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Finance Analyst jobs at MasterBrand Cabinets - 1292 jobs

  • Senior Manager, Corporate Finance

    Aarons 4.2company rating

    Atlanta, GA jobs

    Senior Manager, Corporate Finance This position is based in Atlanta, GA in our Galleria office and is an on-site role. Applicants in CA, CO, DC, HI, IL, MD, MA, MN, NJ, NY, RI, VT, and WA are not eligible for this posting. Senior Manager, Corporate Finance The Senior Manager, Corporate Finance, will play a critical role in overseeing the organization's daily capital and liquidity management, while also driving long-term strategic planning initiatives across the business. This highly visible position will also serve as the primary liaison to multiple lending partners, ensuring timely delivery of all required documentation and managing the related flow of funds. The position involves regular collaboration with internal teams such as accounting, treasury, analytics, and merchandising, as well as external communication with lending partners. This role requires strong organizational and communication skills, along with experience in finance operations and relationship management. The Details What You Need: * Advanced financial modeling and quantitative analysis skills * Proficient in Microsoft Office Suite, especially Excel and PowerPoint * Strong understanding of financial concepts, particularly credit facilities and debt instruments * Solid business acumen with the ability to apply financial knowledge to decision-making and problem-solving across various situations * Excellent written and verbal communication skills, with the ability to clearly convey complex processes and financial information to diverse audiences * Strong attention to detail and high degree of accuracy in work products * Effective collaboration and interpersonal skills for working across teams and with external partners What You'll Do: * Develop and maintain complex financial models, including multi-year, three-statement models and weekly cash flow forecasts * Oversee liquidity management in coordination with treasury and other business functions * Track and manage the deliverables to lending partners, such as borrowing base submissions and required compliance reporting * Collaborate with cross-functional teams to produce both recurring and ad-hoc reporting and analysis * Ensure reporting processes and deliverables meet high standards for accuracy and timeliness * Prepare clear and effective financial and operational presentations for both internal and external stakeholders * Apply financial analysis and a variety of quantitative and qualitative methods to assess business issues, summarize findings, and propose actionable recommendations Additional Requirements: * Bachelor's Degree in Accounting or Finance * 7 years of relevant experience * 2+ years of supervisory experience preferred * MBA is a plus but not required Aaron's Total Rewards Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: * Paid time off, including vacation days, sick days, and holidays * Medical, dental and vision insurance * 401(k) plan with contribution matching *Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, skills, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay in wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. **Benefits vary based on full-time employment status.
    $106k-131k yearly est. 8d ago
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  • On- Site Pricing Analyst

    Advanced Technology Services 4.4company rating

    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, religión, sexo (incluido el embarazo, identidad de género y orientación sexual), origen nacional, discapacidad, estatus de veterano, información genética u otro estatus legalmente protegido. Revisión de la política de privacidad aquí here.
    $67.2k-85.9k yearly Auto-Apply 2d ago
  • Planning Analyst (Contract)

    Ariat International 4.7company rating

    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.
    $37-43 hourly 1d ago
  • AmeriQual Foods - Plant Controller

    Ameriqual Group, LLC 4.2company rating

    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.
    $68k-97k yearly est. 5d ago
  • Plant Controller (Plant based)

    Jack Link's Protein Snacks 4.5company rating

    Perry, GA jobs

    About the Role The primary responsibility of the Plant Controller is to provide management, both corporate and plant, with accurate and timely accounting and financial analysis support to assist in making informed production, sales and marketing decisions and to direct an accounting staff. Lead, coach, engage and professionally develop team members with a focus on developing functional, interpersonal, and leadership skills. Real cost ownership, not just corporate reporting. About the Company Jack Link's Protein Snacks is a global leader in snacking and the No. 1 meat snack brand in America. Family-owned and operated with headquarters in Minong, Wisconsin, Jack Link's Protein Snacks also has a large corporate hub in Downtown Minneapolis, Minnesota. The company's house of brands is made up of over 4,000 passionate team members, across 11 countries, who share an uncompromising commitment to delivering awesome products and feeding the journey of those who move things forward. The Jack Link's Protein Snacks portfolio of brands includes, Jack Link's, Lorissa's Kitchen, Wild River, Golden Island, Matador, BiFi and Peperami. Responsibilities Prepare plant budgets and forecasts Develop and maintain effective cost reporting and accounting mechanisms for production and inventory expenditures Analyze production, inventory, and labor costs - working with plant leadership to recommend and implement cost saving opportunities Oversee fixed asset management - capitalizing, transferring, and retiring assets as needed Supervise annual fixed asset audit and prepare capital expenditure requests for the plant Maintain accurate inventory records and administer plant cycle counting program Post transactions to the General Ledger and otherwise assist in month end closing and preparation of monthly financial statements Ensure POs and invoices are properly coded to the correct general ledger accounts and work with AP department on timely payments Assist in the evaluation and modification of accounting policy and procedure to increase accounting productivity Supports new item setup and costing of bill of materials Present plant financial results to senior leadership on a monthly basis Assist the corporate cost accounting team in the development of periodic reporting on key plant KPI's (key performance indicators) for senior operations leadership Performs other duties and responsibilities as necessary Qualifications Required Education: BA/BS Degree in Accounting or Finance or equivalent Required Experience: 5+ years of prior experience in a cost accounting capacity, 2+ years of prior experience in a supervisory capacity in an accounting function Required Skills Advanced PC and Internet navigation skills, particularly Excel Advanced analytical skills and ability to analyze financial data, make informed decisions, and communicate financial implications/results Excellent interpersonal skills Excellent oral and written communication skills; must work effectively with all levels of leadership and team members Attention to detail; ensure accuracy in financial reporting and compliance Experience using an ERP (ideally SAP) to control supply chain financials Strong knowledge of accounting principles and practices Demonstrated effective leadership, problem solving, presentation, and team member motivational skills Preferred Skills Prior Controller experience Cost Accounting experience in retail, food, grocery or a consumer goods organization Experience with SAP Greenfield Manufacturing experience CPA Prior business management experience Pay range and compensation package The salary range for this role is $110,000 - $140,000 (Annually). Actual salaries will vary based on several factors, including but not limited to external market data, internal equity, location, and candidate skill set and experience. Base pay is just one component of Jack Link's Total Rewards package for Team Members. Other rewards may include annual incentive and program-specific awards. Jack Link's provides a variety of benefits to eligible Team Members, including medical, dental and vision benefits, life and disability insurance, 401k participation, paid holidays, and paid time off. Equal Opportunity Statement EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER: Jack Link's provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic that is protected by federal, state or local law. E-VERIFY: Jack Link's is participant in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For information about the E-Verify program, please visit: *************************************** All your information will be kept confidential according to EEO guidelines.
    $110k-140k yearly 1d ago
  • Digital Asset Analyst

    Trico Products 3.5company rating

    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
    $55k-79k yearly est. 5d ago
  • Finance Manager

    The Bolton Group 4.7company rating

    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 ************************
    $100k-130k yearly 4d ago
  • Senior FP&A Analyst

    Careismatic Brands 4.9company rating

    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.
    $95k-125k yearly 3d ago
  • Financial Analyst-Part-time Contractor

    RG Barry Brands 4.2company rating

    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.
    $56k-82k yearly est. 60d+ ago
  • Financial Analyst Intern Summer 2026

    Westinghouse Nuclear 4.6company rating

    Hopkins, SC 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.
    $48k-63k yearly est. 9d ago
  • Senior Investment & Treasury Analyst

    UL Standards & Engagement 4.2company rating

    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
    $81.5k-112k yearly Auto-Apply 12d ago
  • Corporate Finance Analyst (2026 New College Graduate)

    Globalfoundries 4.7company rating

    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
    $47.3k-84.4k yearly Auto-Apply 60d+ ago
  • 2026 Investment Banking Summer Associate Program (Charlotte) - Early Careers

    W.F. Young 3.5company rating

    Charlotte, NC jobs

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction 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. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Charlotte. Pay Range: NC (Charlotte): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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. Posting End Date: 31 Jan 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $175k yearly Auto-Apply 60d+ ago
  • 2026 Investment Banking Summer Associate Program (California) - Early Careers

    W.F. Young 3.5company rating

    San Francisco, CA jobs

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction 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. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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. 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. $138,500.00 - $287,600.00 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: 31 Jan 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.
    $86k-126k yearly est. Auto-Apply 60d+ ago
  • 2026 Investment Banking Summer Associate Program (Houston) - Early Careers

    W.F. Young 3.5company rating

    Houston, TX jobs

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction 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. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Houston. Pay Range: TX (Houston): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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. Posting End Date: 31 Jan 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $175k yearly Auto-Apply 60d+ ago
  • Senior Retail Investment Research Analyst

    W.F. Young 3.5company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $77k-112k yearly est. Auto-Apply 26d ago
  • Analyst - Financial

    NBS 4.5company rating

    Temecula, CA jobs

    Job Title: Analyst - Financial Classification: Full Time, Exempt Salary Range: $65,000 - $100,000 NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule. Summary: NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services. Essential functions: Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary. Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables. Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives. Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution. Knowledge/Skills/Abilities: Ability to learn how to analyze and interpret statutes and regulatory codes. Establish and maintain effective client relationships. Possess excellent organization skills and time management skills. Advanced proficiency in Microsoft Office, specifically Excel. Ability to analyze complex sets of data within various program platforms. Excellent written and verbal communication skills. Ability to identify and escalate issues beyond the current level of expertise. Must display attention to detail and to be meticulous and accurate in handling large data sets. Ability to adjust and manage competing priorities. Education may vary; a degree in business, public administration, finance, or IT is preferred. NBS Benefits: We offer a full line of benefits including the following: Employee Stock Ownership Program - 100% Employee Owned 401k Plan with a generous employer match Medical and Dental Insurance coverage is paid in full for the employee. Paid Vacation, Sick, Holidays, and Volunteer time. Life insurance covering the employee in the sum of $100,000, is paid in full by NBS. Short- and long-term disability insurance for the employee is paid in full by NBS. About NBS: NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
    $65k-100k yearly 60d+ ago
  • 2027 Private Equity Summer Analyst

    The Roark Group 3.6company rating

    Atlanta, GA jobs

    Roark is an Atlanta-based private equity firm with over $41 billion in assets under management. Roark focuses on investments in consumer and business service companies, with a specialization in franchise and franchise-like business models. Roark prides itself on being a trusted partner for management and business owners. We believe that successful partnerships begin with providing a compelling value proposition to all business constituencies. A win‐win‐win approach leads to a positive business environment where all stakeholders - customers, employees, franchisees, strategic partners, service providers, management and shareholders - share in the growth and success of our businesses. We want to partner with entrepreneurs and executives who share this vision. Roark brands generate approximately $97 billion in annual system revenues from 112,000+ locations located in 50 states and 121 countries. Our portfolio companies span multiple industries including food, restaurants, consumer and business services, health, wellness and fitness, and education and youth activities. We are best known for our portfolio companies such as, Dunkin', Jimmy John's, Jamba, Orangetheory, Mathnasium, Drybar just to name a few. Why Private Equity: Private equity firms raise capital from investors to buy companies with the intention of growing them through operational improvement and strategic decision making. Typical investors in private equity funds include institutional investors such as university endowments and state pension funds - so when our investments go well, we are growing those scholarship and pension funds for all of our stakeholders' benefit. At Roark, we pride ourselves on being trusted partners for management and business owners. A win-win-win approach leads to an enthusiastic business environment where all stakeholders - customers, employees, franchisees, strategic partners, service providers, management, and shareholders - share in the growth and success of our businesses. Summer 2027 Private Equity Internship Program: Our Summer Analysts gain exposure to the private equity industry and Roark's highly analytical approach to investment evaluation and value creation through extensive training, deal process experience, and ongoing mentorship. Summer Analysts collaborate with all members of the firm and have direct exposure to Managing Directors and other senior team members through the evaluation of new investments and support of our existing portfolio companies. Key activities for Summer Analysts related to evaluating new investment opportunities include: Industry research Financial modeling including operating, leveraged buyout, and merger models Data analysis Preparation of materials for / participation in Roark's Investment Committee Key activities for Summer Analysts related to portfolio management, include: Monitoring the performance of existing portfolio companies Interacting with portfolio company management teams Evaluating potential add-on acquisitions Summer Analysts will also have the opportunity to assist senior Roark investment professionals in developing investment strategies for new investment verticals that are consistent with Roark's investment criteria. Roark knows that our best decision-making, which drives our best results, has come from a welcoming environment that embraces thinking from a variety of backgrounds, education, perspectives, and experiences. We encourage diverse candidates to apply. What It Takes: Roark is a highly analytical, results-driven firm. When evaluating candidates, we value: Outstanding academic credentials (min 3.7 GPA), preferably in a major evidencing strong quantitative ability Coursework or extracurriculars that instill strong foundations in business, finance, accounting, or economics Exceptional work ethic and a positive, “can do” attitude Deep analytical capabilities and detail orientation Excellent research, communication, and organizational skills Willingness to collaborate and openness to feedback, Intellectual curiosity and desire to learn Ability to quickly shift priorities while maintaining focus A strong sense of urgency Proficiency in Microsoft Excel, Word, and PowerPoint #LI-DNI (do not ingest)
    $77k-117k yearly est. Auto-Apply 12d ago
  • 2026 Investment Banking Summer Associate Program (Chicago) - Early Careers

    W.F. Young 3.5company rating

    Chicago, IL jobs

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction 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. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Chicago. Pay Range: IL (Chicago): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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. 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. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $126,400.00 - $262,600.00 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: 31 Jan 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.
    $84k-124k yearly est. Auto-Apply 60d+ ago
  • Financial & Capital Analyst

    Reynolds Consumer Products 4.5company rating

    Lake Forest, IL jobs

    Join Reynolds Consumer Products…and Drive Your Career across a world of opportunities! We provide amazing job opportunities for growth with competitive salaries and benefits in an exciting, dynamic, fast-paced, and high-performance organization. Are looking to build a strong career? Then we have an opportunity for you! We are searching for a Financial & Capital Analyst to join our team located at our headquarters in Lake Forest, IL. Responsibilities Your Role: The Financial & Capital Analyst will report to the Senior Manager of Financial Planning & Analysis and work closely with the project engineers, operations and other key partners in the Business Units to facilitate the capital allocation process, from project approval to post-implementation review. This includes tracking of existing projects, monthly and quarterly reporting to Leadership. Beyond the Capital process, this role will support broader Corporate FP&A and assist in the preparation of internal reporting and other adhoc analysis. You will have the opportunity to Make Great Things Happen! Work closely with Operations, Finance and Controller's group as the Lead for capital approval requests. Provide rigor to the capital allocation process through robust review of capital requests. Coordinate and assist Operations in preparing project post-implementation reviews. Tracking of project status, ensuring project close-out is completely timely and the financials are accurate Enterprise owner of capital within the organization, including routing Capital Appropriation Requests (CARs) based on the delegation of authority, communicating approved capital projects with accounting, and tracking capital spend metrics within the BI Dashboard Assist in preparing quarterly forecasts and the annual Capital planning budget, working with multiple segments across the business. Assist with the monthly external reporting processes across the organization, delivering accurate reporting on time. Preparation of presentation materials for periodic updates to Leadership Ad-hoc analysis and reporting as required. You will love it here if… You put safety first, always. You listen, learn, and evolve. You are passionate about collaboration, teamwork, and achieving shared goals. You treat all people with respect, operating ethically, and embrace inclusivity. You are committed to improving our impact on local communities. Qualifications We need you to have: BA/BS degree in Accounting or Finance. 2+ years of relevant Finance experience. Proficient in MS Office with high proficiency in Excel. Proficient in SAP or other ERP software. Excellent written and verbal communication skills with the ability to communicate and influence at all levels within the organization. Self-directed and capable of working in a fast-paced environment with multiple accountabilities and multiple internal customers. Strong analytical and organizational skills, with high attention to detail. Ability to effectively communicate technical information verbally and in written format. Ability to identify, analyze, and resolve problems logically and systematically. Willingness to work a flexible schedule during key business deadlines. Icing on the cake: MBA or other advanced degree. CPA certification. CPG and/or manufacturing industry experience. If you answer yes to the following…we want to meet you! Intellectual Curiosity: Do you have an inquisitive nature? Problem Solving: Do you have a knack for tackling issues head-on? Entrepreneurship: Do you enjoy taking ownership of your work? Customer Centricity: Do you always act in the best interests of the customer, putting their needs first? Growth Mindset: Do you focus on progress rather than perfection? Continuous Improvement: Are you never satisfied with the status quo? Want to know more? Check out our website or connect with us on LinkedIn! Apply today to join a fast-growing innovative company Not a good fit but know someone who is? Please refer them! Local candidates only, no relocation assistance available Join Reynolds Consumer Products and Drive Your Career across a world of opportunities! For applicants or employees who are disabled or require a reasonable accommodation for any part of the application or hiring process, you may request assistance by emailing us at ******************************. No recruiter calls or emails please. RCP affords equal employment opportunities to applicants without regard to race, color, religion, age, disability status, sex, marital status, protected veteran status, pregnancy, national origin, genetics, genetic information, parental status, or any other characteristic protected by federal, state or local law. RCP conforms to the spirit as well as to the letter of all applicable laws and regulations. Posted Salary Range USD $72,000.00 - USD $85,000.00 /A
    $72k-85k yearly Auto-Apply 60d+ ago

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