Grants Management Financial Specialist - Victim Service portfolio (REMOTE ROLE)
ICF 4.5
Finance specialist job at ICF
Grants Management FinancialSpecialist
About the Role
ICF is seeking an experienced FinancialSpecialist to deliver grants and financial management training and technical assistance (TTA) nationwide. In this role, you will partner with the U.S. Department of Justice, Office of Justice Programs (OJP) to strengthen grantees' financial management capacity and infrastructure. Your work will help improve the administration of federal awards supporting victim services, criminal justice, juvenile justice, and justice research programs.
* This position is REMOTE. Applicants should have the ability and willingness to travel up to 25%.
* This position requires obtaining a Public Trust Clearance PRIOR to the start date.
Key Responsibilities
Assess financial and grant management tools and resources used by OJP grantees.
Apply knowledge of national trends, leading organizations, and best practices in program implementation.
Deliver customized training and technical assistance to federal grantees to enhance financial management practices.
Provide subject matter expertise in developing innovative tools, resources, and services.
Plan and facilitate virtual webinars, regional workshops, office hours, and other events to increase awareness of federal grants financial management requirements.
Minimum Qualifications
Bachelor's degree in finance or accounting field from an accredited institution.
Minimum 6 years of experience in financial management, accounting, federal grants management, business administration, or organizational development.
U.S. citizenship is required by federal government contract.
This position requires a Public Trust security clearance. Applicants will be subject to a government security investigation to obtain clearance prior to the start date.
Additional Qualifications
Proven ability to manage a full range of financial management and grants administration tasks.
Strong knowledge of federal grants financial management requirements and effective practices.
Excellent analytical, written, and verbal communication skills.
Preferred Skills
Experience providing TTA to American Indian/Alaska Native communities, U.S. Territories, or State Administering Agencies.
Ability to plan, organize, and manage direct technical assistance services, evaluate training curricula, conduct needs assessments, and develop publications.
Demonstrated success in managing federal client relationships and deliverables.
Customer-service orientation and experience working with federal/state grantees.
Proficiency in planning and conducting virtual meetings (MS Teams, Zoom, Webex) and in-person training events.
Familiarity with online case management systems and Microsoft Office applications.
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Working at ICF
ICF is a global advisory and technology services provider, but we're not your typical consultants. We combine unmatched expertise with cutting-edge technology to help clients solve their most complex challenges, navigate change, and shape the future.
We can only solve the world's toughest challenges by building a workplace that allows everyone to thrive. We are an equal opportunity employer. Together, our employees are empowered to share their expertise and collaborate with others to achieve personal and professional goals. For more information, please read our EEO policy.
We will consider for employment qualified applicants with arrest and conviction records.
Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process. To request an accommodation, please email Candidateaccommodation@icf.com and we will be happy to assist. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act.
Candidate AI Usage Policy
At ICF, we are committed to ensuring a fair interview process for all candidates based on their own skills and knowledge. As part of this commitment, the use of artificial intelligence (AI) tools to generate or assist with responses during interviews (whether in-person or virtual) is not permitted. This policy is in place to maintain the integrity and authenticity of the interview process.
However, we understand that some candidates may require accommodation that involves the use of AI. If such an accommodation is needed, candidates are instructed to contact us in advance at candidateaccommodation@icf.com. We are dedicated to providing the necessary support to ensure that all candidates have an equal opportunity to succeed.
Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position.
The pay range for this position based on full-time employment is:
$60,967.00 - $103,643.00Alaska Remote Office (AK99)
$61k-103.6k yearly Auto-Apply 11d ago
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EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
Ernst & Young Advisory Services Sdn Bhd 4.7
San Francisco, CA jobs
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate San Francisco
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate
The opportunity
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real‑world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI‑powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally.
As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world‑class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high‑profile transactions.
You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub‑sectors.
Your key responsibilities
As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development.
Skills and attributes for success
Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions.
Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates.
Perform extensive financial analysis, valuation analysis and pro forma financial modeling.
Identify key issues and potential areas of valuation and transaction risk within engagements.
Perform In‑depth market‑sector and company‑specific research.
To qualify for the role, you must have
A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1‑2 years of related work experience.
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus.
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment.
Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in‑depth modeling.
Efficient use of research databases, and technical ability to analyze data.
Excellent interpersonal and relationship‑building skills with the ability to develop and maintain relationships at all levels of the organization.
You must either reside in or be in a commutable distance to your office location for this position.
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have
A proven record of excellence in investment banking with a focus on M&A transactions
Experience in or interest in the Technology sector
Knowledge of how to leverage firm‑approved AI tools in a business setting, including Microsoft Copilot.
What we look for
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time‑sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could be for you.
What we offer you
At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
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$150k-185k yearly 1d ago
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
San Francisco, CA jobs
A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
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$71k-104k yearly est. 4d ago
Head of Finance
Multiply Labs 3.1
San Francisco, CA jobs
Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all.
We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need.
To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn.
Position Overview
We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company.
Responsibilities: Strategic Finance
Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management.
Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence.
Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis.
Support strategic vendor and customer negotiations with financial analysis and scenario modeling.
Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability.
Develop long‑range financial plans and support strategic planning cycles.
Own preparation of financial materials for Board meetings, investor updates, and due diligence processes.
Responsibilities: Financial Planning & Analysis
Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management.
Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes.
Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs.
Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions.
Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning.
Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets.
Responsibilities: Accounting
Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting.
Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting.
Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting.
Own compliance with all applicable financial, tax, and regulatory requirements.
Oversee invoicing and collections, optimizing payment terms and cash management.
Support preparation of audited financial statements and coordinate with external auditors as needed.
Responsibilities: Cash Management
Manage cash flow forecasting, banking relationships, and investment of company funds.
Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization.
Responsibilities: Purchasing, Financial Controls & Systems
Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls.
Oversee company purchasing processes and establish appropriate approval limits.
Implement internal financial controls to ensure accuracy, transparency, and compliance.
Partner with leadership to evaluate and optimize major vendor and supplier contracts.
Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of relevant experience in financial management, FP&A, or accounting leadership
Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments
Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting
Experience managing external accounting or audit partners
Excellent communication and collaboration skills across technical and non‑technical teams
Ability to synthesize complex data into actionable insights for executive decision‑making
High attention to detail and accountability under tight timelines
Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com
Additional Preferred Qualifications
MBA or CPA strongly preferred
Prior start‑up experience strongly preferred
Experience in both strategic FP&A and hands‑on accounting operations preferred
Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C)
Experience supporting fundraising, due diligence, or investor relations
Familiarity with manufacturing or hardware cost‑accounting principles
Travel
While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel.
Benefits
401k with 4% company match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Partial Health Insurance for Child Dependents
HSA or FSA
Twice weekly catered lunch (for team members in SF office)
Pre‑tax Commuter Benefit
10 Paid Holidays
Flexible PTO
Paid Parental Leave
Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package.
Closing
We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission.
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$160k-210k yearly 5d ago
Private Client Financial Advisor - Brooklyn, NY
Citizens 2.9
New York, NY jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 1d ago
Private Client Financial Advisor - Weston, MA
Citizens 2.9
Weston, MA jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 1d ago
Private Client Financial Advisor - Newark, NJ
Citizens 2.9
Newark, NJ jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 1d ago
Private Client Financial Advisor - Elizabeth, NJ
Citizens 2.9
Elizabeth, NJ jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$105k-250k yearly Auto-Apply 1d ago
Investment Analyst (looking for public accounting)
Robert Half 4.5
Dallas, TX jobs
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 4d ago
Financial Analyst, Commercial Asset Management
Mitsui Fudosan America 3.9
New York, NY jobs
MFA is currently searching for a Financial Analyst to work in the Asset Management Department in our New York office. The primary function of this position is to provide analytical support to asset managers who oversee commercial properties in New York and Washington, DC. The position will report to the Director, Asset Management.
Responsibilities
Financial Modeling: Prepare and maintain property cash flow models in Argus Enterprise to support budgeting, valuation and investment decision making. Prepare and maintain investment models in Excel to calculate investment returns and cash flow waterfalls.
Budgeting: Participate in the annual budgeting process. Review materials prepared by operating partners and property managers. Prepare summary schedules. Help prepare asset management plans for presentation to senior management.
Leasing: Gather and analyze market data to understand each property's position in the market. Support asset managers to ensure properties are competitively priced relative to their competitive set. Prepare net effective rent calculations to evaluate leasing proposals.
Valuation: Gather and organize materials used to support property valuations. Interface with third-party appraisers and brokers, respond to questions.
Lender Reporting: Assist with requests related to lender reporting, such as preparing cash flow projections to ensure compliance with DSCR and LTV covenants.
Argus Administration: Manage Argus user access, organize property models and scenarios; oversee annual software renewals.
Tax Certiorari: Gather information for tax certiorari attorneys to assist with real estate tax appeals.
Property Inspections and market tours: Periodically accompany asset managers on site visits to develop relationships with the property management & leasing teams, evaluate the condition of the property, housekeeping and grounds and tour competitive assets.
Dispositions: Assist asset managers with dispositions. Gather and organize property information; help prepare materials for pitchbooks and deal rooms; help evaluate purchase offers.
Attend industry events to learn about innovative technologies, market trends, etc.
Process Improvement: Identify areas for improvement in processes that involve data collection, manipulation, report automation and analysis across various asset management platforms (NavigatorCRE, Prophia, Chatham Debt Manager, and emerging AI tools).
Qualifications
One to three years' experience working for a commercial real estate company, institutional real estate investor or financial institution, focused on commercial real estate.
Ability to read and understand key real estate agreements, including leases, management and leasing agreements, and partnership agreements.
Strong analytical skills. The ability to gather, organize and clearly summarize information.
Bachelor's degree in real estate, business administration, finance, accounting, economics from an accredited institution.
Experience with multi-tenant office buildings.
Strong proficiency with Microsoft Excel and Argus Enterprise.
Familiarity with data visualization tools including Power BI and Tableau.
Ability to communicate clearly and concisely both orally and in writing.
Independent and self-motivated, but able to function well in a collaborative, collegial environment.
Well organized with attention to detail.
Solid employment references.
Willingness and ability to travel, as necessary.
$80k-116k yearly est. 4d ago
Analyst, Investment Banking
Chatham Financial 4.8
New York, NY jobs
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.
The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.
In this role you will:
Support the execution of live transactions and client mandates
Prepare presentation materials for clients and prospects
Research various industries, companies and market trends
Analyze financial statements and corporate SEC filings
Manage internal proprietary databases to support internal and client decision making
Assist in executing transactions, including due diligence and coordinating with external parties and client teams
Other duties and projects as assigned
Your impact:
In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.
Contributors to your success:
Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and
Strong interpersonal, verbal, and written communication skills
Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
Superior analytical and technical capabilities
Advanced proficiency in Microsoft Excel and PowerPoint
Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
Previous experience in credit or financial statement analysis
The ability to work with large amounts of data and understand causal relationships
Willingness to obtain, or have obtained, FINRA registration (Series 79)
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visitchathamfinancial.com.
Chatham Financial is an equal opportunity employer.
$90k-128k yearly est. 6d ago
Corporate and Transactional Analyst (CPA)
James Bates Brannan Groover LLP 4.3
Atlanta, GA jobs
James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years.
This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry.
This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents.
Qualifications
Active CPA license required
5-10 years of experience in public accounting, corporate finance, and transactional tax
Solid understanding of financial statements and financial accounting principles
Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts
Excellent analytical and organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Key Responsibilities
Perform tax and financial analysis for business transactions, mergers, and acquisitions
Assist attorneys with structuring and modeling transactions for tax efficiency and compliance
Review and interpret financial statements, tax returns, and related documentation
Conduct due diligence and prepare financial summaries for client and internal use
Research tax laws and corporate compliance issues relevant to ongoing matters
Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments
Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges
Creative problem solving to identify innovative, practical solutions that support client goals and transaction success
Collaborate with attorneys to develop and implement strategic business and tax solutions
Work closely with clients' accountants on due diligence and transaction-related tax implications
$75k-90k yearly est. 2d ago
Virtual Financial Advisor - Boston, MA
Citizens 2.9
Boston, MA jobs
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Location: Hybrid Schedule
Pay Transparency
The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$65k-70k yearly Auto-Apply 1d ago
Virtual Financial Advisor - Westwood, MA
Citizens 2.9
Westwood, MA jobs
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: M-F
Location: Hybrid Schedule
Pay Transparency
The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit **************************************
.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$65k-70k yearly Auto-Apply 1d ago
Financial Relationship Consultant
The Intersect Group 4.2
Austin, TX jobs
The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin.
Senior Financial Relationship Consultant
Duration: 6-month contract to hire
Interview Process: 2 rounds of virtual interviews
Location: Austin 78701 (near W Cesar Chavez and Brazos Street)
Qualifications
5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling
Series 65 License or willingness to study / take exam once a full-time employee
Knowledge of banking products and services including deposits, lending and other financial services
Ability to multitask and solve problems 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
Proficient knowledge of Salesforce preferred
Bilingual in Spanish is a plus
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 prospect customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects
Handle all banking transaction, 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 company policies, procedures, and regulatory compliance guidelines
$77k-111k yearly est. 4d ago
BIM Specialist
Jeffreym Consulting 3.9
Lacey, WA jobs
**Hybrid 1x per-week onsite in Lacey, WA.**
We are seeking an experienced BIM Specialist to support our client's design-build operations across HVAC, Mechanical, Plumbing, and Renewable Energy systems. This role is responsible for developing and managing intelligent Revit and CAD models, supporting BIM coordination efforts, and contributing to prefab and fabrication workflows. The ideal candidate will bring a strong background in Revit modeling, detailing, and BIM standards, with a proactive approach to collaboration and innovation in construction technology. Work in close collaboration with the engineering, construction, and project management teams to coordinate designs for constructability.
Key Responsibilities
Develop and maintain detailed Revit models for HVAC, plumbing, and mechanical systems.
Support fabrication and detailing processes with accurate, constructible BIM content.
Participate in BIM coordination meetings and clash detection using Navisworks.
Collaborate with engineers, project managers, and field teams throughout the construction lifecycle.
Implement and uphold company BIM standards, CAD layering, and file management protocols.
Assist in prefab planning and model-based workflows for construction efficiency.
Generate construction documents and as-built models from markups and field input.
Qualifications
5+ years of professional experience with Autodesk Revit in a construction or MEP environment.
Strong understanding of detailing and fabrication workflows.
Experience with prefab construction processes and BIM coordination.
Proficiency in AutoCAD and Navisworks; BIM 360 experience is a plus.
Familiarity with BIM standards and execution plans.
2-year degree in CAD, Drafting, or a related field (preferred).
High level of attention to detail and ability to work independently.
Strong communication skills and a positive, team-oriented attitude.
Proficient with PC-based applications including Windows, Excel, and Word.
High school diploma or GED.
Excellent driving record.
Ability to pass a background check and drug screen.
Benefits:
401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
$52k-83k yearly est. 5d ago
Financial Services Representative
MJ Morgan Group 3.6
Bel Air, MD jobs
Ready to make a real impact? As a Financial Services Representative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 2d ago
Trust Specialist
Us Tech Solutions 4.4
New York, NY jobs
As a Trust & Safety Analyst, you drive impact that changes the way T&S operates. You focus on primarily strategic components of projects, delivering detailed data analyses (including insights and recommendations) that drive decisions, with limited guidance. You drive well-defined projects, with moderate levels of uncertainty, to resolve abuse and harm-fighting and mitigation problems of medium complexity. As you partner cross-functionally with others globally, balancing your own perspectives with those of diverse stakeholders to drive impact, you act as a reliable, credible point of contact for information and subject matter knowledge, and develop expertise within a Global Affairs domain.
Responsibilities include:
- Manage project planning, status reporting, timeline estimation, issue tracking, meeting facilitation, and project documentation. Propose next steps and roadblock solutions and anticipate questions and challenges.
- Oversee execution of data-oriented analysis to architect metrics, synthesize information, solve problems, and influence business decision-making by presenting insights and market trends, with minimal guidance to the project team.
- Work with a team of business analysts responsible for implementing various internal and external integrations between business objectives, as well as designing and building strategies that support these business systems.
- drive well-defined abuse and harm-fighting and mitigation projects of moderate to high complexity.
- Provide employee feedback analysis, operational monitoring, and error resolution to prevent inaccuracies, reduce process latency, and drive process excellence for standard processes.
- Conduct strategic analysis, identifying, evaluating, and recommending ways to optimize business performance and deliver best-in-class execution within relevant PA, function, or sub-function with minimal guidance.
- Help stakeholders to improve business processes by performing effective escalation management, providing “quick fix” solutions, and pushing projects forward, and driving recommendations through to implementation.
Minimum role qualification requires proficiency in:
- Data analytics & modeling
- Operations improvement
- Stakeholder management
- Machine learning
- Project management
- Statistical analysis
- Thought leadership (Trust & Safety Analyst)
- Technical Fluency (Trust & Safety)
- Problem-solving
Top Responsibilities:
- Perform sensitive reviews against Google's Nonconsensual intimate imagery global policy (NCII) and participate in enforcement quality across policy area, including calibrations with vendor teams.
Minimum role qualifications requirement::
- 4 years of experience in data analytics, Trust & Safety, policy, cybersecurity, or related fields.
$32k-46k yearly est. 2d ago
Yardi Specialist
Picerne Group 4.3
Newport Beach, CA jobs
Founded in 1988 by Kenneth Picerne, The Picerne Group is an investment company that focuses on distressed debt, apartment acquisition, land acquisition, entitlement and apartment development. The Picerne Group creates above market returns by strategically capitalizing on its most significant competitive advantage: the ability to finance the acquisition of unentitled land. The Picerne Group acquires premium sites for multifamily development in areas that are supply constrained and have growing employment.
The Picerne Group's development business focuses on Class A properties in its core markets of Southern California, Denver and Las Vegas. The Picerne Group is positioned to capitalize on rare development opportunities because of its liquidity and banking relationships. Additionally, its entrepreneurial yet professional approach to investing allows the company to take measured entitlement risk that institutional investors and less well capitalized sponsors cannot.
Job Description Overview
The Yardi Administrator will be the in-house Yardi expert, responsible for technical support, platform management, integrations, and implementations for corporate and a portfolio of operating apartment properties. This role requires a strong understanding of the Yardi multi-family platform and will be the main point of contact for our corporate and on-site team to ensure timely resolution of support issues.
Essential Duties
Provide day to day operational troubleshooting for our corporate and on-site property users
Identify areas of improvement for our current Yardi modules, which include but are not limited to, Property Management, RentCafe, GL, Procure to Pay, Payscan, Maintenance IQ, Job Cost and Investment Management, for both Yardi Voyager and Elevate platforms
End-to-end project management
Input and manage escalated Yardi tickets from internal team
Serve as liaison for new property set up for operations once construction is completed
Create and update leases and addendums in Yardi usings FillDocs
Test and troubleshoot integrations, upgrades, and new modules
Collaborate with new partnerships and Yardi for integration and programming
Complete, manage, and maintain report scheduling and task optimization
Create custom reports as needed
Manage and review Yardi billings
Identify opportunities and prioritize new products and initiatives
Attend annual Yardi conference
Manage Yardi users (add, disable, maintain security settings, etc.)
Assist Accounting with the following requests:
Create GL accounts
Update account trees
Update security for access
Update/edit/remove permissions
Update/edit/remove roles and workflows
Create and setup entity/property/job
Update/edit/remove roles
Setup out of office
Troubleshoot any issues with the above
Additional duties or responsibilities as assigned
Qualifications
Multi-family experience required
Knowledge of accounting principles preferred
5+ years of Yardi experience including both property accounting and technical support/system administration
Intermediate knowledge of SQL, custom reporting, and technical support in Yardi
Strong project management skills and understanding of system integrations
Advanced excel skills
Strong attention to detail, problem-solving and process improvement skills
Must be a team-player who takes initiative
Strong communication skills required
Must have a passion for learning new technology and developing innovative solutions
Report to: Corporate Controller
Salary Range: $95,000-$125,000
Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.
$40k-47k yearly est. 2d ago
Financial Analyst
Russell Tobin 4.1
Dallas, TX jobs
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.