Remote Senior Finance Specialist - AI Trainer
Remote job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
Investment Banking Analyst (Remote | $90 -$150/hr)
Remote job
Finance Expert (Investment Banking or Private Equity)
Hourly Contract | Remote | $150 per hour
Mercor is recruiting Investment Banking and Private Equity Experts based in the U.S., UK, Canada, Europe, Singapore, Dubai, or Australia for a research collaboration with a leading foundational AI lab. This role is ideal for finance professionals with real deal execution experience who are comfortable building financial models from scratch and applying deep capital markets expertise to structured AI training tasks.
This is a fully asynchronous, part-time contract where you can contribute on your own schedule and deliver highly realistic financial work products reflective of real on-desk execution.
2. Key Responsibilities
Build financial models from scratch, mirroring real-world on-desk work
Evaluate, refine, or structure financial data and modeling outputs for AI research
Identify assumptions, drivers, sensitivities, and valuation logic
Produce high-quality written outputs reflecting domain expertise
Work independently while adhering to structured task formats and timelines
3. Ideal Qualifications
2+ years of full-time experience at a top-tier investment bank or private equity firm
Demonstrated hands-on deal execution experience (academic experience does not qualify)
Ability to replicate real modeling work with rigor and precision
Exceptional communication, analytical reasoning, and financial modeling skills
Strong attention to detail and ability to work independently
4. More About the Opportunity
Fully remote and asynchronous - work around your existing schedule
Expected commitment: 20+ hours per week
Contract duration: through end of January, with the possibility of extension
Strong performance increases eligibility for future high-paying projects with Mercor
5. Vetting & Qualification Process
Behavioral interview (~10 minutes) to discuss prior deal work
Technical assessment (< 30 minutes) evaluating financial expertise and modeling competence
6. Compensation & Contract
$150 per hour
Independent contractor engagement
Payments made via Stripe Connect
Client Advisor, Cabazon
Remote job
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.
Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.
While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.
Position Purpose
As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision.
Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion.
Role Responsibilities
· Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory
· To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision.
· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.
· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.
· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.
· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.
About You
· Capability and drive to reach KPIs and Sales Targets
· Demonstrates professionalism, optimism and team orientated approach.
· Exceptional communication and interpersonal skills
· Previous sales experience in luxury designer fashion
· A passionate brand ambassador who embodies the Zimmermann values
· Ability to cultivate Zimmermann's brand loyalty though positive client interactions.
· Detailed orientated
· Excellent organisational skills and problem-solving ability
· A passion for exceeding customer expectations
· Ability to build ongoing rapport with clientele
· Ability to work independently and as part of a team
Why join our team?
· Bespoke career development plans and access to strong mentors and industry leaders.
· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.
· Competitive package, seasonal uniforming and team member discount
· Be part of a responsible fashion house with a focus in leading in sustainability
Compensation
Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.
Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range.
In addition to hourly pay, Client Advisors are also eligible for commission on all sales.
At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.
Diversity Statement
Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
Infor Finance ERP Analyst - 245267
Remote job
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
Remote Licensed Financial Services Professional
Remote job
About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
Mercor - Private Equity Analyst (Remote), application via RippleMatch
Remote job
This role is with Mercor. Mercor uses RippleMatch to find top talent.
Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based Investment Banking or Private Equity Experts for a research project with a leading foundational model AI lab.
You are a good fit if you:
Have at least 2 years of experience working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk)
Here are more details about the role:
The work is fully asynchronous and can be done around your schedule
You will be building financial models from scratch that would be reflective of what you did on desk
You must be able to commit at least 20 hours per week for this role
This contract is till end of February (with the possibility of extension)
Successful contributions increase the odds that you are selected on future projects with Mercor
The vetting process involves:
~10 minute behavioral interview asking about previous deals you've worked on
Technical assessment ( < 30 minutes) evaluating financial expertise
With respect to pay and legal status:
This role will pay $150/hour
We will pay you out at the end of each week via Stripe Connect based on the number of hours you log
You will be classified as an “at-will” contractor to Mercor
Please note that we cannot currently support H1-B or STEM OPT status candidates
Auto-ApplyFP&A, Corporate and Strategic Finance
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplySenior Investment Consultant - Institutional, RIA, and Family Offices (West Coast)
Remote job
About Us:
ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices.
The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships.
This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results.
Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior.
Key Responsibilities
[1]
:
50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals.
25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs.
10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients.
10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed.
5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets.
Qualifications:
10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales
Strong academic background with advanced degree, and/or a professional designation such as a CFA.
Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers)
Strong ability to drive client engagement process, recommend and execute within tight deadlines.
Experience with exchange traded funds, mutual funds and/or interval funds
Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
Our Benefits:
Competitive pay and discretionary bonus
Paid time off
Health care benefits (medical, dental & vision)
Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
401(k) retirement plan with matching contribution
Spending Accounts (Health Care, Dependent Care, and Transportation)
Wellness Programs (fitness reimbursement, Employee Assistance Program)
Education assistance
Hybrid work schedule
Additional Programs include peer recognition, corporate matching gift
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.
Auto-ApplySenior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Auto-ApplySenior Analyst, Investment Reporting
Remote job
Department
Operations
Employment Type
Full Time
Location
Remote
Workplace type
Fully remote
Reporting To
Director, Data Analytics and Reporting
Key Responsibilities Qualifications Benefits and Perks About ImpactAssets ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet's future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.
Senior Investment Analyst
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here.
Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply.
Core responsibilities:
Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members
Assist origination team in identifying and closing target counterparties (across industries and asset types)
Prepare financial models and related analysis to support investment recommendations and track ongoing investments
Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing.
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years' relevant experience in law, finance/credit, or advisory/consulting
Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation
Strong written/oral communication, equally comfortable with expert and non-technical colleagues
Excellent organizational skills and high attention to detail
Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods
Ability to thrive in a fast paced, growth focused environment
Nice to Have:
First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables
Prior extended experience at a hybrid or remote-first organization
Auto-ApplySenior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
* Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
* Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
* Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
* Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
* Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
* Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
* Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
* Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
* Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
* Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
* Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
* Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
* Proficient in Excel and Google Suite; experience with financial research tools is a plus
* Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
* Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
* Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
* Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
* Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
* Experience with AI, SaaS, or consumption-based business models
* Comfort handling ambiguity and working with minimal supervision
* Experience working with pre-IPO companies
* Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
* Founded in 2012, with 500+ employees, and growing fast
* Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
* We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
* Our values are publicly available: *************************
* We offer generous cash & equity compensation
* Health, dental, and vision coverage for you and your dependents
* Wellness and commuter stipends for select roles
* 401k Plan with 2% company match (USA employees)
* Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Senior-Investment-Analyst--Hybrid | jobs.yoh.com
Remote job
Performs advanced (senior-level) fundamental investment research and analysis work. Work involves sourcing, validating, and reconciling investment data from fund managers, custodians, and internal / external systems. Ensure integrity and accuracy of investment data feeds. Other duties include structuring data sets to support analytics, modelling, and reporting efforts. Works under minimal supervision with considerable latitude for the use of initiative and independent judgment.
The Risk Management team is responsible for analyzing and mitigating multiple types of risks across all asset classes, working closely with the investment team. The team is responsible for developing tools, metrics, and processes to understand, monitor and manage the risks in traditional and alternative investment strategies.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES LIST DUTIES AND RESPONSIBILITIES: APPROX. % OF TIME
* Actively monitors and controls the portfolio's overall and relative risk by assessing how different factors impact performance, using various risk reports such as asset class exposures, tracking error, Value at Risk (VaR), stress tests, scenario analysis, and liquidity metrics.
* Provide risk management oversight through quantitative assessment of market exposures through quantitative assessment of market exposures
* Maintain standardized internal risk reporting
20%
* Evaluate total fund performance attribution and identify sources of active and structural risk.
* Participate in group discussions regarding potential impacts on portfolios.
* Performs quantitative due diligence for potential investment opportunities across all asset classes. Analyzes portfolio trends, risk exposures, and performance attribution. Supports investment decisions with data-driven analytics / research as needed.
* Assists with developing and maintaining models to give portfolio managers a better understanding of the range and distribution of potential outcomes of investment decisions in different market conditions.
* Designs, tracks and presents analytics that can be applied and measured consistently across multiple asset classes and investment types.
40%
* Performs research related to investment strategies, best practices in predictive analytics and investment modeling, evaluation of current and prospective systems, and various areas of risk management and portfolio management.
* Performs qualitative and quantitative investment and risk analysis for potential investment opportunities and existing investments across all asset classes. Present results to external investment team members and to the Investment Committee.
5%
* Produces and owns regular reports on portfolio performance, asset allocation, and exposures. Automates and enhances the production of quarterly board books and presentations to executive staff and Board committees.
* Assists in regular reporting with data acquisition, reconciliation, and normalization. Contributes to the production of regular reports and presentations to executive staff and Board committees.
10%
* Participates in portfolio management and risk system evaluations and research to ensure implemented systems are aligned with industry best practices
* Maintain and assist in the design of existing and new module/system implementations of information databases and investment-related systems and software
* Design and build automated programs for data aggregation, data cleansing, and data transformation as a feed into any risk system as well as for enhanced analytics and formatting for Investment Team
* Identifies and interprets patterns and trends, assesses data quality and eliminates irrelevant data. Supports the development of improvements in analytic techniques and capabilities. May include structuring of new data, automating data feeds, monitoring data quality, and reconciling multiple data sources.
* Automates, audits, and reconciles collections of data provided from various sources, including consulting or coordinating with fund managers, custodians, consultants, internal systems, and third-party contractors.
25% MINIMUM QUALIFICATION REQUIREMENTS Education:
* Graduation from an accredited college or university with a bachelor's degree in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science)
Preferred Education:
* Master's degree or PhD in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science)
Experience:
* 5 years of full-time work experience performing quantitative data analysis or analyzing investment data.
* General knowledge of risk management principles and practices.
* Well-versed in analytical and financial applications (e.g. Bloomberg, FactSet, Python, Matlab, VBA, and / or other programming languages (e.g., C++, Gauss, Stata, R, C++, SAS…etc.)
* Intermediate to Advanced Excel / Power BI skills.
Preferred Experience:
* Experience using risk systems (MSCI HedgePlatform / RiskManager, MSCI Barra, Aladdin, TruView, etc.).
* Experience in investment data analytics tools / platforms (Backstop, LPAnalyst, Axioma, MSCI Burgiss, eFront, Venn, etc.)
* Experience using performance systems (Clearwater, Solovis, State Street system, etc.).
* Knowledge of index families and benchmarking (MSCI, Bloomberg, S&P Global, HFR Database and IndexScope, Barclays Live, Cambridge, Preqin, etc.).
LICENSES / CERTIFICATIONS Preferred LICENSES / CERTIFICATIONS:
Certification in or working towards certification in one or more of the following:
* Chartered Financial Analyst (CFA)
* Chartered Alternative Investments Analyst (CAIA)
* Financial Risk Manager (FRM)
* Certificate in Investment Performance Measurement (CIPM)
Estimated Min Rate: $91000.00
Estimated Max Rate: $130000.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
* Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
* Health Savings Account (HSA) (for employees working 20+ hours per week)
* Life & Disability Insurance (for employees working 20+ hours per week)
* MetLife Voluntary Benefits
* Employee Assistance Program (EAP)
* 401K Retirement Savings Plan
* Direct Deposit & weekly epayroll
* Referral Bonus Programs
* Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal 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.
Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
Financial Analyst, Corporate FP&A Reporting
Remote job
Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.
The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.
Key Responsibilities
Corporate Forecasting, Budgeting, and Long-Range Planning
* Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
* Contribute to long range planning model updates and related financial analyses
* Maintain and update corporate models with accuracy and attention to detail
* Support risk and opportunity tracking and prepare summaries for leadership
Financial Consolidation and Reporting
* Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
* Prepare monthly and quarterly reporting packages for leadership review
* Support the development of Board of Directors presentation materials
* Create charts, tables, and visuals that clearly communicate key financial insights
* Support company-wide projects, analyses, and ad hoc requests
Technical Modeling and Analytics
* Build and maintain driver based financial models using Excel and other financial planning tools
* Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
* Support FX neutral and budget neutral analyses when needed
* Ensure accuracy and consistency across modeling and data consolidation
Process, Organization, and Documentation
* Support organization of shared FP&A files and folders, including consistent use of SharePoint
* Help maintain documentation and desktop procedures that guide recurring processes
* Assist with process improvements and tools that enhance clarity and efficiency across FP&A
* Assist in improving reporting consistency and streamlining FP&A workflows
ABOUT OUR PLATFORM
Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Required Experience
* 2-5 years of experience in FP&A, corporate finance, or financial analysis
* Expert level Excel skills with demonstrated ability to build and maintain financial models
* Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
* Experience with BI or data visualization tools (Tableau, Power BI) is a plus
* Ability to communicate financial information clearly both verbally and in written formats
* Strong attention to detail, problem-solving skills, and organizational skills
* Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets
The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.
This position is located in Remote, United States. View the Google Map in full screen.
Wealth Solutions Advisor
Remote job
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.
This position is fully remote and offers competitive incentive compensation on top of the base pay.
The Wealth Solutions Advisor at Empower works with individual consumers in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep understanding of customers and provide solutions to improve their financial outlook.
In this role, you will not manage a book of business, but will focus on providing solutions to our customers. A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is measured by successful consolidation of outside accounts.
What You Will Do:
Cultivate relationships by prudently addressing customer needs, while maximizing the use of Empower products and service benefits available.
Drive scheduled appointments that require one to uncover outside asset opportunities, close on the outside opportunities identified, and seamlessly quarterback the onboarding of outside assets.
Demonstrate holistic knowledge of goal-based planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.
Implement Empower's conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
Diligently manage time and pipeline to prioritize day based on customer's needs and likelihood of expanding relationship with Empower.
Govern the process (using SalesForce CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed.
Partner with relationship management and advisory teams to prioritize appointments that will consolidate outside assets and seamlessly hand back off to the relationship management team once assets are closed.
Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
Other duties as assigned which may involve some or all of the following: staff meetings, product seminars/training, meeting all federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.
What You Will Bring:
FINRA Series 7, 63, and 65 (or 66) registrations required.
3+ years of financial industry experience with demonstrated sales success required.
Exceptional listening, verbal, and presentation skills.
In-depth understanding of retail investment vehicles and qualified retirement plans.
FINRA fingerprinting required.
What Will Set You Apart:
A passion for helping mass-affluent customers structure and reach intermediate to long term savings goals.
Motivated, self-starter with the drive to thrive in a high velocity, senior sales environment.
Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.
Team-first and customer-first mentality to preserve and enhance Empower's phenomenal culture and customer-centric values.
Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.
***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.***
#LI-Remote
#PJPW
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
$70,000.00 - $92,500.00
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:
01-01-2026
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.
Workplace Flexibility: Remote - Nationwide
Insights Analyst, Corporate
Remote job
About Us:
YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments.
Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence.
We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by
Inc.
as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery.
What It's Like to Work at YipitData:
YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals.
From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers.
Why Top Talent Chooses YipitData:
Ownership That Matters: You'll lead high-impact projects with real business outcomes
Rapid Growth: We compress years of learning into months
Merit Over Titles: Trust and responsibility are earned through execution, not tenure
Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention
If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for.
About The Role:
YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients.
This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making.
You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations.
This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US.
As an Insights Analyst, you'll gain experience in:
Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features.
Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI.
Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value.
You Are Likely To Succeed If You Have:
3-5+ years of experience in business analytics or consulting
Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs
A passion for data-driven storytelling
A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn
Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment
What We Offer:
Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary:
We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more!
Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust.
The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity.
Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Auto-ApplyConsumer Finance Intern
Remote job
About the Role We're looking for a Finance Intern to support profitability analysis, customer prioritization, and inventory/SKU management initiatives. This internship provides hands-on, project-based experience working cross-functionally with Finance, Sales, Supply Chain, and Operations to develop data-driven tools and processes that help the business make informed customer and pricing decisions in a constrained supply environment.
What You'll Do:
Expand and enhance existing customer profitability analysis to support fast, practical prioritization decisions
Build simplified, actionable analysis tools that help identify high-value and low-margin customers
Partner with cross-functional leaders to refine customer and SKU prioritization logic
Support the refinement of inventory and SKU management processes related to seasonal programs
Ensure completeness and accuracy of SKU and program categorization (e.g., Seasonal, Club, Everyday)
Collaborate with Finance, Sales, and Supply Chain stakeholders to gather inputs, test assumptions, and validate outputs
What We're Looking For:
Pursuing a Bachelor's degree in Finance, Economics, Supply Chain, Business Analytics, Operations, or a related field
Strong analytical and problem-solving skills
Proficiency in Excel; experience with data analysis or financial modeling is a plus
Ability to translate complex data into clear, actionable insights
Comfortable working cross-functionally and communicating with diverse stakeholders
Organizational Values
Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity
At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Customer Prioritization & Pricing Intern will demonstrate these values by supporting thoughtful, accurate analysis that promotes informed decision-making and operational Safety. This role exemplifies Teamwork through close collaboration with Finance, Sales, and Supply Chain partners to align on data, assumptions, and outcomes. The intern maintains a strong Customer Focus by evaluating pricing and prioritization decisions through the lens of service, value, and long-term relationships; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying opportunities to improve prioritization tools and processes; and applies Creativity to develop practical, data-driven solutions that support Hoffmaster's operational and financial goals.Let's connect!
At Hoffmaster, we believe every person deserves to feel successful. That's why we provide a total rewards package designed to support our employee's success -at work, at home, and in life. This includes: Medical, Dental, Vision, Life and Disability insurances, Tuition and Student Loan repayment assistance, Physical and Mental wellness programs, Paid vacation and holidays, Employee Assistance Program, and more. Learn more about our Benefits at HoffmasterBenefits.com !
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Reasonable Accommodations Statement: To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
Financial Analyst - Corporate Forecast (Hybrid)
Remote job
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
Support the development of corporate strategic business analysis and insights for executive talking points.
Develop capital planning models, reports, and templates.
Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
Develop the financial business cases for presentation to senior leadership.
Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
Mentor and train other members of the Corporate Financial Planning & Analysis team.
Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
Holding or actively working towards a CPA, CFA, or MBA is a plus.
Demonstrated knowledge of corporate financial planning, reporting, and analysis.
Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
Balances data and information, making decisions based on both a sense of what is correct and logical.
Ability to clearly communicate compelling messages to senior leaders and partners.
Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
Balances a high sense of urgency with presenting detailed and accurate financial information.
Takes initiative and is not satisfied with the status quo.
Leads and actively participates in team meetings and is involved in developing individual and team project plans.
Demonstrates a willingness to persist when faced with obstacles or adversity.
Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
Experience with corporate performance management software solutions Anaplan is a plus.
Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work designated hours based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Financial Accounting Analyst
Remote job
Job Description
Amalgamated Bank seeks a Financial Accounting Analyst who will work under the guidance of and assists the Accounting Senior Manager or relevant accounting manager to assist with preparing accounting information to support the monthly financial close process. The main role is to ensure daily integrity of the bank's financial data and to perform required accounting processing. Secondarily, the Financial Analyst will assist on special projects to enhance and increase efficiency as it relates to the financial close process. Other requirements are ensuring integrity, accuracy, and timeliness of financial statements; monitor and strengthen internal controls; and ensure policy compliance.
By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.
Essential Job Functions:
Assist in managing and review of the daily reconciliation process
Assist in monthly activities including journal entry preparation and month end close activities
Maintain AP/AR account balances by tracking open items and ensuring timely resolution
Assist with follow up regarding aging items in processing systematics, unclaimed deposits, suspense, and wires GL daily
Assist in managing Fixed Assets, Prepaid Assets, and WIP accounting
Manage miscellaneous accounting (e.g. unposted items, check depositing)
Supports any other departmental function as needed
Manage departmental enhancement projects related to financial close process
Initiate and deploy automation opportunities and AI use cases
Knowledge, Skills and Experience Requirements:
Bachelor's degree in Accounting or Finance.
Proficiency in MS Excel and accounting software packages is desirable. Axiom preferred.
Experience with Avid, and/or Navan preferred.
Possesses good interpersonal and communication skills.
Strong organizational and time management skills.
Our job titles may span more than one career level. The starting base salary for this role is between $75,000.00 - $85,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Strategic Finance Internship
Remote job
About the role
We are seeking an intern to work closely with our highly talented team and help shape Armada's strategic direction.
This unpaid internship program is designed for finance students aiming to complement their academic learning with practical, hands-on experience in the field. Interns will collaborate with seasoned employees, gaining valuable insights into real-world applications of finance principles.
Main Responsibilities
Financial modeling & forecasting: Assist with building and maintaining financial models, forecasting revenue and expenses
Strategic analysis: Conduct market research and analysis to support informed decision-making
Budgeting & variance analysis: Participate in the budgeting process, analyze variances to identify trends and partner cross-functionally with Product and Sales in identifying cost optimization opportunities
Support finance and GTM strategy: Participate in new initiatives, conduct ad-hoc analysis, and identify areas for process improvement
You're a great fit if you:
A go-getter with a growth mindset. You're intellectually curious, have strong business acumen, and actively seek opportunities to build relevant skills and knowledge
A detail-oriented problem-solver. You can independently gather information, solve problems efficiently, and deliver results with a "get-it-done" attitude
Thrive in a fast-paced environment. You're energized by an entrepreneurial spirit, capable of working quickly, and excited to contribute to a growing company
A collaborative team player. You focus on business success and are motivated by team accomplishment vs personal agenda
Highly organized and results-driven. Strong prioritization skills and a dedicated work ethic are essential for you
Preferred Qualifications
Currently enrolled in a bachelor's or master's degree program in Finance, Accounting, Economics, or a related field
Advanced financial modeling skills (three statement model, valuation, and pricing analyses)
Strong proficiency in Microsoft Office Suite (Excel is a must)
Strong communication skills and sense of ownership
SaaS experience or knowledge applicable key metrics (ARR, MRR, CAC, Churn, LTV, Pipeline) strongly preferred
While this internship is unpaid, it provides valuable experience that can enhance your eligibility for future opportunities at Armada based on the company's needs.
This is a remote opportunity for candidates who are based in the United States, with the exception of California, Alaska, and Hawaii.
Our Company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Our Company makes hiring decisions based solely on qualifications, merit, and business needs at the time.