Investment Analyst/Investment Associate
Phoenix, AZ jobs
Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background.
The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties.
The Role
The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work.
Key Responsibilities
Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types
Build and maintain financial models and cash-flow projections
Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions
Work closely with internal groups such as asset management and accounting to support deal execution
Conduct market research and keep internal databases updated with relevant economic and real estate metrics
Qualifications
Investment Banking background as an analyst or associate
Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis
Strong proficiency in Excel, Word, and PowerPoint
Exceptional written and verbal communication skills for interaction with internal teams and external partners
Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail
Self-starter with solid problem-solving abilities
Financial Analyst - Bilingual
Miami, FL jobs
Job Description: Financial Analyst
Modality: on-site
AG Contractors is seeking a Financial Analyst to join our growing team in Miami. This role focuses on managing high-volume billing, analyzing clean financial data, producing accurate reporting, and supporting operational decision-making. The ideal candidate has strong analytical skills, experience with QuickBooks, and preferably, a background in job costing within the construction industry.
This position reports directly to the Director of Operations.
Key Responsibilities
Data Management & Financial Reporting
Process and manage high-volume billing and maintain accurate records for contractual obligations.
Collect, clean, and validate financial data to ensure accuracy in reporting.
Prepare and deliver comprehensive financial analysis and dashboards for leadership.
Generate monthly, quarterly, and annual reports to track financial performance and KPIs.
Job Costing & Project Support
Support the preparation and analysis of job costing reports to measure project profitability.
Partner with project managers to evaluate project-level costs and identify opportunities for efficiency.
Assist in reconciling project financials and ensuring proper allocation of costs.
Systems & Tools
Utilize QuickBooks for data management, reporting, and reconciliation.
Assist in maintaining financial databases and dashboards for leadership insights.
Cross-Departmental Collaboration
Work closely with the Director of Operations and other teams to support decision-making with data-driven insights.
Provide clear financial reports to executives and project managers to guide operational strategies.
Qualifications
Required
Bachelor's degree in Finance.
2-5 years of experience in data analysis, financial reporting, or similar roles.
Strong proficiency with QuickBooks and Microsoft Excel (pivot tables, lookups, and modeling).
Experience handling large data sets and producing actionable insights.
Excellent written and verbal communication skills.
Bilingual (English & Spanish) required.
Preferred
Experience in the construction, contracting or service industry.
Background in job costing or project-based financial analysis.
Knowledge of financial data visualization tools (e.g., Power BI, Tableau).
Asset Management Analyst
Los Angeles, CA jobs
Macdonald & Company is partnered with a global real estate investment platform to hire an Analyst for its West Coast industrial portfolio. This position is based in Los Angeles and provides broad exposure to asset management, leasing analysis, valuations, underwriting, and portfolio strategy across a large logistics footprint.
Role Summary
The Analyst will support asset managers on leasing work, financial modeling, annual planning, and quarterly reporting, while also collaborating with investments, development, fund operations, and research teams. This is a strong entry-level to early-career role for someone seeking hands-on experience across the full industrial lifecycle.
Key Responsibilities
Support the leasing process by analyzing prospective deals, tenant economics, and financial impact.
Review third-party valuations and build internal value assessments.
Conduct quarterly financial reviews including rent roll analysis, operating metrics, and Argus-based cash flow forecasting.
Build and maintain pro formas, underwriting models, return analyses, and sensitivity scenarios in Excel and Argus.
Assist with annual budgeting, including leasing assumptions, capital planning, and expense forecasting.
Provide analytical support to cross-functional teams covering investments, development, fund/portfolio operations, and research.
Contribute to various initiatives that may include acquisitions, development pipeline evaluation, market studies, and portfolio reporting.
Qualifications
Bachelor's degree in real estate, finance, or a related field.
One to two years of relevant real estate or financial analysis experience preferred.
Demonstrated interest in industrial/logistics real estate.
Argus proficiency required; familiarity with VTS is helpful.
Advanced Excel and PowerPoint skills with strong analytical capability.
High attention to detail, organization, and data accuracy.
Strong communication skills and ability to work collaboratively within a team environment.
Assistant Controller
Charlotte, NC jobs
Macdonald & Company are proudly partnered with a privately held institutional real estate investment manager headquartered in Charlotte, NC. The firm manages a diverse portfolio of over 50 commercial and multifamily assets across the Southeast and beyond. Known for its collaborative, hands-on culture and long-term investment strategy, the company offers a highly professional yet entrepreneurial environment with genuine opportunities for career growth and leadership succession.
The firm is seeking an Assistant Controller to oversee the financial reporting function for its portfolio of real estate investments. Reporting directly to the Controller, this individual will play a key role in quarter- and year-end close, the preparation of GAAP-compliant financial statements and footnotes, and the coordination of annual audits. The position will also supervise and mentor accounting staff, manage treasury functions, and ensure all accounting practices adhere to GAAP and internal controls.
This is a growth-focused position with a defined career path, the successful candidate will take ownership of the client accounting group within the first year and begin shadowing the Controller on corporate accounting responsibilities, with the long-term goal of assuming the Controller role within 3-5 years.
Responsibilities:
Oversee the financial reporting function for a portfolio of commercial and multifamily real estate investments.
Structure processes and reporting schedules to meet client and investor deadlines.
Supervise, train, and mentor accounting staff within the group.
Participate in the preparation and review of combined quarterly financial statements and footnotes on a Fair Value GAAP basis.
Coordinate the annual audit process and manage responses to auditor inquiries.
Manage treasury activities, including review and approval of internal cash transfers and wire transactions.
Prepare quarterly distributions and monthly equity cash draws from clients.
Calculate quarterly return data (TWR, IRR) and support annual ILPA reporting requirements.
Assist with the setup and maintenance of new legal entities.
Maintain property and portfolio management records.
Provide backup to the Controller for payroll, annual tax reporting, and corporate accounting functions.
Qualifications:
Bachelor's degree in Accounting or Finance.
Minimum of 4 years' experience in commercial and/or multifamily real estate accounting.
CPA preferred; public accounting experience a plus.
Working knowledge of Yardi software preferred.
Self-starter with strong attention to detail while maintaining a big-picture perspective.
Excellent analytical, organizational, and time management skills.
Thorough knowledge of GAAP and real estate accounting principles.
Effective communication skills with both internal teams and external partners.
High proficiency in Microsoft Excel.
Senior Analyst, Project Management
Irvine, CA jobs
Immediate need for a talented Senior Analyst, Project Management. This is a 12+ months contract opportunity with long-term potential and is located in Irvine, CA(onsite). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-91921
Pay Range: $55 - $58/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Manages one or more medium to large scale projects within a program, assuring strict adherence to BD APM's Quality Systems and Design Control Process.
Executes project plans (quality, risk, communication, staffing, etc.) and communicates project status and data to maintain accurate and current project information for the use of stakeholders.
Leads core team meetings and other necessary meetings to drive best in class project execution; Continually improves quality and effectiveness of how meetings are run, decisions are made, and how work gets completed.
Demonstrates high emotional intelligence; builds trust, rapport and respect with project team members and stakeholders; Engages in honest and transparent conversations.
Creates a culture where teams can act with a high sense of urgency and accountability to meeting / exceeding project goals.
Understands complex problems and drives the team to effective resolution.
Displays perseverance and continues appropriate forward momentum by keeping core team engaged, even when faced with obstacles and/or changes.
Demonstrates strong ability to influence peers, staff, and leaders.
Key Requirements and Technology Experience:
Key skills; Medical Product Development -
Assembly Manufacturing
Program/Project Management (Microsoft Project)
Bachelor's degree required, Engineering or related field preferred (Mechanical, Biomedical, Systems, Electrical Engineering, etc.).
PMP Certification - a plus.
3-4+ years of hands-on experience managing New Product Developments projects and/or complex projects - Required.
Demonstrated track record of successfully managing and leading projects.
Solid understanding of Medical Device Development, Regulations and Product Lifecycle process - Required.
Demonstrated track record of leading within complex organizations requiring strong influence management skills.
Ability to see the “big picture” and determine the best course of action based on knowledge, experience, and strategy.
Strong analytical skills with the ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to work cooperatively at all levels in a matrix environment to build and maintain the positive relationships required to accomplish organizational goals.
Effective decision-making skills -- ability to negotiate and balance decisions and priorities across needs of several functional departments.
Defines Strategy and makes timely decisions in the face of risk and uncertainty.
Proven expertise in usage of MS Office Suite and related project management systems.
Spanish speaking a plus.
Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Planning Analyst
Charlotte, NC jobs
Title: Supply Chain Planning Analyst II
Duration: 6-Months Contract (Can convert to FTE)
Shift Hours: 7:30AM - 5PM (Mon -Fri)
Note: Remote Job, but training will take place at the Charlotte location
JOB DESCRIPTION
The Supply Chain Planning Analyst is responsible for managing and optimizing end-to-end supply chain operations-from procurement to distribution. The role focuses on demand forecasting, inventory management, and process improvement to ensure efficiency, cost reduction, and product availability.
Key Duties:
Inventory & Demand Planning:
Analyze sales data, forecast demand, and maintain optimal stock levels across warehouses.
Supply Chain Optimization:
Identify and implement improvements to reduce costs, lead times, and inefficiencies.
Distribution Coordination:
Align delivery schedules and logistics operations to ensure timely order fulfillment.
Data Analysis & Reporting:
Use analytical tools to track KPIs, assess performance, and present actionable insights.
Vendor & Stakeholder Management:
Collaborate with suppliers, logistics partners, and internal teams to align supply chain goals.
Process & Risk Management:
Drive continuous improvement initiatives and develop contingency plans for potential disruptions.
Qualifications:
Bachelor's degree in Supply Chain, Business, or related field.
2-4 years of supply chain or logistics experience.
Strong analytical, communication, and problem-solving skills.
Proficiency with Excel, ERP systems (SAP/Oracle), and supply chain software.
Preferred: APICS certification, experience with Tableau/Power BI, and familiarity with Lean or Six Sigma.
Work Environment:
Primarily office-based with occasional visits to warehouses or production sites; requires teamwork and cross-department collaboration.
Senior Asset Management Applications Business Analyst
Charlotte, NC jobs
Immediate need for a talented Senior Asset Management Applications Business Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25- 93161
Pay Range: $75 - $78.70/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
Coaches, reviews and delegates work to lower level professionals.
Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
Conduct gap analyses to identify where candidate platforms align-or diverge-from organizational needs.
Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.
Key Requirements and Technology Experience:
Key skills; BUSINESS ANALYST
SALESFORCE
SALESPAGE
SALESVISION
University (Degree) Preferred
5 Years Required; 7 Years Preferred
Physical Requirements: Sedentary Work
5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
Deep understanding of Salesforce CRM and its data structures
Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
Excellent documentation, facilitation, and presentation skills
Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
Background in asset management, financial services, or intermediary distribution
Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Senior Financial Analyst
Long Beach, CA jobs
Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts)
Location: Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
Proficient understanding of Key Performance Indicators (KPI's)
Multi-site / multi-location industry experience
Preferred
MBA
Experience working in Private Equity-backed environments.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced Excel
Financial modeling, budgeting, forecasting
Ability to build models entirely from scratch (not just maintain/update)
Large data-set interpretation
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Inquisitive
Preferred
Technical
Power BI or Tableau or Planful or equivalent program
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
ERP Analyst
Eden Prairie, MN jobs
At Master Technology Group (MTG), a team of talented individuals are shaping the future of technology integration. We have created a community of great people who show an uncommon level of care for our clients, colleagues, and community. We're looking for excited and motivated individuals who are as excited to build this organization as we are. Isn't it time you were a part of something great?
JOB SUMMARY
Master Technology Group (MTG) specializes in designing, installing, and servicing commercial property technologies across local and national markets.
The ERP Analyst will provide Enterprise Resource Planning (ERP) systems and operational support throughout the project life cycle.
The ideal candidate will play a key role in the advanced customization, configuration, and maintenance of MTG's ERP systems. This position involves in-depth analysis and testing of ERP processes and reporting to ensure optimal performance and alignment with corporate goals. The ERP Analyst collaborates with senior team members and provides expertise in addressing complex ERP-related challenges. In addition, the ERP Analyst will periodically support the Operations team in executing technology-related projects for our clients.
To succeed, the ERP Analyst must possess excellent customer service skills and maintain strong professional relationships with all stakeholders, including employees, clients, vendors, and partners. Strong communication, administrative skills, organizational and multi-tasking capabilities are vital.
The position is a full-time, in-office role that reports to the Manager of IT and Business Transformation.
KEY DUTIES AND RESPONSIBILITIES
Lead in the customization and configuration of advanced ERP workflows
Conduct in-depth analysis of ERP systems to identify areas for improvement and optimization
Collaborate with senior team members and cross-functional teams to gather requirements, design process improvements, and implement ERP solutions
Perform comprehensive testing of ERP workflows to ensure compliance with corporate needs and industry standards
Provide support for end-users and troubleshoot ERP-related issues
Stay abreast of emerging ERP technologies and contribute to the continuous improvement of ERP processes
Gain a thorough understanding of MTG services and operational processes
Tracking and reporting overall progress and milestone status to Coordinators and Project Managers as needed
Develop and maintain positive relationships with clients, fellow employees, vendors, and local service providers
Coordinate resources to support the project completion process and assist with post-install document/program creation
Administrative responsibility to support systems utilization, including but not limited to managing security settings, user access, change requests, and overall system configuration
Stay informed of and communicate updates and improvements to systems and operational processes
Coordinate reporting needs, generate reporting, and conduct high-level data analysis to support leadership in data-driven decision-making
Develop custom reports based on departmental and overall company goals
Evaluate and optimize workflow and define best practices
Other related duties as required or assigned
QUALIFICATIONS
3+ years of experience in a business operations role, ideally with expertise in reporting and business process automation
Familiarity with enterprise-level ERP solutions, CRM solutions, data visualization tools, and project management solutions
Ability to translate raw data into meaningful metrics
Demonstrated experience in project management, formal or informal
Ability to own and solve problems independently and as part of a cross-functional team
Considerable experience with Microsoft applications (Word, Excel, PowerPoint, 365, etc.)
Excellent organization skills and a passion for process and business systems, as well as process improvement
Effective communication skills, written, verbal and visual (example: process mapping/workflow)
Proven ability to multitask in a fast-paced environment
Excellent interpersonal skills with the ability to work with a variety of stakeholders
PERFORMANCE MEASUREMENTS
Demonstrates a clear understanding of the key duties and responsibilities of the position
Shows enthusiasm and effort to perform all aspects of the role effectively
Exhibits competence and capability to execute key duties and responsibilities efficiently
Consistently meets expected standards of quality and customer satisfaction
Completes assigned tasks promptly and adheres to project deadlines
Always represents MTG in a professional manner, embodying the company's standards of conduct and appearance
Demonstrates sound decision-making through practical analysis, effective problem-solving, and good judgment
Maintains effective working relationships and collaborates well within a team environment
Communicates clearly and professionally, both verbally and in writing, including emails, reports, and correspondence
Demonstrates reliability through consistent attendance, punctuality, and timely completion of tasks
Alignment with and demonstration of MTG's Core Values:
People First: Demonstrates humility, helpfulness, and genuine care for others
Above and Beyond: Exhibits a “whatever it takes” mindset, actively contributing beyond minimum expectations
Sense of Urgency: Responds promptly and diligently to organizational and client needs
Team Player: Demonstrates respect, support, and collaboration, sharing expertise generously
Do the Right Thing: Operates with honesty, integrity, transparency, and strong ethical standards
COMPENSATION AND BENEFITS
Base Salary $72,000 - $85,000+ DOQ
Phone Stipend
Medical, Dental & Vision Insurance
401k Match
PTO
Nice Healthcare
Life Insurance - Company-provided
STD / LTD - Company-provided
Employee Referral Bonus
Development Opportunities
Master Technology Group is proud to be an equal-opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local laws.
Customer Relationship Management Analyst
Roseland, NJ jobs
Our client is looking for a skilled Salesforce CRMA Developer - Roseland, NJ 07068 (Hybrid). If you're interested, I'd love to chat more about this position and how it could be a great next step for you. Let me know if you have some time to connect! Or can connect @ below signature
Title: Salesforce CRMA Developer
Location: 1 ADP Blvd., Roseland, NJ 07068 (Hybrid 3 days/Week)
Duration: 12 months Contract to Hire
We are seeking a CRMA Developer with a strong technical background and extensive understanding and experience in databases and analytical tools.
Candidates need to have done CRMA Architecture work. not just dashboard development. They need to have setup analytics in Salesforce
Responsibilities:
Design, develop, and deploy robust and scalable Salesforce CRMA dashboards, datasets, lenses, recipes and dataflows.
Extract, transform, and load (ETL) data from various sources (Salesforce objects, external databases, APIs) into CRMA datasets using dataflows, recipes, and connectors.
Develop and optimize SAQL (Salesforce Analytics Query Language) queries for efficient data retrieval and scalability.
Integrate CRMA with other Salesforce clouds and external data sources.
Implement best practices for data modelling, governance, and security within the CRMA platform.
Implement security predicates and sharing rules to ensure data privacy and access control within CRMA.
Troubleshoot and resolve issues related to CRMA dataflows, dashboards, and performance.
Stay up-to-date with the latest Salesforce CRMA features, best practices, and industry trends.
Required Skills & Qualifications:
8+ years of experience as a Salesforce Developer with a strong focus on CRMA (Tableau CRM/Einstein Analytics) or any other Business Intelligence Tools e.g. Tableau, Power BI, Cognos Analytics etc
Proficiency in CRMA dataflows, recipes, SAQL, and XMD.
Strong understanding of Salesforce platform administration and data warehousing concepts.
Preferred:
Salesforce CRMA & Discovery Consultant certification is a significant plus.
Special Situations Analyst
Boston, MA jobs
SPECIFICATION
SPECIAL SITUATIONS ANALYST
Shine Associates, LLC has been retained to search, identify and recruit a Special Situations Analyst on behalf of our client (‘Company'). This candidate will be located in the Boston, MA office.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity.
CLIENT DESCRIPTION
The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios.
The firm's investments are structured in numerous capital forms including direct investments, joint venture equity, preferred equity, mezzanine loans, and transitional first mortgages. Since 1993, the firm has invested in more than $21 billion of commercial real estate on behalf of a diversified and highly regarded group of endowments, foundations, public and corporate pension plans, financial institutions, family offices, and sovereign entities.
SPECIAL SITUATIONS ANALYST
The Analyst will be part of a Special Situations deal team that is responsible for sourcing, closing, and managing several of the firm's bespoke investment strategies including Opportunity Zones, a Caribbean resort development, and a motorsports racetrack development.
In this role, the Analyst will be deeply involved throughout the investment lifecycle of a transaction, from underwriting to closing, operational enhancement, investor relations, and eventual sale. The Analyst will work closely with the deal team to evaluate and underwrite prospective investments and provide support to the joint venture and asset management teams in executing the investment strategy established at acquisition.
This position will involve work across multifamily and club developments throughout the United States. It is ideal for candidates who are intellectually curious, eager to learn the business from the ground up, and excited to contribute meaningfully within a small, entrepreneurial team environment.
KEY RESPONSIBILITIES
Our client employs a “cradle-to-grave” investment management philosophy and is seeking an Analyst who will play an active role throughout the deal lifecycle. Primary responsibilities include:
Investment Analyst & Underwriting
Build and maintain detailed financial models for new investments, development phases, refinancings, and capital improvement projects.
Conduct sensitivity analyses and scenario modeling for equity, debt, and joint-venture structures.
Support Opportunity Zone investor reporting for existing investments.
Underwrite new Opportunity Zone investments, assessing both financial and tax-advantaged returns.
Assist in preparing investment memoranda and presentations for internal review and external capital partners.
Research and analyze market data, comparable developments, and operating benchmarks across hospitality, residential, and motorsports sectors.
Development Management Support
Track budgets, schedules, and key milestones across design, permitting, and construction phases.
Help prepare monthly project reports and dashboards for leadership and investors.
Coordinate with architects, engineers, and consultants to collect, synthesize, and present project data.
Assist in due diligence and feasibility analysis for new land acquisitions or expansion opportunities.
Operations & Business Planning
Collaborate with on-site management teams to analyze membership sales, event performance, and resort operations.
Evaluate pro forma performance versus actual results and identify key performance drivers.
Research & Strategic Support
Maintain comparable deal databases for land sales, luxury hospitality, and private club communities.
Research and support Opportunity Zone strategy across new markets and expansion opportunities.
Support strategic initiatives such as partner selection, brand collaborations, or new product lines (e.g., garages, villas, or track events).
Prepare briefing materials for senior leadership meetings and board updates.
PROFESSIONAL QUALIFICATIONS
Candidates should possess broad-based analytical skills, superior cash flow modeling capabilities, strong research abilities, and excellent communication skills.
Bachelor's degree is required, with preference for candidates in real estate, finance, economics, and/or accounting.
Approximately 1 to 3 years of related post-undergraduate experience preferred, though candidates with strong skill sets and interest to pursue a career in the commercial real estate will also be considered.
Exceptional financial analysis and modeling skills utilizing Microsoft Excel and PowerPoint.
Exceptional Power Point skills with the ability to create high-quality presentation materials.
Strong organizational skills with ability to manage multiple tasks and effectively meet deadlines.
Team player with the ability to work independently and under pressure in an entrepreneurial environment.
Familiarity with real estate finance and accounting concepts, including joint venture partnerships and broader investment structures (equity, preferred equity, and debt), with an understanding of returns are generated across different positions in the capital stack.
High level of attention to detail, accountability, integrity, and ethics.
Self-motivated, energetic, and a positive individual with strong verbal and written communication skills, and the ability to work effectively with individuals at all levels.
COMPENSATION
The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School St., Suite 301
Boston, MA 02108
**************************
Hillary H. Shine, Principal Chandlee Gustafson, Associate
Cell: ************** Cell: **************
****************************** *******************************
Kelsey Shine, Director
Cell: **************
*****************************
Senior Analyst
Irvine, CA jobs
Sr Analyst, Clinical Contracts
Assignment Duration: 4 Months
Work Schedule: Standard office hours (8:00 am PT to 5:00 pm PT), slight flexibility
Work Arrangement: Hybrid - Onsite Tuesdays + one additional day of candidate's choice
Position Summary:
The main function of a clinical contracts analyst is to initiate, draft, redline, and negotiate 3rd party complex contracts based on full knowledge of financial, regulatory and clinical requirements.
Key Responsibilities:
• Collaborate with key stakeholders to provide guidance on contracts terms and conditions. Identify risks and key stakeholders to the company
• Develop, assess and improve processes for tracking and reporting business unit payment and compensation information to meet all applicable regulations and processes
• May track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance • Track business unit and payment milestones against contract terms. Resolve payment queries and confirm contract compliance
• Analyze need for contract amendments or renewals and make recommendations, and/or negotiate changes, to terms and conditions
Qualification & Experience:
• Proven expertise in Microsoft Office Suite, including PowerPoint, Excel, and Word and ability to operate general office machinery
• Excellent written and verbal communication skills including negotiating and relationship management skills with ability to drive achievement of objectives
• Demonstrated problem-solving and critical thinking skills
• Full knowledge and understanding of Edwards policies, procedures and guidelines relevant to contract negotiation and administration
• Full knowledge of medical terminology and healthcare regulations (e.g. HIPAA and Sunshine Act)
• Advanced proficiency in Microsoft Office Suite, including Project, PowerPoint, Excel, and Word
• Excellent written and verbal communications skills
• Advanced problem-solving skills
• Ability to manage confidential information with discretion
• Strict attention to detail
• Ability to interact professionally with all organizational levels
• Ability to manage competing priorities in a fast paced environment
• Must be able to work in a team environment, including inter-departmental teams and key contact representing the organization on contracts or projects
• Bachelor's Degree or equivalent in related field
• 5-7 years of experience required
Treasury Analyst
Houston, TX jobs
The primary responsibility of the Treasury Analyst is to accurately manage the Company's daily cash movements, assist the Treasury Manager with cash flow forecasting, and identify opportunities to optimize cash utilization. This position requires a high degree of independent work while also contributing effectively as a member of the team.
Reporting relationships:
This position reports to the Assistant Director, Finance and Accounting.
Essential Job Functions:
• Forecast short-term and long-term cash flows
• Carry out daily payable transactions and apply receivables to accounts
• Control daily cash exposure
• Daily bank reconciliation in the Company's ETRM system
• Prepare loan applications
• Daily margin call payment and reconciliation
• Month-end processing and reporting
• Follow treasury procedures
• Ensure the accuracy of treasury related booking and reconciliation in the ERP system
• Completion of other projects and work assigned by the manager
Qualifications:
• Bachelor's degree in accounting or finance
• Two plus years accounting or treasury experience
• Experience in FX would be a plus
• Experience in SAP system would be a plus
• Ability to conduct necessary research, reconciliations and presentations as needed
• Must be able to work with high deal of accuracy
• Must be able to adhere to set deadlines
• Must be very well organized and detail oriented
• Must be able to work well under pressure
• Must have good written and verbal communication skills and strong analytical skills
Sr. Planning Analyst (Production)
Draper, UT jobs
Title: Production Planner / Sr. Planning Analyst (ERP - JDE Preferred)
Type: 6-Month Contract
Start: Before Dec 22 preferred
About the Role:
We are seeking a hands-on Production Planner to support a dynamic, fast-paced new product manufacturing environment. This role is responsible for work order creation, production scheduling, and ensuring material readiness for the production line.
You'll work closely with production teams, distribution centers, and cross-functional partners to keep operations aligned and running smoothly.
This is not a finance role or a buyer-only role - candidates must have true planning experience within a regulated or manufacturing environment.
Key Responsibilities:
Production Planning & Scheduling:
Create, release, and manage Work Orders in the ERP system.
Build and maintain weekly production schedules aligned with operational priorities.
Coordinate with production teams to ensure they are working on the correct priorities.
Calculate and communicate actual planning times to set accurate expectations across teams.
Material Readiness & Coordination:
Support Purchase Order creation when required.
Ensure material availability for production and resolve shortages or delays.
Work closely with our nearby distribution centers to align material flow.
ERP & Data Accuracy:
Perform accurate, timely transactions in Oracle JDE (preferred) or similar ERP.
Maintain high accuracy in planning data to avoid downstream errors.
Use Excel (medium-advanced level) for planning, tracking, and reporting.
Cross-Functional Collaboration:
Communicate with production floor teams daily to resolve planning or scheduling questions.
Support a new product line with constantly evolving requirements.
Adapt quickly to new challenges and process changes.
What We're Looking For (Must-Haves):
Min. 2+ years of hands-on production planning or scheduling experience (not buyer-only roles).
Experience working in an ERP/MRP system (JDE highly preferred).
Strong Excel skills for planning and analysis.
Excellent communication skills (top priority).
Ability to work 100% onsite in Draper, UT arriving on-time to support production readiness.
Bachelor's degree required.
Preferred Qualifications:
Experience in medical device, pharma, semiconductor, or other regulated industries.
Prior exposure to new product introduction (NPI) environments.
5+ years' experience.
Interested?
Apply if you have strong planning + ERP experience and want to be part of a highly collaborative and impactful production team supporting new product growth.
Epic Analyst MedixDirect
Ridgewood, NJ jobs
We're partnered up with a health system in Northern New Jersey who is implementing the leading EMR system, Epic, and looking for individuals to become Epic Certified.
Your role as an Epic Analyst would be working on the back end developing workflows and making the system more user friendly.
We are looking for individuals that have a background within
Registered Nurse, Laboratory, Emergency Room, Operating Room, or Rhapsody
. It is important to know that no Epic experience is needed for this role.
You will go through an extensive, hands-on training program which upon completing you will obtain an Epic Certification (cost of $25,000 paid by us!). I'd love to discuss this further. Please let me know if you or anyone you know is interested.
-Full-Time
-Onsite in Ridgewood, NJ - Must Reside in or around this area and available for onsite 3x per week
-Monday - Friday, regular business hours
-Someone looking for a career within Epic long term
-Room for growth
-Need experience in one of the following: Registered Nurse, Laboratory, Emergency Room, Operating Room, Rhapsody
Do you want to start your career or make a career change into a long term opportunity in a stable industry? Let's connect!
PRINCIPAL DUTIES AND RESPONSIBILITIES
● To design, build and test Epic's applications for implementation.
● To work alongside with the analyst team and end users as an analyst to design and maintain the
system with the other teams
● Interview users, stakeholders, and sponsors to assess departmental needs to create Business,
functional and technical requirements documents
● Develop documentation of test plans, technical documentation, release notes, end-user guides,
training programs and/or other materials as necessary
● Decompose information gathered into details including sources of data, data types, users, user
types, interface components, interface navigation needs, reporting needs, and administrative
system needs.
● Presenting concepts in a concise and focused manner, including narrative, process diagrams,
role and accountability diagrams and business-focused story boards
● Research industry practices; collect and analyze data; draw appropriate conclusions and
recommendations; present results in written reports or through oral presentations using visual
aids.
● Coordinate user groups and project teams, convening conference calls and meetings and
maintaining minutes and follow-up logs
● Work collaboratively with Systems Analyst to develop designs, mockups and prototypes
● Communicate technical design issues to non-technical people
● Ability to work independently and as part of a fast moving team.
● Work within timeline and resource constraints provided by the Project Manager
● Provide ongoing communication with users, managers, corporate directors and vendors to assure
support and current initiatives.
Cybersecurity Analyst (Salesforce Platform)
Dallas, TX jobs
Job Title: Cybersecurity Analyst (Salesforce Platform)
Contract: Long-term - open-ended
Travel required 1 time per quarter for a week to work onsite at in Dallas, TX
EDUCATION:
Bachelor's degree in information security, Computer Science, or related field.
Certifications such as Salesforce Security Specialist, CISSP, or equivalent preferred.
WORK EXPERIENCE:
Minimum 3 years of experience in Salesforce administration, development, or security.
Experience with secure coding practices and code scanning tools.
Familiarity with compliance frameworks.
Experience working in cross-functional environments and influencing without direct authority.
Strong understanding of Salesforce security features and cybersecurity
LICENSING/CERTIFICATION:
Salesforce Security Specialist certification preferred
CISSP, CISA, or other security certifications are beneficial
FP&A, Corporate and Strategic Finance
San Francisco, CA jobs
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplyCorporate Philanthropy Analyst
Houston, TX jobs
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
Strong organizational and project management skills
Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
Excellent written and verbal communication skills
Ability to manage multiple priorities and work collaboratively across teams
Passion for social impact, sustainability, and community engagement
Working Conditions:
Hybrid or office-based work environment
Occasional travel
Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Financial Analyst MBA Intern
Pleasanton, CA jobs
Your work days are brighter here.
We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.
About the Team
The Product Finance team empowers growth and innovation through close collaboration with key product leaders. We provide essential business finance support, both strategically and operationally, and utilize data-driven analysis and financial insights to shape Workday's growth trajectory. We are a dynamic, high-performing group of analytical thinkers and strategic problem-solvers. We balance meticulous attention to detail with a broad, strategic perspective and are passionate about delivering measurable impact across the organization. Our work involves close collaboration with leaders and teams across Business Finance, Product, Operations, Strategy, Sales, and Corporate Development to enable informed decision-making and drive sustainable growth.
About the Role
Reporting to the Director of Product Finance supporting our core product areas, you will take on responsibilities that ensure the achievement of our product growth objectives. This role provides a unique opportunity to combine financial expertise, advanced analytical skills, and strategic thinking to inform key decisions at the highest levels of the organization. We are looking for a proactive and curious individual who thrives on solving complex challenges. You enjoy drilling down and understanding data, collaborating across the organization, and are super curious about what makes things tick. This is an exciting opportunity to make a significant impact in a dynamic and fast-paced environment.
Responsibilities:
Address a strategic business challenge by developing hypotheses, analyzing internal data and relevant market or competitive insights, and delivering actionable recommendations.
Collaborate with cross-functional teams, including Finance, IT, Business Operations, and Strategy, to generate meaningful insights that drive decision-making.
Analyze large datasets (e.g., ARR, ACV, product attach rates, cost allocations) to uncover performance trends and growth opportunities.
Develop and deliver executive-level presentations that simplify complex financial analyses into clear, impactful, and actionable insights.
Identify opportunities for process improvements and contribute to building scalable, repeatable financial tools and models.
About You
Basic Qualifications:
Currently pursuing an MBA with an anticipated graduation date no earlier than December 2026.
Available for a full-time, in-person 12-week internship during Summer 2026.
2+ years experience across strategic finance, financial planning & analysis, business operations, strategy/management consulting
2+ years Financial modeling experience & analytical skills with a focus on building scalable, repeatable tools & processes
Workday Internship Program
Ready for your career to shine? At Workday, we believe that the next generation of talent is essential to our success, which is why we seek hard-working students with open minds, new perspectives and bright ideas to join our Internship Program. During the 12-week internship experience, you'll make an impact at Workday by engaging in meaningful work, all the while forging professional connections, and strengthening your skills in an encouraging environment. Plus, you'll be encouraged to bring your brightest self to work with coaching and mentorship, connection events and exposure to Workday's stellar culture while living our Core Values.
Let's make work days brighter. Apply today to start your career as a member of the Workday Internship Program!
Workday is proud of its diverse workforce but does not sponsor employment visas or consider individuals on time-limited visas that will require sponsorship now or in the future for these positions.
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.
Primary Location: USA.CA.Pleasanton
Primary Location Base Pay Range: $47,500 USD - $154,500 USD
Additional US Location(s) Base Pay Range: $40,100 USD - $154,500 USD
Our Approach to Flexible Work
With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates' privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
Auto-ApplyFinancial Analyst MBA Intern
Pleasanton, CA jobs
Your work days are brighter here.
We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.
About the Team
The Strategic Planning Finance team is on a mission to maximize Workday's growth and long-term value creation. We do this by driving data-driven decisions that optimize portfolio allocation and support the company strategy.
We are a dynamic, high-performing group of analytical thinkers and strategic problem-solvers. We balance meticulous attention to detail with a broad, strategic perspective and are passionate about delivering measurable impact across the organization. Our work involves close collaboration with leaders and teams across Business Finance, Operations, Strategy, Sales, Product, Corporate Development, and IT to enable informed decision-making and drive sustainable growth.
About the Role
Reporting to the Director of Strategic Planning Finance, you will take on high-impact responsibilities that reflect the scope and complexity of your team's role. This role provides a unique opportunity to combine financial expertise, advanced analytical skills, and strategic thinking to inform key decisions at the highest levels of the organization. We are looking for a proactive and curious individual who thrives on solving complex challenges. You excel at synthesizing financial and strategic analyses into compelling narratives, developing executive-level presentations, and identifying opportunities for process improvements that enhance efficiency and scalability. You have a high tolerance for ambiguity and take initiative to steer initiatives forward.
Responsibilities:
Address a strategic business challenge by developing hypotheses, analyzing internal data and relevant market or competitive insights, and delivering actionable recommendations.
Collaborate with cross-functional teams, including Finance, IT, Business Operations, and Strategy, to generate meaningful insights that drive decision-making.
Analyze large datasets (e.g., ARR, ACV, KPIs, cost allocations) to uncover performance trends and growth opportunities.
Develop and deliver executive-level presentations that simplify complex financial analyses into clear, impactful, and actionable insights.
Identify opportunities for process improvements and contribute to building scalable, repeatable financial tools and models.
About You
Basic Qualifications:
Currently pursuing an MBA with an anticipated graduation date no earlier than December 2026.
Available for a full-time, in-person 12-week internship during Summer 2026.
2+ years experience across strategic finance, business operations, strategy/management consulting
2+ years Financial modeling experience & analytical skills with a focus on building scalable, repeatable tools & processes
Workday Internship Program
Ready for your career to shine? At Workday, we believe that the next generation of talent is essential to our success, which is why we seek hard-working students with open minds, new perspectives and bright ideas to join our Internship Program. During the 12-week internship experience, you'll make an impact at Workday by engaging in meaningful work, all the while forging professional connections, and strengthening your skills in an encouraging environment. Plus, you'll be encouraged to bring your brightest self to work with coaching and mentorship, connection events and exposure to Workday's stellar culture while living our Core Values.
Let's make work days brighter. Apply today to start your career as a member of the Workday Internship Program!
Workday is proud of its diverse workforce but does not sponsor employment visas or consider individuals on time-limited visas that will require sponsorship now or in the future for these positions.
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.
Primary Location: USA.CA.Pleasanton
Primary Location Base Pay Range: $47,500 USD - $154,500 USD
Additional US Location(s) Base Pay Range: $40,100 USD - $154,500 USD
Our Approach to Flexible Work
With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates' privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
Auto-Apply