A leading financial advisory firm in Atlanta is seeking a Director of Financial Planning to provide exemplary financial advice and manage client relationships. The ideal candidate will have direct experience in wealth management, a strong track record of client satisfaction, and possess or be able to obtain necessary licenses. This role offers a competitive salary and performance-based compensation, focusing on the clients' best interest and financial goals.
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$69k-119k yearly est. 5d ago
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Investment Consultant- Alpharetta, GA
Charles Schwab 4.8
Finance consultant job in Alpharetta, GA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$75k-137k yearly est. 1d ago
Investment Associate
Wrightwell
Finance consultant job in Atlanta, GA
About the Company:
Wrightwell is a growing real estate investment company focused on acquiring and managing high-quality Build-to-Rent (BTR) communities across the U.S. Our team is committed to delivering exceptional value to residents and investors through strategic acquisitions, disciplined operations, and proactive asset management.
Position Summary:
The Investment Associate will play a pivotal role within the Wrightwell team, contributing to both the acquisition of new properties and the ongoing management of acquired assets. This position offers a comprehensive involvement in the investment lifecycle, from underwriting and due diligence to preparing investor communications and facilitating acquisition closings. Additionally, the role encompasses active participation in asset management, including monitoring financial performance, setting budgets, and executing business plans to enhance asset value. As an early-stage opportunity, this role provides significant exposure to the development of the Investments unit and supports professional growth. This role is based in Atlanta, GA and will require a minimum of 3 days in the office (Buckhead location). The position reports directly to the Senior Vice President of Investments.
Specific duties and responsibilities will include:
Analyze and underwrite prospective investment opportunities
Develop presentation materials for investors
Conduct comprehensive due diligence on new acquisitions, including rent roll evaluations, property inspections, and legal documentation review
Perform market analysis to assess comparable property rents and sales.
Contribute to asset management efforts and support the implementation of business plans for acquired assets.
Work closely with property management teams on budgeting, variance analysis, and operational strategy.
Assist in creating internal reports and preparing regular updates for investors.
Carry out additional responsibilities as directed by the Senior Vice President of Investments.
This summary is not an all-inclusive description of job duties. Other job duties and responsibilities may also be assigned at any time based upon Company need.
Qualifications:
Bachelor's degree in Real Estate, Finance, or Accounting is required.
3-5 years of experience in real estate asset management, with an emphasis on single-family and/or multi-family properties across diverse markets.
Advanced financial modeling skills are essential, particularly in building and maintaining Excel models for projecting property acquisition, operations, and disposition cash flows.
Proven ability to create financial and operational performance reports using Excel and PowerPoint.
Excellent written and verbal communication skills.
Must be highly motivated with a proactive, "can-do" mindset, and comfortable working within a small, agile, and high-performing team.
What Wrightwell can offer you:
Competitive base salary and discretionary bonus
Medical, Vision, Dental for you (75%) and your dependents (50%)
Paid vacation and sick days
A fun, collaborative culture!
Wrightwell is an equal opportunity employer. In keeping with the values of Wrightwell we make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.
$65k-116k yearly est. 1d ago
Corporate and Transactional Analyst (CPA)
James Bates Brannan Groover LLP 4.3
Finance consultant job in Atlanta, GA
James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years.
This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry.
This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents.
Qualifications
Active CPA license required
5-10 years of experience in public accounting, corporate finance, and transactional tax
Solid understanding of financial statements and financial accounting principles
Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts
Excellent analytical and organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Key Responsibilities
Perform tax and financial analysis for business transactions, mergers, and acquisitions
Assist attorneys with structuring and modeling transactions for tax efficiency and compliance
Review and interpret financial statements, tax returns, and related documentation
Conduct due diligence and prepare financial summaries for client and internal use
Research tax laws and corporate compliance issues relevant to ongoing matters
Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments
Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges
Creative problem solving to identify innovative, practical solutions that support client goals and transaction success
Collaborate with attorneys to develop and implement strategic business and tax solutions
Work closely with clients' accountants on due diligence and transaction-related tax implications
$75k-90k yearly est. 3d ago
Senior Financial Analyst - Manufacturing
Arclin 4.2
Finance consultant job in Alpharetta, GA
Senior Financial Analyst - Manufacturing Finance
Arclin is seeking a skilled Senior Financial Analyst - Manufacturing Finance to join our Operations Finance team in Alpharetta, GA. In this role, you will partner with plant leadership to drive manufacturing performance. This is an excellent opportunity for a results-driven finance professional with a strong cost accounting background who thrives in a fast-paced, hands-on manufacturing environment. If you're passionate about turning data into action and shaping operational strategy, we want to hear from you.
Responsibilities:
Develop and utilize clear, concise dashboards that translate complex data into actionable insights and key messages for stakeholders.
Support forecasting and the annual budgeting process across all manufacturing facilities, ensuring accuracy and alignment with business objectives.
Monitor facility cost savings initiatives and ensure that current and future year pipelines meet or exceed expectations.
Partner closely with Plant Managers to develop and implement strategies aimed at optimizing operational efficiency and profitability.
Provide financial and operational analysis to support the manufacturing team in driving data-driven decisions.
Conduct standard cost analysis and identify cost-saving opportunities, collaborating with Operations, Procurement, and Finance to ensure accurate and consistent cost allocation.
Maintain system requirements and data integrity to support product costing, including the development and maintenance of labor and machine rates.
Develop and track key performance metrics for major cost drivers to improve visibility and accountability.
Communicate and educate internal and external stakeholders on cost structures, financial insights, and business impacts.
Job Qualifications:
Five (5) years of analytical experience in a manufacturing environment; cost accounting and analytics experience strongly preferred
Strong understanding of cost accounting and experience with manufacturing cost analysis.
Experience in Lean Manufacturing or other continuous improvement methodologies.
Familiarity with cost optimization initiatives and productivity improvement programs.
Exposure to multi-site manufacturing environments or network-level financial support.
Proven track record of driving process improvements and implementing best practices in financial management and cost accounting.
Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
Ability to prioritize and work independently on a variety of assignments with minimal supervision. Ability to accurately determine deadlines.
Primarily working in an office environment; limited travel to locations in Canada and the US
$71k-92k yearly est. 5d ago
Financial Analyst
Quikrete 4.4
Finance consultant job in Sandy Springs, GA
The QUIKRETE Companies manufactures infrastructure, commercial, and industrial construction, repair, and home improvement products, including ready-to-use cement mixes, segmental concrete, tile installation systems, concrete pipe, corrugated metal pipe, stormwater systems, bridges, and other related products. The company is seeking a Financial Analyst. The position will work closely with the Director of Sales & Business, Divisional Vice Presidents, Regional Controllers, and various Regional and Plant Managers.
Responsibilities
Perform financial analysis to support management decision making.
Perform monthly P&L analysis at divisional, regional, and business-unit levels.
Perform monthly revenue analysis, including but not limited to, trend, variance, price-volume, and margin analysis.
Partner with key personnel throughout the organization to review results and recommend actions to improve performance.
Maintain accurate vendor records, keeping track of any contract updates and renewals.
Continuously monitor reporting to identify errors and correct transactions in a timely manner.
Perform monthly reconciliations of key reports to ensure data presented is accurate and complete.
Ad hoc projects and reporting as needed for analysis and/or management review.
Perform all other duties as assigned.
Qualifications
Bachelor's degree preferred.
Advanced knowledge and use of office productivity tools (Microsoft Office Excel, Power BI, and Access).
Ability to multi-task, work independently, and meet deadlines.
Self-motivated to find issues and resolve them timely.
Organized, detail-oriented, and with strong analytical skills.
Excellent written and verbal communication skills.
Software Utilized
· Microsoft Office Suite (Office 365), including Power BI
· JD Edwards World 9.2
$46k-62k yearly est. 1d ago
Investment Consultant, Atlanta
Callan 4.3
Finance consultant job in Atlanta, GA
Callan is seeking a new team member to join our Southeast Fund Sponsor Consulting Group in our Atlanta office. As an investment consultant on our team, you will work directly with institutional asset owners on either a discretionary or non-discretionary basis and serve as a trusted adviser, manage client relationships, conduct investment research and strategic investment projects, and develop new business. You will work with institutional clients (including corporate and public retirement plans, endowments and foundations, healthcare systems, taxable trusts, insurance assets, for example) and will also work closely with Callan's specialty research groups to provide asset allocation, implementation advice, manager research, and performance monitoring services to our clients.
Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues. For this role, experience with insurance, public funds, healthcare, or non-profit entities is preferred but not required.
This position will be based in Atlanta, GA and is expected to work a hybrid (office/home) work schedule, with 3 days a week in the office. What's Unique About This Role?
Callan holds a unique position in the investment industry, working with asset owners, investment managers, custodians, and other service providers in an ever-changing capital market, legal, and regulatory environment. As an investment consultant, you will collaborate with colleagues throughout the company, and work with some of the highest quality and most complex asset owners in the country to help them achieve their investment goals. Callan believes that our organization and culture are made stronger through diverse perspectives and experiences. Along with having an appreciation for Callan's unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than years of experience. Primary Duties Client Responsibilities· Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education· Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis· Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews· Lead searches for new investment managers, either for new allocations or to replace existing managers· Research and respond promptly to all client requests· Present information and research to clients in various settings· Be responsive to clients and colleagues and strive for excellence in all areas Client Education· Assist in developing customized educational information and/or presentations for clients· Coordinate research efforts for clients· Contribute to topical white papers, blog posts, and other research· Represent Callan and participate (or present) at industry events, including events hosted by Callan Prospective Clients/New Business Generation· Actively generate new client relationships· Research prospective clients and work collaboratively with consultants across the firm, as necessary· Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)· Work closely with associate consultants to create and customize finals presentation materials· Develop and actively participate in finals presentations Career Development & Culture· Foster our collaborative and client focused culture · Care about and contribute to the career development of our associate consultants and analysts· Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues Job Skills & Requirements
Skills· Knowledge of the capital markets in general and the institutional investment landscape in particular· Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients· Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner · Strong time and project management skills and ability to adjust priorities during particularly busy periods · Success managing multiple client relationships and projects simultaneously· Ability to communicate clearly, concisely, and confidently in writing and in presentations· Demonstrated passion for learning and seeking new ideas· Success in developing new client relationships Characteristics· Detail-oriented· Active listener · Self-motivated and proactive· Emphasis on team over self· Willingness and ability to travel (generally in the Southeast)· Ongoing desire to learn and a drive to continually improve· Ability to work effectively in a small- to mid-sized organization Education and Experience· Bachelor's degree required · CFA and/or CAIA designations preferred, or progress toward one or both designations · 8+ years of experience, some or all in an investment consulting capacity, strongly preferred At Callan, you can expect:· A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more· Training for all Callan databases, research, and other systems· Access to team-building events, community outreach opportunities, and wellness events As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
$107k-168k yearly est. Auto-Apply 38d ago
Investment Consultant
Gridline
Finance consultant job in Atlanta, GA
What We Do:
Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity.
While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up, building a technology-first approach that makes it simple to discover, deploy and manage alternative investments.
Just as other platforms have revolutionized the financial industry (payments, lending, trading, etc), we are building the on-ramp for new journeys into alternatives by reducing complexity and putting usability at the core of our platform.
Who We Are:
Our team collectively brings decades of experience across the technology and investing landscape, and are looking to continue our growth alongside people that:
Make decisions based on data and analytical insights with a focus on delivering long term value
Think strategically, and can articulate what they are (and are not) trying to accomplish
Take calculated risks, are open to possible failure, and continuously make progress
Are passionate about what we're building and seek to constantly learn
Operate with a high degree of candor, authenticity, and transparency
About the Role:
We are seeking an Investment Consultant to join our young and growing team serving a diverse range of clients, including independent financial advisors, single-family offices, and endowments and foundations. In this advisory-focused role, you will support the buildout of client private investment programs, contribute to fund manager research, and provide high-quality client service and reporting.
You will have the opportunity to work collaboratively across the organization, including with business development professionals, product leaders building the next generation platform for alternatives, and top management. Success in the role will be based on effective communication across teams, insightful analysis, private markets expertise, strong presentation skills to private clients, and contribution to an inclusive culture. We encourage continuous learning, proactive problem-solving, and a strong sense of ethics in all client engagements.
Key Responsibilities:
Client Support
Respond to ad-hoc client requests with diligence and professionalism
Build proposals for custom private client portfolios that meet risk, return, and diversification objectives
Collaborate with business development to communicate our value proposition to clients through in person presentations, written communication, and timely responses to questions
Represent the firm at industry events, roadshows, and conferences with professionalism and intellectual heft
Serve as a subject-matter-expert on Gridline diligence process - incorporating our “four principles” - People, Process, Performance and Philosophy
Regularly update investors on performance, including industry benchmarking, qualitative analysis, and performance breakdowns
Due Diligence & Research
Source promising investment managers across buyout, venture, private credit, and real assets from industry peers, placement agents, outbound thematic research, and more
Track managers over time and manage a pipeline of investment opportunities
Lead or support meetings with investment managers, with the goals of ascertaining manager skill and representing Gridline effectively to potential partners
Use quantitative measures to separate good and great managers, and effectively communicate the results of those measurements to internal and external stakeholders
Produce fully fleshed out investment recommendations, reports, and research pieces for internal and public consumption
Collaborate with investment and product teams in negotiating fees, capacity, etc. with external managers and pricing/economic activities related to Gridline's investment vehicles
Preferred Qualifications:
Bachelor's degree required; MBA, CFA, or CAIA a plus (or working towards such credentials)
3-5+ years of experience in investment consulting, manager research, private portfolio construction, private equity, investment banking, investment advisory, or related fields
Experience gained at a fund-of-funds, OCIO, Family Office, or Multi-Family Office a plus
Record of drafting materials for and actively communicating in client-facing meetings
Excellent written and verbal communication skills, with the ability to present complex investment topics clearly to varied audiences
Demonstrated proficiency in financial analysis and modeling; private markets experience preferred and familiarity with PitchBook, Cobalt, or Prequin ideal
Detail-oriented, proactive, and collegial team player capable of completing tasks independently and filling multiple roles
Passionate about continuous learning and intellectually stimulated by private markets
Willingness to travel as required for client and manager meetings and conferences (anticipated to be
$63k-120k yearly est. 60d+ ago
Senior Investment Banking Financial Analyst
TM Capital Corp 4.2
Finance consultant job in Atlanta, GA
Job Description
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
$69k-100k yearly est. 28d ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Atlanta Business Services
Guggenheim Partners 4.2
Finance consultant job in Atlanta, GA
We are seeking exceptional Analyst Interns to join our Investment Banking team in Atlanta. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Business and Technology Services. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Boston, Chicago, and New York.
Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business.
Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers.
In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program.
Essential Job Functions
* Support deal teams in developing, maintaining and using financial models
* Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
* Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
* Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
* Develop an in depth understanding of M&A deal processes
Preferred Qualifications
* Commitment to meet the demands of high volume and high-end client services
* Effective communicator - verbal, written and virtual
* Excellent analytical skills and attention to detail
* Strong interest in problem solving and client services
* Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
* Desire to join a rapidly growing, entrepreneurial platform
* Demonstrable experience with Microsoft Excel, PowerPoint and Outlook
* Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
* Highly organized, with the initiative and ability to multitask and work with limited supervision on a team
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary Details
* A salary based on an annual rate of $110,000 per year.
* The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 4d ago
Investment Banking Research Associate
Campion Pickworth
Finance consultant job in Atlanta, GA
The Investment Banking Research Associate will provide information research support to a global investment banking client. The associate will help in collecting data / reports on sectors and economies from databases and general web, to share with the client for further usage. Knowledge of TMT, Industrials, Consumer, Healthcare, Energy, FIG and Real Estate sectors would be preferable. Strong knowledge of sector-specific databases and economic sources would help the associate in providing the best available information to the client.
Responsibilities include and are not limited to:
Process research requests effectively and efficiently, by selecting and utilizing the most relevant internal and external information sources
Engage with bankers to provide real time support in meeting their requirements and formalize end deliverables within defined timelines
Should be comfortable using databases such as Thomson, FactSet, SNL, IDC, Gartner, Pitchbook, Forrester, Wood Mackenzie, Clarkson, Wards Auto, Euromonitor, AC Nielsen, EvaluatePharma, EIU, Havers Analytics, MergerMarket, SDC, Dealogic, etc.
Experience in handling industry and economic research, with sound knowledge of sector news run, thematic market research, sector screening, country data, transaction runs, volume & fee runs, etc.
Provide training and mentoring to junior team members to upscale their skillset, and quality check their work
Drive efficiencies in the process or work products through bringing in innovative ideas
Requirements:
B.S. Business Administration / Economics
Strong business research fundamentals and understanding of financial concepts
Excellent written and verbal communication skills
Sound knowledge of MS Office, with knowledge of spreading financial or other numbers in an excel file
Multitasking, teamwork, and time management skills
Able to work under pressure and thrive in a deadline driven environment
Lateral thinker, decisive and self-confident
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Atlanta.
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
$73k-116k yearly est. Auto-Apply 60d+ ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Atlanta Business Services
Guggenheim Securities, LLC
Finance consultant job in Atlanta, GA
We are seeking exceptional Analyst Interns to join our Investment Banking team in Atlanta. Analyst interns will join our highly collaborative team responsible for providing advisory services to private equity firms and corporate clients with an emphasis on sell-side M&A advisory engagements. The team focuses on high growth segments of the market, including Business and Technology Services. Analysts will have the opportunity to work with colleagues across M&A advisory team, including Boston, Chicago, and New York.
Guggenheim offers an unparalleled opportunity to work as part of small transaction teams on major strategic assignments providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Our 10-week internship program is designed for students interested in pursuing a career in investment banking with an emphasis on M&A advisory. The program includes formal training, mentoring programs, networking and social events, community service events and a strategic advisory project that provide our interns with a unique experience and invaluable look into our culture and the investment banking business.
Interns become important members of our deal teams and work as a junior analyst on a variety of interesting strategic advisory assignments. You will have significant exposure to senior bankers and client representatives as well as the ability to create meaningful relationships with junior bankers.
In a client services business like ours, our team members are the product, the service and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
We are seeking highly motivated individuals with exceptional quantitative and communication skills looking to jump-start their career through hands-on training and experience at a growing firm. The Investment Banking unit will source most of its full-time analyst class from the internship program.
Essential Job Functions
Support deal teams in developing, maintaining and using financial models
Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
Develop an in depth understanding of M&A deal processes
Preferred Qualifications
Commitment to meet the demands of high volume and high-end client services
Effective communicator - verbal, written and virtual
Excellent analytical skills and attention to detail
Strong interest in problem solving and client services
Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
Desire to join a rapidly growing, entrepreneurial platform
Demonstrable experience with Microsoft Excel, PowerPoint and Outlook
Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
Highly organized, with the initiative and ability to multitask and work with limited supervision on a team
Basic Qualifications
Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Salary Details
A salary based on an annual rate of $110,000 per year.
The base salary amount represents the anticipated salary for this position. Actual base salaries may vary depending on factors such as location and experience. The salary listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 6d ago
Investment Banking Summer 2027 Analyst
Reagan 3.0
Finance consultant job in Atlanta, GA
Reagan Securities, Inc. (Reagan) is a partner-owned investment banking firm based in Atlanta, GA. Reagan focuses on the insurance distribution industry across, providing M&A advisory services to hundreds of the insurance distribution system's strongest players, including over 66 of the top 100 agents and brokers in the U.S.
Reagan has advised on approximately 150 transactions in the last five years with an aggregate deal value of ~$14.0 billion. We are the leading advisor on the industry's premier and most complex transactions, giving us unique insight into various deal structures and terms.
We are currently seeking to hire Summer Analysts. With approximately 30 transactions annually, summer analysts have the opportunity to contribute to live deals-and potentially see one or multiple through to close-during their internship. Summer Analysts will work on lean deal teams, getting direct exposure in working alongside Analysts, Associates, Vice Presidents, and Partners, providing support on the following:
Sell-side Advisory
Buy-side Advisory
Debt and Equity Capital Raises
Mergers
A successful candidate will possess a unique blend of characteristics, including:
Strong math / financial capabilities.
An educational background in finance, accounting, economics, or engineering is preferred.
Excel skills.
The majority of work will involve using complex spreadsheets, requiring a high degree of comfort in creatively using Microsoft Excel.
Strong analytical skills.
An ability to analyze complex business and operational issues to arrive at resolutions effectively is critical to our work.
Effective communication skills.
Analysts must be able to communicate clearly in both written form and in client conversations. The ability to inform others and constructively engage in debate is crucial.
A strong work.
The desire to remain at the top of our industry drives our team to work hard.
These qualities should position a candidate to make an immediate contribution while simultaneously learning investment banking skills and the needed competencies to grow professionally within Reagan. Reagan's corporate mission is to glorify God through excellence. If performance is excellent, there is potential for a full-time investment banking analyst position after graduation.
$67k-90k yearly est. 3d ago
Senior Analyst - Investment Management
Landmark Property Services 3.8
Finance consultant job in Atlanta, GA
The Senior Analyst - Investment Management will assist the Asset Management team with various functions including the preparation of budgets and rate plans, financial modeling, lender reporting, appraisal review, tax research, ad hoc analyses with varying levels of complexity, and supporting transactions including refinances, recapitalizations, and dispositions.
Reports to: Associate Vice President - Asset Management
Direct Reports: None
Duties/Responsibilities: The duties listed below are an outline of the role's responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed.
Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners
Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors
Prepare and review weekly leasing updates for distribution to equity partners
Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners
Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting
Assist the Asset Management team in the preparation of quarterly investor reporting
Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects
Travel to markets with Asset Managers to gain insight into market trends and property operations
Education & Experience
2-3 years of Commercial Real Estate experience is preferred.
Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter.
Preferred Knowledge, Skills, & Abilities.
Attention to detail and ability to handle multiple simultaneous projects.
Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model.
Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required.
Strong analytical and research capabilities with outstanding organization skills.
Excellent interpersonal, written and verbal communication skills.
Multifamily/Student Housing experience preferred but not required.
Work Environment
The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
Travel: 10%
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.
#LI-LF1
Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$66k-108k yearly est. Auto-Apply 60d+ ago
Senior Investor Relations Analyst
Tractian
Finance consultant job in Atlanta, GA
Finance at TRACTIAN The Finance team at TRACTIAN is responsible for managing the company's financial health and ensuring sustainable growth. This team oversees financial planning, budgeting, forecasting, and analysis, ensuring that all departments have the resources they need to operate efficiently. They also manage financial reporting and compliance, working closely with other departments to ensure alignment with the company's strategic goals. Finance is key to driving profitability, managing cash flow, and ensuring that TRACTIAN maintains a healthy financial foundation as it scales.
What you'll do
As a Senior Investor Relations Analyst, you will manage investor communication, develop presentations for senior management and the board, and provide strategic insights into company performance. You will play a critical role in fostering strong relationships with investors and analysts, ensuring messaging is clear, consistent, and aligned with the company's vision. The ideal candidate will have exceptional financial acumen, strong analytical and communication skills, and experience presenting complex financial and strategic information to high-level stakeholders.Responsibilities
Develop and deliver impactful presentations for the board, senior management, and investors, ensuring clarity and precision.
Monitor financial performance and market trends to provide insights that shape investor communications.
Prepare investor reports, quarterly updates, and other materials to maintain transparency and engagement.
Build and maintain strong relationships with key investors, analysts, and external stakeholders.
Drive strategic messaging and positioning to align investor communications with company goals and performance.
Requirements
3+ years of experience in Investor Relations, Corporate Communications, consulting, or strategic advisory roles.
Advanced proficiency in PowerPoint and Excel, with expertise in creating detailed presentations and conducting financial analysis.
Proven experience preparing high-quality presentations for board members and senior executives.
Strong knowledge of financial statements, market trends, and valuation metrics.
Exceptional written and verbal communication skills, with the ability to distill complex financial concepts for diverse audiences.
Proficiency in Spanish or Portuguese is a plus.
High attention to detail and a proven ability to perform under tight deadlines.
Compensation
Competitive SalaryPremium Medical, Dental, and Vision CoveragePaid Time Off (PTO): 15 Days 401(k) Retirement PlanLanguage Learning Opportunities - Take advantage of optional, fully funded Portuguese or Spanish courses to enhance your skills and global reach.Gympass Membership - Access a wide range of gyms and training programs.Sports Incentive - Receive a monthly bonus when you regularly participate in physical activities.Long-Term Benefit - After four years of service, earn a fully funded trip anywhere in the world.
$61k-103k yearly est. Auto-Apply 60d+ ago
Investment Banking Analyst
Pacifica Continental
Finance consultant job in Atlanta, GA
Our client is looking for an Investment Banking Analyst to join their team in Alpharetta, Georgia. The individual will focus on provide research support to the client - a global investment bank. The analyst will work as an extension of the client's team. The professional main responsibilities will be structuring work products based on pitch / deal requirement in consultation with bankers.
Responsibilities:
• Performing comparable company analysis, precedent transaction analysis, industry research,
company / M&A screening, and newsletter preparation.
• Preparing pitch books, CIMs, industry overview, detailed company profiles, management
biographies, brokers' outlook, share price performance, evolution of industry / peers valuation
multiples, and buyer/seller screening.
• Basic knowledge of financial statement analysis, valuation, and modelling skills.
• Supporting senior members in delivering the assigned projects.
• Ability to work independently and efficiently on standard projects and deliver error free work to
the Bankers.
• Assist in creating and maintaining / updating databases on a timely basis
Requirements:
• We are seeking entry level candidates or candidates with 0-3 years of experience
• MBA(Finance), CPA, Master of Accounting or Bachelor with major in Finance and Accounting.
• Accounting and financial knowledge, with advanced knowledge of MS Office
$59k-92k yearly est. 60d+ ago
Financial Advisor - Alpharetta, GA
Country Financial 4.4
Finance consultant job in Alpharetta, GA
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered FinancialConsultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$50k-82k yearly est. Auto-Apply 60d+ ago
Corporate Financial Analyst
Architectural Fabrication, Inc. 3.3
Finance consultant job in Alpharetta, GA
This role is not open for submissions from outside staffing agencies
Corporate Financial Analyst
Salary range: $60,000-$75,000
Trulite is GROWING! We are looking for an entry-level Corporate Financial Analyst based at our Corporate - Alpharetta, GA location.
WHO YOU ARE:
The Financial Analyst analyzes and interprets financial data to advise and support strategic decision-making and achieve business objectives. This role works closely with senior leadership and cross-functional teams on financial planning, analysis and reporting to help drive data-informed decisions and efficient financial operations.
WHAT YOU WILL BE DOING:
Ensures all financial reporting, operations and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls.
Utilizes financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Maintains financial databases by entering, verifying, and backing up data.
Tracks variances between financial projections and actual results to identify and troubleshoot differences and recommend adjustments or improvements.
Assist in preparing budgets and financial forecasts to support strategic planning.
Create and present financial reports to management, highlighting key insights and recommendations.
Work closely with other departments to provide financial insights and support cross-functional initiatives.
Reconciles transactions by comparing and correcting data.
All other duties as assigned.
SKILLS YOU BRING:
Bachelor's degree in Finance, Accounting, or a related field.
2-4 years' experience in finance or related areas.
Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint) and financial software applications.
Experience with data visualization tools, such as Tableau or Power BI, preferred.
Experience with ERP systems (e.g., SAP, Oracle), preferred.
Basic understanding of financial statements and accounting principles.
Excellent communication, interpersonal, and presentation skills.
Strong attention to detail and a high level of accuracy.
Ability to manage multiple tasks and meet deadlines.
Must be able to perform the duties and responsibilities with or without reasonable accommodation.
Strong analytical and problem-solving abilities.
Must pass criminal background check.
Why Trulite:
Trulite offers the most comprehensive benefits coverage in the industry. We give our employees immediate access to health, dental, vision, and life insurance benefits, as well as provide short/long-term disability coverage to protect you financially during a non-occupational injury.
We are pleased to offer a comprehensive wellness initiative that includes access to a percentage of your pay daily if needed, and a progressive financial training program.
Stay with us for a year and your 401k employer match is 100% vested and immediately becomes part of your ever-improving financial plan. This is also true for those who select and contribute to their Health Savings Account. We match on both employee and family coverage to help cover out-of-pocket expenses and if unused continue to grow until needed. The employer match for your HAS, if you choose to participate, is also vested immediately at 100% improving your financial health.
Trulite bears most of the cost of your benefits. We structured these benefits because we care not only about your physical well-being but also your financial health and welfare. Let us show you why Trulite values you as an employee and how we will help you achieve financial independence.
We are an Equal Opportunity Employer. We embrace and encourage our employees' differences in age, color, disability, ethnicity, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socioeconomic status, veteran status, and other characteristics that make our employees unique.
$60k-75k yearly 12h ago
GE Vernova Supply Chain Financial Analyst intern - Summer 2026
GE Vernova
Finance consultant job in Atlanta, GA
SummaryCome and join our powerful, unified force with the energy to change the world. Our mission is BIG. Our TRANSFORMATION is key - bringing the right businesses together to LEAD the ENERGY TRANSITION. Our TEAM is ready. Addressing the climate crisis is an urgent global priority and we take our responsibility seriously. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life.Job Description
As a Supply Chain Financial Analyst, you will play a pivotal role in advancing GE Vernova's supply chain investment strategies by driving innovation in financial modeling, process automation, and sustainability integration. You will help develop and implement enhanced cost-tracking models that support strategic network consolidation, growth, and greenfield initiatives, ensuring greater accuracy, transparency, and alignment with business objectives. This project offers opportunities to contribute to strategic decisions that enhance our supply chain roadmap and strengthen overall resiliency.
Key highlights of this project include:
1. Supply Chain Financial Modelling for Strategic Investments:
• Help create and refine advanced financial models to support the execution of large-scale supply chain investments, adapting legacy models to new templates and ensuring consistency with GE Vernova's strategic objectives.
• Formalize a comprehensive cost ontology and automate model outputs for capital allocation, tollgate review exhibits, and executive dashboards.
• Analyze project savings, total landed cost impacts, OCPH changes, and volume fluctuation effects to enable data-driven decision making.
2. Standardized Project Cost Tracking:
• Establish a robust process for tracking project costs, including clear roles and responsibilities (R&R/RACI), digital cost submission structures, and the creation of a Smartsheet-based tracking tool.
• Develop and maintain a central database to serve as the knowledge base for project cost data, supporting enterprise-wide benchmarking and reporting.
3. Cross-Functional Collaboration and AI Solution Development:
• Partner with GE Vernova subject matter experts (SMEs) across diverse functions and business units to design, develop, and implement an AI-driven solution that standardizes, creates, and reports investment business cases.
• Contribute to the rollout and adoption of the AI solution, ensuring alignment with enterprise-wide requirements and best practices.
4. Sustainability Stewardship:
• Act as a “sustainability steward” for GE Vernova and the supply chain organization, championing the integration of sustainability principles into financial frameworks and investment business cases.
• Help progress the sustainability framework to ensure it becomes a core element of all supply chain activities and investment decisions.
Project Outcomes:
Lifecycle-Consistent Financial Modeling - Delivery of advanced financial models that ensure consistency and accuracy throughout the entire project lifecycle-from feasibility study and strategic investment business case development to execution and ongoing cost tracking.
Enhanced AI-Driven Business Case Reporting - Advancement of an AI-enabled solution to standardize, automate, and improve the creation and reporting of investment business cases, supporting data-driven decision making across the organization.
Integrated Sustainability Framework - Successful integration of sustainability principles into financial models and business case frameworks, embedding sustainable practices as a core element of supply chain investment and operational strategies.
Primary Skills Developed:
This internship provides a unique opportunity to develop your skills and make a meaningful impact on GE Vernova's future through hands-on experience in financial analytics, AI-driven process improvement, and the integration of sustainability principles across all supply chain activities.
• Advanced Financial Modeling - Opportunity to influence the financial and sustainability standards for large-scale supply chain investments leading to enterprise-level solutions.
• Process Automation - Direct collaboration with leading experts to design and implement innovative AI solutions that enable data-driven decision making and enhance business case reporting. Through this experience, you will develop the skills to create and deploy strategic tools and frameworks that shape how GE Vernova invests and operates on a global scale.
• Cross-Functional Collaboration - Exposure to cross-functional teams, enterprise systems, and digital transformation initiatives.
• Develop expertise in leading and supporting sustainability initiatives within a dynamic supply chain environment, gaining practical skills in integrating sustainable practices into operational and strategic processes.
Internship Term Dates:
May/June - August 2026
Qualifications:
Currently pursuing a Masters degree in Business Administration, Finance, Business Analytics or Data Science.
Minimum GPA 4.0 / 5.0 scale.
Desired Qualifications:
• Strong proficiency in financial analysis, quantitative modeling, and data interpretation.
• Familiarity with AI concepts, automation tools, or data analytics platforms is an advantage.
• Demonstrated passion for sustainability and the ability to incorporate sustainable practices into business processes
• Independent, self directed, collaborative team player with good interpersonal, communication and presentation skills.
Benefits Available to you:
Addressing the climate crisis is an urgent global priority, and at GE Vernova, we take our responsibility seriously. That is the singular mission of GE Vernova: to continue electrifying the world while simultaneously working to help decarbonize it. In order to meet this mission, we provide varied, competitive benefits to help support our workforce: Our Culture | GE Vernova (gecareers.com)
The pay for this position ranges from $30/hr.
This position is also eligible for:
Relocation Assistance: Co-op/Interns will be reimbursed for reasonable, proper, and documented expenditures incurred while initially reporting to work and returning to school/home upon completion of the assignment. Employees with a permanent address greater than 50 miles away from the work location are eligible.
Housing Allowance: Co-op/Interns employees receive a weekly housing allowance to help off-set living expenses when the co-op/Intern's permanent residence is at least 50 miles away from the work location.
Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services
GE Retirement Savings Plan (RSP) after their accumulated service reaches 90 days, and they meet any other eligibility requirements as defined in the plans. (Eligibility occurs on the 1st of the month following the 90th day.)
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (i.e., is a Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
Inclusion
At GE Vernova, we believe in the value of your unique identity, background and experiences. We are committed to fostering an inclusive culture, where everyone feels empowered to do their best work because they feel accepted, respected and that they belong. Click here to learn more: **************************************************
Additional Information
GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
How much does a finance consultant earn in Powder Springs, GA?
The average finance consultant in Powder Springs, GA earns between $43,000 and $100,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Powder Springs, GA