Salesforce Analyst
Waltham, MA jobs
The Salesforce ITS Analyst reports to the Director of ERP & CRM Operations & Implementations and works closely with end users to ensure the CRM applications of Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, GiveCampus Online Giving, and Salesforce Marketing Cloud Account Engagement are configured according to business user needs. The individual responds to user requests regarding application issues and enhancement requests, and, under the direction of the Director of ERP & CRM Operations & Implementations, translates prioritized, complex institutional business needs into precise, actionable requirements and sustainable solutions. Develops strategies and roadmaps for Salesforce rollouts across various University departments and participates in data conversion, mapping, and validation related to these efforts.
Job Summary:
Business Systems Analysis in the Expanded Adoption and Optimization of Salesforce - 80%:
The Salesforce Analyst serves as a critical bridge between the functional departments and the ITS team. This role is responsible for supporting user adoption and ongoing optimization of the University's enterprise Salesforce Sales Cloud platform, designing technical solutions to support and enhance a suite of CRM applications, including but not limited to Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, Salesforce Marketing Cloud Account Engagement, and GiveCampus Online Giving. The Salesforce ITS Analyst works under the direction of the Director of ERP & CRM Operations & Implementations; in conjunction with the CRM team in ITS; in partnership with Institutional Advancement colleagues; and in collaboration with campus partners across the institution.
Specific responsibilities include:
Collaborate extensively and meet one-on-one with departmental end-users and subject matter experts to gather, analyze, and define functional and non-functional requirements for enhancements, data reconciliation, and system integration needs. Determine technical feasibility and create roadmaps for CRM-related system enhancements.
Participate in data conversion and mapping to transfer data from non-Salesforce applications to Salesforce. Perform data validation on existing and incoming data to Salesforce.
Participate in enhancement projects and product upgrade processes (requirements, roadmaps, documentation, systems configuration, testing strategy, and rollout).
Deliver day-to-day functional support for our suite of Salesforce applications, providing scalable and reusable solutions where possible.
Review, respond to, and resolve user-generated help tickets in the TeamDyanmix service management system, following established SLA parameters.
Training and Knowledge Transfer - 20%:
Engage in knowledge transfer to expand user knowledge of Salesforce, Kindsight ascend Fundraising Platform, ascend Portal, Linvio Events, Salesforce Marketing Cloud Account Engagement, and GiveCampus Online Giving.
Partner with the ITS Change Management Office to develop training materials for the user community on system functionality, modifications, and enhancements. Create, enhance, and expand our library of system documentation and training materials.
Job Requirements:
Education:
BA/BS required.
A minimum of 3 years of Salesforce experience and Salesforce Certified Administrator certification is required; higher education experience is preferred.
Skillset:
Experience with Salesforce configuration and management of Salesforce Contacts/Constituents, Accounts, Leads, and Opportunities is required.
Experience with data conversion, mapping, and validation from various applications to Salesforce is required.
Familiarity with Salesforce declarative solutions and point-and-click tools is a plus.
Familiarity with event management and email marketing tools is a plus.
Excellent analytical and problem-solving skills and demonstrated ability to set priorities and meet deadlines.
Ability to work well under pressure and understand the urgency of University deadlines.
Experience in maintaining a high degree of discretion with data.
The ability to learn and apply new technologies to solve business challenges is required.
They offer a competitive benefits and compensation package which includes medical, dental and life insurances. If you are looking to advance your career through educational opportunities, the organization offers tuition assistance for employees, dependents and spouses. Our 403b retirement savings plan includes a generous match.
Corporate Strategy Analyst
New York, NY jobs
The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly.
Responsibilities:
Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company.
Collaborate with key stakeholders across the company in the analytical process.
Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling.
Perform research, financial modeling, and analysis to inform business decisions.
Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions.
Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company.
Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities.
Qualifications:
Strong proficiency with PowerPoint and Excel
Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business
Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends
Preferred Qualifications:
A minimum of 2 years of strategy, analytical business development and/or financial experience preferred
A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank
Required Education:
Bachelor's Degree
#ESPNMedia
The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Job Posting Segment:
ESPN Strategy & Research
Job Posting Primary Business:
ESPN Strategy
Primary Job Posting Category:
Corporate Development
Employment Type:
Full time
Primary City, State, Region, Postal Code:
New York, NY, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-10-09
Auto-ApplySenior Equity Analyst, Technology
New York, NY jobs
The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts.
What You'll Do:
Monitor a coverage universe of public companies within the technology sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news
Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients
Review teleconference transcripts to ensure quality of content
High performers will be considered for full-time employment
What You Have:
Bachelor's degree or Master's degree
Minimum 10 years of sell-side or buy-side analyst experience
Must follow bottoms-up, fundamental approach to investment research focusing on individual companies
Has covered Technology sector (Enterprise Software/SaaS, Internet (FANG etc) and/or Hardware/Semiconductors); candidates must be current on company/industry knowledge
Ability to work in a fast-paced entrepreneurial environment
Outgoing personality with the ability to speak with people at all professional levels
Intellectual curiosity and desire to learn
Effective time management and organizational skills
Demonstrated ability to work both individually and as part of a team
What We Offer:
This is a full-time consultant role with the potential to convert to full time. The expected annual salary is $150,000 - $200,000. This rate may vary depending on job-related knowledge, skills, and experience, as well as geographic location.
You will also be eligible for the following benefits:
Friday happy hour, “Summer Fridays”, and free snacks and beverages in the office
Year-round corporate athletic league
Casual work environment, team building, and other social events
ABOUT GUIDEPOINT:
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
#LI-KH1
Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.
Compensation$150,000-$200,000 USD
Auto-ApplySr Equity Analyst, Consumer Sector
New York, NY jobs
The Insights product is a new offering for existing Guidepoint clients that offers teleconferences, in-person events and a call transcript library covering a wide of industries/topics that facilitate investment research. All content features experts from Guidepoint's proprietary global network and is developed by former investment professionals (i.e. private equity/hedge fund) and sell-side equity research analysts.
WHAT YOU'LL DO:
Monitor a coverage universe of public companies within a sector by tracking earnings releases, investor presentations, SEC filings, sell-side research and industry news.
Create and moderate teleconferences on timely topics featuring an expert from Guidepoint's network with the goal of producing actionable insights for clients.
WHAT YOU HAVE:
Bachelor's degree or Master's degree
Minimum 10 years of sell-side or buy-side analyst experience
Must follow bottoms-up, fundamental approach to investment research focusing on individual companies
Must be current on multiple subsectors within consumer (packaged food, beverage, household & personal goods, apparel manufacturers, speciality retailers, broadlines, softlines, e-commerce, recreational products etc, gaming/lodging in terms of news flow and what issues matter to the buyside at any given time
Ability to work in a fast-paced entrepreneurial environment
Outgoing personality with the ability to speak with people at all professional levels
Intellectual curiosity and desire to learn
Effective time management and organizational skills
Demonstrated ability to work both individually and as part of a team; must be willing to train and mentor junior professionals
ABOUT GUIDEPOINT:
About Guidepoint:
Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients' decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action.
Backed by a network of nearly 1.75 million experts and Guidepoint's 1,600 employees worldwide, we inform leading organizations' research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful.
At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience.
#LI-KH1
#LI-HYBRID
Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.
Compensation$750-$750 USD
Auto-ApplyEY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate
New York jobs
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.
Support business development initiatives.
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.
Strong communication skills
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 beis 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. Learn more.
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 **************************.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Equity Capital Markets - Associate
New York jobs
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 - Equity Capital Markets - 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 and capital markets advisory services to our clients, with access to a global network of EY mergers & acquisitions, equity, convertible, and debt capital markets professionals. Our EY Capital Markets Advisory team provides product expertise and independent, objective advice across the capital markets product spectrum.
Our Equity Capital Markets group partners with our clients as they consider capital markets financing alternatives. Specifically, the team helps clients prepare for and execute critical transactions including IPOs, follow-on equity, convertible debt and call spread offerings, and private capital raises. The team also provides broad advice to issuers as they consider capital structure alternatives and capital return policies. Our team produces data and analysis to provide clients with tailored insights and independent, objective recommendations that are leveraged to inform critical strategic financing decisions.
Your key responsibilities
Advising clients on strategic alternatives and corporate finance solutions.
Researching, reviewing, and tracking precedent transactions.
Producing detailed and informed capital markets data, with a focus on the IPO and pre-IPO capital markets.
Targeting and analyzing the private company landscape to source potential clients.
Preparing and delivering compelling presentations and pitches.
Managing client engagements both internally and externally.
Training and developing junior bankers and managing their content.
Being a flexible and energetic part of a dynamic team helping companies achieve formative transactions.
Skills and attributes for success
To qualify for the role, you must have
A bachelor's degree and at least 2 years of related work experience on an equity capital markets desk or a graduate degree and at least 1-2 years of related work experience on an equity capital markets desk.
Strong working knowledge of PowerPoint and Excel.
Deal experience that includes traditional equity market transactions (IPOs, follow-on offerings, etc.)
Familiarity with the convertible debt market.
Efficient use of research databases, technical ability to formulate/leverage data
Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization
Ability to manage multiple tasks simultaneously
Significant level of personal accountability
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
Experience gained within another large professional services organization
Established networking skills
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. If you have an entrepreneurial spirit, a willingness to work in a close-knit group and a genuine passion for taking on new challenges, this role is 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. Learn more.
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 **************************.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Consumer - Associate
New York jobs
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 - Investment Banking - Consumer - 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 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 CIPs. 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 related work 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).
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.
Established networking skills in the consumer industry.
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. Learn more.
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 **************************.
Senior Investment Banking Financial Analyst
New York, NY jobs
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Senior Investment Banking Financial Analyst
New York, NY jobs
Job Description
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Finance Analyst
New York, NY jobs
At Rain, we're rebuilding the global financial pipes money flows through. Our infrastructure makes stablecoins usable in the real world by powering credit card transactions, cross-border payments, B2B purchases, remittances, and more. We partner with fintechs, neobanks, and institutions to help them launch solutions that are global, inclusive, and efficient. If you're curious, bold, and excited to help shape a borderless financial system, we'd love to talk.
Our Ethos
Operating at the epicenter of stablecoin innovation means moving fast and thinking globally. Our team reflects the diverse, international audiences we serve. We hire people who stay agile as the tide ebbs and flows, fix what's broken without waiting, chase trends before they peak, and remember to have fun through it all.
What we're looking for
Rain is looking for a Finance Analyst, in this role, you'll work closely with our finance team to help streamline and manage our finance initiatives.
What you'll do
Analyze financial statements, balance sheets, and profit-and-loss statements to identify trends and insights.
Support month-end and year-end close processes, ensuring accuracy in financial reporting
Collaborate with cross-functional teams to optimize financial processes and controls
Assist with ad hoc financial projects and data-driven decision-making initiatives
Synthesize complex financial analysis into easily digestible and actionable communications for our partners to support decision-making
Develop and maintain accounting policies and procedural documentation
What you will bring to Rain
Bachelor's degree in Finance, Accounting, Economics, or a related field
Strong knowledge of accounting principles, GAAP, IFRS, and financial reporting standards
Proficiency in financial modeling, forecasting, and budgeting.
Advanced Excel skills and familiarity with ERP systems (SAP, Oracle, QuickBooks, NetSuite, etc.)
Background in cost accounting or financial risk management
Proven track record of complex problem solving and decision-making skills
Strong analytical skills and team player
Desirable but not mandatory:
Blockchain and Crypto Accounting experience
Professional certifications such as CPA, CMA, or CFA are a plus
Benefits
Our team works hard, so we make sure our benefits do too. Here's what you can expect as a Rainmaker:
Top-tier coverage: We cover 95% of Medical, Dental, and Vision premiums.
401(k) with matching: Invest in your future, just like we're investing in ours.
Ownership that matters: Every team member gets equity because we believe in building together.
Work your way: Flexible hybrid setup with a prime SoHo office for NYC-based teammates.
Unlimited PTO: Because time to rest and reset is just as important as time to ship.
Product-first perks: Monthly budget to test our cards and features like a real user.
Wellness support: Monthly stipend to spend on fitness, therapy, or whatever keeps you thriving.
Home office setup: One-time stipend to create a space that works for you.
Team connection: Frequent company events, team dinners, and offsites to stay connected.
Compensation will vary based on experience from $55,000-$110,000
Auto-ApplySenior Investment Banking Financial Analyst
Boston, MA jobs
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
AML Analyst - Corporate
Nevada jobs
US, Nevada The SHOW comes alive at MGM Resorts International Have you ever wondered what it would be like to work in a place full of excitement, diversity, and entertainment? Are you enthusiastic about being a team player in one of the most fascinating industries in the world? At MGM Resorts, we seek individuals like YOU to create unique and show-stopping experiences for our guests.
THE JOB:
The primary responsibility of the AML Analyst is to become an integral resource for the MGM Resorts community regarding adherence to the Bank Secrecy Act and Anti-Money Laundering (BSA/AML) laws and regulations. Under the direction of Compliance management, the AML Analyst conducts due diligence reviews on casino customers to identify potential Anti-Money Laundering (AML) and Source of Funds (SOF) concerns, ensuring strict adherence to the MGM Resort's policies and federal/state regulatory requirements.
THE STARTING RATE: $25.76 hourly
THE DAY-TO-DAY:
* Perform investigations utilizing all available information and resources to assess and analyze records relating to negative news such as criminal arrests, indictments, convictions, civil litigation, regulatory actions and bankruptcies
* Validate busines s ownership, property ownership, proprietary Company records, and related information to ascertain customer's Source of Funds (SOF)/Source of Wealth (SOW)
* Use critical thinking skills to draw a conclusion on whether a customer's SOF/SOW is commensurate with their overall gaming activity
* Evaluate any potential suspicious activity and/or money laundering risks posed by a customer and draft Suspicious Activity Report (SAR) narratives to clearly describe the investigation results to management
* Conduct thorough and timely investigations and demonstrate findings to Compliance management
* Establish and maintain working relationships with all levels of staff in the Compliance Department and with operational departments
* Directly communicate with customers, marketing executives, operations staff, and senior management to request information to satisfy AML/BSA compliance requirements
* Maintain a current knowledge of the Bank Secrecy Act and related anti-money laundering and OFAC regulations. Maintain strict confidentiality
* Assists in subpoena production for the department as directed by Compliance management
* Attend all scheduled training and staff meetings and conferences
* Adapt quickly and effectively to procedural changes and new system implementations
* Any additional job duties as deemed necessary and assigned by Compliance management
THE IDEAL CANDIDATE:
* High School Diploma, GED or equivalent required
* 2+ years of prior relevant experience required
* Experience working in similar resort/gaming environment preferred
THE PERKS & BENEFITS:
* Wellness incentive programs to help you stay healthy physically and mentally
* Access to company hotel, food and beverage, retail, and entertainment discounts as well as discounts with company partners on things like travel, electronics, online shopping, and more
* Free meals in our employee dining room
* Free parking on and off shift
* Health & Income Protection benefits (for eligible employees)
* Professional and personal development through programs and networking opportunities as well as volunteer opportunities in the community
VIEW JOB DESCRIPTION:
*****************************************************************************
Are you ready to JOIN THE SHOW? Apply today!
Auto-ApplyTemp Financial Analyst (Public Trust)
Quantico, VA jobs
We are seeking a Temp Financial Analyst with 1+ years of federal financial management experience to support budgeting, forecasting, and financial reporting activities for federal programs and projects. The ideal candidate will have a strong analytical mindset, attention to detail, and an understanding of federal financial processes, regulations, and systems.
This is a 3-4 month contract, active Public Trust is required.Responsibilities:
Assist in the preparation, review, and execution of federal budgets, forecasts, and financial plans.
Analyze financial data, identify variances, and prepare detailed reports for management and stakeholders.
Support the development of cost estimates, spend plans, and funding justifications.
Monitor obligations and expenditures to ensure compliance with federal appropriations law and agency financial policies.
Maintain financial records and documentation in accordance with federal standards and audit requirements.
Collaborate with program managers, accountants, and contracting personnel to ensure accurate financial tracking and reporting.
Prepare financial dashboards, metrics, and performance analyses using Excel and other financial tools.
Contribute to process improvement initiatives and assist in implementing financial best practices across teams.
$35 - $45 an hour
Auto-ApplySenior Investment Banking Financial Analyst
Atlanta, GA jobs
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Senior Investment Banking Financial Analyst
Atlanta, GA jobs
Job Description
Duties and Responsibilities
Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value.
This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include:
Financial modeling and analysis across a wide range of industries
Drafting descriptive memoranda for sale and financing assignments
Creating materials for advisory assignments, including fairness and valuation opinion presentations
Identifying, evaluating and contacting potential targets or acquirers
Organizing and coordinating due diligence sessions with transaction counterparties
Preparing presentations and pitch material for the solicitation of new business
Writing research reports on select industries and sectors
Culture
Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program.
Qualifications
The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred.
About TM Capital:
TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years.
TM Capital is an Equal Opportunity Employer.
Senior Finance and Accounting Analyst
Albuquerque, NM jobs
Senior Finance and Accounting Analyst - Job Description:
As a Senior Finance & Accounting Analyst at Improve Group, you will serve as a key strategic partner to leadership, supporting financial planning, performance analysis, and operational decision-making. This role blends traditional accounting responsibilities with a strong focus on FP&A, strategic insight, and data-driven problem-solving. You will help enhance financial visibility, optimize project performance, and support scalable financial processes across the organization.
As a Senior Finance & Accounting Analyst for Improve Group it is crucial to be strategic, resourceful, and excited by the opportunity to problem solve in the field.
Key Responsibilities:
Financial Planning, Analysis & Reporting
Cost & Project Performance Analysis:
Prepare detailed cost analysis reporting for jobs and operational initiatives.
Develop and maintain dashboards and KPIs that track project and departmental performance.
Track and expense newly assigned project costs and ensure alignment with forecast expectations.
Budgeting & Forecasting:
Participate in annual budgeting and rolling forecast cycles.
Partner with Operations and Innovation teams to build data models that support planning and resource allocation, including NPV & ROI analysis.
Conduct variance analysis on budget-to-actual and forecast-to-actual results, identifying actionable insights.
Financial Reporting & Close Support:
Contribute to month-end, quarter-end, and year-end close processes.
Support preparation of year-end financial reports, including 1099s.
Create and distribute Weekly Cash Flow reports and other ad hoc dashboards or analytical reporting.
General Ledger & Accounting Management
Maintain and reconcile the general ledger to ensure accurate and complete financial data.
Provide accounting support for sales, inventory, labor, and project activity.
Process and reconcile a variety of accounts including:
Employee advances
Prepaid expenses/insurance
Fixed assets
Gift cards and petty cash
CIP & WIP
SBA loan, deferred income, and amortization schedules
Make necessary journal entries and adjustments, including monthly filing system orders.
Financial Compliance & Tax Support
Ensure adherence to internal controls, accounting standards, and compliance requirements.
Assist with external audits, proposal documentation, and supporting schedules.
Assist with providing information to external consultants in completion of companys annual financial review, tax calculations, and ESOP valuation efforts.
Provide support as needed with the organizations Compliance policies and processes.
Strategic Business Partnership
Act as a finance advocate across the organization, delivering insights that help reduce costs and grow revenue.
Partner early with Operations to align project execution with financial goals and ensure proper cost tracking.
Collaborate with Innovation and Operations to design financial tools, models, and reporting structures.
Maintain customer accounts in the CRM and support operational documentation efforts, including vehicle registrations and insurance records.
Coordinate project and quarterly closeout activities with cross-functional stakeholders.
Prepare, peer review, and train team members on accounting and finance best practices.
Seek continuous improvement opportunitiesremaining curious and exploring new areas of Finance, Accounting, and broader business operations.
Required Education, Experience, and Skills:
B.A. degree in Accounting or Finance
Minimum 7 years of related experience
FP&A experience, including budgeting, forecasting, and variance analysis
Proficiency in MS Excel
Proficiency in accounting software
Sales tax knowledge and experience in multiple states (international VAT experience a plus)
General ledger management experience
Experience reviewing and analyzing journal entries, accounting classifications, and other accounting/financial statements
Experience creating Balance Sheets and Income Statements
Good interpersonal and communication skills
High attention to detail and accuracy
Must be good at organizing, time management, and deadline driven
Is expected to have good judgement, planning skills, and leadership traits
Clean driving record with proof of insurance and valid drivers license
Must be legally authorized to work in the US without employer sponsorship
Compensation Structure:
Competitive Base Salary ($60,000-$75,000)
Participation in the Employee Company Bonus (annual)
Participation in the Employee Stock Ownership Plan (ESOP). An ESOP is an employee benefit plan that enables employees to own part or all of the company they work for, through granted stocks to employees
401K retirement company match
Medical (90% premium company paid, for employee), dental, vision, company covered life insurance and disability (short and long term), optional additional life insurance
Annual company-wide event to celebrate our culture and connect with the entire workforce
PTO, Bereavement, Paid New Parent Leave, and Holidays
Senior Finance and Accounting Analyst
Albuquerque, NM jobs
Senior Finance and Accounting Analyst - Job Description:
As a Senior Finance & Accounting Analyst at Improve Group, you will serve as a key strategic partner to leadership, supporting financial planning, performance analysis, and operational decision-making. This role blends traditional accounting responsibilities with a strong focus on FP&A, strategic insight, and data-driven problem-solving. You will help enhance financial visibility, optimize project performance, and support scalable financial processes across the organization.
As a Senior Finance & Accounting Analyst for Improve Group it is crucial to be strategic, resourceful, and excited by the opportunity to problem solve in the field.
Key Responsibilities:
Financial Planning, Analysis & Reporting
Cost & Project Performance Analysis:
Prepare detailed cost analysis reporting for jobs and operational initiatives.
Develop and maintain dashboards and KPIs that track project and departmental performance.
Track and expense newly assigned project costs and ensure alignment with forecast expectations.
Budgeting & Forecasting:
Participate in annual budgeting and rolling forecast cycles.
Partner with Operations and Innovation teams to build data models that support planning and resource allocation, including NPV & ROI analysis.
Conduct variance analysis on budget-to-actual and forecast-to-actual results, identifying actionable insights.
Financial Reporting & Close Support:
Contribute to month-end, quarter-end, and year-end close processes.
Support preparation of year-end financial reports, including 1099s.
Create and distribute Weekly Cash Flow reports and other ad hoc dashboards or analytical reporting.
General Ledger & Accounting Management
Maintain and reconcile the general ledger to ensure accurate and complete financial data.
Provide accounting support for sales, inventory, labor, and project activity.
Process and reconcile a variety of accounts including:
Employee advances
Prepaid expenses/insurance
Fixed assets
Gift cards and petty cash
CIP & WIP
SBA loan, deferred income, and amortization schedules
Make necessary journal entries and adjustments, including monthly filing system orders.
Financial Compliance & Tax Support
Ensure adherence to internal controls, accounting standards, and compliance requirements.
Assist with external audits, proposal documentation, and supporting schedules.
Assist with providing information to external consultants in completion of company's annual financial review, tax calculations, and ESOP valuation efforts.
Provide support as needed with the organization's Compliance policies and processes.
Strategic Business Partnership
Act as a finance advocate across the organization, delivering insights that help reduce costs and grow revenue.
Partner early with Operations to align project execution with financial goals and ensure proper cost tracking.
Collaborate with Innovation and Operations to design financial tools, models, and reporting structures.
Maintain customer accounts in the CRM and support operational documentation efforts, including vehicle registrations and insurance records.
Coordinate project and quarterly closeout activities with cross-functional stakeholders.
Prepare, peer review, and train team members on accounting and finance best practices.
Seek continuous improvement opportunities-remaining curious and exploring new areas of Finance, Accounting, and broader business operations.
Required Education, Experience, and Skills:
B.A. degree in Accounting or Finance
Minimum 7 years of related experience
FP&A experience, including budgeting, forecasting, and variance analysis
Proficiency in MS Excel
Proficiency in accounting software
Sales tax knowledge and experience in multiple states (international VAT experience a plus)
General ledger management experience
Experience reviewing and analyzing journal entries, accounting classifications, and other accounting/financial statements
Experience creating Balance Sheets and Income Statements
Good interpersonal and communication skills
High attention to detail and accuracy
Must be good at organizing, time management, and deadline driven
Is expected to have good judgement, planning skills, and leadership traits
Clean driving record with proof of insurance and valid driver's license
Must be legally authorized to work in the US without employer sponsorship
Compensation Structure:
Competitive Base Salary ($60,000-$75,000)
Participation in the Employee Company Bonus (annual)
Participation in the Employee Stock Ownership Plan (ESOP). An ESOP is an employee benefit plan that enables employees to own part or all of the company they work for, through granted stocks to employees
401K retirement company match
Medical (90% premium company paid, for employee), dental, vision, company covered life insurance and disability (short and long term), optional additional life insurance
Annual company-wide event to celebrate our culture and connect with the entire workforce
PTO, Bereavement, Paid New Parent Leave, and Holidays
Senior Analyst, Video Investment
Philadelphia, PA jobs
at CMI Media Group
The Senior Analyst in Video Investment plays a pivotal role as a marketing partner within CMI Media Group. They're a valued team member, driving CMI Media Group's products and providing thought leadership in the video space. Their expertise spans various media platforms, including linear, broadcast, streaming, and digital media. The Senior Analyst is well-versed in media research and systems, adept at multitasking, and skilled in negotiating media partnerships. They leverage strong analytical and technical knowledge to identify growth opportunities for clients. Additionally, they contribute to strategic video planning and execution, covering Advanced TV, OTT/CTV, OLV/Digital Video. Familiarity with digital partners such as Disney, Hulu, Amazon, Roku and TV OEMs are essential. The Sr. Analyst should also have familiarity with programmatic offerings and dashboard experience. This role thrives in a fast-paced, ever-evolving ecosystem and has a keen interest in the Pharma and Health Sciences landscape and marketplace. Primary Responsibilities:
Help support the development of holistic Video media strategies and analysis (e.g., audience and media partner selection, custom data, DSP (Demand Side Platform) and PMP (Private Market Place) recommendations, timing/scheduling strategy, creative recommendations, etc.) across all Video media including OTT/CTV, OLV/Digital Video, Advanced TV, Programmatic, Linear TV and more
Collaborate and coordinate with Video Leads to build and develop comprehensive recommendations designed to deliver on client KPIs and drive performance, leveraging a sophisticated use of data and analytics, via multi-faceted, cross-channel strategic partnerships, while delivering maximum strategic value and efficiency
Work closely with Media planning, Analytics and other internal teams in analyzing and overseeing Programmatic Video campaigns
Implement and execute media plans across various digital video channels, ensuring accurate targeting, budget allocation, and timely delivery of campaigns
Build expertise in leading Programmatic ad platforms such as The Trade Desk and Pulsepoint, and share that knowledge with internal teams and customers
Ensure all Video campaigns are meeting or exceeding campaign delivery, reach, and performance goals by ongoing campaign stewardship and optimization across multiple accounts and brands
In partnership with team lead, monitor campaign performance, and own client reporting for assigned tactics in coordination with the analytics team
Tackle problems by using a logical, systematic, sequential approach. Makes difficult decisions in a timely manner. Capable of identifying common problems or hurdles within the Video environment and delivering thoughtful, creative resolutions backed by analytics.
Keep up to date with industry trends, emerging technologies, and best practices in digital video, and proactively share insights and recommendations with the teams to enhance campaign effectiveness and innovation
Accountable for video plan output timeliness, accuracy, and executional excellence
Implement successful Programmatic Video plans using DSPs such as Trade Desk, PulsePoint, AdMission, and others
Stay abreast of new tools, ad formats, trends and best practices in Video and Programmatic through research and/or industry events and conferences
Support aggregate negotiations across appropriate channels
Assist Thought Leadership efforts by authoring and reviewing Video related POVs, Case Studies, and insights based on industry updates, trends, and finding
Requirements:
3+ years relevant experience including 2+ years Digital media required
Expertise in the Video publisher, platform, and audience supplier ecosystem
Advanced TV, Digital Video, and Connected TV media buying experience required with proven solid technical and negotiating skills
Solid knowledge of National Linear broadcast media experience and Programmatic buying platforms such as the Trade Desk, Google DV360, or others
Trade Desk, DV360, or other DSP certification a plus
Strong digital acumen and project management skills
Familiarity with programmatic offerings and dashboard experience
Detailed awareness of client business issues, industry trends, consumer trends, promotional resources, market status, and competition
Healthcare/Pharmaceutical background a plus
Bachelor's degree or equivalent, preferably in marketing, business or any quantitative or analytical related fields is a plus
The base salary for this position at the time of this posting may range from $50k to $90k. Individual compensation varies based on job related factors, including business needs, experience, level of responsibility and qualifications. We offer a competitive benefits package, please visit ************************************************************** for more details.
Auto-ApplySenior Investor, LocalOne Investment
Los Angeles, CA jobs
Who We Are
Horizon Media, founded in 1989 by Bill Koenigsberg, is recognized as one of the most innovative marketing and advertising firms. We are headquartered in New York City, with offices in Los Angeles and Toronto. A leader in driving business solutions for marketers, Horizon is known for its highly personal approach to client service. Renowned for its incredible culture, Horizon is consistently named to all the prestigious annual Best Places to Work lists published by Fortune, AdAge, Crain's New York Business and Los Angeles Business Journal. Together we are building a place of belonging.
At Horizon, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together.
Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow.
What You'll Do
60%- Negotiation
10%- Networking
15% - Training & development
15% Guide/Mentoring
Executing quality media campaign through the negotiation & allocation of media schedules that meet and/or exceed the client's marketing & promotional objectives.
Responsible for delivering cost effective quality schedules in assigned local markets or accounts
Accountable for the stewardship & maintenance of all buys
Negotiate, maintain & monitor best pricing in assigned markets and accounts
Embraces new and emerging technologies to pioneer first-to-market campaign activations
Identifies and fosters strategic partnerships with key vendors to drive innovation and create value
Provide accurate cost projections based on current marketplace conditions & historical data in assigned markets/accounts
Full understanding of market landscape and trends, marketplace intel & competitive
Full understanding of buying guidelines; client's goals & objectives
Adhere to buying guidelines & provide strong rationale for any deviations
Implement work-related goals established by Managers on behalf of clients
Secure, maintain & track added value activity associated with buy placements
Capable of evaluating, negotiating & positioning multi-platform proposals & providing a strong POV
Establish & maintain business relationships with vendor partners
Ensure all buys are pre-posted & rerated & secure bonus/compensatory weight if necessary
Post on a quarterly basis & provide rationale for an under-delivery & secure compensatory weight for any shortfalls
Ensure Assistants are reconciling invoices according to billing timeline
Ensure Assistant is evaluating and reporting accurate Post Log Data in a timely manner
Train & mentor assistants & investors
Who You Are
Negotiation skills
Strong math skills
Detail oriented, strong organizational skills, ability to multi-task & prioritize workload responsibilities
Effective communication skills, anticipate next steps & can recognize problems & identify solutions
Willingness to learn, grow & mentor
Ability to interact with other departments
Strong interpersonal skills
Team player with a positive attitude
A supporter of and advocate for diversity, equity and inclusion
Preferred Skills & Experience
4-year college degree
Minimum 10 years' experience at the senior investor level
Microsoft Word, Excel & PowerPoint; Strata View & SBMS
Certificates, Licenses and Registrations
No requirements for certificates, licenses, and registrations.
Physical Activity and Work Environment
There are no requirements for physical activity in this work environment.
The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
#LI-LT1 #LI-Hybrid
Horizon Media is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
Salary Range
$85,000.00 - $100,000.00
A successful applicant's actual base salary may vary based on factors such as individual's skill sets, experience, training, education, licensure/certifications, and qualifications for the role.
As an organization, we take an aptitude and competency-based hiring approach.
We provide a competitive total rewards package including a discretionary bonus and a variety of benefits including health insurance coverage, life and disability insurance, retirement savings plans, company paid holidays and unlimited paid time off (PTO), mental health and wellness resources, pet insurance, childcare resources, identity theft insurance, fertility assistance programs, and fitness reimbursement.
Auto-ApplyAssistant Controller - The Merch Collective
Nashville, TN jobs
About Sony Music Entertainment
At Sony Music Entertainment, we fuel the creative journey. We've played a pioneering role in music history, from the first-ever music label to the invention of the flat disc record. We've nurtured some of music's most iconic artists and produced some of the most influential recordings of all time.
Today, we work in more than 70 countries, supporting a diverse roster of international superstars, developing and independent artists, and visionary creators. From our position at the intersection of music, entertainment, and technology, we bring imagination and expertise to the newest products and platforms, embrace new business models, employ breakthrough tools, and provide powerful insights that help our artists push creative boundaries and reach new audiences. In everything we do, we're committed to artistic integrity, transparency, and entrepreneurship.
Sony Music Entertainment is a member of the Sony family of global companies.
As Assistant Controller, you will be responsible for assisting the Controller with overseeing all financial operations to model and manage our accounting department. Your role will encompass budgeting, forecasting, and financial analysis, providing variance analysis and recommended corrective actions to improve financial performance.
What you'll do:
Assist the Finance Controller with Month end close: monthly reporting of actual performance, reconciling financial statements compared to original budget and forecasts. Enhance financial systems and reporting processes to improve accuracy and efficiency to ensure accounting treatment is in accordance with GAAP.
Forecasting and tracking monthly spending, developing Trend Analyses and identifying areas for process improvement to reduce inefficiencies and improve current processes. Build and maintain sophisticated financial models to support strategic and operational decision-making.
Oversight of journal entries and reconciliations for Inventory and inventory related accounts and other Balance Sheet accounts.
Oversee fixed assets and depreciation analysis.
Oversee preparation and process of monthly Sales Tax reconciliations, manage sales tax compliance and research discrepancies.
Who you are:
Bachelor's degree in Accounting, Finance or related field.
7+ years of proven accounting experience in a fast-paced environment managing month-end close processes as an Accounting Manager, Cost Accountant or similar role.
Proficiency with financial systems and tools (SAP experience preferred).
Advanced financial modeling experience and analytical capabilities.
Detail-oriented with strong analytical and problem-solving skills.
What we give you:
You join an inclusive, collaborative and global community where you have the opportunity to channel your passion every day
A modern office environment designed to foster productivity, creativity, and teamwork empowering you to bring your best
An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching
Voluntary benefits like company-paid identity theft protection and resources for pets, mental health and meditation resources, industry-leading fertility coverage, fully paid leave for childbirth or bonding, fully paid leave for caregivers, programs for loved ones with developmental disabilities and neurodiversity, subsidized back-up child and elder care, and reimbursement for adoption, surrogacy, tuition, and student loans
Investment in your professional growth and development enabling you to thrive in our vibrant community.
The space to accelerate progress, positively disrupt, and create what happens next
Time off for a winter recess
Sony Music is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law.
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