Finance planner jobs in Denton, TX

The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Southlake 76092 (near S Carroll Avenue and E Southlake Blvd) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support

Oracle Fusion Cloud - Finance Consultant 12-Month Contract 75225 Dallas, TX | Hybrid (4 days onsite, 1 day remote) About the Company Our client is a well-established organization currently undergoing a significant Oracle Cloud transformation. This is an exciting opportunity to join during a critical phase of their ERP implementation, where your expertise will directly impact the success of their financial systems and reporting capabilities. Job Description We are seeking an experienced Oracle Fusion Cloud Finance Consultant to support an ongoing Oracle implementation initiative. This role focuses on resolving financial reporting challenges, optimizing performance management (EPM), and providing comprehensive support for Oracle Enterprise Cloud modules. You'll play a key role in addressing system alignment issues and ensuring smooth financial close processes. What You'll Be Responsible For As the primary liaison between business process owners and technical teams, you'll manage the complete lifecycle of Finance track activities: Serve as the main point of contact for business process owners and end users across Finance modules Participate in daily stand-up meetings and regular Finance team sessions Triage, prioritize, and resolve technical and functional tickets including incidents, problems, and change requests Conduct impact analysis for new Oracle releases affecting the Finance track Analyze and document business requirements specific to Finance processes Coordinate with business users on enhancement requests and help prioritize implementations Manage Oracle Service Requests (SRs) and escalate issues requiring additional attention Monitor and maintain service level agreements, proactively communicating any risks to stakeholders Collaborate with functional analysts on design elements, effort estimation, and delivery timelines Drive end user satisfaction through responsive support and effective problem resolution Required Experience/Skills Oracle Fusion Finance Modules: Hands-on configuration and implementation experience with General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Expense Management, Cash Management, Tax (specifically Vertex), AR Collections, and Credit Management Oracle Cloud Expertise: Demonstrated hands-on experience with configuration, triage, and problem/incident resolution across Finance modules Functional Knowledge: Deep understanding of Finance business processes and how they translate to Oracle Cloud functionality Communication: Excellent written and verbal communication skills with the ability to bridge technical and business conversations Problem-Solving: Strong analytical skills with experience conducting impact analysis and root cause analysis Nice-to-Haves Experience with Oracle Enterprise Performance Management (EPM) Supply Chain knowledge and experience streamlining Supply Chain activities Previous experience supporting large-scale Oracle Cloud implementations Familiarity with integration between Oracle ERP and EPM systems Education Bachelor's degree in Computer Science, Finance, Management, or a related field Pay & Benefits Summary Pay Rate: $55 - $60/hour W2 Opportunity for potential conversion to permanent hire based on performance and business needs Apply Now! Oracle Fusion Cloud, Oracle Finance Consultant, Oracle ERP, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Oracle Cloud Implementation, EPM, Financial Reporting, Dallas Oracle Jobs, Vertex Tax, Oracle Fusion Financials, Cloud Finance Consultant, Oracle GL, Oracle AR, Oracle AP

As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity. Required Qualifications Bachelor's degree or foreign equivalent from an accredited institution (In lieu of degree, three years of progressive experience may be considered per year of education.) 4+ years of Information Technology experience Strong understanding of testing processes and the end-to-end testing life cycle Excellent verbal and written communication skills Preferred Experience Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects Experience managing S/4 HANA testing environments is highly preferred Strong functional knowledge of SAP FICO modules, including: Accounts Payable (AP) Accounts Receivable (AR) General Ledger (GL) Product Costing Material Ledger Margin Analysis Asset Accounting Controlling (CO) - end-to-end business processes Experience working in a global onsite-offshore delivery model Hands-on experience in: Test planning & strategy Impact analysis Risk identification & management Test execution leadership Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle Experience conducting and driving defect triage meetings Ability to prepare and deliver test-related reporting including: Daily status reports Weekly & monthly dashboards Test metrics tracking Ability to identify and propose tools/technologies aligned with the broader testing function Strong knowledge of modern testing techniques, tools, and industry methodologies Hands-on experience with SAP test automation tools such as Tosca or Worksoft Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams Soft Skills Strong analytical, decision-making, and leadership abilities Excellent communication and stakeholder management Ability to work in fast-paced, multicultural environments Proactive attitude with a passion for quality and continuous improvement

This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.

PrideStaff Financial has partnered with an Addison, Texas based client who is looking to add a Financial Analyst to their growing team. The FP&A Analyst plays a key role in maintaining the financial health and data integrity of an assigned portfolio of properties. This position is responsible for delivering accurate financial reporting, performing variance analysis, and partnering with operational teams to support data-driven decision-making. The role is ideal for a detail-oriented finance professional seeking to build a strong foundation in corporate finance while gaining hands-on exposure to a large-scale financial systems implementation. Key Responsibilities Financial Reporting & Analysis Month-End Close & Reporting: Prepare, analyze, and distribute monthly financial performance packages for Regional leadership. Review General Ledger activity and explain variances related to operating expenses, utilities, and repairs and maintenance. Trend & Seasonality Analysis: Track key operational metrics-including occupancy, labor hours, and utility recovery-to identify seasonal trends and performance anomalies across multiple geographic regions. Data Integrity & Controls: Perform regular audits of property-level financial data to ensure accurate revenue and expense coding. Partner with Accounting to process reclassifications and corrections as needed. Budgeting & Forecasting Support Annual Budgeting: Support the bottom-up annual budgeting process by consolidating inputs from field leadership and loading data into the planning system in alignment with corporate targets. Forecasting: Maintain and update monthly forecast models based on current performance, run rates, and input from Regional Managers. Master Data Management: Maintain accurate property hierarchies, mappings, and metadata to ensure consistency and a single source of truth across financial systems. Systems & Special Projects Systems Implementation: Participate in User Acceptance Testing (UAT) for the company's new EPM platform and assist in developing property-level dashboards and reporting tools. Ad Hoc Analysis: Support Senior Analysts with special projects such as vendor spend analysis, labor audits, and operational deep dives. Work Environment & Expectations Fast-Paced, High-Performance Culture: As a private equity-backed organization, the environment is results-driven and deadline-focused. Analysts are expected to be responsive, adaptable, and proactive. Operational Support: Availability during critical financial cycles-including month-end close, budgeting, and forecasting-is required. This may involve extended hours or occasional weekend work to meet deadlines. On-Site Role: This position is fully on-site at the company's Dallas-area headquarters in Addison, TX. Qualifications Education & Experience Bachelor's degree in Finance, Accounting, Economics, or a related field 1-3 years of experience in Finance, Accounting, FP&A, or a comparable analytical role Technical Skills Advanced Excel skills required (e.g., Pivot Tables, Index/Match or XLOOKUP, SUMIFS) Experience with financial planning systems, EPM tools, or BI platforms is a plus Professional Attributes Strong attention to detail with a high degree of accuracy Excellent organizational and time-management skills Ability to perform effectively under pressure and manage multiple deadlines

Role :: Data & Financial Analyst Duration :: Long Term Contract Domain Experience: Telecom Key Responsibilities Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting: 1. Develop and maintain data infrastructure Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous 2. Perform data analysis and management reporting Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes 3. Create data visualizations Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner 4. Collaborate and communicate findings Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner 5. Support process improvements Identify opportunities to streamline existing reporting and management processes

FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.

The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making. Essential Functions / Major Responsibilities: Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders. Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs. Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods. Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses. Partner with departments to collect data and ensure alignment on reporting requirements and assumptions. Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner. Assist in enhancing reporting tools and automating recurring reports where appropriate. Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency. Required Skills / Abilities / Competencies: Foundational knowledge of financial analysis, accounting principles, and business reporting. Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus. Strong attention to detail with a commitment to data accuracy and integrity. Ability to work effectively in a team environment and take direction from senior analysts. Excellent organization and time management skills; able to manage multiple tasks and meet deadlines. Clear and professional communication skills-both verbal and written. Demonstrated eagerness to learn and grow; receptive to feedback and development. Alignment with client's values and a passion for contributing to a purpose-driven brand. Education and Experience: Bachelor's degree in finance, accounting, economics, business, or a related field. Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required). Familiarity with financial statements and budgeting processes preferred. Personal passion for health and fitness is a plus.

Job Description Job Title: Financial Planner We are seeking an experienced and service-oriented Financial Planner to join our team. This individual will serve as a Lead Planner, working closely with the Advisor to manage client relationships, deliver financial plans, and develop comprehensive strategies to meet client goals. This role involves active communication with clients and their team of professionals (e.g., CPAs, estate attorneys, insurance agents), plan preparation, and participation in client meetings. Key Characteristics & Ideal Candidate Profile The ideal candidate will be: Service-oriented with a proactive attitude Highly organized and detail-oriented Comfortable managing multiple priorities in a fast-paced environment A strong communicator with excellent interpersonal skills A collaborative team player who thrives in a client-centric setting Essential Responsibilities Serve as Lead Planner in client relationships, working in partnership with the Advisor Develop, analyze, and present financial plans and strategies during client meetings Maintain proficiency in eMoney; verify data accuracy for all plans and updates Understand and utilize other firm platforms, including CRM, portfolio management software, Schwab, and Fidelity Collaborate with clients' external professionals (CPAs, attorneys, etc.) to support holistic planning Provide direct communication and ongoing support to clients as an additional point of contact Participate in weekly Financial Planning team meetings Assist in leading quarterly Wealth Management Committee meetings Qualifications & Skills Education: Bachelor's degree required (preferred fields: Financial Planning, Finance, or Accounting) Experience: 1-3 years of experience in the financial services industry Series 65 or 66 requried; CFP Preferred (firm will pay for candidate to obtain) Technical Skills: Strong proficiency in eMoney Familiarity with Microsoft Office Suite (Outlook, Word, Excel, OneNote, Teams) Knowledge of portfolio management platforms and custodians such as Schwab and Fidelity (preferred)

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas. Group Description: Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include: Bass Pro Shops / Cabela's Neiman Marcus PetSmart PGA Tour Superstores Fender Guitar Tecovas Under Armour Job Summary 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

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.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ****************** and Requirements The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required. Associate - Investment Banking Arlington, VA About B. Riley FBR, Inc. B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services. The firm is nationally recognized for its highly ranked proprietary equity research. B. Riley FBR, Inc. is a member of FINRA and SIPC. For more information, please visit ****************** Job Description and Requirements The Associate role is an experienced level position that supports a client engagement team(s). Strong analytical, 3-statement financial and cash flow modeling, data management, writing and communication skills are required. Energetic, hardworking, creative and strong financial analysis and modeling skills are all characteristics of a successful B. Riley FBR Associate. Ability and willingness to undertake travel is required. Required Skills and Competencies • Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking. • Track record of consistently delivering high-value work to meet client's needs. • Experience supervising other professionals is preferred. • Strong financial analysis and modeling skills. Strong understanding of financial statements. • Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. • Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. • Advanced knowledge of Excel and PowerPoint. • Exceptional customer service and interpersonal skills. • An undergraduate degree from a top academic institution and a strong GPA required. • Advanced degree(s) and applicable professional certification(s) are preferred. Skills & Requirements Required Skills and Competencies • Minimum 3-5 years of experience at a professional services firm, consulting firm, audit firm, or investment banking. • Track record of consistently delivering high-value work to meet client's needs. • Experience supervising other professionals is preferred. • Strong financial analysis and modeling skills. Strong understanding of financial statements. • Able to work independently. High energy style, flexible and adaptive, works well in a very fast paced environment. • Advanced written communication skills, able to prepare well laid out, easily understood analysis and presentations. Articulately communicates information and adapts effectively to the audience. Delivers influential client communications with clarity and confidence. • Advanced knowledge of Excel and PowerPoint. • Exceptional customer service and interpersonal skills. • An undergraduate degree from a top academic institution and a strong GPA required. • Advanced degree(s) and applicable professional certification(s) are preferred.

Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company: Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times. Job Responsibilities: Lead and execute complex restructuring transactions across various industries. Provide strategic financial analysis and advisory services to clients facing distressed situations. Collaborate with internal teams and external advisors to devise and implement effective restructuring plans. Conduct thorough financial assessments and modeling to support client objectives and negotiations. Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders. Negotiate terms and conditions with various parties involved in restructuring processes. Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance. Mentor and train junior staff to enhance team capabilities and service delivery. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the bar in the applicable jurisdiction. A strong understanding of finance and restructuring principles. Exceptional analytical and problem-solving skills. Excellent written and verbal communication abilities. Desired Experience: Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields. Demonstrated experience in advising on complex transactions and distressed companies. Experience working in a law firm or professional services firm preferred. Proven track record of managing client relationships and delivering high-quality legal services. Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Salary & Benefits: The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. Application Process: Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.

Full-Time, In-Office WHAT WILL YOU DO? As an Advisor you are building a book of business starting from zero (with a competitive base salary). Not afraid to prospect, your business grows out of your networks, connections and relationships built with realtors, mortgage brokers and financial advisors. A desire to learn, you stay up to date on industry developments and trends to enhance your industry knowledge and to advise clients and team alike. Your responsibility is to be the trusted advisor our clients turn to decipher the best options for them based on their personal goals. Requirements WHO ARE YOU? You tackle things head on You are self-motivated You don't back down from a challenge You enjoy building relationships and creating your own network You connect with people WHAT DO WE EXPECT? Personable in connecting with people Clear communicator Hard-working Driven to connect with as many customers as possible Someone who strives to serve customers with genuine care Competitive by nature to meet monthly goals Benefits Growth & Personal Development When you join C1, you get to grow in your professionalism, skills and success. You are going to be given training, mentoring and the tools to build your career and a book of business. We give you the foundation to start your career. Our mission is to provide quality insurance options that mitigate risk for an individual or family. Through our transparent client relationships and unparalleled industry expertise we have consistently grown double digits year over year since our inception in 2011. Training & Mentorship You will receive comprehensive onboarding to fully equip you to build your book of business. Upon completion of our 5-week training program, you will have the confidence to start engaging with referral partners and future clients. You will be mentored by a Senior Risk Management Advisor, giving you opportunities for continued learning and development. You will also have the support of an executive coach who will help you craft your annual plan to meet production goals and objectives established each year. Benefits Full-time, in-office position Base salary of $48,000 50% new business commission Schedule flexibility Work-life balance Personal & professional growth Encouraging environment Transparent leadership

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.

Fort Worth, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** _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 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. 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. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations **Required Qualifications:** **-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy - Strong analytical and organizational skills - Detail oriented, with good follow-up skills - Strong interpersonal skills - Ability to multi-task in a dynamic environment - Requires basic knowledge of the organization, products and/or services - Requires knowledge of financial markets and trading strategies - Excellent verbal and written communication skills - Proven ability to meet and exceed productivity and performance goals - Must be technologically savvy and able to quickly learn new systems - Ability to adapt and seek solutions for customers in a fast-paced environment - Must be flexible to work assigned shift within center hours of operation - Strong desire for point of call resolution - Focus on client satisfaction **Desired Qualifications:** - Call center experience is preferred but not required - Previous Brokerage experience is a plus - 1+ years of financial industry experience 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 Trading **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from Analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include: Bass Pro Shops / Cabela's Neiman Marcus PetSmart PGA Tour Superstores Fender Guitar Tecovas Under Armour Job Responsibilities Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc) Working with J.P. Morgan product and sector teams Building and using complex financial models, completing valuation and analytical exercises Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills 1 year work experience in a investment banking front office, or related, role. Strong accounting, finance, quantitative and business writing skills. Bachelors' degree in Finance, Economics, Business Administration, or a related field. Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.