Finance Analyst jobs at Lee Hecht Harrison - 7474 jobs
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
San Francisco, CA jobs
A non-profit organization is seeking a Corporate Senior FinancialAnalyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
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$71k-104k yearly est. 3d ago
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EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
Ernst & Young Advisory Services Sdn Bhd 4.7
San Francisco, CA jobs
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate San Francisco
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate
The opportunity
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real‑world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI‑powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally.
As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world‑class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high‑profile transactions.
You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub‑sectors.
Your key responsibilities
As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development.
Skills and attributes for success
Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions.
Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates.
Perform extensive financial analysis, valuation analysis and pro forma financial modeling.
Identify key issues and potential areas of valuation and transaction risk within engagements.
Perform In‑depth market‑sector and company‑specific research.
To qualify for the role, you must have
A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1‑2 years of related work experience.
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus.
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment.
Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in‑depth modeling.
Efficient use of research databases, and technical ability to analyze data.
Excellent interpersonal and relationship‑building skills with the ability to develop and maintain relationships at all levels of the organization.
You must either reside in or be in a commutable distance to your office location for this position.
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have
A proven record of excellence in investment banking with a focus on M&A transactions
Experience in or interest in the Technology sector
Knowledge of how to leverage firm‑approved AI tools in a business setting, including Microsoft Copilot.
What we look for
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time‑sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could be for you.
What we offer you
At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on‑going basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
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$150k-185k yearly 5d ago
SEC Financial Reporting Manager ($120,000 - $150,000 plus bonus)
Korn Ferry 4.9
Atlanta, GA jobs
Our client is an integrated service provider and marketplace for the real estate and mortgage industries. Combining operational excellence with a suite of innovative products and technologies, this company helps solve the demands of the ever-changing market.
We are seeking a highly skilled SEC Financial Reporting Manager to lead our financial reporting function. This role is responsible for ensuring accurate, timely, and compliant financial statements and disclosures in accordance with U.S. GAAP and SEC requirements. The ideal candidate will bring strong technical accounting expertise, leadership skills, and the ability to manage complex reporting processes. This position is U.S.-based and offers flexibility with remote work options to support work-life balance.
Key Responsibilities:
Oversee preparation and review of quarterly and annual financial statements and disclosures.
Ensure compliance with U.S. GAAP, SEC regulations, and internal control requirements.
Lead technical accounting research and implementation of new standards.
Manage financial consolidation and reporting processes across multiple entities.
Coordinate with internal and external auditors during audits.
Maintain SOX compliance and strengthen internal control frameworks.
Provide financial analysis and insights to support executive decision-making.
Mentor and develop the financial reporting team.
Qualifications:
Bachelor's degree in Accounting, Master's degree or MBA preferred.
CPA required; additional certifications (CMA, CIA) a plus.
3-5 years of progressive experience in accounting or financial reporting, including SEC reporting and public accounting.
Advanced knowledge of U.S. GAAP and SEC reporting requirements.
Strong leadership, analytical, and communication skills.
Proficiency in Excel and financial reporting systems.
Preferred Attributes:
Experience with IFRS and international reporting standards.
Familiarity with SOX compliance and internal controls.
Ability to manage multiple priorities under tight deadlines.
Big 4 experience
Experience reporting for a global publicly traded company
Compensation: $120,000 - $150,000 salary plus bonus
SE: 510775260
$120k-150k yearly 1d ago
Head of Finance
Multiply Labs 3.1
San Francisco, CA jobs
Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all.
We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need.
To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn.
Position Overview
We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company.
Responsibilities: Strategic Finance
Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management.
Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence.
Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis.
Support strategic vendor and customer negotiations with financial analysis and scenario modeling.
Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability.
Develop long‑range financial plans and support strategic planning cycles.
Own preparation of financial materials for Board meetings, investor updates, and due diligence processes.
Responsibilities: Financial Planning & Analysis
Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management.
Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes.
Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs.
Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions.
Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning.
Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets.
Responsibilities: Accounting
Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting.
Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting.
Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting.
Own compliance with all applicable financial, tax, and regulatory requirements.
Oversee invoicing and collections, optimizing payment terms and cash management.
Support preparation of audited financial statements and coordinate with external auditors as needed.
Responsibilities: Cash Management
Manage cash flow forecasting, banking relationships, and investment of company funds.
Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization.
Responsibilities: Purchasing, Financial Controls & Systems
Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls.
Oversee company purchasing processes and establish appropriate approval limits.
Implement internal financial controls to ensure accuracy, transparency, and compliance.
Partner with leadership to evaluate and optimize major vendor and supplier contracts.
Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of relevant experience in financial management, FP&A, or accounting leadership
Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments
Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting
Experience managing external accounting or audit partners
Excellent communication and collaboration skills across technical and non‑technical teams
Ability to synthesize complex data into actionable insights for executive decision‑making
High attention to detail and accountability under tight timelines
Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com
Additional Preferred Qualifications
MBA or CPA strongly preferred
Prior start‑up experience strongly preferred
Experience in both strategic FP&A and hands‑on accounting operations preferred
Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C)
Experience supporting fundraising, due diligence, or investor relations
Familiarity with manufacturing or hardware cost‑accounting principles
Travel
While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel.
Benefits
401k with 4% company match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Partial Health Insurance for Child Dependents
HSA or FSA
Twice weekly catered lunch (for team members in SF office)
Pre‑tax Commuter Benefit
10 Paid Holidays
Flexible PTO
Paid Parental Leave
Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package.
Closing
We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission.
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$160k-210k yearly 4d ago
Head of Finance - Growth Finance Leader for Robo-Biotech
Multiply Labs 3.1
San Francisco, CA jobs
A cutting-edge startup in San Francisco is seeking a Head of Finance to lead the financial systems powering its growth. This vital role involves designing and managing financial planning and reporting processes, partnering with the CEO to align capital allocation with company strategy. Candidates should have over 7 years in financial management and a Bachelor's degree in Finance or related field. The role offers a competitive salary ranging from $160,000 to $210,000 with equity as part of the compensation package.
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Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Senior Analyst - BCG Vantage on our Client Focus path within BCG's Zero-Based Transformation (ZBT) topic, you will work in a growing global team, providing functional expertise and insights, working together with BCG case and proposal teams to deliver expert Zero-Based Transformation advisory to our clients. This will also include case delivery support and the creation of customized knowledge assets. You'll be deployed in client engagements with core consulting teams, actively engaging with clients to understand their needs, developing tailored solutions, and presenting insights and recommendations with clarity and confidence. In addition, you will support business development, go-to-market efforts and development of intellectual property & knowledge assets of the ZBT business, as opportunities arise, contributing to research and analysis & marketing efforts. ZBT is a fast-growing sub-unit within CFS that supports CEOs, CFO's and leaders to win the "next game"- and how to maximize value creation while doing it. ZBT provides the visibility needed to rigorously review and challenge ways of working and ultimately resetting the cost base in a way that guarantees the business is kept lean for a long-term. YOU'RE GOOD AT * Detailed cost baselining and spend analysis with strong understanding of cost categories at a granular level * Analysing large datasets of client financial and non-financial data utilizing advanced data analysis techniques to generate high value insights * Understanding and optimizing Chart of Accounts (CoA), general ledger systems and cost centers, providing insights to support cost management * Conducting internal and external benchmarking of costs to develop initial savings hypothesis * Identifying cost optimization levers to quantify savings potential and determining reinvestment opportunities * Conducting stakeholder interviews and facilitating challenger workshops with clients, supported with high quality analyses and your knowledge of optimization levers * Adapting the planning & budgeting process to sustainably incorporate the ZBT ways-of-working and savings ambitions * Defining governance policies for steering a ZBT program and implementing optimization initiatives * Monitoring savings realization and developing change management and communication for organization wide alignment * Working collaboratively and contributing effectively to team discussions; often leading discussions on alternative approaches and deliverables What You'll Bring * 3+ years of relevant work experience in cost restructuring required; candidates with consulting experience preferred * Minimum 2+ years of consulting experience strongly preferred, and 2-4+ years of industry experience in lieu of consulting experience * Master's degree in business administration, corporate finance, accounting, mathematics etc. with very good academic achievements and / or Qualified Chartered Accountant and / or ACCA and / or CMA, with a management consulting background * Outstanding analytical skills / comfortable working with large data sets to distill data driven insights * Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Knowledge of data analysis and visualization tools (e.g., Alteryx and Tableau) will be an added advantage * Fluency in English Who You'll Work With Core Consulting Teams * Staffed as topic champion along with core consulting teams in client engagements by bringing in core domain expertise * Own and drive successful completion of a module in client projects * Provide insight generation expertise during team discussions to frame and structure client issues * Provide problem solving and solutioning to drive improvements across client organization * Enhance client deliverables by conducting high-quality analyses and applying business judgement * Suggests alternative or additional analyses to expand original scope and provide new insight * Demonstrate good slide-writing and story-lining skills to generate client ready materials * Concise, synthesized and confident during discussions with project teams, running workshops with client teams and presenting analysis & findings to clients * Develop effective relationships with senior project leadership to build strong demand as a topic champion for repeat staffing * Demonstrating adaptability and resilience, quickly adjusting to changing priorities and maintaining composure under pressure * Support proposal development by guiding consulting teams on transformation approach, BCG capabilities, past case credentials and experts Topic Teams * Build and update new topic-related customized knowledge products * Control the consistency of knowledge management databases * Reviews knowledge products and ensures they are current and relevant and updates when appropriate * Writes abstracts and indexes for projects and practice documents * Assisting in Practice Area intellectual capital development projects (studies, articles and other publications Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. The base salary range for this role in Dallas is $124,800 - $129,000. This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 24% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
$124.8k-129k yearly 2d ago
Finance Systems Lead - ERP, Billing & Automation
Pager 4.3
San Francisco, CA jobs
A leading digital operations management company is seeking a Sr. Manager for Enterprise Applications (Finance) to manage financial systems and applications. You will lead cross-functional initiatives and a team of IT product managers while aligning tech strategies with business objectives. The ideal candidate will have 3+ years of people management experience and a background in IT and finance systems, preferably in a SaaS environment. This role offers a competitive salary and comprehensive benefits.
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Fiduciary Financial Planning and Wealth Management Services Job Type: Full-Time. Shift: 1st shift. Schedule: 8:30 am to 4:30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs. .
Salary: Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications.
Benefits: Medical, Dental, Life Insurance, 401K and PTO. Equity ownership opportunity.
Relocation: Not available.
Position Summary:
We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement. For this position you must be a true fiduciary, committed to delivering objective, client-first financial guidance. We are seeking a highly motivated, and driven individual who has an existing book of business you may eventually transition to our firm.
This position requires a blend of knowledgeable and friendly one-on-one personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration with our internal team to deliver a seamless and exceptional client experience.
Required Qualifications:
CFP certification (active and in good standing).
You must be a Registered Investment Advisor.
Key Responsibilities:
Role Focus
Deliver knowledgeable, empathetic, patient, and proactive service to pre-retiree and retiree clients.
Manage onboarding, custodial processes, and complex account servicing.
Support our advisors with accuracy, communication clarity, and fiduciary integrity.
Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs.
Client Relationship Management
Serve as the primary advisor for a dedicated group of client households.
Build deep, trusting relationships with retirees, near-retirees, and multigenerational families.
Conduct financial planning and investment review meetings independently.
Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management.
Financial Planning & Investment Management
Create and maintain comprehensive financial plans using firm-approved planning software.
Develop customized retirement income strategies, including Social Security and withdrawal planning.
Oversee investment portfolios aligned with the firm's philosophy and risk management framework.
Present investment strategies and recommendations in a clear, client-friendly manner.
Business Development & Practice Growth
Cultivate new client relationships through referrals, networking, and professional engagement.
Transition (if applicable) an existing book of business to the firm, adhering to regulatory and ethical standards.
Participate in firm marketing initiatives, educational events, and thought leadership efforts.
Compliance & Fiduciary Standards
Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines.
Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems.
Hold and maintain active Series 65 licensing (or equivalent).
Collaboration & Teamwork
Work closely with client service teams to ensure exceptional operational support.
Contribute to internal discussions around planning strategies, investment philosophy, and client experience improvements.
Mentor junior team members as needed.
Required Qualifications:
CFP certification (active and in good standing).
Bachelor's degree in finance, business, economics, or related field.
7-10+ years of experience directly advising clients in a fee-only RIA environment.
Series 65 (active) or the ability to obtain before start date.
Demonstrated ability to independently manage and deepen client relationships.
Strong knowledge of retirement planning, investment management, and holistic financial planning.
Excellent communication skills - able to explain complex topics in simple, client-friendly terms.
Proficiency with financial planning software (eMoney, MoneyGuidePro) and CRM systems.
Strong ethical standards and commitment to fiduciary service.
Preferred Qualifications:
An existing book of business that could eventually be transitioned to the firm.
Experience with Schwab, Fidelity, or other major custodians.
Additional professional designations (CFA, CIMA, EA, CPWA, etc.).
Experience serving retirement-focused clients.
Key Competencies:
Client-focused mindset with strict fiduciary ethics.
Deep client empathy and a service-first mindset.
High professionalism and personal integrity.
Ability to work independently while collaborating effectively with the team.
Strong analytical and decision-making skills.
Excellent presentation, communication, and interpersonal skills.
Desire for long-term career growth within a fiduciary RIA.
A willingness to go the “extra mile” to provide tailored, individual client service.
Driven to excel and succeed by maintaining and building strong personal client. relationships, and growing yours' and our book of business.
We are 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, or veteran status.
Pay Details: $100,000.00 to $140,000.00 per year
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$100k-140k yearly 12d ago
Investment Analyst (looking for public accounting)
Robert Half 4.5
Dallas, TX jobs
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 3d ago
Corporate and Transactional Analyst (CPA)
James Bates Brannan Groover LLP 4.3
Atlanta, GA jobs
James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years.
This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry.
This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents.
Qualifications
Active CPA license required
5-10 years of experience in public accounting, corporate finance, and transactional tax
Solid understanding of financial statements and financial accounting principles
Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts
Excellent analytical and organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Key Responsibilities
Perform tax and financial analysis for business transactions, mergers, and acquisitions
Assist attorneys with structuring and modeling transactions for tax efficiency and compliance
Review and interpret financial statements, tax returns, and related documentation
Conduct due diligence and prepare financial summaries for client and internal use
Research tax laws and corporate compliance issues relevant to ongoing matters
Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments
Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges
Creative problem solving to identify innovative, practical solutions that support client goals and transaction success
Collaborate with attorneys to develop and implement strategic business and tax solutions
Work closely with clients' accountants on due diligence and transaction-related tax implications
$75k-90k yearly est. 1d ago
Financial Analyst, Commercial Asset Management
Mitsui Fudosan America 3.9
New York, NY jobs
MFA is currently searching for a FinancialAnalyst to work in the Asset Management Department in our New York office. The primary function of this position is to provide analytical support to asset managers who oversee commercial properties in New York and Washington, DC. The position will report to the Director, Asset Management.
Responsibilities
Financial Modeling: Prepare and maintain property cash flow models in Argus Enterprise to support budgeting, valuation and investment decision making. Prepare and maintain investment models in Excel to calculate investment returns and cash flow waterfalls.
Budgeting: Participate in the annual budgeting process. Review materials prepared by operating partners and property managers. Prepare summary schedules. Help prepare asset management plans for presentation to senior management.
Leasing: Gather and analyze market data to understand each property's position in the market. Support asset managers to ensure properties are competitively priced relative to their competitive set. Prepare net effective rent calculations to evaluate leasing proposals.
Valuation: Gather and organize materials used to support property valuations. Interface with third-party appraisers and brokers, respond to questions.
Lender Reporting: Assist with requests related to lender reporting, such as preparing cash flow projections to ensure compliance with DSCR and LTV covenants.
Argus Administration: Manage Argus user access, organize property models and scenarios; oversee annual software renewals.
Tax Certiorari: Gather information for tax certiorari attorneys to assist with real estate tax appeals.
Property Inspections and market tours: Periodically accompany asset managers on site visits to develop relationships with the property management & leasing teams, evaluate the condition of the property, housekeeping and grounds and tour competitive assets.
Dispositions: Assist asset managers with dispositions. Gather and organize property information; help prepare materials for pitchbooks and deal rooms; help evaluate purchase offers.
Attend industry events to learn about innovative technologies, market trends, etc.
Process Improvement: Identify areas for improvement in processes that involve data collection, manipulation, report automation and analysis across various asset management platforms (NavigatorCRE, Prophia, Chatham Debt Manager, and emerging AI tools).
Qualifications
One to three years' experience working for a commercial real estate company, institutional real estate investor or financial institution, focused on commercial real estate.
Ability to read and understand key real estate agreements, including leases, management and leasing agreements, and partnership agreements.
Strong analytical skills. The ability to gather, organize and clearly summarize information.
Bachelor's degree in real estate, business administration, finance, accounting, economics from an accredited institution.
Experience with multi-tenant office buildings.
Strong proficiency with Microsoft Excel and Argus Enterprise.
Familiarity with data visualization tools including Power BI and Tableau.
Ability to communicate clearly and concisely both orally and in writing.
Independent and self-motivated, but able to function well in a collaborative, collegial environment.
Well organized with attention to detail.
Solid employment references.
Willingness and ability to travel, as necessary.
$80k-116k yearly est. 3d ago
Corporate Senior Financial Analyst
International Executive Service Corps 3.7
San Francisco, CA jobs
Role of a Corporate Senior FinancialAnalyst
Under general direction, responsible for tracking financial performance, analyzing business performance and market conditions to create forecasts, and consulting with senior management on tactical and strategic decisions to maintain financial health and profitability.
This is a hybrid role, working in-office at least three days per week, the rest can be from home.
Essential Responsibilities
Prepares key management reports highlighting actuals to budgets, forecasts, prior year, and trends.
Maintains and updates monthly/quarterly dashboard presentations for the C-suite and Board of Directors.
Prepares and assists with various cost allocations for the annual budget process (Management fees, health & welfare, insurance costs).
Builds financial models and improves existing models.
Manages the monthly cash flow schedule.
Assists with the company-wide capital budgeting process and maintains the capital forecast schedule.
Researches and prepares the monthly capital report.
Review capital change orders and project requisition forms (PRFs) to ensure accuracy and confirm sufficient budgeted funds.
Partners with the Finance team to manage the record-keeping of the Company's self-insurance programs.
Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
Drives efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements.
Understands and leverages various data sources to capture company and market data for various financial and business analytics.
Assists with implementing, monitoring, and supporting the Company's financial reporting tools (Hubble and GlobalSoft) and provides user training.
Assists with the maintenance and creation of financial reports and customized queries.
Performs ad hoc reports and analyses as requested.
Prepares year-end audit schedules.
Other duties as assigned.
Qualifications
4+ years of experience in FP&A, preferably in a corporate FP&A role
Proficiency with financial reporting fundamentals (P&L, balance sheet, cash flow statements, key metrics reporting) and accounting principles
Familiarity with - and ability to perform - return on investment calculations for capital projects, RFPs, and acquisitions (Net Present Value, IRR, also performing WACC and sensitivity analysis)
Advanced proficiency with MS Office, particularly Excel, Word, and PowerPoint
ERP experience, ideally JD Edwards
Proven ability to learn technologies quickly and manage change efficiently, proactively, and in a positive manner.
Self-motivated and highly organized; ability to multi-task, adjust priorities, and handle diverse responsibilities simultaneously.
Analytical thinking skills, statistical knowledge, and ability to meet deadlines
Oral and written communication skills
High School or GED Required
Bachelor's Degree Preferred
Recology Offers
An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R's: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.
Recology Benefits May Include
Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans (Employee Stock Ownership Plan, 401(k) with match).
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.
Supplemental Information
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job; and pursuant to applicable law, we will consider for employment qualified applicants with criminal records. It is important that you provide accurate information on the job application, inaccurate information may cause delays in the processing of your application and/or may disqualify you as a candidate.
Recology is an equal opportunity employer committed to supporting an inclusive work environment where employees are valued, heard, and provided development opportunities. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, disability, protected veteran status, or any other basis that is prohibited by law.
This description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, effort, work conditions, and benefits associated with the job.
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$82k-113k yearly est. 3d ago
Financial Analyst
Russell Tobin 4.1
Columbus, OH jobs
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 3d ago
Analyst, Management-Jr.
International Executive Service Corps 3.7
San Diego, CA jobs
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
Salary for this position is $24.76/Hr.-$27.93/Hr.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems. In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Minimum of 1 year professional experience related to labor category
Preferred Skills and Experiences
4 years professional experience related to labor category. Experience supporting a DoD component.
Degree Requirements
None
Preferred Degree Requirements
Bachelor's degree in any field
Must be a U.S. citizen
A secret security clearance.
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$24.8-27.9 hourly 6d ago
Analyst, Management-Mid
International Executive Service Corps 3.7
San Diego, CA jobs
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing
critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
The salary for this position is $74,500-$77,300.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems.
In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Required:
Minimum of 5 years professional experience related to labor category
Preferred:
7 years professional experience related to labor category
Experience supporting a DoD component.
Degree Requirements
Required:
Minimum of 5 years professional experience related to labor category
Preferred:
Bachelor's degree in any field.
Must be a U.S. citizen
A secret security clearance.
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$74.5k-77.3k yearly 6d ago
Revenue Management Analyst
Hispanic Alliance for Career Enhancement 4.0
Chicago, IL jobs
Application Deadline: 12/30/2025
Job Family Group: Data Analytics & Reporting
Treasury and Payment Solutions (TPS) Revenue Management seeks a dynamic individual to drive the evolving Cash Management business Responsibilities
Develop innovative data strategies and reporting to enhance business profitability
Focus on TPS fee pricing strategies working with TPS Product to help determine standard fee pricing
Work with TPS Sales teams to evaluate exception pricing opportunities
Work with benchmarking and industry data to evaluate TPS fee pricing
Research revenue leakage by improving processes and procedures
Build and maintain TPS pricing tools to monitor pricing changes
Ensure financial results are well understood and how they impact business results
Develop knowledge related to business/group strategy, plans, and financial activities
Gather and format data into regular and ad-hoc reports, and dashboards
Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones
Collaborate with internal and external stakeholders to deliver on business objectives
Employ systems such as customized exception reports, tracking reports, etc. to manage information
Execute routine tasks such as ad‑hoc requests, transactions, queries, etc. within relevant service level agreements
Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees
Analyze issues and determine next steps
Broader work or accountabilities may be assigned as needed
Qualifications
Typically between 4-6 years of relevant experience and a post‑secondary degree in a related field desirable or an equivalent combination of education and experience
Data analysis experience is a must have
Treasury services/cash management banking knowledge is an asset
Verbal and written communication skills - Proficient
Organization skills - Proficient
Collaboration and team skills - Proficient
Analytical and problem‑solving skills - Proficient
Excel - Expert
Power BI - Proficient
Experience in Alteryx, Business Objects or similar data analytics and visualization platforms is an asset
Salary
$57,500.00 - $106,500.00
Pay Type
Salaried - Salaries vary based on location, skills, experience, education, and qualifications. Commission structure may be included for certain roles; part‑time roles are prorated. The listed salary represents BMO Financial Group's expected target for the first year.
BMO Financial Group's total compensation package may include performance‑based incentives, discretionary bonuses, and other perks and rewards. Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans are also offered. For more details of our benefits, visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, so you can help our customers reach theirs. From in‑depth training and coaching to manager support and network‑building opportunities, we'll help you gain valuable experience and broaden your skill set.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.
Reasonable Accommodation
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Recruiter Note
BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. The BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.
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$57.5k-106.5k yearly 4d ago
Senior Investment Analyst
Adecco 4.3
Baltimore, MD jobs
Job Details: Sr. Financial + Investments Analyst
Job Category: Finance
Business Model - In office 5x a week Mon - Fri (Baltimore MD)
Compensation - $100K -105K base +12% Annual Bonus + Stock Grants (Day 1)
This role is ideal for talent in commercial real estate with 3-5 yrs of CRE investing experience +underwriting, ARGUS (version irrelevant) +valuation expertise
.
ESSENTIAL FUNCTIONS:
Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc.
Participate in department and organization projects and initiatives as assigned.
Conduct ad-hoc management reporting and analysis as assigned.
Assist in the preparation of investment committee materials.
Act as a liaison between Asset Management and Development Team for underwriting opportunities.
Responsible for the quarterly forecasting and reporting processes for assigned properties.
Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy.
Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings.
Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets.
Present portfolio reviews to asset management.
Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc.
SECONDARY RESPONSIBILITIES:
Provide training as requested related to the budget process.
Perform other job-related duties as assigned.
QUALIFICATIONS:
Education - Bachelor's Degree in Finance, Accounting, Economics or other related field.
Further Training - Commercial real estate finance related training preferred.
Professional Experience -
3-6 years of relevant experience.
Specific finance experience in the real estate industry preferred.
Computer Skills -
PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software.
Ability to adapt to new or changing software programs.
Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager.
Experience creating complex excel models is preferred.
BENEFITS
401K Match, Tuition Reimbursement, LTD, STD, FMLA, Health, Medical, Dental -Total Days Off in Year One - TWENTY NINE DAYS!!!!!!!!!!!!!!!!!!!!!!!! high EMPLOYEE ENGAGEMENT events -
Call me for more. ************ and ask for Sybil Galligan.
$100k-105k yearly 1d ago
Financial Analyst
Kellymitchell Group 4.5
Saint Louis, MO jobs
Our client is seeking a FinancialAnalyst to join their team! This position is located in St. Louis, Missouri.
Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports
Makes recommendations to improve the company's fiscal efficiency based on the interpretation and organization of financial information
Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle
Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to the company's policies
Desired Skills/Experience:
Completed bachelor's degree in accounting, finance, business or related field or equivalent experience
5+ years of financial analysis or related experience is required
Proficient in accounting software (Essbase, SAP, etc.) and Microsoft Office Suite or related software
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position starting at $75,000 - 85,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
$75k-85k yearly 1d ago
Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Alexandria, VA jobs
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
Receive tips & info on cleared job search, security clearances and career development.
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$67k-110k yearly est. 2d ago
Financial Analyst
Russell Tobin 4.1
Dallas, TX jobs
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.