Finance planner jobs in Dothan, AL

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Headline: Heavy Civil PM: HCSS/Procore Master Needed to Rescue South FL Operations! THE MISSION: Stop the Chaos. Drive the Profit. A rapidly growing civil powerhouse needs a Project Manager to jump into the fire and fix their efficiency gaps. Your mission is simple: Take over 5-8 concurrent municipal/county utility, paving, and concrete jobs across Delray to Miami, and make them profitable. This is a high-impact, immediate-start role reporting straight to the top. YOUR ARSENAL (The Non-Negotiables) If you don't have these, this isn't the game for you: The Dirt Cred: 5-10 years running city/county heavy civil projects (Pipe, Utilities, Paving, Concrete). No high-rise fluff. The Money Skill: You must be a financial shark-mastering job buyout, cost tracking, and estimating oversight to drive efficiency. The Tech Stack: You must be fluent in HCSS modules (Heavy Bid) or Procore. The Volume: Proven track record running 5-8 projects simultaneously. WHAT'S IN IT FOR YOU? Competitive pay and a massive performance bonus tied directly to the savings and efficiency you generate. If you fix the finances and documentation, you get paid. Period. If you are a humble, collaborative, and detail-obsessed PM ready to transition from a corporate machine to a high-growth, hands-on environment, let's talk. APPLY NOW! We give feedback in 24 hours. #CivilPM #HeavyCivil #HCSS #Procore #JobBuyout #SouthFlorida #Utility #Paving

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.

Acquisitions & Investment Analyst Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment. Responsibilities: • Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects • Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses • Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review • Property Management Support: Participate in budgets and strategic planning efforts • Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders • Market Research: Monitor regional trends, comps, supply/demand dynamics • Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses • Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors • Investment Analysis & Reporting: Prepare models, presentations, and written reports • Deal Support: Assist with negotiation, LOIs, and transaction management • Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce • Documentation & Templates: Modify templates, prepare correspondence, and organize deal files • Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals • Analytical Support: Provide support to investment management and asset management teams • Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions • Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis Qualifications: • Advanced Excel skills (financial modeling, sensitivity analysis, forecasting) • Strong quantitative and analytical skills; intermediate real estate finance knowledge • Ability to read and understand standard commercial office leases • Highly organized, detail-oriented, and deadline-driven • Excellent written and oral communication skills • Comfortable in a fast-paced, entrepreneurial environment • Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar Work environment: On-site, 5 days/week Salary Range: $70,000-$90,000 base + Commissions (2x Upside)

Our client, a top real estate investment firm in South Florida with tens of billions of AUM, wishes to hire a lawyer with at least two years' experience (JD 2023 or senior) handling debt finance transactions in the real estate sector. This is a newly-created role driven by expansion; we placed the lawyer who heads the firm's debt finance team; now, having settled in, she is looking to further scale her team. They are willing to relocate a strong candidate who is otherwise a good fit for the role. Responsibilities: Regularly interface with the business' real estate debt team, working to make sure processes run smoothly. Deal flow will be steady, with at least 80% of transactions staffed internally rather than being delegated to outside counsel. You will join a highly collaborative legal team with an amazing culture and extremely low attrition. The role is wholly in-office (save for a remote month every summer). Our client will cover relocation costs for this position. The workload is akin to being a partner-track associate at an AmLaw-ranked firm, with total annual compensation that will rival or exceed market-leading firms. An associate leaving BigLaw willing to accept a pay cut as tradeoff for work-life balance would not be a good fit for this opportunity; rather, this is a chance to do sophisticated, interesting deals supporting a single client alongside a great team and under the supervision of a mentor who is an excellent lawyer and good person. Required Qualifications: Juris Doctor from an accredited law school; Admitted and in good standing to a state bar; At least two years' relevant experience at a top law firm or in-house (some experience at an AmLaw-ranked firm a must); Deep working knowledge of real estate finance law (with exposure to debt finance deals strongly preferred); Experience supporting commercial real estate finance transactions; Familiarity with direct lenders-side loan originations and secondary transactions strongly preferred; Exposure to real estate workouts, securitization deals, or lenders-side leveraged finance deals involving commercial real estate strongly preferred; Experience drafting and negotiating term sheets, finance paperwork, and facilities; Strong business judgment and interpersonal skills; Ability to manage multiple concurrent projects, prioritize tasks, and meet deadlines; Comfort working with cross-functional teams; Excellent written and verbal communication, negotiation, and presentation skills; and Strong attention to detail. If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.

OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors. Functions Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation. Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required. Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers. Ensure that the loan package complies with credit, underwriting standards and lending/credit policies. Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed. Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting. Participate in Corporate Banking/Project Finance pipeline meetings. Desirable Experience Bachelor's degree, preferably with a business, finance major or related field. Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals. A minimum of 2-3 years of credit execution experience within Project Finance

Delivery Architect -Microsoft Dynamics 365 Finance & Operations Hybrid | Jacksonville, FL 12+ month Contract 10+years of experience,The Delivery Architect will be responsible for providing technical leadership in the design,documentation, and review of technology solutions that meet business and IT needs. This rolewill lead end-to-end solution delivery, act as the escalation point for all technical delivery issues, and ensure alignment with enterprise architecture standards. Key Responsibilities: • Lead end-to-end implementation of Microsoft Dynamics 365 Finance & Operations (F&O;) solutions. • Design and deliver Azure cloud-native architectures and integrations with enterprise systems. • Develop and document solution and data architecture aligned with enterprise standards. • Oversee technical delivery, manage risks, and ensure high-quality outcomes. • Collaborate with IT, business stakeholders, and third-party vendors to achieve project objectives. • Drive reusability, performance optimization, and adherence to best practices. Required Skills & Experience: • 10+ years of experience in application development and technical architecture. • Extensive hands-on experience with Dynamics 365 F&O; and related integrations. • Strong understanding of Azure cloud components, CI/CD pipelines, and API technologies. • Proficiency in .NET, C#, SQL Server, and Microsoft DevOps tools. • Excellent communication and stakeholder management skills. • Bachelor's degree in Computer Science or related field preferred. Candidates must be located in or willing to relocate to Jacksonville, FL for a hybrid work schedule.

"To Be Distinguishable, One Must Push The Limits Of Creativity.” Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose. Position Overview The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets. Key Responsibilities Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements. Requirements Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons. Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities. Compensation & Privileges Earning Potential: (hourly + commission) Structure: Hourly compensation with competitive draw vs. commission Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.

A TAG HEUER CLIENT ADVISOR IS… …A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store Supports colleagues & other team members in the boutique Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints) Proposes new ideas to develop sales (merchandising, events, product mix…) …A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship …AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…) Leverages properly all tools (CEGID, Salesforce) and performs VM Coordinates Aftersales operations until the return of the watch Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…) Contributes to a positive, inclusive and supportive work environment Contributes to the store maintenance Ensures compliance with internal control policies Job Responsibilities HARD SKILLS Knowledge of luxury retail environment (minimum 2 year-experience) Knowledge / passion for watches, new trends in lifestyle, new technologies and sports Fluent in English + local language, a third language is a plus Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc. Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales… Knowledge of Client and Clienteling KPIs Knowledge of digital tools Knowledge of / interest for Brand DNA, history & collections Knowledge of Front and Back tools Knowledge of (Brand) Retail Procedures Soft Skills Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients Open minded, excellent interpersonal and communication skills Energetic, self-motivated, action and results-oriented Self-starter, able to work effectively in a fast-paced and dynamic environment Adaptable to changes, flexible, able to bring up new ideas and solutions Team spirit, high integrity and transparency Ability to represent the Maison in & outside the store, great presentation skills Digitally savvy, fast learner and rigorous Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus. Employee benefits: At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more. Equal Employment Opportunity Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.

We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio. Key Responsibilities: Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions. Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management. Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives. Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments. Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders. Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency. Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures. Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits. Perform ad-hoc financial analysis and research to support strategic initiatives and special projects. Required Skills and Experience: Bachelor's degree in Finance, Real Estate, Accounting, or related field. Minimum of 3 years of financial analysis experience with a focus on real estate investments or development. Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus. Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics. Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.

We are seeking to add to the team a "Financial Advisor" for established financial planning company in Dothan, Al. Prior experience as a financial advisor is not required, but a Bachelor's degree with experience in banking, finance, or insurance is strongly preferred. As a Financial Advisor, you will play a crucial role in guiding clients through their financial journeys. You will provide expert advice on a range of financial matters, including investment management, estate planning, and wealth management. Your ability to build strong relationships with clients and understand their unique financial situations will be key to your success in this position.This position has a Monday-Friday schedule with half days on Friday and a generous PTO and holiday schedule. Base salary plus bonus opportunity based off productivity.Duties Assess clients' financial needs and develop tailored financial plans to help them achieve their goals. Provide guidance on investment strategies, asset management, and portfolio management. Build and maintain strong customer relationships through effective communication and follow-up. Skills Bachelor's degree in Business, Finance, Accounting, or related field required. Previous banking, finance or insurance background preferred. Proficiency in financial sales techniques and customer relationship management. Personnel Resources is an equal opportunity employer.

This posting is to fill a Financial Analyst position within the APC Finance and Corporate Planning Team. The position will be responsible for supporting various Business Units ensuring their financial reporting and analysis objectives are met. Job Responsibilities Play a key role in implementing Enterprise Foundations related reporting and analysis Preparing in-depth analysis to develop costing models that help streamline processes and to gain efficiencies Analyzing financial risks and opportunities and developing insights to guide the leadership team on financial decisions around business performance. Addressing O&M and Capital reporting needs, profitability analysis, specific sensitivity/trending analysis, and metric related information Building strong working relationships with internal and external business partners to develop a deep understanding of the business Support regulated and unregulated business units for analysis and reporting Identifying and leading opportunities for continuous improvement, sharing best practices, and engaging in team building and business learning opportunities Education Requirements Bachelor's degree in Accounting, Finance, Business or equivalent or four or more years of relevant experience. Job Experience Experience in utility accounting, finance or related field Experience in financial planning, analysis, and budgeting preferred Proficiency in Microsoft Excel based models and pivot tables required Working knowledge of utility accounting and finance to meet FERC requirements Experience with JETS, PowerPlan, and other Southern Company accounting applications a plus Knowledge, Skills, and Abilities Demonstrated understanding and application of utility finance, profitability, economics, and budgeting Knowledgeable on Financial principals such as net income, earnings per share, cash flow analysis, and revenue requirements A high level of proficiency in applying GAAP, FERC, budget concepts, and regulatory accounting principals preferred Strong organizational skills with attention to detail Ability to handle multiple projects with changing priorities Proven ability to develop and maintain relationships with internal and external partners, and is a team player Ability to effectively communicate and coordinate with peers and management at various levels Possesses technical competence and analytical skills including problem solving Ability to develop and deliver concise oral, written, and visual presentations appropriate for diverse audiences Ability to think strategically, innovate, implement tactically and make timely decisions Demonstrate Our Values Other Requirements: Drivers' license required

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.

JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs. Job responsibilities * Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal; * Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation); * Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews; * Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk; * Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned; * Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions; * Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed Required qualifications, capabilities and skills * Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit; * Bachelor's degree or equivalent experience required; * Knowledge of OFAC regulatory requirements; * Banking experience inclusive of knowledge on banking processes, products, and controls; * Ability to work independently on multiple assignments and meet deadlines in a fast paced environment; * Advanced problem solving and critical thinking skills; * Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management Preferred qualifications, capabilities and skills * Proven experience and extensive familiarity working in a complex multi-national organization

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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.

William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry's brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture. As a summer analyst at William Blair you will have the opportunity to harness your potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure from the very beginning. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development. We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Summer Analyst Program and be part of an organization that fosters innovation and invests in our most important asset, our people. The summer program provides all summer analysts with unique opportunities to: Work alongside current analysts, associates, and senior bankers over the course of a 9-week program Be placed into a sector coverage team (group and process dependent on location) Take on all functions of a full-time analyst Receive direct client exposure in a culture of collaboration and accountability Work alongside and support senior bankers in research and creation of pitch materials Build financial models to value potential clients Research industries or sectors in targeting certain clients or industries Play integral role in various deals Be a part of an energetic, entrepreneurial environment Experience a team-oriented culture focused on client service excellence Be a part of a firm that is 100% owned by active partners Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact Qualifications: Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - July 2028 Cumulative GPA of 3.5 or above preferred (but open to all applicants) Undergraduate major: all majors considered General understanding of accounting and finance Strong analytical and quantitative skills Exceptional verbal and written communication skills Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity You are highly motivated, detail oriented, and thrive in a collaborative environment Willingness to join one of our offices in Atlanta, Boston, Charlotte, Chicago, Los Angeles, San Francisco, or New York Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation. Once you complete your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters. William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Application Deadline: Apply by January 22nd to be considered for this opportunity.

The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management. Responsibilities Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties Analyze market trends, competition and industry news. This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned. Qualifications EXPERIENCE, EDUCATION, AND CERTIFICATIONS A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required. At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis. Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred. MBA, CFA or CPA is desirable SKILLS Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models Knowledge of corporate finance and accounting Experience analyzing company financials Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner Deeply analytical and thoughtful in analyzing a company's financials and growth prospects. Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind Understanding of worldwide gaming markets, performance and regulations. Multiple language abilities a plus; fluency in English required. Must possess strong communication and listening skills, excellent speaking, reading and writing. Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas. Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization. Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols. Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.

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.

PRIMARY PURPOSE: The primary function of the financial aid specialist is to guide students through the financial aid application process in order to determine financial need and eligibility for Federal, State, and Institutional awards and loans, while ensuring compliance with internal policies and external regulatory requirements. The Financial Aid Specialist has the high/sole level of responsibility for processing data for the awarding and disbursing of federal, state and institutional financial aid. ESSENTIAL DUTIES AND RESPONSIBILITIES: Process all verifications, change in circumstances and professional judgment decisions for the Free Application for Federal Student Aid. Collect documentation to correct student's data entered on the FAFSA and resolve issues relating to demographic, tax and c-code information. Award funds as appropriate with the Enrollment department. Assist with the management of institutional scholarships. Responsible for troubleshooting loan and award errors and edits to resolve these issues. Process VA benefits, certify student enrollment to the VA, monitor and reconcile payments that come in. Maintain complete and accurate records on student files. Assist with internal audits of records to ensure completeness and accuracy of records and compliance with internal policies and external regulatory requirements in preparation for annual audits by third-party auditors. Counsel current and prospective students and parents as to availability of various forms of aid. Represent the Financial Aid Office on various institutional and professional organizations and committees. Establish and maintain internal business contact with other academic and administrative departments; work cohesively with the Enrollment department to ensure clarity and accuracy of available awards. Assist the Director of Financial Aid in the development and administration of comprehensive financial aid programs. Assist in annual audits and program reviews by anticipating, identifying and minimizing risk factors in the administration of financial aid. Assist with developing and implementing policy and procedures. EDUCATION: Bachelor's Degree required EXPERIENCE: A minimum of 5 years experience in Financial Aid with accounting, tax preparation and technical skills, preferred KNOWLEDGE, SKILLS AND ABILITIES: Strong knowledge base of Federal and State Financial Aid Regulations, loan processing and verification. Experienced in financial aid software: Power FAIDS, Ed Connect, COD, and FAFSA. Experienced in Windows and Windows-based software applications. PHYSICAL SKILLS AND ABILITIES: Requires ordinary ambulatory skills sufficient to visit other locations; the ability to stand, walk and manipulate (lift, carry, move) light to medium weights of 10 - 20 pounds. Requires good hand-eye coordination, arm, hand and finger dexterity, including ability to grasp, type and perform data entry, visual acuity to use a keyboard, operate equipment and read technical information, ability to hear in order to answer telephones and to communicate verbally, and the ability to sit for extended periods of time. WORKING CONDITIONS: Work is performed indoors with minimal safety hazards, and requires siting, standing, and movement work.