Plant Controller, Massillon OH
Finance analyst job at The Kraft Heinz Company
Here at Kraft Heinz, we grow our people to grow our business, because we believe that great people make great companies. When you join our table, you can expect access to an array of holistic wellness benefits* and perks, including medical, dental and vision coverage, 7% 401(k) matching, Business Resource Groups (BRGs) to help foster diversity, inclusion, and belonging for all employees, an industry-leading total rewards package that emphasizes a high discretionary bonus. *Benefits begin 30 days after hire for hourly employees, and immediately upon hire for salaried employees. Get a peek into life here at Kraft Heinz through our Instagram and TikTok channels!
Plant Controller - Massillon Plant at a Glance….
We are seeking qualified candidates to fill the Plant Controller position in the Massillon, OH Plant. This position will lead the management, reporting and planning of the plants financial and accounting activities. Responsibilities will include budgeting, financial analysis, managing the monthly close process, financial reporting and helping to drive plant productivity. In addition, the Controller is responsible for ensuring the integrity of the financial records and safeguarding of assets ensuring a strong internal control environment in compliance with Kraft Heinz's policies, GAAP and Sarbanes-Oxley. This position reports to the Director of Manufacturing Finance and indirectly into the Plant Manager.
What's on the menu?
This role will report and present the manufacturing operation's financial results, risks, and opportunities to key stakeholders in a timely and accurate manner
Manage month-end close process within SAP
Reconcile Plant Balance Sheet accounts
Manage & maintain plant financial team-site
Provide cost forecasting and analysis, productivity pipeline accuracy and analysis
Provide thought leadership and insight on achievement of plant key performance metrics with a strong focus on cost reduction and improved operating efficiencies
Conduct self-assessment audits and manage all internal/external audits
Build and maintain financial standards (financial BOMS)
Identify and initiate process improvements
Lead corporate initiatives within the plant. Support Business Unit Finance as required with respect to projects including capital appropriations, new product development, and plant utilization/capacity/asset management issues
Provide financial support and tools to support the KHMS (Kraft Heinz Management Systems) teams
Manage and develop 1 direct report
Recipe for Success - apply now if this sounds like you!
B.S. in Business or Accounting/Finance
Strong working knowledge of manufacturing operations, product costing, and systems
Minimum 6 years of experience in Finance or Accounting Management
Excellent analytical, leadership, and communication skills
Orientation towards details and result driven; proactive and self-starter
Extensive practical systems knowledge (SAP/Other Costing Systems, advanced Excel)
Demonstrated Project and Change Management abilities
Professional accounting designation CPA, CMA, CGA and/or MBA in Accounting/Finance would be an asset
Our Total Rewards philosophy is to provide a meaningful and flexible spectrum of programs that equitably support our diverse workforce and their families and complement Kraft Heinz' strategy and values.
New Hire Base Salary Range:
$102,100.00 - $127,600.00
Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
The compensation offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors
Benefits: Coverage for employees (and their eligible dependents) through affordable access to healthcare, protection, and saving for the future, we offer plans tailored to meet you and your family's needs. Coverage for benefits will be in accordance with the terms and conditions of the applicable plans and associated governing plan documents.
Wellbeing: We offer events, resources, and learning opportunities that inspire a physical, social, emotional, and financial well-being lifestyle for our employees and their families.
You'll be able to participate in a variety of benefits and wellbeing programs that may vary by role, country, region, union status, and other employment status factors, for example:
Physical - Medical, Prescription Drug, Dental, Vision, Screenings/Assessments
Social - Paid Time Off, Company Holidays, Leave of Absence, Flexible Work Arrangements, Recognition, Training
Emotional - Employee Assistance Program , Wellbeing Programs, Family Support Programs
Financial - 401k, Life, Accidental Death & Dismemberment, Disability
Location(s)
Massillon - Salaried
Kraft Heinz is an Equal Opportunity Employer - Underrepresented Ethnic Minority Groups/Women/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity and other protected classes. In order to ensure reasonable accommodation for protected individuals, applicants that require accommodation in the job application process may contact *********************** for assistance.
Auto-ApplyOn- Site Pricing Analyst
Peoria, IL jobs
Founded in 1985, ATS is a company with a presence in the United States, Mexico and the United Kingdom. We are professionals in Industrial Maintenance and we make factories run better. Fundada en 1985, ATS es una empresa con presencia en los Estados Unidos, México y el Reino Unido. Somos profesionales en mantenimiento industrial y hacemos que las fábricas funcionen mejor.
Principal Duties/Responsibilities:
· This is an onsite role located in either our Peoria, IL Office or Greenville, SC
· Collects pricing data from database, vendor price lists and phone calls.
· Analyzes data and determines price.
· Enters pricing information into computerized system.
· Maintains product files within computerized system.
· Orders prints and documentation necessary to complete repairs.
· Controls contract files.
· Provides pricing recommendations for proposals.
· Develops ongoing pricing methodologies to adapt to changing market.
· Actively participates with internal customers.
· Continually improves processes; quantitatively monitors processes. Completes required quality core classes and uses skills and techniques presented. Uses the Core Values in work environment. Adheres to company/customer safety procedures.
Essential KSAs:
· Bachelor's degree (B. A.) from four-year college or university; and one year related experience and/or training; or equivalent combination of education and experience.
· Ability to: read, analyze, and interpret professional journals, technical procedures, or governmental regulations; write reports, business correspondence, and procedure manuals; effectively present information and respond to questions from groups of managers and customers; work with mathematical concepts; apply concepts such as fractions, percentages, ratios, and proportions to practical situations; define problems, collect data, establish facts, and draw valid conclusions; interpret a variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Desirable KSAs:
· Team player, organized, self-motivated and able to prioritize.
· Ability to work successfully with computers and software.
· Outstanding people and communication skills.
Competencies:
· Communications
· Customer Focus
· Analytical Skills
Physical Demands and Working Conditions:
While performing the duties of this job, the employee is regularly required to stand; walk; use hands/fingers to handle, or feel; reach with hands and arms; stoop, kneel, crouch; and talk or hear. The employee is also required to use a telephone with headset for verbal troubleshooting, frequent use of a standard keyboard and computer to document calls in a ticketing system, and occasional use of other office equipment. The employee must occasionally lift and/or move more than 30 pounds. The employee is occasionally required to sit for long periods and use close and color vision. Work is typically performed in a moderately noisy business office.
ATS believes in fair and equitable pay. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location.
Pay Range$67,151.83-$85,881.27 USD
ATS is committed to providing equal employment opportunities in all aspects of employment to all applicants and employees without regard to age, color, race, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, disability, veteran status, genetic information, or other legally protected status. Review the privacy policy here.
ATS se compromete a brindar igualdad de oportunidades de empleo en todos los aspectos del empleo a todos los solicitantes y empleados, independientemente de su edad, color, raza, religiĂłn, sexo (incluido el embarazo, identidad de gĂ©nero y orientaciĂłn sexual), origen nacional, discapacidad, estatus de veterano, informaciĂłn genĂ©tica u otro estatus legalmente protegido. RevisiĂłn de la polĂtica de privacidad aquĂ here.
Auto-ApplyOperations Analyst
Hawthorne, NY jobs
Allstar Innovations is seeking a Jr Operations Analyst to work independently and collaboratively with key stakeholders across various teams. The SA is responsible for driving excellence in our DWC (Direct-with Consumer) and Retail Ecommerce business channels, helping to maximize both sales and consumer satisfaction along the way.
(If this sounds like you, keep reading!)
Be the Glue -- center of activity, ensuring forward & timely momentum while increasing cross-functional collaboration
Be the Generalist -- pinch hit on launching new opportunities, learning new systems and keeping organized
Be the Operational interface-to increase efficiencies and determine the “how” behind department goals while exceeding customer facing KPIs
Responsibilities Include-
Setup and troubleshoot data feeds to ensure an end to end flow of orders from the retailer to various fulfillment channels ensuring accurate and timely fulfillment
Collaborate with the Supply team to maintain the stock levels behind Ecom offerings for .com retailers to guarantee a live product selection
Ensure compliance with all platform requirements to avoid violations or suspension and stay up to date with any changes
Proactively maintain a routine driven by daily tasks and long term goals for growth and cost savings
Responsible for publishing various weekly & monthly supply intelligence reports including aggregated scorecards and internal KPI's
Lead and develop strong relationships with the operational teams across our Retail network to respond quickly and accurately to inquiries
Able to apply existing skills to new partnerships and document standard work when procedures change alongside new opportunities
Attend regular check-ins with program working groups and help keep critical deliverables on track
Visits as required to various 3PL's for process/inventory management initiatives
Skills Required-
Bachelor's degree required; Business, Marketing, Supply Chain Management or related field preferred
0-2+ years of experience with Amazon and DWC/Ecom fulfillment
Strong analytical, problem solving, organizational and communication skills
Creative thinker & problem-solver with a passion for making complex things simple(r) and standardized
Strong proficiency in MS office suite of products; including excel. MS D365 experience is a plus
AmeriQual Foods - Plant Controller
Evansville, IN jobs
AmeriQual Group is a global leader in shelf-stable foods, providing innovative solutions to major branded food companies, food service providers, and the U.S. military. We are committed to excellence in quality, safety, and efficiency-and that starts with our people.
The Plant Controller supports senior management and operations by providing financial analysis and insights that drive efficiency, accuracy, and profitability. This role requires expertise in cost accounting, inventory management, and financial analysis, ideally within a food and beverage manufacturing environment.
The Plant Controller is a key member of the plant leadership team, working closely with operations to ensure financial integrity and guide strategic decisions that improve overall plant performance.
Key Responsibilities
Reporting & Analysis: Prepare timely and accurate monthly, quarterly, and annual financial reports. Analyze variances, trends, and operational results to identify opportunities for improvement.
Budgeting & Forecasting: Lead the plant's annual budget process and monthly forecasts. Provide variance explanations and recommend corrective actions.
Cost Accounting: Analyze and track production costs (materials, labor, and overhead). Identify cost-saving opportunities and ensure accurate product costing.
Inventory Management: Oversee raw material and finished goods inventory valuation to ensure compliance with GAAP and company policies.
Internal Controls & Compliance: Maintain effective internal controls to safeguard assets and ensure compliance with GAAP, SOX, and all corporate accounting policies.
Strategic Partnership: Serve as a financial advisor to the EVP of Operations and the leadership team. Support capital expenditure planning, analysis, and ROI tracking.
Continuous Improvement: Collaborate with operations to identify financial process improvements and implement strategies that enhance efficiency and profitability.
Qualifications
Bachelor's degree in Accounting, Finance, or a related field required.
MBA or CMA certification preferred.
Minimum 5 years of finance or accounting experience, preferably in a food and beverage manufacturing environment.
Advanced Microsoft Excel proficiency required.
Experience with ERP systems such as Sage, SAP, Oracle, or Microsoft Dynamics 365.
Solid understanding of GAAP and SOX regulations.
Strong knowledge of cost accounting and variance analysis.
Excellent analytical, problem-solving, and decision-making skills.
Exceptional attention to detail and organizational skills.
Strong communication skills, with the ability to translate financial data for non-financial stakeholders.
Ability to work independently and collaboratively in a fast-paced environment.
Physical Requirements
Regularly required to sit, walk, and stand; communicate effectively; and use hands for office equipment.
Must be able to move through production areas where standard food processing plant conditions apply.
Work may involve exposure to allergens such as nuts, fruits, and other food ingredients.
Why Join AmeriQual?
Competitive salary and comprehensive benefits package
Opportunities for professional growth and advancement
Collaborative and innovative work environment
Play a key role in supporting a globally recognized food manufacturer
Competitive salary and excellent benefit package available, including affordable medical insurance, FREE health clinic, 100% match 401(k), and more! Learn more about the company and apply today at *******************************
AmeriQual is an equal opportunity employer committed to diversity, equity, and inclusion in the workplace, and all employment-related decisions, terms, and conditions are based on qualifications, merit, and business needs. Applicants are considered for employment without regard to race, color, gender, national origin, age, religion, mental or physical disability, sexual orientation, gender identity, veteran status, genetic information, or any other status protected under federal, state, or local laws. AmeriQual is committed to providing access, equal opportunity, and reasonable accommodation to individuals with disabilities.
Digital Asset Analyst
Brownsville, TX jobs
Job Description: Digital Asset Analyst
General Purpose:
First Brands Group is looking for a Digital Asset Analyst. Role will be responsible for creating, maintaining, and distribution of product images. This position will collaborate closely with our US based catalog, product management, and sales teams to execute these job duties.
Primary Job Tasks and Responsibilities
Primary responsibilities involve taking product images and editing files prior to loading them into our Digital Asset Management system.
· Lead the planning and production of digital product images
· Facilitate and liaison with product management team demands
· Ensure customer requirements are met for B2C digital assets
· Plan and schedule media project timelines
· Track project deliverables using appropriate tools
· Work with multiple digital asset management platforms and systems
Knowledge, Experience, Competencies
· Competent with digital imaging and video hardware and software
· Team player with strong communication skills
· Self-motivated with critical thinking, communication, and problem-solving skills
· Working knowledge digital media and internet
· Planning and organizing
· Decision-making
· Communication skills
· Adaptability
Education, Skills Requirements
· Education - Digital Media or Graphic Design Certificate, Associates or Bachelors degree
· Minimum 2 years of experience in business
· Proficient in multiple media software platforms; Adobe CS5, Flash and Acrobat X
· Proficient in Excel, Word and Access
Job Type: Full-time
Benefits:
Health insurance
Health savings account
Life insurance
Work Location: In person
Corporate Strategy Analyst
Los Angeles, CA jobs
Analyst, Corporate Strategy
Sherman Oaks, CA
Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities.
Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives.
This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA.
Salary Range: $90,000-$100,000
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Hybrid work schedule in office
Ability to travel up to 5% of the time
What Your Day Looks Like
Strategic Planning & Analysis
Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan).
Contribute to spotting performance challenges early and proposing practical solutions.
Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation.
Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals.
Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives.
Develop business cases, financial models, and scenario analyses to support strategic decisions.
Provide regular updates and insights in presentation form on strategic projects for executive leadership.
Prepare clear and compelling presentations for executive teams and board meetings.
What We're Looking For
Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred).
3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset.
Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI)
Demonstrated ability to interpret data, build models, and extract insights.
Strong business acumen and understanding of corporate financial statements flows including cash flows.
Understanding of corporate strategy, organizational design, and performance improvement levers.
Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs.
Excellent written and verbal communication skills with ability to present complex findings clearly.
Experience in a fast-paced environment with exposure to executive-level decision-making.
Ability to work independently and handle multiple projects simultaneously.
High attention to detail, intellectual curiosity, and a collaborative mindset.
What's In It For You
401(k)
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Attractive Paid time off
Vision insurance
At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward.
Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
Planning Analyst (Contract)
San Leandro, CA jobs
About the Role
The Planning Analyst is a key contributor within the Retail Planning organization, partnering closely with the Planning & Allocation Manager and the Buying team. This role supports end-to-end retail planning workflows-from seasonal buy preparation, size-level analysis, and inventory optimization to weekly reporting and in-season reforecasting. The Planning Analyst provides data-driven insights, identifies risks and opportunities, and recommends actions that improve inventory productivity, in-stock rates, and store performance.
In addition, this position may provide direct allocation support during peak periods, system implementation, and new-store openings. The ideal candidate is highly analytical, detail-oriented, proactive in problem-solving, and comfortable shifting quickly between tactical tasks and strategic analysis in a fast-paced retail environment.
You'll Make a Difference By
Building size-level size breaks and buying templates for pre-season buys; partnering with buyers to validate and finalize size curves.
Creating and distributing weekly business recaps, highlighting performance drivers, risks, opportunities, and actionable recommendations.
Producing quarterly and seasonal hindsight recaps summarizing wins, misses, and learnings to guide future strategic buying.
Monitoring inventory by style, store type (Full Price, Outlet), and stock category; identifying opportunities to improve inventory utilization.
Performing in-season analysis to recommend re-buys and early releases based on sales trends, inventory levels, and weeks of supply.
Providing allocation coverage for stores as needed when allocators are redirected to system implementation.
Partnering with the Allocation team during new-store openings to prepare initial allocations and order tracking.
Other duties as assigned.
About You
2+ years of retail planning, allocation, business analytics, or merchandising experience.
Strong Excel skills (pivot tables, lookups, formulas) and comfort with retail math (sell-through, WOS, turn, AUR, etc.).
Experience working with reporting systems (Tableau, BI tools preferred).
Ability to synthesize large datasets into clear insights and recommendations.
High attention to detail and accuracy; able to manage multiple deadlines simultaneously.
Strong communication and collaboration skills.
About Ariat
Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style.
The pay range for this position is $37.00-$43.00 per hour.
The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future.
This contract position may be eligible for select benefits through the payrolling agency. Benefits may include medical, dental, and vision insurance options and 401k.
Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email *************************.
Please see our Employment Candidate Privacy Policy at ********************* to learn more about how we collect, use, retain and disclose Personal Information.
Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.
Finance Manager
San Antonio, TX jobs
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
Senior FP&A Analyst
Los Angeles, CA jobs
Sherman Oaks, CA
Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day.
The Senior FP&A Analyst will assist with CBI's financial strategy to achieve long-term objectives within Careismatic Brands. Reporting directly to the Director of Financial Planning & Analysis, this role plays a pivotal part in driving financial performance through analysis, forecasting, and strategic planning to support the organization's mission and strategic goals. As a key contributor of the team, the senior analyst contributes to CBI's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives.
This is a full-time role based in our corporate office in Sherman Oaks, CA.
Salary Range: $95,000 -$125,000 DOE
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Hybrid work schedule in office
What Your Day Looks Like
Assist in the development of the company's budgeting and forecasting processes, aligning financial goals with the company's strategic objectives. Ensure accuracy and timeliness of inputs to help align forecasts with company's goals.
Prepare detailed financial analyses, including variance analysis and cost benefit analysis, while highlighting key trends and drivers for management review.
Collaborate with senior leadership by gathering data, building models and providing preliminary insights for Director of FP&A.
Maintain and update financial dashboards and KPIs. Monitor performance and flag variances for further investigation.
Work closely with cross-functional teams to track and manage costs. Provide insights into cost optimization and efficiency improvements as the company scales.
Prepare financial reports for executive leadership and the board of directors. Ensure accurate and timely financial reporting, in compliance with GAAP or other relevant standards.
Support capital investment decisions by analyzing potential returns, risks, and impacts on the company's financial health. Assist in evaluating funding needs and strategies.
Partner with other departments to ensure financial alignment across the company. Provide financial support for key projects, including product launches and market expansion.
What We're Looking For
At least 5 years of experience in financial planning and analysis
Bachelor's degree in Finance, Accounting, Economics or related field
Strong financial modeling skills and proficiency in financial software (Adaptive/Workday, Analplan, Board.com). Experience with data analysis tools and business intelligence platforms is a plus.
Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights.
Strong verbal and written communication skills, with the ability to effectively present financial information to non-financial stakeholders.
High level of accuracy and attention to detail in all aspects of work.
What's In It For You
401(k)
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Attractive Paid time off
Vision insurance
At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward.
Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
Financial Analyst (Real Estate)
Miami, FL jobs
We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio.
Key Responsibilities:
Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions.
Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management.
Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives.
Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments.
Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders.
Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency.
Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures.
Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits.
Perform ad-hoc financial analysis and research to support strategic initiatives and special projects.
Required Skills and Experience:
Bachelor's degree in Finance, Real Estate, Accounting, or related field.
Minimum of 3 years of financial analysis experience with a focus on real estate investments or development.
Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus.
Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics.
Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
Head of Finance and Accounting
Miami, FL jobs
My client, a developer that continues to impact the South Florida skyline, is seeking a strategic Head of Project Accounting to oversee all project accounting operations across their real estate development portfolio. This a director level role that leads the accounting function through the Senior Controller, ensuring accurate, timely financial reporting, strong internal controls, and alignment with company objectives.
Key Responsibilities:
Lead project accounting activities, including job costing, capitalized costs, and budget-to-actual tracking.
Ensure financial reporting integrity under U.S. GAAP and industry best practices.
Direct monthly, quarterly, and annual close processes; enforce structured accounting calendars.
Support budgeting, forecasting, cash flow management, and strategic financial planning.
Provide financial insights to senior leadership to guide strategic decisions.
Oversee internal controls, audits, and tax compliance.
Drive process improvements, automation, and ERP system enhancements.
Collaborate with project managers, development, legal, and operations teams.
Mentor and develop the Senior Controller and an eight-person accounting team.
Qualifications:
Bachelor's degree in Accounting, Finance, or related field; CPA preferred
10+ years of progressive accounting experience, including 5+ years in leadership
Real estate development or construction experience required
Strong expertise in U.S. GAAP, project accounting, and internal controls
Accounting & Financial Analyst Intern
Milwaukee, WI jobs
Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve.
The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward).
Responsibilities
Assist in year-end reporting preparation and review, including annual report.
Participate in controls testing at direction of internal audit and/or external auditors.
Assist with periodic inventory cycle counting.
Various financial analysis, including peer group reporting.
Qualifications & Requirements
Currently pursuing a bachelor's degree in accounting, finance, economics or related field.
Basic understanding of accounting/finance.
Proficient in Microsoft suite.
Working knowledge of ERP systems.
TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.
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Financial Analyst-Part-time Contractor
Pickerington, OH jobs
Basic Function:
The Financial Analyst will participate in collaborative, cross-functional efforts to drive relevant and flexible financial models that support key business decisions as a part of the corporate finance function. This position acts as an objective and strategic financial partner with the functional areas of the business.
Specific Responsibilities:
1. Support Standard Cost setting and maintenance
2. Provide ad-hoc analytics in order to deliver financial insights to support decision making across the organization
3. Assists with monthly financial reporting, ensuring that forecast and actuals align to expectations and achieve the company's financial goals.
4. Identifies and executes upon process improvement opportunities. Demonstrates proficiency of technical tools and financial systems.
Qualifications and Competencies:
1. Bachelor's Degree from an accredited university and 2-3 years of relevant work experience within finance, costing/cost accounting, manufacturing or financial modeling
2. A high level of proficiency in Microsoft Excel is required.
3. Excellent verbal and written communication skills.
4. Strong attention to detail.
5. Must be able to complete work independently as well as in a team setting.
6. Ability to analyze and report financial data is required.
Senior Investment & Treasury Analyst
Evanston, IL jobs
At UL Research Institutes and UL Standards & Engagement, we know why we come to work.
We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Investment & Treasury Analyst is responsible for monitoring and evaluating existing investments and overseeing the organization's investment portfolio, including asset allocation and performance reporting for UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE). The role will support treasury and investment operations, as well as tax-related analysis within the Treasury office. The Senior Investment & Treasury Analyst must demonstrate strong analytical and risk-management capabilities, with knowledge of financial markets, investment strategies, financial models, and reporting.
This is a hybrid role.
UL Research Institutes and UL Standards & Engagement
At UL Research Institutes (ULRI) and UL Standards & Engagement (ULSE), we expand the boundaries of safety science to create a more secure and sustainable world. For more than a century, we have studied the unintended consequences of innovation, designed solutions to mitigate risk, created new safety standards and shared our findings with academia, scientists, manufacturers, and policymakers across industries. We identify critical safety and sustainability issues, asking the tough questions because we believe a safer world begins with knowledge.
What you'll learn and achieve:
As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you:
Coordinate outsourced investment portfolio meetings and prepare related reporting materials.
Support performance monitoring processes, including recalculating and reconciling investment returns, reviewing manager performance, and conducting outlier analysis to ensure portfolio alignment and compliance.
Monitor and evaluate existing investments to support ongoing portfolio decisions.
Supporting an on-going Investment operations
Support annual audit related work for investment and treasury matters
Develop advanced financial models, including rates of return, scenario analysis, projections, and sensitivity analyses.
Support banking operations, including account administration, wire transfer payments, and credit card program administration
Assist in developing cash flow forecasts and supporting day-to-day cash management activities
Assist in preparing federal, state, and local tax filings, including Forms 990, 990-T, and 4720.
Support tax function on-going compliance initiatives
Coordinate across Finance, accounting, and legal to meet shared goals and objectives.
Contribute to other treasury department specific and cross-functional initiatives.
What you'll experience working at UL Research Institutes and UL Standards & Engagement: For the organizations across the UL enterprise, corporate and social responsibility isn't new. We have pursued our mission of working for a safer, more secure, and sustainable world for nearly 130 years, embedding conscientious stewardship into everything we do.
People: Our people make us special. You'll work with a diverse team of experts respected for their independence and transparency and build a network, because our approach is collaborative. We collaborate across disciplines, organizations, and geographies to build the global scientific response that today's global challenges require.
Interesting work: Every day is different for us here. We see what's on the horizon and use our expertise to build the foundations of a safer future. You'll have the opportunity to push the boundaries of human understanding as part of a team working to advance the public good.
Grow and achieve: We learn, work, and grow together through targeted development, reward, and recognition programs.
Values. Four core values guide our work: collaboration, respect, integrity, and beneficence. By living our values, we inspire the trust essential to fulfilling our mission and foster the partnerships that enable us to pursue a beneficent future in which we all can thrive.
Total Rewards: All employees at UL Research Institutes and UL Standards & Engagement are eligible for bonus compensation. We offer comprehensive medical, dental, vision, and life insurance plans and a generous 401k matching structure of up to 5% of eligible pay. Moreover, we invest an additional 4% into your retirement saving fund after your first year of continuous employment. Depending on your role, you may be able to discuss flexible working arrangements with your manager. We also provide employees with paid time off, including vacation, holiday, sick, and volunteer days.
What makes you a great fit:
While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes:
Knowledge of investment portfolio management and treasury operations acquired through relevant and increasingly complex work experience.
Excellent financial modeling skills, including portfolio modeling, sensitivity analysis, and forecasting.
Ability to combine quantitative and qualitative analysis; think critically; evaluate multiple perspectives; and translate complex information into recommendations that guide leadership decision-making.
Strong verbal and written communication skills, with the ability to tailor delivery based on audience and context.
Strong interpersonal and relationship-building skills, with the ability to collaborate across all levels of the organization.
Superior quantitative and analytical capabilities, including advanced Excel and PowerPoint proficiency; experience with financial systems.
Professional education and experience requirements for the role include:
Bachelor's degree in accounting, finance, or equivalent.
Professional qualification such as CPA, CMA or CA, preferred.
Minimum five years direct work experience in various treasury functions.
About UL Research Institutes and UL Standards & Engagement
UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being.
Our wholly owned subsidiary, UL Solutions, advances our shared public safety mission. We fund our work through grants, the licensing of standards documents and the business activities of UL Solutions, which conducts testing, verification and certification, and provides training and advisory services, along with data-driven reporting and decision-making tools for customers around the world.
To learn more, visit our websites UL.org and ULSE.org.
Salary Range:
$81,456.37-$112,002.51
Pay type:
Salary
Auto-ApplyCorporate Finance Analyst (2026 New College Graduate)
Austin, TX jobs
GlobalFoundries (GF) is a leading full-service semiconductor foundry providing a unique combination of design, development, and fabrication services to some of the world's most inspired technology companies. With a global manufacturing footprint spanning three continents, GF makes possible the technologies and systems that transform industries and give customers the power to shape their markets. For more information, visit ***********
New College Graduates Overview:
We offer many full-time employment paths for recent graduates, which provide accelerated training in a fast-paced work environment, cross-functional working opportunities, and talent mobility. New college graduates are provided with mentorship, networking, and leadership opportunities, which give our new team members life-long connections and skills.
Summary of Role:
Our Finance team is seeking a New College Grad to join our team in Q2 of 2026 at our Malta, NY location. This Financial Analyst will help drive revenue and cost recognition, financial planning and forecasting on engineering service projects globally across our dynamic businesses and functions. The candidate will work across the organization to understand accounting impacts, key business issues and devise actionable strategic recommendations with corroborating financial analysis.
Essential Responsibilities include:
Prepare monthly journal entries, maintain associated internal controls and assist in quarterly balance sheet reconciliation.
Track project progress and forecast revenue / costs by projects to ensure forecast accuracy.
Detailed working knowledge of the Excel and PowerPoint applications within Microsoft Office
Maintain complex financial models used for profitability analysis and cash flow planning.
Monitor financial performance by analyzing and reporting on variances from plan.
Conduct ad-hoc analysis to ensure the best corporate decisions are made to achieve operational and financial objectives.
Increase productivity by working with internal partners to develop repeatable business processes.
Develop and maintain strong relationships with project management, R&D, Controllership and site finance teams.
Other Responsibilities:
Perform all activities in a safe and responsible manner and support all Environmental, Health, Safety & Security requirements and programs.
Required Qualifications:
Education - Graduating with a Bachelor's in Finance, Business, Accounting or related field from an accredited degree program.
Must have at least an overall 3.0 GPA and proven good academic standing.
Language Fluency - English (Written & Verbal)
Preferred Qualifications:
Prior related internship or co-op experience.
Demonstrated prior leadership experience in the workplace, school projects, competitions, etc.
Project management skills, i.e. the ability to innovate and execute on solutions that matter; the ability to navigate ambiguity.
Strong written and verbal communication skills.
Strong planning & organizational skills.
Keen attention to detail.
#NCGProgramUS
Expected Salary Range
$47,300.00 - $84,400.00
The exact Salary will be determined based on qualifications, experience and location.
If you need a reasonable accommodation for any part of the employment process, please contact us by email at usaccommodations@gf.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
An offer with GlobalFoundries is conditioned upon the successful completion of pre-employment conditions, as applicable, and subject to applicable laws and regulations.
GlobalFoundries is fully committed to equal opportunity in the workplace and believes that cultural diversity within the company enhances its business potential. GlobalFoundries goal of excellence in business necessitates the attraction and retention of highly qualified people. Artificial barriers and stereotypic biases detract from this objective and may be illegally discriminatory.
All policies and processes which pertain to employees including recruitment, selection, training, utilization, promotion, compensation, benefits, extracurricular programs, and termination are created and implemented without regard to age, ethnicity, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, sexual orientation, gender identity or expression, veteran status, or any other characteristic or category specified by local, state or federal law
Auto-ApplyInvestment Banking Analyst
New York, NY jobs
Howden Tiger is the global reinsurance broker and risk, capital, & strategic advisor focused on relentless innovation & superior analytics for top client service.
About Role
Primary Responsibilities:
An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HTCMA team will be heavily involved in the following tasks:
Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables;
Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation;
Participate in the origination and execution of M&A, equity, debt and ILS transactions;
Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions;
Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance;
Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities.
Qualifications:
The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include:
1-2 years of investment banking experience as a FIG Analyst ; or 3+ years of investment banking, management consulting, accounting, or other relevant financial services industry experience (preferably with a focus on the (re)insurance sector)
Demonstrated academic achievement and excellence outside of academics;
Excellent written and verbal skills;
Ability to work independently and as part of a team;
Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines;
Ability to multi-task with strong attention to detail;
Ready to assume a high level of responsibility;
Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred;
Demonstrated leadership abilities;
Solid interest in the financial sector;
Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must;
Series 7, 79, and/or 63 licenses preferred;
Legally authorized to work in the United States.
The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits.
Auto-ApplySenior Investment Analyst
White Plains, NY jobs
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
* Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
* Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
* Support the management of all external relationships.
* Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
* Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
* Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
* Prepare documentation for all investment-related audit requests conducted internally or externally.
* Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
* Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
* Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
* Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
* Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
* Financial experience with exposure to accounting practices, long range planning, etc., preferred.
* Experience with the development of financial models/tools to convey business impacts.
* Excellent verbal and written communication skills.
* Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
* Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
* Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
* Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
* Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Financial, Bank, Banking, Database, Investment, Finance, Technology
Corporate Analyst Rotational Program
Pleasant Prairie, WI jobs
Corporate Headquarters
12575 Uline Drive, Pleasant Prairie, WI 53158
Explore your potential and fast-track your career! Uline's two-year Corporate Analyst Rotational Program offers a unique opportunity to gain experience in key business areas. Work alongside experienced professionals to provide key insights and build the foundation for your career!
Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.
Program Overview
Gain experience over a two-year rotation in Product Management, Digital Marketing and Analytics.
Build your network and grow with mentoring from senior leaders.
Develop essential skills to prepare you for a long-term Uline career.
Position Responsibilities
Product Management: Support product strategy by identifying new products through trend analysis and communicating with vendors.
Digital Marketing: Analyze media campaign performance by evaluating promotional plans and execution.
Supply Chain: Collaborate on key supply chain projects addressing changing economic dynamics.
Business Operations: Travel to Uline's North American locations to learn our regional operations.
Minimum Requirements
Bachelor's degree from a School of Business. Finance major preferred.
Senior standing with a 3.5+ GPA.
Strong academic achievement and demonstrated leadership.
Prior internship experience.
Benefits
Complete health insurance coverage and 401(k) with 6% employer match that starts day one!
Multiple bonus programs.
Paid holidays and generous paid time off.
Tuition Assistance Program that covers professional continuing education.
Employee Perks
On-site café and first-class fitness center with complimentary personal trainers.
Over four miles of beautifully maintained walking trails.
About Uline
Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 14 locations.
Uline is a drug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.
EEO/AA Employer/Vet/Disabled
#LI-LA1
#CORP
(#IN-PPMER)
Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!
Auto-ApplyInvestment Banking Associate, Financial Institutions Group - Insurance
Day, NY jobs
Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
About this role:
Wells Fargo is seeking an Investment Banking Program Associate as part of Corporate & Investment Banking. Learn more about our career areas and lines of business at wellsfargojobs.com.
Financial Institutions Investment Banking Coverage - Insurance
We are looking to add a high performing Investment Banking Associate to join our Financial Institutions investment banking coverage team. This Associate will support deal origination and transaction execution for the Insurance industry within Life & Annuity, Property & Casualty, and Insurance Brokerage. This position is located in New York.
Investment Banking Associates are an integral part of the Investment Banking team. They are directly involved in the design, origination, structuring and execution of investment banking products and services for existing and prospective clients. Associates participate in client meetings, due diligence visits and other client interactions during which they gain exposure to key executives and senior bankers. The Associate provides these services as part of a team consisting of Analysts, Vice Presidents, Directors, and Managing Directors.
In this role, you will:
Participate in analyzing companies and client investments
Make recommendations to clients on investments
Identify opportunities for process improvements within Investment Banking Program
Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Interact with internal and external customers
Required Qualifications:
2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of investment banking/capital markets experience
Experience covering companies in the Insurance vertical
Ability to work effectively, as well as independently, in a team environment
Ability to work in a fast-paced deadline driven environment
Strong financial modeling skills
Strong organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance
Professional experience through internships, part-time or full-time work, and/or extracurricular activities
Dedication to building a career in Investment Banking
Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results
Job Expectations
Registration for FINRA exams including Securities Industry Essentials (SIE), Series 63 and Series 79 must be completed within 90 days of hire date, if they are not available for transfer upon hire. FINRA recognized equivalents will be accepted
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Work Location:
110832-NY-30 Hudson Yards, New York
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$150,000.00 - $250,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
1 Feb 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyFinancial Analyst Intern Summer 2026
Madison, PA jobs
Are you interested in being part of an innovative team that supports Westinghouse's mission to provide clean energy solutions? At Westinghouse, we recognize that our employees are our most valuable asset, and we seek to identify, attract and recruit the most qualified talent while recognizing and encouraging the value of diversity in the global workplace.