & Skills
Required: Bachelor's degree in Finance, Accounting, Economics, or related field.
Required: Minimum of 2+ years of experience in a Financial Analyst role, preferably within corporate FP&A.
Proven experience in budgeting, forecasting, financial modeling, and performance analysis.
Strong business acumen and ability to influence stakeholders through data-driven insights.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with Oracle/Hyperion, PBCS, and Tableau or SQL is a plus.
Solid understanding of financial statements and GAAP accounting principles.
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial audiences.
Highly organized, detail-oriented, and capable of managing multiple priorities independently.
Demonstrated ability to work collaboratively across teams and contribute to a culture of continuous improvement.
Compensation & Benefits
Hire Range/Rate:
Final compensation will be based on experience, skills, and location. Additional compensation may include bonus eligibility.
Benefits Include:
Competitive medical, dental, and vision coverage
401(k) and Roth 401(k) with company match
Health savings account with company contribution
Flexible spending accounts
Paid parental leave (maternity, adoption, foster)
Educational assistance and student loan support
Paid holidays and flexible time-off program
ClassPass discount and monthly subsidy
And more!
About RE/MAX Holdings
RE/MAX is the #1 real estate brand in the world, empowering entrepreneurs through industry-leading tools, training, and technology. Join a company where your ideas are valued, your contributions matter, and your career can thrive.
Hire Range/Rate:
$70,000 - $83,000
Actual compensation offered to candidate will be finalized at offer and may be above or below the posted range due to skill level, experience, industry specific knowledge, education/certifications, or geographic location. The offer rate represents one component of the RE/MAX, LLC total compensation package. Employees will also receive a number of benefits as listed below. Other compensation for this position may include bonus eligibility.
Competitive Medical, Dental, and Vision benefits
Retirement plans with optimal company match
Annual bonus/merit opportunity
Educational Assistance
Mental Health support program
O.R.E. Events offered in-person and virtually
Mentorship program
Employee Resource Groups
Community Engagement
Diversity, Equity, and Inclusion
Parenting
Remote
Women at REMAX
RE/MAX, LLC & Motto Mortgage
Now is your chance to become part of a world-class, industry leading organization. RE/MAX Holdings, Inc. is a business that builds businesses. We provide the tools, education and tech to our real estate network, which includes RE/MAX and Motto Mortgage franchises, agents, brokers, and consumers. Join us and build a career where your contribution is heard, your
RE/MAX Holdings, Inc. is proudly headquartered in Denver, Colorado. Certain roles may be location specific, however in addition to Colorado, we welcome qualified candidates in the following states: Arkansas, California, Florida, Georgia, Illinois, Massachusetts, Michigan, Ohio, and Texas!
RE/MAX Holdings, Inc. is proud to be an equal opportunity employer committed to diversity and inclusion, as well as non-discrimination in employment. All persons shall be afforded equal employment opportunity, and all qualified applicants receive consideration without regard to race, color, religion, gender, sexual orientation, national origin, age, veteran status, disability unrelated to performing the essential task of the job or other legally protected categories. In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
*As measured by transactions sides
Application Deadline: January 22, 2026
$70k-83k yearly 1d ago
VP of Finance: Growth & Omnichannel FP&A Leader
Dyrdek MacHine, LLC
Finance consultant job in Park City, UT
A leading human performance company is seeking a Vice President of Finance to shape the financial strategy while scaling operations from $100M to over $250M. This role encompasses leading FP&A and overseeing accounting, ensuring robust financial models and supports the transition to an omnichannel brand. The ideal candidate will have over 15 years of experience in finance, particularly in high-growth environments, and possess exceptional financial modeling and communication skills. This is a hybrid position in Park City, Utah.
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$102k-156k yearly est. 2d ago
Investment Banking Experienced Analyst
Selby Jennings
Finance consultant job in Denver, CO
About the Opportunity
Our client, a leading healthcare-focused investment banking firm with deep expertise in mergers and acquisitions, debt and equity capital raises, and leveraged buyouts, is seeking a talented Analyst to join their growing team. This is an exceptional opportunity for a motivated professional to play a critical role in supporting senior bankers on high-profile transactions across the healthcare sector, including middle-market M&A, private equity, and corporate finance.
Key Responsibilities
Conduct research and prepare analyses on companies, industries, capital markets, historical financials, and prospective financial data.
Develop financial models, valuation analyses, debt and capital adequacy assessments, marketing materials, and client presentations.
Support transaction due diligence and related project execution.
Assist in researching and preparing pitch books for prospective clients, industries, and advisory initiatives.
Maintain and enhance databases for financing sources, investors, and clients to streamline deal marketing and execution.
Identify and evaluate deal-appropriate investors.
Mentor junior analysts and interns.
Ideal Candidate Profile
Minimum 1 year of investment banking experience required.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong skills in financial modeling, financial statement analysis, and valuation techniques.
Excellent written and verbal communication skills.
Ability to manage multiple projects under pressure and meet deadlines.
Demonstrated success in executing financial and operational due diligence.
Ability to thrive in a fast-paced, team-oriented environment.
Must be in Denver, CO or willing to relocate.
$53k-87k yearly est. 1d ago
Delivery Consultant - App Mod, WWPS ProServe
Amazon.com, Inc. 4.7
Finance consultant job in Denver, CO
Application deadline: Jan 21, 2026
The Amazon Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical expertise and best practices throughout the project lifecycle. Possessing a deep understanding of AWS products and services, as a Delivery Consultant you will be proficient in architecting complex, scalable, and secure solutions tailored to meet the specific needs of each customer. You'll work closely with stakeholders to gather requirements, assess current infrastructure, and propose effective migration strategies to AWS. As trusted advisors to our customers, providing guidance on industry trends, emerging technologies, and innovative solutions, you will be responsible for leading the implementation process, ensuring adherence to best practices, optimizing performance, and managing risks throughout the project.
The AWS Professional Services organization is a global team of experts that help customers realize their desired business outcomes when using the AWS Cloud. We work together with customer teams and the AWS Partner Network (APN) to execute enterprise cloud computing initiatives. Our team provides assistance through a collection of offerings which help customers achieve specific outcomes related to enterprise cloud adoption. We also deliver focused guidance through our global specialty practices, which cover a variety of solutions, technologies, and industries.
This position requires that the candidate selected be a US Citizen and must currently possess and maintain an active TS/SCI security clearance with polygraph.
Key job responsibilities
As an experienced technology professional, you will be responsible for:
Designing and implementing complex, scalable, and secure AWS solutions tailored to customer needs
Providing technical guidance and troubleshooting support throughout project delivery
Collaborating with stakeholders to gather requirements and propose effective migration strategies
Acting as a trusted advisor to customers on industry trends and emerging technologies
Sharing knowledge within the organization through mentoring, training, and creating reusable artifacts
About the team
About AWS
AWS values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn't followed a traditional path, or includes alternative experiences, don't let it stop you from applying.
Why AWS? Amazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.
Inclusive Team Culture Here at AWS, it's in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness.
Mentorship & Career Growth We're continuously raising our performance bar as we strive to become Earth's Best Employer. That's why you'll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
Work/Life Balance We value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there's nothing we can't achieve in the cloud.
Basic Qualifications
3+ years of architecting/operating solutions built on any cloud service provider like Azure, AWS, GCP, OCI, etc. experience
3+ years of software development experience
Bachelor's degree in Computer Science, Engineering, related field, or equivalent experience
Current, active US Government Security Clearance of TS/SCI with Polygraph
Preferred Qualifications
AWS experience preferred, with proficiency in a wide range of AWS services (e.g., EC2, S3, RDS, Lambda, IAM, VPC, CloudFormation)
AWS Professional level certifications (e.g., Solutions Architect Professional, DevOps Engineer Professional) preferred
Experience with automation and scripting (e.g., Terraform, Python)
Knowledge of security and compliance standards (e.g., NIST, ICD)
Strong communication skills with the ability to explain technical concepts to both technical and non-technical audiences
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
The base salary range for this position is listed below. For salaried roles, your Amazon package will include listed sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at ******************************************************
Colorado $131,300 - $177,600 annually
National $118,200 - $204,300 annually
$131.3k-177.6k yearly 1d ago
Investment Banking Associate
Plante Moran 4.7
Finance consultant job in Denver, CO
Count on us.Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.
Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
We're looking for a problem solver focused on quality and accuracy with a passion for investment banking. If you enjoy data analysis, supervisory responsibilities, and how data can inform a transaction, this associate position might be right for you.
PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to middle market companies throughout North America, Europe and Asia. Since being formed in 1995, our investment banking team has served a wide array of clients, including individual and family-owned businesses, large public companies, and private equity firms.
Our team of professionals has more than 230+ years of industry experience and is organized by industry, with specializations in Industrials, Plastics & Packaging, Business Services, Technology & Software, Consumer/Food/Retail, and Healthcare. We bring up-market analysis, strategy, and capability to the middle market by:
Fostering a deep and trusting relationship with each client.
Providing continuous senior level involvement throughout the process.
Developing supported positioning points aligned with value drivers and growth opportunities.
Identifying potential impact risk factors and creating mitigating strategies.
Leveraging the deep industry experience.
Providing on-the-ground global coverage through our international colleagues through Corporate Finance International.
As an affiliate of Plante Moran, one of the dozen largest accounting and professional services firms in the nation, we deliver an intimate knowledge of the middle market coupled with an array of services that rivals large, international investment banks.
Simultaneously, we maintain a culture of independence and senior-level involvement that supports our middle-market clients and their financial needs.
Your role.
You will be responsible for providing various qualitative and data-driven components for the development of M&A transactions.
Your work will include, but not be limited to:
Oversight and accuracy of analyst duties, including review of modeling, research methodology and deal wrap-up activities
Developing various analytical and data-driven components for the development of M&A transactions
Researching industries and/or companies to be used for prospective buyer's lists, industry overviews, general knowledge, buying trends, and practice development
Developing and manipulating financial models and/or valuations for financing, structure, and cash flow feasibility
Writing assigned sections of selling documents detailing very specific attributes and pertinent information about the company
Involvement in assembling, developing, and/or editing information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
Communicating with potential buyers, financial institutions, attorneys, referral sources, and clients
Participation in strategic discussions surrounding the transaction.
The qualifications.
Bachelor's degree in accounting or finance, MBS preferred but not required
At least 3 years work experience in investment banking or transactional related field is required.
Qualified individuals must either reside in or near the Metro Detroit, Chicagoland or Denver area or be willing to relocate to the area for this opportunity.
What makes us different?
Expertise. Integrity. Results.
These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
We live and work by the Golden Rule
We offer a work-life balance that is generally not available with large investment banks
We have a promote from within mentality with opportunities for advancement
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. This position may require travel.
The regulatory notices below include all affiliated entities of Plante Moran, including PMCF Advisors.
What makes us different?
Expertise. Integrity. Results.
These qualities have led middle-market companies to put their trust in PMCF. Our professional team offers creative instincts and opportunities to grow and thrive in an environment that is both challenging and rewarding.
We live and work by the Golden Rule
We offer a work-life balance that is generally not available with large investment banks
We have a promote from within mentality with opportunities for advancement
PMCF is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.PMCF is an Equal Opportunity Employer.
PMCF maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of PMCF.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
Compensation information posted is based on a position being located in the state of CO, IL, or MA. Please review theposition location for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range for their position, as compensation decisions are determined through a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer market-based starting salaries that are consistent across individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in IL, MA or CO is: $135,000.00 - $155,000.00
#LI-KN1
#LI-Onsite
$135k-155k yearly 3d ago
Investments Associate / Senior Living Experience
Morningstar Senior Living 3.8
Finance consultant job in Denver, CO
At MorningStar Senior Living, we talk a lot about culture. In fact, we rather obsess about it. For without a transformative culture, we cannot begin to elevate and celebrate the lives of our resident-heroes, and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant-leadership.
JOB SUMMARY
Investments Associate will play a critical role in driving MorningStar Senior Living's growth and performance across its portfolio of senior housing communities. This position will oversee investment analysis, asset management strategies, and execution of large-scale initiatives to maximize value creation. The ideal candidate has working experience in Senior Living industry, is a strategic thinker with strong financial acumen, deep understanding of real estate investments, and proven ability to manage complex projects and relationships.
DUTIES AND RESPONSIBILITIES OF THE POSITION
Investment Management
Lead underwriting and financial analysis for acquisitions, developments, and recapitalizations.
Support deal execution for actionable projects including due diligence, LOI negotiations, and closing processes.
Monitor market trends and identify new investment opportunities aligned with company growth objectives.
Asset Management
Oversee large-scale CapEx planning and execution across multiple communities.
Manage 5-year CapEx plans, physical plant compliance, and TELS usage.
Drive performance optimization through rate management, and annual rate increase reporting.
Lead strategic planning and follow through for focus communities.
Implement proactive strategies for internal transactions and capital call management.
Financial & Operational Oversight
Prepare templates and review monthly reporting packages and performance dashboards.
Lead initiatives for revenue optimization and expense control across the portfolio.
Support equity relationships and investor reporting requirements.
Stakeholder Engagement
Maintain and create strong relationships with capital partners.
Coordinate with internal teams and external partners to ensure alignment on investment and asset management strategies.
Participate in regular calls and updates with equity partners and internal leadership.
Job Qualifications
Demonstration of our Core Values: Love, Kindness, Honesty, Goodness, Fairness, Respect
Bachelor's degree in Finance, Real Estate, Business, or related field.
Senior housing experience strongly preferred.
4+ years of experience in real estate investments and asset management, preferably in senior housing or healthcare real estate.
Strong financial modeling and analytical skills; proficiency in Excel and financial software.
Excellent communication and relationship management skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Compensation
· This position will be a full-time position eligible for MorningStar's full benefit package. See: ************************************************
· This position will be paid hourly at a wage dependent upon the person's experience and applicable skills. It is expected the range will be $85,000 - 95,000 annually
$85k-95k yearly 2d ago
Investment Advisor
Empower Retirement 4.3
Finance consultant job in Greenwood Village, CO
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population.
What you will do:
Educate retail clients on the Advisory Services available through their plan to reach their retirement goals
Possess knowledge of the clients' financial goals and be able to explain managed account service offerings
Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest
Will perform aspects of financial planning for customer
Perform mutual fund, equity, bond, ETF, Muni and, CD trades
Uncover leads and opportunities to hand off to the Wealth Advisor Team
Drive new business opportunities
Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up
What you will bring:
4 + years of financial customer service experience
Brokerage and mutual fund trading experience
FINRA Series 7, 63 & 65 required
FINRA fingerprinting required
What will set you apart:
Strong written, verbal, and presentation skills
Retail, IRA. and/or 401K customer service experience
Bachelors preferred
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$55,300.00 - $76,075.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
*
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-31-2026
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.
$55.3k-76.1k yearly 3d ago
Sr. Investor Reporting Analyst
Cornerstone Capital Bank 3.3
Finance consultant job in Englewood, CO
Who we are:
Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio.
Salary: $70-90k
Location: Onsite daily in Houston, TX
Key Responsibilities:
Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations.
Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements
Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements.
Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers
Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations.
Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions.
Act as a primary point of contact for investor inquiries, audits, and exception resolution.
Provide training, guidance, and mentorship to junior analysts.
Complete special projects as assigned by Manager
What you'll need to be successful:
Bachelor's degree in Accounting/Finance or equivalent work experience
Minimum 3-5 years of professional accounting experience in a mortgage environment
CPA preferred
Strong analytical reasoning, problem solving and critical thinking skills
Effective verbal and written communicator
Must be well organized with attention to detail
Excellent interpersonal and relationship building skills
Quick learner and adaptable to constant change
Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.)
What we offer:
Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
What to do next:
If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$70k-90k yearly 4d ago
Director, Colorado Financial Empowerment Office
The Colorado Attorney General's Office 3.3
Finance consultant job in Denver, CO
A state government agency in Denver is seeking a Director for the Office of Financial Empowerment. This role involves leading initiatives to enhance financial stability for Colorado residents, particularly for unbanked communities. Candidates should have a bachelor's degree and over five years of experience in program management or financial coaching, alongside skills in public speaking and stakeholder engagement. The position offers a salary range of $95,892.00 - $126,000.00 annually, with hybrid work arrangements available.
#J-18808-Ljbffr
$95.9k-126k yearly 2d ago
Financial Analyst - Incentive Compensation - SLC
Banktalent HQ
Finance consultant job in Salt Lake City, UT
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Financial Analyst as part of our Finance Incentive Compensation department. Finance Incentive Compensation is integrated within the large Corporate Finance division at Zions Bancorporation.
Corporate Finance is undergoing rapid growth and we are focused on creating a relevant program that will enable our organization's long-term success. What's great about our department is that we work with the brightest minds in the organization who foster a culture of continuous learning and growth, have Executive and Board level visibility and support for our work and direct engagement with a diverse range of executives, and our efforts translate directly into highly visible, enterprise-wide initiatives. We are focused on creating business value and are seeking like-minded professionals to join our team!
The Financial Analyst will join our Finance Incentive Compensation team responsible for administration of incentive compensation plans for nearly 7,000 employees across 11 states. Our team assists business leaders to design, implement, and manage optimized and equitable incentive programs through standard financial metrics, incentive reporting, and plan administration. If you want to work on a team that truly drives company strategic objectives through alignment of individual goals, works closely with business and executive leadership, protects the company from operational, legal, and financial risk, constantly nurtures talent and personal and professional growth, fosters an atmosphere of efficiency, continuous progress, and excellence, and serves as experts on a financial metrics for a wide array of financial instruments, then you will be in excellent company.
As an Incentive Compensation Financial Analyst , you will play a key role in motivating and rewarding employees for exceptional performance through administration of our Incentive Compensation plans. The work you do has an impact for employees across the organization and drives enterprise performance - we directly impact Zions Bancorporation's success.
The Incentive Compensation Financial Analyst will:
Collaborate with cross-functional teams, including Human Resources, Sales, Finance, and Business Intelligence, to ensure the alignment of compensation strategies and financial metrics with business objectives.
Function as subject matter expert of the financial metrics calculated by the team and provide insight into compensation plan outcomes.
Conduct in-depth analysis of incentive compensation plans, ensuring compliance with company policies and alignment to strategic objectives.
Develop ideas, conduct research on complex concepts and processes, and recommend viable solutions.
Create financial modeling to analyze and forecast financial impacts to aide management in decision making process.
Prepare financial planning reports of key performance indicators, ad hoc analysis reports, and financial forecasts.
Drive business process improvement to optimize current processes and implement new solutions that improve the efficiency of the Finance and Compensation reporting function.
Develop resolutions to complex problems that require the frequent use of creativity, networking, and financial best practices.
Investigate data issues, perform analyses with strong attention to detail; propose and execute solutions.
Collaborate with stakeholders at all levels of organization, including senior and executive management, to assess and prioritize compensation related needs.
Perform other administrative duties as assigned.
Requirements:
Bachelor's degree in accounting, finance, statistics, mathematics, or another related field.
2-4+ years of experience in financial analysis, financial modeling, financial statements, management reporting, budgeting, and forecasting or other directly related experience.
A combination of education and experience may meet the requirements, previous experience in Financial Services a plus.
Excellent written and verbal communication and interpersonal skills that translate into effective consulting, facilitation, and presentation skills.
Ability to prepare oral and written reports.
Ability to work in a deadline-oriented environment.
Ability to work on their own and as part of a team; works effectively with cross-functional co-workers and internal customers.
Ability to communicate effectively to a large variety of audiences, from front-line bankers to data engineers to executives.
Ability to identify, research, coordinate, and resolve issues with attention to detail.
A desire and an ability to find ways to continually improve processes and drive efficiency
Excellent computer skills including Microsoft Office (Excel, Word, PowerPoint) required.
Ability to comprehend and develop complex financial models.
Incentive Compensation experience a plus.
Experience with SQL and Power BI a plus.
Mid-Large size financial institution experience a plus
Visa Sponsorship:
This Delivery Product Owner position is currently not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions.
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
$46k-67k yearly est. 3d ago
Consultant
Aarete 4.1
Finance consultant job in Denver, CO
AArete is one-of-a-kind when it comes to consulting firm culture.
We're a global, innovative management and technology consulting firm with offices in the U.S., India, and Europe. Our name comes from the Greek word for excellence: "Arete." And excellence is exactly what we strive for.
We're celebrating our fourth year as one of Forbes' World's Best Management Consulting Firms - and our success starts with our people. From robust career development planning to competitive life and wellness benefits, AArete's "Culture of Care" takes a holistic approach to the employee experience.
AAretians (our team members) are leaders at every level. You are encouraged to unlock your full potential by directly contributing to our mission and prioritizing personal development and fulfillment.
The Role
As an AArete Consultant, you will collaborate closely with clients to understand their most pressing challenges and develop strategies for meaningful change. You will leverage your analytical expertise, entrepreneurial mindset, and commitment to excellence to drive results.
With strong critical thinking skills, exceptional communication abilities, and a high-performing mindset, you are recognized as a self-starter. You leverage your analytical reasoning to determine the best ways to evaluate data and identify insightful elements that translate into client findings or recommendations. You take initiative in researching business challenges to understand market conditions, consistently bringing your perspective forward. Your resourceful and innovative approach to problem solving allows you to analyze data and build business cases that support project success and maximize value.
In this role, you will apply deep expertise in data analytics, business case development, client stakeholder collaboration, and executive communications. You will be responsible for executing project goals and deliverables with precision while solving complex business challenges for both clients and internal initiatives, giving leadership leverage by providing client-ready, high-quality, insightful deliverables. Your contributions will have a lasting impact, shaping strategies and driving measurable outcomes.
Work You'll Do
As an AArete Consultant, you will support projects and drive successful outcomes through the following:
Conducting in-depth analysis and research to identify and understand market dynamics, industry leading practices, and business challenges
Leveraging and conducting data analysis to uncover insights and develop potential solutions for clients
Identifying potential solutions to business challenges through research, interviews, internal collaboration with other AArete teams and data analysis
Assisting in the creation of business cases, delivering actionable recommendations, and supporting the implementation of initiatives, including cost savings and operational improvement
Developing and delivering presentations that communicate key insights and recommendations, concisely presenting information using clear, industry-appropriate language
Collaborating closely within your project team to ensure alignment and success, acting as an accountable team member who works together with others to reach a common goal
Learning from senior team members and attending trainings to continuously develop your skills and expertise, showing eagerness, curiosity, and reception to feedback
Leading and mentoring Analysts, fostering their growth and development by modeling strong communication, accountability, and teamwork
Preparing polished deliverables, with a focus on storytelling, for final review with the engagement manager
Exercising excellent judgment, clear communication, and a solution-oriented approach in all aspects of your work
Managing client stakeholder and vendor relationships to understand challenges, develop solutions and implement improvements
Delegating tasks as necessary to accelerate delivery within our Intern, Analyst and global support teams
Collaborating across other AArete solutions in identifying client challenges and escalating to leadership to contribute in cross-selling and up-selling
Other duties as assigned
Requirements
2+ years of experience in consulting, professional services, healthcare operations, or other relevant industries with demonstrated project-based, analytical, and client-facing responsibilities
Bachelor's degree required
Advanced proficiency utilizing Microsoft Office applications, especially Excel and PowerPoint, and basic SQL for data analysis
Strong analytical skills, with the ability to analyze and interpret data, identify client profitability improvement opportunities, and develop actionable business cases
Strong professional communication skills, including expertise in written, verbal, and interpersonal communication, as well as in-person presentations
Passion to solve challenges for our clients in the healthcare industry, particularly within payer processes and data
Ability to work within diverse project teams both internally and client facing
Enthusiasm for joining a fast-paced, high-growth company and contributing to the development of business architecture in technology applications and tools
High self-motivation, accountability, and a collaborative spirit
Willingness to engage in direct client interaction, including travel to client locations
Must be legally authorized to work in the United States without the need for employer sponsorship
Preferred Requirements
Strong preference for experience in the payer and healthcare industry, including candidates with provider backgrounds who have worked with payers (e.g., managed care contracting)
Experience with healthcare claims analytics and/or network analytics, with strong understanding of payer/provider contracts, reimbursement language, and key terms
Experience with AArete's other focus industries: Pharmacy, Financial Services, Retail, Manufacturing, Higher Ed, or Technology & Professional Services
Cost reduction and process improvement experience within relevant client industries (Healthcare, Financial Services, Retail, Higher Ed, etc.)
Experience in healthcare systems and digital platforms, including Provider Data Management, Claims Adjudication (e.g., Facets, QNXT, etc.), and related tools, with the ability to leverage these systems to improve data quality, operational efficiency, and end-to-end healthcare processes
Based in Chicago, IL, and able to work from our Chicago office as needed
Compensation & Benefits
Flexible PTO, monthly half-day refuels, volunteer time off, 10 paid holidays
Own Your Day flexible work policy
Competitive majority employer-paid benefits: Medical, Dental, Vision, 401K Match
Generous paid parental leave options
Employer paid Life Insurance, Short-Term Disability, and Long-Term Disability
Charitable contribution matching program
New client commission opportunities and referral bonus program
Bike share discount program
The estimated base salary range for this position is $84,000 - $102,000. In addition to this base salary, individuals may be eligible for an annual discretionary bonus. This range is a part of a competitive, total compensation package together with our majority employer-paid benefits and incentive pay for eligible roles. Please note that this range is a guideline and individual total compensation may vary due to numerous factors including but not limited to experience level, certifications, and other relevant business considerations.
AArete will accept applications until the position is filled. The job posting will be removed once the role is no longer available.
We put humans at the center of our work
We're a global management and technology consulting firm specializing in strategic profitability improvement, digital transformation, and strategy & change for clients. Our cross-industry solutions are powered by a digital-first mindset, market intelligence, and data-driven approach to deliver purposeful change, actionable insights, and guaranteed results.
But what sets us apart is our people. We are guided by our deeply embedded guiding principles: Excellence, Passion, Loyalty to Clients, Stewardship, Family, Community, Sustainability, and Inclusion.
And we've been recognized as a top firm to work for by companies like Forbes, Top Workplaces Chicago Tribune, and Consulting Magazine.
We've earned aGreat Place to Work Certification and been named a World's Best Management Consulting Firm by Forbes, Vault'sTop 50 Firms to Work For, Crain's Chicago Business Fast 50, Inc 5000'sFastest Growing Firms, and Consulting Magazine'sFastest Growing Firms.
Learn moreabout our award-winning culture
We are an Equal Employment Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-DNI
$84k-102k yearly 5d ago
Associate Wealth Advisor
DWC CPAs and Advisors
Finance consultant job in Grand Junction, CO
Join Our Team and Unleash Your Potential!
DWC CPAs and Advisors is on the lookout for passionate and talented individuals to join our dynamic team where your unique skills, experience, and perspective are highly valued and contribute to our standing as a Top 300 Public Accounting Firm. We are actively seeking individuals who aspire to grow both personally and professionally and are dedicated to making a positive impact on our team, clients, and communities.
Associate Wealth Advisor
Compensation:
Pay: From $90,000 to $110,000 per year (based on experience)
Position Type: Full-Time Exempt
In compliance with the Colorado Equal Pay Act, Compensation Differentials for this position are based on education, experience, training, and geographic location, as well as DWC's seniority and merit systems.
Job Responsibilities:
Deliver "Wow Service" to clients, resulting in direct referrals.
Analyze clients' financial information to develop strategies and recommend financial products that meet their objectives.
Exude confidence and professionalism with clients, prospects, and Centers of Influence (COIs).
Schedule and conduct client meetings with clear deliverables, both online and in-person.
Take initiative in addressing client needs and managing expectations with team support.
Prepare comprehensive financial planning deliverables, focusing on minute details.
Complete all wealth advisory tasks with team collaboration.
Work with MoneyGuidePro to develop financial plans and recommendations.
Handle administrative duties, including scheduling meetings, preparing documentation, and maintaining client records.
Ensure all activities comply with laws and regulations, assisting in compliance report preparation.
Build and maintain a strong network and develop ongoing relationships with COIs.
Actively build relationships with firm professionals and train them in wealth advisory aspects.
Maintain a social presence through volunteering or joining charitable organizations.
Keep the team aligned with the firm's strategic initiatives.
Create clear guidelines for timelines and workload management.
Follow firm processes and procedures for servicing clients and prospecting future clients.
What We're Looking For:
A four-year college degree is required.
Following designations are preferred but not required: CERTIFIED FINANCIAL PLANNER™ (CFP ); Certified Public Accountant, Personal Financial Specialist (CPA, PFS); Certified Financial Analyst (CFA).
Preferred to have 2 years of experience as an Associate Wealth Advisor, Client Services Manager or related position.
Team player with a high degree of self-confidence.
Ability to manage multiple tasks with competing deadlines.
Ability to function well in a high-paced and at times stressful environment.
High level of integrity and the ability to keep information confidential.
Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial future
Why Join Us:
DWC is about YOU. YOU inspire us. YOU motivate us. YOU move us.
Make YOUR Connections. Live YOUR Experiences. Find YOUR Purpose. Come Thrive With US!
Benefits:
Competitive pay
Medical, dental, & vision
401k plan with employer match
Health Savings Account (HSA) with employer contribution
Limited Flexible Spending Account (FSA) and Dependent Care FSA with employer match
Generous Paid Time Off (PTO) and PTO advance on first day
Paid holidays
Professional development support
Learn more about how we take care of our team on our Careers Page: ********************************
About Us:
At DWC, we cherish our team members and appreciate their dedication to each other, our clients, and the communities we serve. We firmly believe in taking care of our employees by offering competitive living wages, comprehensive benefits, and various other gestures that demonstrate our genuine appreciation and concern for your overall well-being, both in your successful career and your family/home-life. Your personal success is significant, and we are here to support you every step of the way.
$90k-110k yearly 30d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Grand Junction, CO
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Financial Field Analyst - Vivage Corporate
Vivage
Finance consultant job in Lakewood, CO
Vivage Senior Living is recognized as a national leader driving high quality service for seniors, their families, and our employees. "Vivage” means "celebrating aging” inspiring our focus to create innovative and customer-driven models filled with personalized and meaningful living experiences. We are a senior health care, solution driven company servicing 30+ facilities in the state of Colorado.
WHAT'S IN IT FOR YOU AS A VIVAGE EMPLOYEE?
Competitive Salary
Flexible working hours
Daily Pay Advance Option Available
Holiday Pay (when working on a major holiday)
Sick time pay accrual
Paid Time Off
Health, Dental, Vision, and More
OVERVIEW OF THE ROLE
The primary responsibility of your job position is to assume responsibility for financialconsulting oversight of the facility business office, including Accounts Receivable, Accounts Payable, and Resident Trust. Performs internal audit services for client facilities following current federal, state and local standards, guidelines and regulations that govern long term care and assisted living facilities.
KEY RESPONSIBILITIES
Monitor assigned facility business office performance and compliance in all aspects of A/R, A/P, and RTA functions.
Monitor assigned facilities for A/R: DSO, billing submission timelines, triple check processes, private pay policy compliance, ADR/RAC monthly calls, billing compliance and A/R review notes.
Monitor assigned facilities for A/P spend downs, check registers, petty cash, and GL coding.
Attend assigned Vivage Community Operations Report (COR) and In-House A/R reviews as scheduled.
Conduct Resident Trust compliance reviews quarterly.
Implement and monitor performance improvement plans as needed.
Schedule consistent facility site visits at a minimum every two months, scheduling at least 1 week in advance (prefer 2 weeks).
Regularly communicate facility issues to Nursing Home Administrator and Director of Field Operations. Concerns to be brought to Nursing Home Administrator first, then to DFFO and SVPO. Prepares written and oral reports summarizing results of consulting visits to the facilities and tracking critical ongoing issues and projects on Vivage COR file.
EDUCATION/EXPERIENCE
Must possess, as a minimum, an Associate's Degree in Accounting or Business Administration (or related field) from an accredited college or university. Equivalent combination of education, training, and experience may substitute for education requirements.
Must have, as a minimum, five (5) years experience in an administrative or consultative capacity in a nursing facility.
Accounting or full-charge bookkeeping experience and nursing home business-office experience required.
Long Term Care experience, particularly in the areas of Medicare, Medicaid, Managed Care and Private Patient billing and collections required.
Knowledge of accounts payable, accounts receivable, and resident trust applications. Three (3) years experience preferred.
Must have knowledge of general ledger accounting.
Must maintain a valid, unrestricted Colorado driver's license.
Ability to pass a criminal background check as well as Colorado CAPS background check.
COVID Vaccine Required or Valid Exemption.
We are an Equal Opportunity Employer
$51k-75k yearly est. 11d ago
Intern, Financial Analyst
Congruex
Finance consultant job in Denver, CO
Job Profile
Job Title: Intern, Financial Analyst
Reports To: Senior FP&A Analyst
Department: Finance
Primary Location: Boulder and Denver, CO
Compensation: $20/hour
Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at
****************
.
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
· Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
· Support and refine annual budget process and recurring forecasting process
· Provide operational support for Treasury, including cash management and cash forecasting
· Support capital markets initiatives, including refinancing and debt issuance activities
· Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
· Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
· Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
· Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
· Strong interpersonal, communication and leadership skills
· Intellectually curious with a desire to understand and improve processes
· Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
· Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
· Exposure to key operational and financial accounting concepts and financial statement analysis
· Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
· GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
· Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
· Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
· Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.
$20 hourly 16d ago
Intern, Financial Analyst
Congruex LLC
Finance consultant job in Denver, CO
Job Profile Job Title: Intern, Financial Analyst Reports To: Senior FP&A Analyst Department: Finance Compensation: $20/hour Congruex is looking for an Intern, Financial Analyst to join our team. Learn more about it at *****************
Who is Congruex
Congruex designs and builds broadband and wireless communications infrastructure. The work we do enables everything in the modern world to operate, from healthcare and energy to transportation and social interactions.
We deliver turn-key network solutions under a single platform by aligning our engineering and in-market construction operating units. Our vision is to be the best end-to-end provider of network services in the U.S. and our core values of GRIT connect everything we do.
We are building tomorrow, together. Will you join us?
Your New Job
Job Summary:
Congruex is seeking a highly motivated financially oriented intern to join our growing Corporate Finance team. This position will report to our Senior Financial Analyst and will have significant exposure to the CFO, Controller, Sales, and Operations team. The primary responsibilities will be to support financial planning and analysis for a company that is experiencing rapid growth amidst unprecedented industry demand for increased wireless and broadband connectivity. The ideal candidate will have a passion for delivering actionable and insightful data analytics that will drive forecasting, process improvement and margin expansion initiatives, as well as the annual budget process. This role is a tremendous opportunity to develop a well-rounded financial skill set while gaining experience in the technology and digital infrastructure industry
Key Responsibilities:
* Perform financial analysis that provides timely and accurate support for monthly financial and operational reporting processes
* Support and refine annual budget process and recurring forecasting process
* Provide operational support for Treasury, including cash management and cash forecasting
* Support capital markets initiatives, including refinancing and debt issuance activities
* Support the Corporate Development team with merger and acquisition activity, including due diligence support and transaction execution and integration
* Collaborate with Finance Transformation team to continuously evolve and improve financial reporting processes, visibility, and controls
* Support Accounting and Strategic Transformation teams in identifying and implementing new systems and processes to create back-office efficiencies
* Partner with operating units to identify and implement performance improvement opportunities that drive margin expansion
Qualifications:
* Strong interpersonal, communication and leadership skills
* Intellectually curious with a desire to understand and improve processes
* Ability and desire to learn how to optimize financial and operational processes in a rapid growth environment
* Currently studying to complete a university degree in Finance, Accounting or a major oriented toward Quantitative Analysis with exposure to Finance & Accounting curriculum
Preferred Skills:
* Exposure to key operational and financial accounting concepts and financial statement analysis
* Ability to work with complex data sets
Why Work At Congruex
Opportunities
We offer opportunities at all levels across the nation - from students to industry veterans - in areas of engineering, construction, and professional services.
Wellbeing
We value the wellbeing of our people and offer competitive compensation, health benefits, wellness resources, 401(k) retirement planning, and employee recognition and leadership development programs. Options may vary by geographic location.
Culture
The pillars of Congruex culture are GRIT, safety, inclusion, and family.
* GRIT: Our GRIT values are part of our company DNA and the touchstone for our multinational workforce.
o Guts - having the guts to do the right thing
o Reliability - being reliable to deliver what we promise
o Innovation - innovating every day
o Teamwork - embracing teamwork together as One Congruex
* Safety: We are committed to 24/7 safety practices on our jobsites, within our offices, and all the places our team exists in between.
* Inclusion: Congruex embraces our team's diversity and promotes an inclusive workplace for all.
* Family: We are a family-oriented company committed to the long-term health and development of our people.
The Fine Print:
Some benefits have eligibility criteria. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.
How much does a finance consultant earn in Grand Junction, CO?
The average finance consultant in Grand Junction, CO earns between $48,000 and $104,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Grand Junction, CO