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.
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.
Client Advisor, San Diego (Part-Time)
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 Part-Time Client Advisor (2 days) 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 of $18 to $20.
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
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
Financial Analyst
Remote job
***LOCAL CANDIDATES ONLY***
Job Title: Financial Analyst (FP&A)
Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week.
Pay: $30-35/hour W2
About the Role:
Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making.
Key Responsibilities:
Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data.
Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership.
Build and maintain financial models to support scenario planning and operational decision-making.
Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives.
Consolidate and interpret financial results across departments for reporting packages.
Support long-range planning by evaluating key business assumptions and market trends.
Monitor KPIs and operational metrics, translating them into actionable insights for leadership.
Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts.
Qualifications:
Bachelor's degree in Finance or Accounting required; Master's preferred.
3+ years of FP&A or financial analysis experience.
Strong experience with variance analysis, budgeting, and financial forecasting.
Ability to extract, interpret, and present financial data clearly to non-financial stakeholders.
Excellent analytical, organizational, and communication skills.
Why Join:
Hybrid work schedule with flexibility to work remotely.
Opportunity to partner with cross-functional leadership and drive impact on financial performance.
Collaborative and fast-paced environment where your insights will influence key decisions.
Senior 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-ApplyInvestment Consultant
Remote job
*INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
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-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.
J.P. Morgan Wealth Management - Investment Professional
Remote job
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
**Job Responsibilities**
+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
+ Document all client interactions and meeting all regulatory requirements around these activities
**Required qualifications, capabilities, and skills**
+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree preferred or equivalent experience
+ 2 years of relevant financial services or brokerage experience
+ Flexibility, self-motivation, coachability, and passionate for helping people
+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
**Additional information**
+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Senior 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 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.
Financial Analyst
Remote job
This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.
This is a fully remote opportunity.
Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
Demonstrates a positive member service (internal and external) focus at all times.
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
Monitors budget-to-actual performance and identify significant variances.
Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling.
Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process.
Collaborates with departments to gather input and ensure data accuracy
Maintains and improves financial models, tools and databases to support analysis.
Prepares financial reports and analyzes key performance metrics to identify trends and variances.
Supports monthly, quarterly, and annual financial reporting processes.
Serves as financial liaison, providing guidance on metrics and interpretation of financial reports.
Provides insights into profitability, cost management and operational efficiencies.
Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform.
Prepares peer analysis reporting.
Conducts special analyses and projects to support strategic initiatives.
Job Requirements/Expectations
Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus.
Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry.
Hands on experience developing annual operating budgets.
Must be able to manage multiple assignments with changing deadlines in a high-pressure environment.
Ability to coordinate and prioritize assignments and organize work efficiently for timely completion.
Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting.
Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus.
Ability to draw important insights from analysis; understand and communicate the “story behind the numbers”.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Office, including Excel and Word.
Power BI and SQL experience a plus.
Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact.
Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail.
Ability to deal tactfully and efficiently with members and co-workers on a professional level.
Must be bondable.
Reporting Relationship This position reports to the Finance Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.
#LI #ID
Auto-ApplyInsights 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-ApplyFinancial 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.
Virtual Financial Advisor Insurance Agent
Remote job
Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.
In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage.
As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions.
This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you!
Responsibilities:
Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
Assess clients' financial needs and goals through thorough analysis and consultation.
Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.
Requirements
A minimum of 2 years of experience in financial planning or a related field.
Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
Ability to work independently and remotely, with a high level of initiative and self-motivation.
Series 7 and Series 65 or 66 licenses required.
Bachelor's degree in finance, economics, or a related field preferred.
Benefits
Freedom & ability to work virtually
Auto-ApplyStrategic 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.
Foodservice Finance Intern
Remote job
About the Role We're looking for a Finance Intern to support freight, distribution, and inventory optimization initiatives that drive operational efficiency and financial impact. This internship offers hands-on, project-based experience working with Finance, Logistics, and Procurement to evaluate cost drivers and develop data-driven recommendations.
What You'll Do:
Analyze corrugate purchasing and storage practices to identify opportunities to reduce onsite inventory
Evaluate cost trade-offs between unit pricing and just-in-time supply strategies
Partner with Logistics to refresh and validate the true cost of pallet storage
Build SKU-level models to determine optimal ordering quantities based on forecast, price, and storage cost
Collaborate cross-functionally with Finance, Logistics, and Procurement to gather insights and develop recommendations
What We're Looking For:
Pursuing a Bachelor's degree in Finance, Accounting, Supply Chain, Business Analytics, or a related field
Strong analytical and problem-solving skills
Proficiency in Excel; financial modeling experience is a plus
Comfortable working with data and collaborating across teams
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 Finance Intern will demonstrate these values by promoting Safety through accurate, thoughtful financial analysis and by supporting an environment where cross-functional partners feel comfortable asking questions, testing assumptions, and collaborating openly around data and operational insights. This role exemplifies Teamwork by partnering closely with Logistics, Procurement, and Finance to ensure alignment, transparency, and shared problem-solving. In addition, the intern maintains a strong Customer Focus by evaluating supply and storage decisions through the lens of service, reliability, and long-term value; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying cost optimization and process improvement opportunities; and applies Creativity to build practical, data-driven models that support Hoffmaster's commitment to operational and financial excellence.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.
Finance Internship
Remote job
Summer 2026 Internship Opportunity
The Finance Intern at Mt. Cuba Center supports the Finance & Operations team with day-to-day financial and administrative activities while gaining exposure to nonprofit financial management within a mission-driven organization. This role is designed to provide meaningful, hands-on experience allowing the candidate to contribute to real operational work while developing practical skills in budgeting, financial analysis, reporting, and process improvement.
Essential Functions of the Role
The Finance Intern supports the Finance & Operations team with routine financial and administrative activities while participating in a structured, educational internship. The intern assists with financial data entry, reconciliations, budget tracking, reporting, and special projects that emphasize learning and skill development as a valued member of the Finance team. The internship provides meaningful, hands-on exposure to nonprofit financial management, internal controls, and responsible financial stewardship, while allowing academic concepts to be applied in a real-world setting. Training, mentorship, and regular feedback are integral components of the role, ensuring that the experience is educational in nature and benefits the intern.
Qualifications and Skills
Preferred Qualifications:
Current undergraduate or graduate student pursuing a degree in Finance, Accounting, Business Administration, Economics, or a related field, or a recent graduate seeking practical experience in nonprofit finance.
Strong analytical and quantitative skills, with the ability to work accurately with financial data.
Proficiency in Microsoft Excel, Power BI, and general familiarity with Microsoft Office applications; ability to learn new financial systems and tools.
High level of attention to detail, organization, and follow-through.
Ability to maintain confidentiality and exercise discretion when working with financial and organizational information.
Ability to manage multiple tasks, meet deadlines, and work independently with appropriate supervision.
Learning Outcomes
Interns will develop:
A practical understanding of nonprofit financial operations, including budgeting, expense management, and financial reporting.
Exposure financial planning and analysis within a mission-driven, operating foundation environment.
Applied skills in data analysis, reconciliation, and the use of financial systems and spreadsheets to support decision-making.
Increased confidence in translating academic concepts into real-world financial and operational applications.
About the Role: Compensation & Schedule
Compensation: $17.00 per hour
Duration: May 18 through August 21, 2026
Schedule: 40 hours per week, Monday through Friday
Location: Mt. Cuba Center, Hockessin, Delaware
Benefits include paid holidays and sick time
Housing is not provided
Interview & Hiring Process
We require the following to consider your application:
Resume
Cover letter [required]
If you progress through additional stages in the hiring process you can expect to:
Complete the online position questionnaire
Complete a virtual screening interview
Participate in a final interview with the Hiring Manager and interview panel
Please note: All applications will be reviewed by our team, and all candidates will receive a status update via email after their application has been reviewed. Due to capacity constraints on our hiring team, we are unable to provide you with a specific status update beyond these parameters.
Recruitment Timeline:
Application deadline: January 16, 2026
Application review begins: Week of January 19, 2026
Final decisions communicated: Mid-February 2026
Commitment to Diversity
Mt. Cuba Center is committed to diversity and inclusivity. We encourage qualified candidates from all cultures and communities to apply. For accommodation or assistance with your application, please email careers[a]mtcubacenter.org.