Finance planner jobs in Augusta, 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 a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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

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.

We are seeking exceptional Associate Interns to join our Investment Banking team in Atlanta. Associate 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. Associates 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 associate 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 associate 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 Interest in working in Atlanta long term Basic Qualifications No jobseeker will be considered if these basic qualifications are not met Must be: On track to receive MBA or J.D. degree in December 2026 or Spring 2027 Salary Details A salary based on an annual rate of $175,000 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 ************.

Business Unit: Corporate Finance Industry: Healthcare Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare Houlihan Lokey's Healthcare Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Healthcare Group was once again ranked as the No. 1 M&A advisor for global healthcare transactions under $1 billion by LSEG (formerly Refinitiv).** * * Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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

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.

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.

Job DescriptionExperienced Financial Advisor/Financial PlannerAmerican Heritage Financial is excited to be opening offices throughout the region. We are hiring to fill both experienced financial advisor and newer advisor roles as we develop our new offices and augment our existing offices. At AHF, we are seeking self-motivated, driven individuals with a passion for making a positive impact on people's lives. As a Financial Advisor/Planner you will have the freedom to work with individual as well as business clients by providing a vast array of financial solutions. We have built a significant support structure to keep our advisors meeting with clients and prospects by taking a lot of the drudgery off the advisors' plates. We have an in-house sales desk available to you that research products and design financial plans/solutions for you to present to clients, with Sales Directors who can deliver these solutions with you. Qualifications:A college degree highly preferred, but not required. Life & Health Insurance License required. SIE or 6, 66, 65, or 7 security licenses preferred. Entrepreneurial spirit required. AHF provides:Facilities and local office support provided at no cost to representatives. Full benefits package (6% matching 401(k), health, dental, vision, and disability). Technology package (client management system (CRM), planning tools, and marketing). Annualized compensation and daily commissions. Renewals and day one vesting with lifetime vesting after 5 years of service. Supported professional development (FINRA series 6, 7, 63, 65, 66, CFP , etc. ) Extensive in-person and online professional training to take your business to the next level (be it product, process, practice structure, or case design). To be successful, we expect you to be:Highly self-motivated and self-disciplined with an ability to work effectively. Outgoing with the ability to develop relationships (i. e. , “People Person”) Fearless with a positive attitude and willingness to be accountable for sales results. Organized, detail-oriented, and demonstrating excellent time-management skills. A life-long learner. A good communicator-with excellent listening skills and ability to explain complex information in a simple and concise manner.

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

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

Job DescriptionBenefits: Access to a Financial Advisor Paid Cancelations Accident Insurance Paid CEUs and Conferences 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Paid time off Signing bonus Stock options plan Training & development Vision insurance Who We Are At Sunshine ABA, we believe in ABA Therapy for a Brighter Future. We serve children (ages 214) and their families with compassion, teamwork, and evidence-based care. Our staff are not just employees theyre part of the Sunshine family. Too many clinicians in ABA feel overworked and undersupported. Were here to change that. With Sunshine ABA, youll receive: Extra support and supervision during your first 90 days Ongoing mentorship and open communication with leadership A collaborative team culture that values your voice and well-being What Youll Do Conduct intakes and functional assessments within our clinic Develop individualized treatment plans Provide therapy sessions and parent/caregiver training Supervise and support RBTs (scope adjusted for BCaBA vs. BCBA) Monitor progress through data review and plan updates Maintain compliance with BACB and clinic standards Collaborate with families, staff, and school/community partners What Were Looking For BCBA: Masters degree + active BACB certification BCaBA: Bachelors degree + active BACB certification CPR/BLS certification (or willingness to obtain) Strong communication and organization skills Reliable transportation A passion for helping children and families thrive Be part of a company that values you as much as our clients. Apply today and grow with us!

Senior Equity Analyst Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment! Why You'll Love This Role You will help us grow! This position will focus on identifying investments based on DAC's proprietary investment screens and performing fundamental research across several industries. Our disciplined investment process begins with bottom-up fundamentals and requires due diligence of industry and company-specific trends, company financial analysis, modeling, and valuation work. The Senior Analyst will then use this research to make specific investment recommendations for the client and institutional portfolios managed by DAC. What You'll Do • Learn and adopt DAC's dividend growth investment philosophy while embracing DAC's team-based culture, which supports an environment of mutual respect and shared rewards. • Monitor DAC's existing equity investments, including posting quarterly earnings notes, maintaining price targets, and communicating current investment recommendations to Private Client and Institutional Asset Management teams. • Screen DAC's investment universe to identify new opportunities within DAC's defined investment universe. • Conduct a thorough fundamental analysis of a company's business and financial position, including cash flow assessment and dividend sustainability, balance sheet and income statement evaluation, and be able to draw insightful conclusions from their analysis. • Responsible for all aspects of DAC's fundamental research process, including company research, setting up remote and in-person meetings with company management, writing company or industry research reports, developing detailed valuation analyses, and modeling financial projections. • Monitor market conditions and evaluate current economic and investment trends. • Communicate investment opportunities within DAC verbally and through written research reports. • Contribute to DAC's client and institutional model portfolios as well as separate account non-model portfolios. • Perform other duties as assigned by the Chief Investment Officer • Be accountable and responsible for adhering to DAC's Core Values: Know Your Stuff, Devoted to Excellence, Serve With Integrity and Humility, Be Real and Transparent. Qualifications • Bachelor's degree and completion or progress toward CFA Level III are required; an advanced degree in Finance or Accounting is a plus • Minimum of 5 years of relevant experience (public or private equity investing) • Strong understanding of finance and accounting • Proficient with financial modeling and discounted cash flow analysis • Proficient in Word, Excel, and PowerPoint • Working knowledge of FactSet and/or Bloomberg • Strong communication skills, both written and verbal • Flexible and team-oriented, with the ability to pivot from one task to another with minimal supervision • Self-motivated and entrepreneurial, with a demonstrated passion for investing • Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment. Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.

. This position is based at our North Charleston, SC campus location. Transform your Career at ECPI University Since 1966, ECPI University's employees have been dedicated to helping students achieve their academic and career goals through our unique education model. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. ECPI University provides a stable work environment, with professional growth opportunities, and competitive benefits. If you are interested in joining us in making a difference in students' lives, we would love to hear from you to discuss the opportunity. Benefits of Employment ECPI University provides comprehensive benefits, some of which are highlighted below: Tuition scholarship program available to employees and their immediate family members after 90 days of employment Competitive compensation and medical/dental benefit plans 401(k) participation with possible employer contributions Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies and systems. Ability to handle a high pressure environment with significant timeline pressures. Able to interact with employees, potential students and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. ECPI University is proud to be an Equal Opportunity Employer.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Skills: * Account Management * Advisory * Client Experience Branding * Customer and Client Focus * Oral Communications * Active Listening * Attention to Detail * Client Solutions Advisory * Issue Management * Pipeline Management * Causation Analysis * Client Management * Policies, Procedures, and Guidelines * Risk Management * Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751

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

This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,500 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members. At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals. We offer: Competitive Wages Life/Health Benefits 401(k) Savings Plan Educational Assistance Paid Vacation/Holidays Employee Discounts Work-life Balance Business Casual Environment Paid Volunteer time off Rewards and Recognition Program EAP To learn more about Purpose Financial visit Purpose Financial Website Position Summary Description of Projects (List duties, responsibilities, etc): Create financial reports, presentations, and recommendations for management Assist in the development of financial models to forecast business growth Support the annual Plan and reforecast process Conduct analysis on key business opportunities Collaborate with peers, senior analysts, and other team members - share thoughts, ideas and opinions on actionable business insights using financial results and KPIs Job Responsibility Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Job Responsibilities Cont. Education Required Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Experience Required ????? Knowledge Required ???? Physical Requirements ????? Competencies Compliance/IntegrityCustomer CentricityInterpersonal SkillsResilienceResults/AccountabilityWorking with Diverse PopulationsTravel Attire Other All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Requisition ID: 15180