As Vice President of Finance, you will lead the financial operations of our growing construction and development organization. This individual will play a key leadership role in driving financial performance, managing risk, and ensuring the financial health of the company.
Responsibilities/Duties:
Partner with executive leadership to develop and execute long-term financial strategy.
Provide data-driven insights and recommendations to support business growth and profitability.
Evaluate and improve financial processes, systems, and internal controls.
Lead the annual budgeting process and rolling forecasts.
Monitor performance against budgets and identify areas for improvement.
Oversee monthly, quarterly, and annual financial close processes.
Ensure compliance with Generally Accepted Accounting Principles (GAAP) and all applicable financial regulations.
Preparing and communicating financial statements to stakeholders such as Apex senior leadership and Advisory Board.
Challenge senior leadership on business decisions and provide effective issue resolutions.
Develop plans for growth to increase company profit while reducing expenditure.
Provide timely and accurate financial statements, job costing reports, and cash flow projections.
Manage cash flow, financing, and working capital needs.
Oversee relationships with banks, lenders, and financial partners.
Lead accurate job cost accounting and reporting.
Work closely with project managers and operations to track project budgets, costs, and profitability.
Identify trends and provide proactive financial insights on underperforming projects.
Implement policies and procedures to safeguard company assets.
Ensure compliance with tax laws, insurance requirements, and industry regulations.
Oversee audits and manage relationships with external auditors and consultants.
Lead and mentor a team of finance and accounting professionals.
Foster a culture of accountability, collaboration, and continuous improvement.
Qualifications:
Bachelor's degree in accounting or finance.
CPA required.
10+ years of progressive financial leadership experience, with at least 5 years in construction or real estate development.
Deep understanding of construction job costing, project budgeting, and WIP reporting.
Working knowledge of general contracting financing and development financing accounting.
Experience with construction ERP systems (e.g., Sage 300, Viewpoint, Procore, Premiere.) preferred
Strong analytical, problem-solving, and decision-making skills.
Proven ability to work cross-functionally in a fast-paced, project-driven environment.
Required Skills/Abilities:
Strong written, verbal, and presentation communication skills to convey complex financial information clearly to stakeholders, including investors, advisory board members, and employees.
Skilled in identifying, analyzing, and solving financial problems for maintaining the company's financial health.
Strategic thinker with hands-on operational experience
Ability to build and maintain strong relationships with various stakeholders and to collaborate effectively.
Strong leadership skills to guide and lead the finance team in supporting the overall organization
Make sound, high-stakes decisions that align with company goals while managing risks effectively.
Prioritize tasks and manage multiple responsibilities to meet deadlines without compromising quality.
Working Conditions:
The Vice President of Finance will be based in the corporate headquarters in Yonkers, New York with some travel to construction locations around the New York City area.
Equal Employment Opportunity
We're proud to be an equal opportunity employer - and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. At Apex, we know that diversity makes us stronger. We are committed to a collaborative, inclusive environment that encourages authenticity and fosters a sense of belonging. We strive for everyone to feel valued, connected, and empowered to reach
$115k-184k yearly est. 2d ago
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Private Client Financial Advisor - Poughkeepsie, NY
Citizens 2.9
Finance consultant job in Middletown, NY
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 4d ago
Vice President for Finance and Administration
Association for Financial Professionals 3.9
Finance consultant job in New York, NY
Kingsborough Community College (KCC), founded in 1963, is a community college located in Manhattan Beach, Brooklyn, and one of 25 institutions within the City University of New York (CUNY) system. KCC is committed to its mission of providing access to high quality educational opportunities for a diverse population, both in career‑related fields and in the liberal arts and sciences, to promoting student learning and development, and to strengthening and serving local communities. With an annual operating budget of $186M and a projected capital budget of $250 million to be spent over the next 10 years, the college enrolls approximately 20,000 degree, dual enrollment (high school students taking college coursework), and continuing education students each year. KCC consistently ranks among the leading community colleges in the country in associate degrees awarded to minority students. The college has been designated one of the leading community colleges in the United States multiple times by the prestigious Aspen Institute College Excellence Program and is also an Achieving the Dream Leader College of Distinction.
Kingsborough seeks a knowledgeable, experienced, dynamic and innovative leader to serve as Vice President for Finance and Administration.
Position Overview
The Vice President for Finance and Administration is responsible for major College finance and operating divisions and serves as a member of the President's Cabinet. He/she incorporates innovative practices into plans and strategies and collaborates with other College and University executives, and outside organizations as needed, to develop appropriate policy and acquire resources. He/she is a dynamic leader of an executive team responsible for budget, operations, and facilities.
Reporting to the Senior Vice President for Administration and Finance, the Vice President for Finance and Administration is responsible for the planning and day‑to‑day management of all financial and administrative functions of the college. The Vice President, who serves as a member of the President's executive team, works collaboratively with other college executives, and with students, faculty, and staff. The Vice President possesses experience in dealing with complex bureaucratic organizations. The Vice President ensures that all College and University fiscal and administrative policies are implemented and that all appropriate procedures are codified, implemented, and reinforced. The Vice President provides regular financial management reports to the President and to those responsible for financial management operations at the University and is responsible for implementing best practices to enhance the administrative and fiscal services of the college.
In an atmosphere that values creative and critical thinking, the Vice President applies practical problem‑solving skills to the challenges of daily college operations. In addition, the Vice President provides long‑term planning regarding the role of the Finance and Administration department in the college's commitment to student success.
The Vice VP provides management, vision, leadership, and administrative oversight for the following major functions:
Administrative Affairs: campus public safety, environmental health and safety, risk management and insurance, records management, regulatory compliance, property and asset management, and events management.
Business and Accounting: development of annual operating budget and implementation, development of multi‑year (3‑5 year) budget projections, accounts receivable, accounts payable, general accounting, grant and contract accounting, purchasing, travel, and bursar operations.
Facilities: management of buildings, grounds, infrastructure, and utilities on a large campus with an aging infrastructure; planning and coordination of complex and extensive capital projects.
Auxiliary Services (related not‑for‑profit entities): oversight of bookstore, conference/event rentals, parking services, and campus dining services.
The VP also works with the Senior Vice President and President on development of a strategic vision related to budget management, cost benefit analyses, forecasting and the securing of new funding.
QUALIFICATIONS
This position is in CUNY's Executive Compensation Plan. All executive positions require a minimum of a Bachelor's degree and eight years' related experience.
Preferred Qualifications
An advanced degree in Business Administration or a closely related field.
Eight or more years of progressively responsible experience in finance and administrative management, including the creation of management systems and analyses to support complex budgets and administrative structures.
Extensive management experience and a documented ability to work productively with staff reporting to the position, colleagues across different divisions of the college, faculty, and with foundation board members, and other external stakeholders.
Demonstrated ability to identify problems, develop alternative solutions, make decisions, achieve consensus on a course of action, and responsively implement strategic initiatives.
Demonstrated success with managing complex budgets, implementing operational efficiencies, and aligning resources with institutional priorities, including experience with public sector procurement, and contract negotiation and management.
Significant employment experience within higher education or public‑sector institutions and experience working with complex urban institutions and government agencies.
Strong knowledge of compliance, regulatory frameworks, risk management, and business continuity planning.
Familiarity with collective bargaining environments and shared governance structures.
Demonstrated commitment to diversity, equity, and inclusion in leadership and hiring.
Excellent written and oral communication skills; and
Exceptional organizational and administrative skills as demonstrated by the ability to successfully manage multiple initiatives and competing priorities within a fast‑paced environment.
CUNY TITLE
Vice President
COMPENSATION AND BENEFITS
$175,000 - $195,000
CUNY's benefits contribute significantly to total compensation, supporting health and wellness, financial well‑being, and professional development. We offer a range of health plans, competitive retirement/pension benefits and savings plans, tuition waivers for CUNY graduate study and generous paid time off. Our staff also benefits from the extensive academic, arts, and athletic programs on our campuses and the opportunity to participate in a lively, diverse academic community in one of the greatest cities in the world.
HOW TO APPLY
Visit www.cuny.edu, access the employment page, log in or create a new user account, and search for this vacancy using the Job ID 31250 or Title. Select "Apply Now" and provide the requested information.
Candidates must attach a resume, cover letter, and three professional references (name, title, organization, and contact information).
CLOSING DATE
November 13, 2025
JOB SEARCH CATEGORY
CUNY Job Posting: Executive
EQUAL EMPLOYMENT OPPORTUNITY
CUNY encourages people with disabilities, minorities, veterans and women to apply. At CUNY, Italian Americans are also included among our protected groups. Applicants and employees will not be discriminated against on the basis of any legally protected category, including sexual orientation or gender identity. EEO/AA/Vet/Disability Employer.
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$175k-195k yearly 2d ago
VP of Finance
P4P
Finance consultant job in New York, NY
About Our Company
We are a rapidly growing, innovative company seeking a highly skilled and experienced Vice President of Finance to join our executive team. Our organization is committed to delivering cutting‑edge solutions in various industries and sectors ranging from health care to real estate, and we're looking for a finance leader who can drive our financial strategy and operations to new heights.
Job Summary
As the Vice President of Finance, you will play a crucial role in shaping the financial future of our company. You will be responsible for overseeing all financial operations, developing and implementing financial strategies, and ensuring the company's financial health and growth. The ideal candidate will have a strong background in finance, exceptional leadership skills, and proficiency in software software.
Ideal candidate will not be a finance candidate who sits behind the numbers, rather, take the data and help execute and implement proper strategy for growth and align the vision with the CEO.
Key Responsibilities
Develop and execute the company's financial strategy in alignment with overall business objectives
Oversee certain financial operations, including accounting, budgeting, financial planning and analysis.
Lead the implementation and optimization of software to streamline financial processes and improve efficiency
Provide strategic financial advice to the CEO and other executive team members
Manage relationships with external operators.
Ensure compliance with all relevant financial regulations and reporting requirements
Develop and maintain robust financial controls and risk management processes
Lead and mentor the finance team, fostering a culture of excellence and continuous improvement
Prepare and present financial reports, forecasts, and analyses to the board of directors and executive team
Drive cost optimization initiatives across the organization
Oversee capital structure and funding strategies, including debt and equity financing
Manage the company's investment portfolio and cash management strategies
Collaborate with other departments to provide financial insights and support for strategic decision-making
Lead financial due diligence for potential mergers, acquisitions, and partnerships
Implement and maintain best practices in financial management and corporate governance
Qualifications
Bachelor's degree in Finance, Accounting, or related field; MBA or CPA is a plus.
5+ years of progressive experience in finance leadership roles, with at least 5 years at a senior executive level
Proven track record of successfully developing and implementing financial strategies
Strong proficiency in software, with experience in implementation and optimization
In-depth knowledge of financial regulations, GAAP, and best practices in financial management
Experience in a high-growth environment and familiarity with scaling financial operations
Excellent analytical and problem-solving skills
Strong leadership and team management abilities
Outstanding communication and presentation skills
Ability to work effectively in a fast-paced, dynamic environment
Experience in health care or real estate preferred
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$114k-184k yearly est. 2d ago
Analyst - Investments
Corten Real Estate
Finance consultant job in Philadelphia, PA
Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
$74k-126k yearly est. 5d ago
Investment Banking Associate
Alantra Partners Sa
Finance consultant job in New York, NY
Alantra is an independent global financial services firm that provides investment banking and asset management services to mid-market companies, families, and investors. The Group has over 500 professionals in Europe, the U.S., Latin America, Asia, and the Middle East.
In Financial Advisory, Alantra has completed over 1,000 transactions in the last five years. Alantra combines a strong local presence in key financial centers with global sector- and product-specialized teams.
In Alternative Asset Management, Alantra offers its clients unique access to a wide range of investment strategies in five highly specialized asset management classes (private equity, active funds, private debt, energy, and venture capital). As of 31 December 2024, assets under management from consolidated and strategic businesses stood at more than €16.5bn.
Job Description:
Overview
ALANTRA is seeking to hire an Investment Banking Associate to help support it's Industrials M&A and capital raising advisory business. The position will be located onsite in New York, NY. The ideal candidate will have at least 3 years of relevant experience with the ability to immediately and meaningfully impact the team, while also engaging thoughtfully with Alantra's training and onboarding practices. The Associate will have the opportunity to consistently work directly with Alantra's U.S. Managing Directors and Partners.
Associates are given substantial responsibility and are highly productive in helping grow the business. The environment at Alantra is both collegial and entrepreneurial, and teamwork is essential to the firm's success. A focus on innovative new ideas across all levels of the team are welcomed and encouraged, and leaders provide various career development opportunities for long-term success. The ideal candidate should be motivated, creative, outgoing, and possess a strong background in finance and accounting.
Responsibilities
Develop and author pitch materials
Prepare client presentations and deal documents, including but not limited to teasers, confidential information memoranda, and management presentations
Conduct extensive financial and valuation analyses
Build advanced financial models that help establish suitable capital structures, financial covenants, and sensitivity to key variables
Produce comprehensive industry and company-specific research
Develop marketing strategies, conduct buyer outreach and target approach
Manage due diligence and provide transaction support
Support transaction negotiations
Participate in the recruitment, development, training, and mentoring of Analysts and junior resources
Why Alantra
Alantra offers a unique experience for Associates to advise both domestic and international clients and to work with global colleagues on cross-border transactions. Alantra is a meritocracy, and high performing Associates will be presented with significant career growth opportunities across numerous sectors and offices.
Team-oriented and collaborative culture
Unique career development opportunities with focus on long-term growth and success
Global training programs
100% Healthcare coverage options, HRA and FSA options, dental, vision insurance
Fitness reimbursement
401k with match
Employee assistance program
Competitive salary and bonus plans
Competitive vacation and holiday plans
Pre-tax commuter benefits
Company events and international offsites
Team-wide community service initiatives
Access to global network
Requirements:
Qualifications / Requirements
3 to 5 years of relevant experience in investment banking required
Bachelor's degree required; MBA preferred. Focus in business, finance, accounting or similar preferred.
Strong knowledge of M&A and capital raising with the ability to apply skills creatively to a diverse set of clients' needs
Solid finance/accounting knowledge; ability to analyze and value businesses
Experience in reviewing analysts' work models, valuations, and training; mentoring and pitch presentations
Sound judgment, particularly in valuation matters; strong analytic skills, specifically DCF's and LBO's, and the ability to talk through previous deals comprehensively
Exceptional interpersonal and presentation skills
Outstanding written and oral communication skills
Excellent analytical, creative, and strategic thinking skills
Team player mentality combined with the ability to work independently
Strong organization skills with ability to multi-task and prioritize deliverables
Advanced Microsoft Office suite skills; Expert in Excel and PowerPoint
FINRA Series 79/7 and 63 licenses are required, or to be obtained within the first six months of employment
Location: New York, NY
Start Date: Immediate
Base compensation band: $130,000 (Min) - $180,000 (Max). This role is also eligible for an annual bonus in addition to the base salary. Actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Alantra is an equal opportunity employer.
$130k-180k yearly 2d ago
Analyst, Investment Banking
Alvarez & Marsal 4.8
Finance consultant job in New York, NY
Analyst, Alvarez & Marsal Investment Banking
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As an Analyst in the Investment Banking group, you will gain experience in restructurings, M&A, and financial advisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.
How you will contribute
Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research
Qualifications
Minimum of 1 year of investment banking at a financial analyst level REQUIRED (2 years are preferred)
An understanding or experience in distress/restructuring or M&A
Bachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5
Demonstrated quantitative, analytic and modeling skills
Highly developed written and oral communication skills
Knowledge of capital markets and investment banking products
Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)
Understanding/experience with credit analysis is a plus
Strong interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and attention to detail
High level of integrity
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $115,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-HH1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$115k-125k yearly 2d ago
Financial Center Leader: Elevate Client Experience & Ops
The Association of Technology, Management and Applied Engineering
Finance consultant job in New York, NY
A leading financial institution is seeking a Financial Center Manager in New York, NY. The successful candidate will oversee daily operations, develop talent, and ensure client satisfaction. Responsibilities include managing client interactions and driving operational excellence. Candidates should have leadership experience, a strong work ethic, and the ability to foster a client-centric culture. This role offers competitive compensation and industry-leading benefits.
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$99k-155k yearly est. 4d ago
U.S. Associate - Financial Services
Lek 4.2
Finance consultant job in New York, NY
Boston, Chicago, New York, San Francisco
U.S. Associate - Financial Services
L.E.K. Consulting's Financial Services Practice is a dynamic and rapidly expanding sector, offering strategic advisory services to a diverse range of clients in industries including banking, payments, fintech, wealth management, and insurance. Additionally, we serve investors seeking to acquire or deploy capital and generate return in Financial Services and FinTech. We are at the forefront of industry transformation, providing expert guidance on enterprise and business unit strategy, market and product growth strategy, emerging growth domains (e.g., embedded finance), innovation, digital strategy, business model transformation, as well as customer strategy and engagement.
Company Description
L.E.K. Consulting is one of the premier strategy consulting firms worldwide. At L.E.K., we are passionate about helping our clients succeed with breakthrough insights that drive real impact. Our clients view us as trusted partners that help address their most pressing challenges and biggest opportunities. We bring together the rigor of data‑driven analysis with the creativity and curiosity of a collaborative team. By hiring exceptional people and fostering a culture of ownership, inclusion, and continuous learning, we develop leaders who thrive on challenge and bring energy and optimism to every engagement. Founded in 1983, L.E.K. employs more than 2,200 professionals across five continents, and is consistently recognized as one of the industry's best firms to work for. For more information, visit lek.com.
Job Description
If you are a bright, motivated undergraduate or recent graduate looking to tackle some of the toughest and most interesting business problems, consider joining L.E.K. as a Financial Services (FS) Associate. FS Associates are at the heart of our client work. You'll quickly take on meaningful responsibility and play a crucial role on each case team. From day one, you will lead research efforts, analyze data, generate insights, and help shape recommendations that make a real impact. We look for candidates who are curious, proactive problem solvers and excited to collaborate in a fast‑paced environment. A growth mindset, positive outlook and a drive to learn and lead are key to success in this role.
While casework varies every day, FS Associates' primary responsibilities typically include:
Conducting primary and secondary research on clients' markets, customers, and competitors
Performing rigorous analysis to drive insights and actionable recommendations
Collaborating with team members to communicate key findings to the client in written presentations and verbal interactions that deliver maximum impact
L.E.K. offers associates the broadest range of fast‑paced, high‑impact, and diverse cases for maximum learning. We are also committed to investing in your training and development and fostering excellent analytical and leadership skills to prepare you for your progression in tenure, as well as for potential future opportunities in top graduate schools or roles in industry, non‑profits, start‑ups, or investment firms.
In addition to very competitive compensation and benefits, we promote FS Associates to Consultant and beyond, based on demonstrated performance.
Click here for more on the Associate experience at L.E.K.
Why L.E.K.?
Immediate workstream responsibility: L.E.K. Associates are expected to be integral members of the team from day 1, immediately driving mission‑critical work to help solve critical challenges for our clients.
Breadth of experiences: While our projects span most industries and services, our focus is strategy and M&A. Associates typically work on ~6‑10 projects a year, providing greater exposure across clients and strategic issues, as well as faster development of business acumen.
Fun, collaborative, stimulating work environment: L.E.K. teams spend substantially more time in their home office relative to teams at peer firms, and we pride ourselves on a vibrant social culture, including case team events, office parties, non‑profit involvement, and much more.
International exposure: Approximately 65% of Associates gain international exposure within their first 3 years, either through projects staffed across global offices, travel to international client locations, or, if they choose, by relocating to an international office on either a temporary or a full‑time basis. Click here for more on our international Swap program.
Upward mobility: L.E.K. is a meritocracy with an entrepreneurial culture and frequent feedback. We rapidly progress responsibility to accelerate our team's development.
Qualifications and Experience Needed
A bachelor's degree from a renowned school with outstanding academic achievement
Exceptional analytical and problem‑solving skills
Strong verbal and written communication skills
Demonstrated leadership, initiative, and ability to thrive in a team‑oriented environment
Enthusiasm, resilience, and a desire to continuously learn and grow
L.E.K. Consulting offers a competitive salary and benefits package commensurate with experience. The base salary is $95,000 (USD); L.E.K. also offers a performance bonus, profit sharing, and other benefits.
Applicants for this position must be legally authorized to work in the United States on a permanent basis without the need for employer sponsorship. Unfortunately, we are unable to consider candidates requiring sponsorship for visas, including but not limited to TN, H1‑B, F‑1, STEM OPT/CPT, or any other work authorization.
L.E.K Consulting is an Equal Opportunity Employer.
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$95k yearly 2d ago
CLO/ABL/Structured Finance - Associate (2-6+ Years) - New York, NY
Larson Maddox
Finance consultant job in New York, NY
Mid-Level Associate - Structured Finance
Experience Required: 2-6+ years
Compensation: 235,000-420,000
Bar Admission: Must be admitted or eligible for admission in New York
About the Role:
An AmLaw 100 firm is seeking a highly motivated and skilled Associate with 2-6+ years of experience to join their team focusing on Structured Finance, Asset-Backed Lending, and Private Securities Offerings. This role involves advising on complex financial transactions, drafting and negotiating key documents, and ensuring compliance with regulatory requirements. The position offers exposure to a wide range of capital markets transactions, including CLO, ABS, and CMBS structures.
Key Responsibilities:
Advise on private securities offerings, Securitization, and/or Structured Lending transactions.
Draft and negotiate transaction documents such as credit agreements, indentures, and offering memoranda.
Manage due diligence and closing processes for complex financing deals.
Ensure compliance with applicable laws and regulations throughout transactions.
Support structuring and execution of CLO, ABS, and/or CMBS transactions (experience in these areas is a plus).
Qualifications:
J.D. degree from an accredited law school with strong academic credentials.
2-6+ years of experience in Private Securities Offerings, Securitization, or Bank Lending (including Syndicated and Asset-Backed Lending).
Strong drafting, negotiation, and analytical skills with ability to manage multiple projects.
Prior experience at a reputable law firm required; CLO/ABS/CMBS experience is a plus.
Ability to thrive in a fast-paced, client-focused environment.
Why Join?
Work with one of the most respected structured finance teams in the country.
Exposure to cutting-edge transactions and high-profile clients.
Competitive compensation and benefits package.
Clear path for career growth and advancement.
Ready to Apply?
If you're ready to take the next step in your career and join a team working on some of the most sophisticated transactions in the market, submit your application today!
$73k-129k yearly est. 4d ago
Workday Payroll Consultant
IBM 4.7
Finance consultant job in New York, NY
A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio
Your role and responsibilities
Configure Workday Payroll setup including pay components, tax, and compliance rules per Workday methodology
Integrate payroll with HR and time tracking systems.
Conduct parallel and validation testing.
Support go-live and post-launch stabilization.
Maintain compliance with tax and regulatory changes.
This job can be performed from anywhere in the US.
Required education
Bachelor's Degree
Required technical and professional expertise
Bachelor's in Accounting, HR, or Business.
5 - 7 years of payroll system experience, with 3+ years in Workday Payroll.
Knowledge of tax and compliance requirements.
Strong analytical and audit capabilities.
Preferred technical and professional experience
Government and/ or K-12 experience preferred
ABOUT BUSINESS UNIT
IBM Consulting is IBM's consulting and global professional services business, with market leading capabilities in business and technology transformation. With deep expertise in many industries, we offer strategy, experience, technology, and operations services to many of the most innovative and valuable companies in the world. Our people are focused on accelerating our clients' businesses through the power of collaboration. We believe in the power of technology responsibly used to help people, partners and the planet.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
The compensation range and benefits for this position are based on a full‑time schedule for a full calendar year. The salary will vary depending on your job‑related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part‑time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro‑rated for those who start working during the calendar year.
Work arrangement: Hybrid (up to 60% or 3 days a week; home on weekends - based on project requirements)
Projected Minimum Salary per year: 147,000.00
Projected Maximum Salary per year: 254,000.00
Location: United States (Job can be performed from anywhere in the US)
#J-18808-Ljbffr
$83k-102k yearly est. 2d ago
Analyst, Investment Banking
Chatham Financial 4.8
Finance consultant job in New York, NY
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.
The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.
In this role you will:
Support the execution of live transactions and client mandates
Prepare presentation materials for clients and prospects
Research various industries, companies and market trends
Analyze financial statements and corporate SEC filings
Manage internal proprietary databases to support internal and client decision making
Assist in executing transactions, including due diligence and coordinating with external parties and client teams
Other duties and projects as assigned
Your impact:
In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.
Contributors to your success:
Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and
Strong interpersonal, verbal, and written communication skills
Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
Superior analytical and technical capabilities
Advanced proficiency in Microsoft Excel and PowerPoint
Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
Previous experience in credit or financial statement analysis
The ability to work with large amounts of data and understand causal relationships
Willingness to obtain, or have obtained, FINRA registration (Series 79)
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com.
Chatham Financial is an equal opportunity employer.
$90k-128k yearly est. 4d ago
Senior Financial Analyst
Echo Realty
Finance consultant job in Pittsburgh, PA
ECHO Realty is seeking to hire a Senior Financial Analyst who will be responsible for conducting advanced financial and data analysis and developing predictive models to forecast business performance. This role supports quarterly portfolio statistics reporting, financial reporting and analysis, strategic planning, and regulatory reporting.
Contributions you will make to the team:
Models ECHO's core values (The ECHO Way) and exhibits exemplary leadership.
Maintain underlying data necessary for developing property-level financial models in Argus and create 10-year Argus cash flows report at portfolio level.
Prepare and Analyze portfolio stats, including Occupancy, Term to Maturity, Top Tenant, etc.; generate and analyze certain leasing statistics on Datex application.
Complete quarterly Credit Facility Compliance report for syndicated lenders, ensuring the company adheres to all regulations.
Complete quarterly variance analyses of net operating income and other financial metrics.
Collaborate with leasing, lease administration, accounting and other teams when completing the above tasks.
Assist with quarterly and annual reporting for investors using MRI and/or Datex.
Completes ad hoc financial/statistical reports and analyses upon request.
Requirements you'll need to be successful:
Bachelor's degree from a 4-year college or university in Finance, Accounting, Real Estate, Business, or a related field
3-5 years of experience in financial analysis, preferably in real estate industry
Strong proficiency in Excel
Experience with Argus Enterprise/Argus Cloud and/or financial modeling preferred
Experience with MRI accounting software preferred
Experience with Spreadsheet Server preferred
Excellent analytical and communication skills
Ability to manage multiple priorities and meet deadlines
Knowledge, Skills and Abilities:
Detail-oriented with a strategic mindset
Open-minded and eager to learn new tools and processes
Proactive self-starter with strong initiative and a can-do attitude
Collaborative team player who values diverse perspectives and works effectively across departments
Ability to translate financial data into clear, actionable insights
Strong sense of ownership and accountability in delivering high-quality work
Our Culture
:
At ECHO, we've gone to great lengths to build a culture of empowerment and integrity. Our employees are encouraged to think differently and bring new ideas to every conversation.
We believe success is built from the inside out, which is why we have always been intentional about fostering the culture at ECHO. It starts with hiring the right people for our team, and it continues throughout everything we do.
This all-in mentality is the bedrock of our culture, which we affectionately refer to as
The ECHO Way
. Through effective communication, empowerment and leading by example, we hold ourselves to these principles in all that we do.
Why ECHO?
At ECHO, the vibe is perpetually welcoming-and business relationships are authentic, in large part because this self-professed team of straight shooters work hard every day to stay on top of market trends, listen to their clients' needs, bend when they need to and close deals that lead to long-term business success for everyone involved. We seek individuals who want to be part of our hard working, highly successful team.
$69k-94k yearly est. 1d ago
Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Finance consultant job in Wappingers Falls, NY
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 4d ago
Senior Financial Analyst
Medasource 4.2
Finance consultant job in New York, NY
Responsible for leading financial analysis, reporting, forecasting, and monitoring the overall financial performance and effectiveness of a defined group of departments or major operational areas within the health system. The Senior Financial Analyst (SFA) will have a deep understanding of revenues, expenses, and accounting structures across the Clinical, Research, and Education Missions, as well as core departmental and corporate operations.
This role serves as a trusted financial partner to both Central Finance (primary) and Departmental Leadership, maintaining a very close working relationship with operational leaders, Department Administrators, faculty, and staff. The Senior Financial Analyst independently manages complex financial matters, provides strategic insight, and proactively identifies risks and opportunities. Success in this role relies on advanced technical expertise, strong communication skills, and the ability to influence decision-making at senior levels. This position reports directly to leadership within the FINCORE (Finance Core) team and may provide guidance to junior analysts.
General Responsibilities:
Monitor and lead monthly budget reviews, confirm accuracy, and conduct detailed variance and trend analysis of actual vs. budget and actual vs. prior periods, proactively communicating insights, risks, and recommendations to departmental and finance leadership.
Prepare and deliver comprehensive reporting packages, dashboards, and financial templates with advanced analysis for senior leadership and operational partners.
Lead the preparation of forecasts and multi-scenario projections to measure year-to-date activity against full-year budgets and support short- and long-term operational and strategic planning.
Provide strategic oversight of personnel allocations across accounts and advise leadership on workforce planning, funding alignment, and cost management.
Review, investigate, and resolve complex departmental financial transactions and accounting issues, including journal entries, ensuring compliance with general accounting standards and institutional policies.
Ensure compliant and optimal use of all funding sources, including philanthropy, and recommend and implement corrective actions to maintain balanced accounts and resolve funding overages.
Lead development of annual and multi-year departmental budgets, incorporating historical trends, operational drivers, and future projections.
Provide advanced ad-hoc financial analysis to support special projects, leadership initiatives, and cross-functional efforts.
Develop and maintain strong working relationships with corporate teams to address complex issues, improve processes, and enhance financial controls.
Contribute to an environment of effective financial reporting, strong time management and prioritization, regulatory compliance, and adoption of leading financial practices.
Other duties as assigned.
Specific Responsibilities:
Transactions:
Oversee and submit PeopleSoft HCM transactions related to eHires, salary allocation changes, promotions, leaves of absence, and terminations, ensuring appropriate budget availability and accurate chartstrings.
Review and approve PeopleSoft Financials transactions related to requisitions, PCard activity, and travel and expense reports, applying policy interpretation and judgment while verifying budget availability.
Submit and manage requests for new non-sponsored chartstrings as needed.
Submit and manage requests for Fund 53 extensions to Development.
Prepare, review, and submit eJVs and cost transfers to reallocate expenses as needed.
Prepare and submit supplemental compensation for affiliation and non-affiliation related work.
Track and validate the accuracy of supplemental compensation submissions based on established criteria.
Prepare and submit JOC requests for affiliation-related transactions.
Monthly Analysis and Reports:
Prepare monthly P&L reports with detailed commentary and insights and upload to Finance SharePoint.
Prepare and lead monthly updates and analysis for Recruitment Fund chartstrings.
Prepare monthly analysis of GME and 11-E accounts.
Prepare monthly analysis of non-sponsored chartstrings managed by faculty and Principal Investigators.
Prepare detailed monthly revenue analysis and identify trends and risks.
Audit, monitor, and schedule reports of departmental financial activities, including faculty expenditures, human subject payment activity, and funding allocation changes.
Prepare advanced salary worksheets and customized financial reports as needed.
Support the preparation and interpretation of clinical productivity reports and related financial analysis.
Salary Range:
$115,000 - $120,000
Minimum Qualifications:
Bachelor's degree in business, finance, accounting, or a related discipline with at least 5-7 years of progressively responsible financial analysis experience, or a combination of comparable education and experience.
Strong understanding of accounting principles, budgeting, forecasting, and financial reporting.
Advanced working knowledge of Microsoft Office software, especially Excel.
Excellent verbal and written communication skills, with the ability to partner effectively with senior leadership, faculty, and staff, and strong interpersonal and problem-solving skills.
Preferred Qualifications:
Experience with enterprise financial systems; PeopleSoft or Oracle preferred.
Experience supporting clinical, research, or academic environments.
Additional Requirements:
Ability to independently manage multiple priorities and complex deliverables on tight timelines.
Strong analytical skills, attention to detail, and sound judgment.
Demonstrated ability to proactively identify issues, develop solutions, and influence outcomes.
Strong interpersonal and communication skills and commitment to team success.
If you want, I can also:
Reduce this to a tighter internal posting version
Adjust seniority up or down (Analyst II vs Senior vs Lead)
Align language exactly to your internal leveling or comp bands
$115k-120k yearly 2d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Finance consultant job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 2d ago
Regional Equipment Finance Specialist
First National Bank of Pennsylvania 4.5
Finance consultant job in Clarks Summit, PA
Primary Office Location:125 N. State Street. Clarks Summit, Pennsylvania. 18411.Join our team. Make a difference - for us and for your future.
Regional Equipment Finance Specialist 2
Business Unit: BCSI
Reports to: Managing Director of Sales and Marketing
Position Overview:
This position is primarily responsible for providing sales, marketing, initial underwriting and servicing of medium to large commercial loans/leases via equipment vendors, manufacturers and their customer base. The incumbent develops new vendors/manufacturers and commercial prospects, interacts with existing relationships to exceed established sales revenue goals, works closely with CEO's/CFO's when presenting the profitability value of the FNB Indirect Vendor Program for their organization and manages the asset and credit quality of existing portfolio.
Primary Responsibilities:
Initiates vendor, manufacturer (Mfr.) and commercial customer contact daily to generate, manage and close transactions. Builds and maintains a constant pipeline of applications through vendors and manufacturers. Follows up and monitors production volumes and communicates daily from application to documentation to transaction funding status.
Collects and reviews financial statements and tax returns with vendor, mfr. and customer to explain credit decisions. Reviews documentation for accuracy and is able to explain the documentation in detail with the vendor, mfr. and customer. Must have knowledge of Lease/Loan products and a strong understanding of financial statements.
Interacts daily with vendors, mfr., their sales group and customers providing proposals, payment quotes and rate buy-down payments as well as structuring municipal lease proposals. Builds vendor, mfr. trust for permission to work directly with their customers. Provides detail payment calculation, interest rates to customers and vendor/mfr. sales team.
Builds and maintains relationships with the CEOs, CFOs and Finance Managers to secure preferred lender status. Researches and critically analyzes vendor and mfr. product and financial strength prior to offering our program. Knowledge of various industries and vendor and mfr. products are required. Gathers industry and competitors' information and reports back to director.
Alerts and works with Bank's Regional Managers on write-ups for customers financing through the vendor and mfr. that are already a Bank customer and have a high exposure. Promotes Bank services to commercial vendors, mfrs. and commercial customers and introduces them to the relevant Bank lender.
Must be able to handle multiple transactions at one time, adjust daily schedule at a moment's notice and travel distances as needed, meeting directly with customers to sign documents. Ensures credit, transaction, documentation and accuracy on all approvals and bookings.
Coordinates with manager and sales assistants on flyer, e-mail marketing to vendors and mfr. Review weekly a summary of production/sales results and activity. Provides feedback to management on programs to generate business in designated territory. Monitors competitor's programs and recommends program adjustments to stay competitive.
Has several years of experience as a calling officer with a history of production with vendors, mfrs. and commercial customers. Serves as a leader among peers and a coach to other Regional Equipment Finance Specialists.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a sales and relationship position related to commercial banking or leasing.
Knowledge of business finance and the ability to read and evaluate financial statements.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-61k yearly est. 3d ago
Leadership Consultant
NIIT 4.0
Finance consultant job in Philadelphia, PA
About the company:
NIIT is a leading Skills and Talent Development Corporation that is building a manpower pool for global industry requirements. The company, which was set up in 1981 to help the nascent IT industry overcome its human resource challenges, today ranks among the world's leading training companies owing to its vast, yet comprehensive array of talent development programs. With a footprint across 40 nations, NIIT offers training and development solutions to Individuals, Enterprises, and Institutions.
Link for our website: ***************************************************
Location: US
Job Title - Training Consultant (Leadership Trainer)
Job description:
Mandatory Expectations and Preparedness
Mandatory - Korn Ferry Organization Climate and Leadership Styles certification.
This is for the Senior leadership learning program. These trainers need very experienced in conducting senior leadership programs and also need exposure in the Insurance sector.
5 Years in facilitating Management Development and Leadership Development programs
Min 3 years of Training Delivery in the areas of Leadership/Behavioral Skills
Extremely comfortable coaching facilitating with groups of business people
Highly organized
High degree of comfort with Word, Excel, PowerPoint, CRM Systems, Email and email management, normal web and internet functionality and use
Required Certifications/ Credentials / knowledge.
Certifications from Insights Discovery
Facilitation Skills
Proficient in the knowledge of Coaching, Delivery of Soft Skills and Train the Trainer
Exemplary presentation and facilitation skills
Exceptional interpersonal and communication skills
Strong facilitation and coaching skills
Able to build rapport and create a safe zone for the audience
Able to steer the program towards intended objectives and provide feedback to the audience
Relevant Experience Required
First-hand experience of working in a corporate environment as a full time or part time employee
First-hand experience of leading a team as a manager within an organized corporate set up
Robust understanding of Management Development and Leadership Development
NIIT is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
$71k-98k yearly est. 2d ago
Fragrance Consultant
Us Tech Solutions 4.4
Finance consultant job in New York, NY
Title: Fragrance Development Lead
Duration: 06 Months Contract
The Beauty department is looking for a Manager of Product and Accessories Development to join the team! This role will lead the olfactive and product strategy within the Brand. This person will be the product and accessories expert and trusted advisor with an ability to identify white space opportunities and recommend future strategies for our accessories & base portfolio.
Key Roles & Responsibilities
Product and Accessories Development Lead
Responsible for creative accessories and base development from ideation through approval
Provide point of view on accessories ideas, concepts and visionary storytelling in key meetings with strong language and knowledge of competitive market references, trends and top selling commercial accessories
Gain strategic alignment with creative teams and merchant team on olfactive vision
Brief fragrance houses and contract fillers on new projects, manage seasonal presentations, and work with team to identify top fragrance and base submissions
Provide clear and concise feedback to vendors on fragrance ideas and new base development
Work with Design and Copy teams to ensure olfactive vision is translated into projection, callout note stories and the overall creative concept on digital
Troubleshoot development challenges and find resolution through cross-functional collaboration
Maintain critical project information, inclusive of all development details
Oversee Consumer Market Insights (CMI) testing of products/fragrances, including focus groups and in-store tests, and provide analysis and recommendations to influence decisions and maximize success of new launches and product re-stages
Provide support for store education fragrance training modules as well as for upcoming new launches and restages
Partner with technical teams to ensure product integrity (stability, compatibility, regulatory requirements) and clinical testing criteria for product claims substantiation, as needed
Talent Management/Development:
Supervise direct report(s) providing coaching, feedback, development, and recognition of direct reports
Qualifications/Capabilities:
Bachelor's degree or higher
5-10 years of experience in fragrance industry
Strong olfactive skills with knowledge of the customer and retail environment
Ability to gain and maintain strong relationships with key leaders and cross functional teams
Creative thinker with acute business acumen
Strong leadership and managerial skills with a proven track record of successfully developing talent
Positive team player
Strong multi-tasker who is able to work quickly, independently, and under tight timelines
Computer skills (Word, Excel, PowerPoint, PLM/SAP)
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Sujith Reddy
Email: ********************************
$49k-91k yearly est. 5d ago
Behavioral Consultant- ABA
Clarvida
Finance consultant job in Punxsutawney, PA
Job Title: Behavioral Consultant ABA Employment Type: Full-time Salary: $40.00/hr About the Role We're hiring a Behavioral Consultant ABA to join our Pennsylvania team, providing in-community behavioral health support to clients ages 2-21. As a Behavioral Consultant, you'll lead assessments, identify target behaviors, and collaborate with families, educators, and other service providers to develop and implement individualized treatment plans (ITPs). This is a direct care and supervisory role that requires strong clinical insight, excellent documentation skills, and a passion for empowering youth.
Responsibilities
Conduct behavioral assessments and observe clients to identify target behaviors
Develop and monitor Individualized Treatment Plans (ITPs) with input from families and providers
Implement ABA-aligned strategies and interventions prescribed by a licensed psychologist or psychiatrist
Collaborate with families, educators, and interdisciplinary teams to support client progress
Provide clinical oversight, documentation, and regular updates in line with treatment goals
Required Qualifications
Candidates must meet at least one of the following criteria:
Licensed in Pennsylvania as a Behavior Specialist
Certified as a BCBA or hold a graduate-level certification in behavior analysis
Hold a graduate degree in Applied Behavior Analysis (ABA)
Have a graduate degree in psychology, social work, education, or counseling, and either:
One (1) year of full-time experience in mental health direct services with children/youth
Completed a clinical or mental health practicum
Ability to pass PA Criminal, Child Abuse, and FBI Clearances
Licensure as LPC , LMFT, LCSW, LSW, Psychologist, Behavior Specialist, CRNP, or similar with scope to oversee ABA services
Preferred Qualifications
Leadership or supervisory experience in behavioral health
Compensation & Benefits
Full-time Employees:
Paid vacation (increases with tenure)
Separate sick leave that rolls over annually
Up to 10 paid holidays
Medical, dental, and vision insurance options
DailyPay - access your earnings without waiting for payday
Training, development, and CEUs for licensure
All Employees:
401(k)
Free licensure supervision
Employee Assistance Program (EAP)
Pet insurance
Discounts on shopping, travel, entertainment & more
Mileage reimbursement
Cell phone stipend
( Benefits may vary by location )
Work Location
In-community, Pennsylvania
Insert specific region or county if applicable
Employment Type
Full-time
How to Apply
If you're passionate about helping youth thrive through individualized behavioral support, click "Apply Now" to join our growing team.
About Clarvida
Clarvida is a trusted provider of behavioral health services, supporting communities across multiple states. We specialize in integrated, person-centered care and partner with families and local systems to deliver outcome-driven mental health services.
Learn more:
See other opportunities:
Equal Opportunity Employer
All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other protected characteristic.
Fraud Alert
Clarvida never charges fees to apply and does not conduct interviews via messaging apps. Official communication will come email addresses or verified Clarvida LinkedIn profiles.
How much does a finance consultant earn in Union, NY?
The average finance consultant in Union, NY earns between $70,000 and $141,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in Union, NY
$99,000
What are the biggest employers of Finance Consultants in Union, NY?
The biggest employers of Finance Consultants in Union, NY are: