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Finance Analyst jobs at MasterBrand Cabinets

- 1748 jobs
  • 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: · 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. Knowledge, Skills, Abilities (KSAs), & Competencies: 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$65,577.96-$83,868.43 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.
    $65.6k-83.9k yearly 2d ago
  • Operations Analyst

    Allstar Innovations 3.4company rating

    Hawthorne, NY jobs

    Allstar Innovations is seeking a Jr Operations Analyst to work independently and collaboratively with key stakeholders across various teams. The SA is responsible for driving excellence in our DWC (Direct-with Consumer) and Retail Ecommerce business channels, helping to maximize both sales and consumer satisfaction along the way. (If this sounds like you, keep reading!) Be the Glue -- center of activity, ensuring forward & timely momentum while increasing cross-functional collaboration Be the Generalist -- pinch hit on launching new opportunities, learning new systems and keeping organized Be the Operational interface-to increase efficiencies and determine the “how” behind department goals while exceeding customer facing KPIs Responsibilities Include- Setup and troubleshoot data feeds to ensure an end to end flow of orders from the retailer to various fulfillment channels ensuring accurate and timely fulfillment Collaborate with the Supply team to maintain the stock levels behind Ecom offerings for .com retailers to guarantee a live product selection Ensure compliance with all platform requirements to avoid violations or suspension and stay up to date with any changes Proactively maintain a routine driven by daily tasks and long term goals for growth and cost savings Responsible for publishing various weekly & monthly supply intelligence reports including aggregated scorecards and internal KPI's Lead and develop strong relationships with the operational teams across our Retail network to respond quickly and accurately to inquiries Able to apply existing skills to new partnerships and document standard work when procedures change alongside new opportunities Attend regular check-ins with program working groups and help keep critical deliverables on track Visits as required to various 3PL's for process/inventory management initiatives Skills Required- Bachelor's degree required; Business, Marketing, Supply Chain Management or related field preferred 0-2+ years of experience with Amazon and DWC/Ecom fulfillment Strong analytical, problem solving, organizational and communication skills Creative thinker & problem-solver with a passion for making complex things simple(r) and standardized Strong proficiency in MS office suite of products; including excel. MS D365 experience is a plus
    $54k-83k yearly est. 1d ago
  • Senior Financial Analyst - Manufacturing

    Arclin 4.2company rating

    Alpharetta, GA jobs

    Senior Financial Analyst - Manufacturing Finance Arclin is seeking a skilled Senior Financial Analyst - Manufacturing Finance to join our Operations Finance team in Alpharetta, GA. In this role, you will partner with plant leadership to drive manufacturing performance. This is an excellent opportunity for a results-driven finance professional with a strong cost accounting background who thrives in a fast-paced, hands-on manufacturing environment. If you're passionate about turning data into action and shaping operational strategy, we want to hear from you. Responsibilities: Develop and utilize clear, concise dashboards that translate complex data into actionable insights and key messages for stakeholders. Support forecasting and the annual budgeting process across all manufacturing facilities, ensuring accuracy and alignment with business objectives. Monitor facility cost savings initiatives and ensure that current and future year pipelines meet or exceed expectations. Partner closely with Plant Managers to develop and implement strategies aimed at optimizing operational efficiency and profitability. Provide financial and operational analysis to support the manufacturing team in driving data-driven decisions. Conduct standard cost analysis and identify cost-saving opportunities, collaborating with Operations, Procurement, and Finance to ensure accurate and consistent cost allocation. Maintain system requirements and data integrity to support product costing, including the development and maintenance of labor and machine rates. Develop and track key performance metrics for major cost drivers to improve visibility and accountability. Communicate and educate internal and external stakeholders on cost structures, financial insights, and business impacts. Job Qualifications: Five (5) years of analytical experience in a manufacturing environment; cost accounting and analytics experience strongly preferred Strong understanding of cost accounting and experience with manufacturing cost analysis. Experience in Lean Manufacturing or other continuous improvement methodologies. Familiarity with cost optimization initiatives and productivity improvement programs. Exposure to multi-site manufacturing environments or network-level financial support. Proven track record of driving process improvements and implementing best practices in financial management and cost accounting. Ability to thrive in a fast-paced environment and manage multiple priorities effectively. Ability to prioritize and work independently on a variety of assignments with minimal supervision. Ability to accurately determine deadlines. Primarily working in an office environment; limited travel to locations in Canada and the US
    $71k-92k yearly est. 2d ago
  • Plant Controller

    Jack Link's Protein Snacks 4.5company rating

    Perry, GA jobs

    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. 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. 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 3d 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. 2d 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 1d ago
  • Corporate Strategy Analyst

    Careismatic Brands 4.9company rating

    Los Angeles, CA jobs

    Analyst, Corporate Strategy Sherman Oaks, CA Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities. Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives. This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA. Salary Range: $90,000-$100,000 Physical Demands & Work Environment The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Hybrid work schedule in office Ability to travel up to 5% of the time What Your Day Looks Like Strategic Planning & Analysis Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan). Contribute to spotting performance challenges early and proposing practical solutions. Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation. Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals. Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives. Develop business cases, financial models, and scenario analyses to support strategic decisions. Provide regular updates and insights in presentation form on strategic projects for executive leadership. Prepare clear and compelling presentations for executive teams and board meetings. What We're Looking For Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred). 3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset. Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI) Demonstrated ability to interpret data, build models, and extract insights. Strong business acumen and understanding of corporate financial statements flows including cash flows. Understanding of corporate strategy, organizational design, and performance improvement levers. Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs. Excellent written and verbal communication skills with ability to present complex findings clearly. Experience in a fast-paced environment with exposure to executive-level decision-making. Ability to work independently and handle multiple projects simultaneously. High attention to detail, intellectual curiosity, and a collaborative mindset. What's In It For You 401(k) Dental insurance Employee discount Flexible spending account Health insurance Life insurance Attractive Paid time off Vision insurance At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward. Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
    $90k-100k yearly 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 3d ago
  • Senior Financial Reporting & Treasury Analyst

    Ariat International 4.7company rating

    San Leandro, CA jobs

    About the Role The Senior Financial Reporting & Treasury Analyst is a hybrid role supporting both Financial Reporting and Treasury functions. We are seeking a highly motivated and detail-oriented individual to join our Ariat team. In this role, you will be responsible for consolidating monthly financial statements for multiple entities, handling intercompany reconciliations, monitoring cash flow, and supporting month-end close activities. This is a great opportunity to take on challenging and rewarding tasks in a fast-paced, deadline-driven environment. You'll Make a Difference By Consolidating monthly financial statements for multiple entities, including managing intercompany eliminations. Coordinating the monthly settlement and reconciliation of intercompany balances. Reconciliation of general ledger accounts, performing variance analysis against budget and prior year performance. Supporting month-end, quarter-end, and year-end close activities to ensure timely and accurate reporting. Recording, maintaining, and reconciling company finance leases in compliance with ASC 842. Participating in the financial audit process and preparing audit schedules. Monitoring daily cash positions and managing movement of funds to meet daily operating needs Partnering with finance and accounting teams to create a routine cash forecasting process, including reviewing detailed variance analysis and explanations Bank account management including account openings, closures, maintenance, and administration of online banking systems Creating and maintaining bank master data for vendor payments in SAP Assisting the Accounting department with special projects and driving process improvements to enhance efficiency and accuracy. Other duties as assigned. About You Bachelor's degree in Finance or Accounting. CPA license is highly preferred. 4-5 years of experience as an accountant, with at least 2 years of relevant experience in financial reporting. Advanced proficiency in Microsoft Excel, including lookup and reference functions, if statements, and data importing. Knowledge of SAP is preferred, with experience in Adaptive being a plus. Strong communication and analytical skills, with the ability to clearly explain financial data and trends. Comfortable working in a fast-paced, deadline-driven environment while maintaining accuracy and attention to detail. Exceptional organizational, prioritization, multitasking, and time management skills. Positive attitude, professional demeanor, and a collaborative team player. Ability to work independently and take initiative with minimal supervision. 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 salary range for this position is $85,000 - $95,000 per year. 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. Ariat's holistic benefits package for full-time team members includes (but is not limited to): Medical, dental, vision, and life insurance options Expanded wellness and mental health benefits Paid time off (PTO), paid holidays, and paid volunteer days 401(k) with company match Bonus incentive plans Team member discount on Ariat merchandise Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice. 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.
    $85k-95k yearly 2d 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
  • Senior Payroll & Equity Analyst

    Rxsight Inc. 3.4company rating

    Aliso Viejo, CA jobs

    Job DescriptionDescription: RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst (“Sr. P&E Analyst”) performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements: ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. Review benefit contribution data imports from PlanSource to Paylocity for accuracy. Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). Upload any changes to employees from Paylocity to E*TRADE. Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit Ensure compliance with SOX controls. Assist with annual external audit. Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Intermediate/Advanced MS Excel Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills Ability to prioritize assignments, meet critical deadlines and manage various projects Ability to review and understand federal and state laws as well as government regulations Ability to form positive and constructive relationships with managers and employees Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: Bachelor's degree in accounting or finance Minimum of 5 years' experience in Payroll and Equity Experience required Payroll certification is preferred but not required Must be flexible and adaptable to change Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently Ability to work professionally with all levels of management Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) Training to be completed in accordance with the training plan for this position as maintained in the document control system The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: ERP a plus MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
    $111k-167k yearly est. 24d 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
  • Corporate Finance Analyst (2026 New College Graduate)

    Global Foundries 4.7company rating

    Austin, TX jobs

    About GlobalFoundries 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
  • Senior Payroll & Equity Analyst

    Rxsight 3.4company rating

    Aliso Viejo, CA jobs

    RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst ("Sr. P&E Analyst") performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. * Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. * Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. * Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. * Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. * Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. * Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. * Review benefit contribution data imports from PlanSource to Paylocity for accuracy. * Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. * Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. * Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). * Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). * Upload any changes to employees from Paylocity to E*TRADE. * Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. * Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit * Ensure compliance with SOX controls. * Assist with annual external audit. * Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: * Intermediate/Advanced MS Excel * Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills * Ability to prioritize assignments, meet critical deadlines and manage various projects * Ability to review and understand federal and state laws as well as government regulations * Ability to form positive and constructive relationships with managers and employees * Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: * Bachelor's degree in accounting or finance * Minimum of 5 years' experience in Payroll and Equity Experience required * Payroll certification is preferred but not required * Must be flexible and adaptable to change * Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently * Ability to work professionally with all levels of management * Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) * Training to be completed in accordance with the training plan for this position as maintained in the document control system * The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: * ERP a plus * MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances. Salary Description $90,000 To $110,000 Per Year
    $90k-110k yearly 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
  • Senior Payroll & Equity Analyst

    Rxsight 3.4company rating

    California jobs

    RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst (“Sr. P&E Analyst”) performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. Review benefit contribution data imports from PlanSource to Paylocity for accuracy. Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). Upload any changes to employees from Paylocity to E*TRADE. Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit Ensure compliance with SOX controls. Assist with annual external audit. Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Intermediate/Advanced MS Excel Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills Ability to prioritize assignments, meet critical deadlines and manage various projects Ability to review and understand federal and state laws as well as government regulations Ability to form positive and constructive relationships with managers and employees Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: Bachelor's degree in accounting or finance Minimum of 5 years' experience in Payroll and Equity Experience required Payroll certification is preferred but not required Must be flexible and adaptable to change Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently Ability to work professionally with all levels of management Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) Training to be completed in accordance with the training plan for this position as maintained in the document control system The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: ERP a plus MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances. Salary Description $90,000 To $110,000 Per Year
    $90k-110k yearly 32d 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
  • 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 8d 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
  • 2026 Investment Banking Summer Associate Program (New York) - Early Careers

    W.F. Young 3.5company rating

    Day, NY 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 New York. Pay Range: NY (New York City): $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.
    $90k-128k yearly est. Auto-Apply 60d+ ago

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