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Discounted Cash Flow jobs near me - 19 jobs

  • Senior Manager, M&A Finance & Policy (B5)

    Applied Materials, Inc. 4.5company rating

    Remote job

    **Who We Are**Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries ofscience and engineering to make possiblethe next generations of technology, join us to Make Possible a Better Future.**What We Offer**Salary:$154,000.00 - $212,000.00Location:Santa Clara,CAAt Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our .You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers.We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.**JOB DESCRIPTION** The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is **full time onsite.****Summary*** **Financial Analysis:** Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure.* **Due Diligence:** Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation.* **Transaction Execution:** Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines.* **Post-Merger Integration:** Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices.* **Accounting and Reporting:** Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards.**RESPONSIBILITIES*** Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures* Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments)* Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP* Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms* Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards.* Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements)* Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration* Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously* Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan* Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up**What We Need To See*** Education: Bachelor's degree or equivalent experience. CPA or equivalent.* Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions.* Leadership: 2+ years of manager and above level.* Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis.* Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting.* Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership.* Teamwork: Ability to work effectively in a cross-functional team environment.**Additional Information****Time Type:**Full time**Employee Type:**Assignee / Regular**Travel:**Yes, 25% of the Time**Relocation Eligible:**NoThe salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.In addition, Applied endeavors to make our accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations\_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr
    $154k-212k yearly 3d ago
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  • Securities Analyst II, Senior Securities Analyst, or Consulting Analyst, International Equity (Emerging Markets)

    Strsoh

    Columbus, OH

    STRS Ohio, STRS STRS Ohio is seeking a Securities Analyst II, Senior Securities Analyst, or a Consulting Analyst, International Equity (Emerging Markets) to join the Investment/International Equity team. Nearly two-thirds of STRS Ohio's investment assets are managed internally by more than 100 Investment Department professionals. Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's largest retirement systems, serving over 500,000 active, inactive, and retired public-school teachers, and university faculty members, managing approximately $96.9 billion as of June 30, 2024, in assets and paying more than $7 billion in benefits annually. STRS Ohio provides a competitive pay, and a comprehensive benefits package including on-site parking, educational assistance, subsidized medical insurance, fully paid dental and life insurance, vacation and sick leave, retirement benefits and on-site fitness center. At STRS Ohio, you can experience rewarding work in a professional, business casual work environment. We welcome, celebrate, and promote respect for everyone. We are continually seeking bright and talented individuals to join our team. Compensation: Competitive Pay Work Schedule: 8:00am-5:00pm Monday through Friday (Onsite) General Summary (Grades I2A-Public, I3A-Public, I4A-Public): Under the direction of the portfolio manager, International Equity, research and analyze international market data and make investment recommendations based on fundamental security analysis. Summary of Responsibilities (Grades I2A-Public, I3A-Public, I4A-Public): Gather and analyze fundamental country, industry, and company data, including but not limited to, examination of accounting, financial and competitive factors. Prepare written reports and conduct valuation work using methods including discounted cash flow analysis to recommend buy, sell, hold actions with a goal of meeting the long-term performance objectives of the total fund. Conduct timely fundamental macroeconomic and market-related country data analysis on assigned countries. Keep the portfolio manager well informed of key developments of portfolio investments and regularly monitor earnings announcements and update models as needed. The above list of duties is intended to describe the general nature and level of work performed by persons assigned to this classification. It is not to be construed as an exhaustive list of duties performed by the persons so classified, nor is it intended to limit or modify the right of any supervisor to assign, direct and control the work of associates under supervision. Summary of Qualifications (Grades I2A-Public, I3A-Public, I4A-Public): Bachelor's degree with an emphasis in business administration, economics, statistics, finance, applied mathematics or a quantitatively oriented field required. Two to five years' experience performing analytical securities research preferred. (Grade I2A-Public) Five to eight years' experience performing analytical securities research strongly preferred. (Grade I3A-Public) Eight or more years' experience performing analytical securities research strongly preferred. (Grade I4A-Public) Chartered Financial Analyst (CFA) Charterholder preferred. Ability to independently conduct research, analyze trends, model proforma financials and make recommendations to other members of the international equities team preferred. Excellent oral and written communication skills required. Excellent organizational skills and a high degree of accuracy and attention to detail required. Ability to work independently and in a team environment while meeting deadlines with minimal direct supervision required. Equal Employment Opportunity Employer Statement State Teachers Retirement System of Ohio (STRS) is an Equal Employment Opportunity Employer and prohibits discrimination and harassment of applicants or employees on the basis of race, color, religion, gender, gender identity or expression, national origin (ancestry), military status, disability, age, genetic information, sexual orientation, or caregiver status, in making employment-related decisions about an individual. ADA Statement STRS Ohio is committed to ensuring access, inclusion, and reasonable accommodations across all its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. Posting Drug-Free Workplace Statement The State Teachers Retirement System of Ohio (STRS Ohio) is a drug-free workplace. The use of recreational marijuana and non-medical cannabis is strictly prohibited. Pre-Employment Drug Testing All final candidates tentatively selected for employment will be required to undergo a urinalysis drug screening prior to appointment. This screening includes testing for illegal substances, including marijuana. A positive test result will disqualify the applicant from employment unless valid medical documentation is provided for legally prescribed medications or a physician's recommendation for medical marijuana. Pre-Employment Background Investigation The final candidate selected for this position will be subject to a criminal background check. STRS Ohio will conduct an individualized assessment of any prior criminal convictions before making a determination regarding employment eligibility.
    $82k-112k yearly est. Auto-Apply 17d ago
  • Senior, Capital Planning (New York or Cincinnati)

    Macy's 4.5company rating

    Springdale, OH

    Be part of an amazing story. Macy's is more than just a store. We're a story. One that's captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores and irresistible products…about the excitement of the Macy's 4th of July Fireworks, and the wonder of the Thanksgiving Day Parade. We've been part of memorable moments and milestones for countless customers and colleagues. Those stories are part of what makes this such a special place to work. Job Overview The Senior, Capital Planning assists the Director, Capital Planning in managing the capital investment planning and forecasting process for Macy's, Bloomingdale's, and Bluemercury Capex investments. The Senior prepares valuations, conducts business cases using IRR, NPV, sensitivity analyses, and other financial metrics, and develops business cases in partnership with operating finance teams. The Senior coordinates extensively with management at all levels across departments including Store Environment, Real Estate, Area Research, Stores, Merchandising, Tax, and Accounting. The Senior also performs additional financial analyses and duties as assigned. This position is based in either Cincinnati or New York City. What You Will Do Manage the capital approval pipeline year-round, ensuring projects progress efficiently through each stage of the approval process. Act as a subject matter expert in project valuation, developing business cases using IRR, NPV, sensitivity analyses, and other key financial metrics. Communicate clearly and concisely, both verbally and in writing, using structured approaches and PowerPoint to effectively convey information. Assist the Capital Planning team with retrospective analyses of prior capital approvals to evaluate performance and outcomes. Support forward-looking reviews of high-impact projects to ensure they stay on schedule and within budget. Proactively identify and escalate risks, driving timely resolution to safeguard project success. Collaborate extensively with cross-functional partners, including Merchandising, Digital, Real Estate, Store Environment, Area Research, Tax, and Stores. Provide strategic analytical support to address evolving business needs and guide capital investment decisions. Foster an environment of acceptance and respect that strengthens relationships, and ensures authentic connections with colleagues, customers, and communities. In addition to the essential duties mentioned above, other duties may be assigned. Skills You Will Need Capital Investment Management - Experienced in managing capital planning processes, including project approvals, forecasting, and governance. Financial Modeling & Valuation - Skilled in building business cases using IRR, NPV, sensitivity analysis, and other advanced financial metrics. Discounted Cash Flow Analysis - Experience in performing discounted cash flow (DCF) analysis preferred. Strategic Analysis - Capable of assessing the ROI of capital projects through both retrospective and forward-looking reviews to support business impact. Advanced Excel & Data Skills - Proficient in Excel and financial tools to analyze complex data sets and model outcomes. Critical Thinking - Quick, strategic thinker who synthesizes information and identifies actionable solutions. Problem Solving - Resourceful and solutions-oriented, able to navigate ambiguity and proactively resolve issues. Trusted Advisor - Builds credible relationships with senior finance and business leaders, serving as a go-to strategic partner. Matrix Navigation - Comfortable operating in large, complex, and cross-functional enterprise environments. Executive Communication - Communicates clearly, concisely, and structurally in both verbal and written forms. Ethical Leadership - Demonstrates high personal integrity, strong business ethics, and alignment with company values. Results-Driven - Executes with focus and precision to deliver meaningful business outcomes. Flexible & Agile - Adapts quickly to changing priorities and business needs with a responsive work style. Time Management - Effectively manages multiple priorities and tasks in fast-paced environments. Who You Are Candidates with a bachelor's degree or equivalent work experience in a related field are encouraged to apply. MBA preferred. 3-5 years of work experience required. Regularly required to sit, talk, hear; use hands/fingers to touch, handle, and feel. Occasionally required to move about the workplace and reach with hands and arms. Requires close vision. Able to work a flexible schedule based on department and company needs. What We Can Offer You Join a team where work is as rewarding as it is fun! We offer a dynamic, inclusive environment with competitive pay and benefits. Enjoy comprehensive health and wellness coverage and a 401(k) match to invest in your future. Prioritize your well-being with paid time off and eight paid holidays. Grow your career with continuous learning and leadership development. Plus, build community by joining one of our Colleague Resource Groups and make a difference through our volunteer opportunities. Some additional benefits we offer include: Merchandise discounts Performance-based incentives Annual merit review Employee Assistance Program with mental health counseling and legal/financial advice Tuition reimbursement Access the full menu of benefits offerings here. About Us This is a great time to join Macy's! Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Join us and help write the next chapter in our story - apply today! This is not all-inclusive. Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment. FINANCE00
    $93k-108k yearly est. Auto-Apply 60d+ ago
  • Mergers and Acquisitions Manager

    Vertiv 4.5company rating

    Westerville, OH

    Manager, M&A will play a key role in supporting Vertiv's inorganic growth strategy through comprehensive financial analysis, due diligence, and valuation activities. This role requires a deep understanding of financial markets, excellent analytical skills, and the ability to work collaboratively across multiple business units and functions. RESPONSIBILITIES · Opportunity Evaluation o Conduct detailed financial analyses, including valuation modeling and scenario planning, to formulate deal theses for acquisition targets and divestitures. o Partner with business leaders to prepare financial forecasts and projections, including cost and revenue synergies, for potential acquisitions. o Summarize target valuation and investment recommendations for senior management. · Transaction Execution o Coordinate transaction due diligence processes by collaborating with cross-functional stakeholders, including third party advisors. o Conduct financial due diligence by analyzing financial statements, market trends, and evaluating prospective companies to identify potential risks and opportunities. o Utilize the diligence findings to validate or adjust the valuation assumptions that support the deal case. o Prepare comprehensive diligence reports for presentation to senior management. o Provide financial analysis and insights to support negotiation strategies and help achieve favorable deal terms. · Coordination and Project Management o Assist in managing deal flow, ensuring efficient communication and collaboration among stakeholders. o Coordinate the assessment of various opportunities and conduct due diligence activities simultaneously. o Develop and oversee project timelines, ensuring that all phases and milestones are clearly defined and met. Maintain issue registers that track and resolve any problems or obstacles throughout the project's duration. Key Capabilities · Strong Analytical Skills: Ability to analyze complex data, identify key trends, and draw actionable conclusions. · Financial Modeling Expertise: Proficiency in creating and maintaining financial models, including discounted cash flow and relative valuations. · Effective Communication: Strong written and verbal communication skills, with the ability explain complex financial concepts clearly to individuals at all levels in the organization, including those with minimal finance knowledge and senior management. · Collaborative Mindset: Ability to work effectively across functions and levels, fostering a collaborative environment. · Strategic Thinking: Ability to think strategically, identifying opportunities and risks, and developing recommendations to drive business growth. Demonstrated interest in international finance, strategic planning, and management. QUALIFICATIONS · Bachelor's Degree: In a field such as economics, business administration, statistics, computer science, or a closely related field. · Work Experience: At least 2 years of experience in financial analysis, investment banking, corporate development, consulting, or management consulting. · Technical Skills: Proficiency in Microsoft Office, Bloomberg, FactSet and other relevant software tools. Preferred Skills: · Advanced Degrees: master's degree in a related field or an MBA. · Industry Knowledge: Familiarity with the data center and critical infrastructure industrial manufacturing sector. PHYSICAL & ENVIRONMENTAL DEMANDS · None TIME TRAVEL REQUIRED · None
    $84k-120k yearly est. Auto-Apply 46d ago
  • Corporate Finance Consultant

    Alixpartners 4.9company rating

    Remote job

    At AlixPartners, we solve the most complex and critical challenges by moving quickly from analysis to action when it really matters; creating value that has a lasting impact on companies, their people, and the communities they serve. By understanding, respecting, and honouring the needs of our employees, clients, and communities, AlixPartners actively promotes an inclusive environment. We strongly believe in the value that diversity brings to our experiences and are committed to the perpetual enhancements of initiatives, policies, and practices. We hold ourselves accountable by providing the space for authenticity, growth, and equity for everyone. AlixPartners has embraced a hybrid work model to provide flexibility and support our employees' work-life integration. Our hybrid model combines a mix of in-person (at client site or AlixPartners office) and remote working. What you'll do An opportunity has become available for a Consultant (equivalent to an Associate in banking/Big 4 terms) with excellent financial analysis and written communication skills to join our Corporate Finance team in London. Over the course of the past 5 years, we have defined a clear pathway for consultants looking to build a career in Corporate Finance with no prior experience required. The role will at times be demanding, but with that will also come significant reward, and the ability to accelerate quickly. You will be working on complex, time-sensitive engagements with very high stakes and with visibility to leadership from day one. Throughout our process, you will have the opportunity to speak to one of the several team members who joined the Transactions team via this channel, to understand how we support you in forging your career and tailor your learning to facilitate individualised progression. Corporate Finance is a key part of our practice and provides a range of specialist services including business disposals, accelerated M&A, acquisition advisory, management buy outs, equity and debt fund raising and valuations. The Corporate Finance team plays a key role in the firm's sector initiatives and has particular expertise in Consumer Products, Tourism, Hospitality & Leisure and Industrials. Working with the firm's broader client base, the corporate finance team advises on projects across all industries. The team provides advice to a range of stakeholders including corporates, management teams, private equity and hedge fund investors and lenders. This opportunity would suit an enthusiastic and committed individual who combines strong accounting and financial skills with sound commercial judgement. The ability to work effectively as part of a team, to deliver high quality written output to tight deadlines and to have the confidence to challenge views and make recommendations are key requisite skills. Your day-to-day responsibilities will include: Taking an active role in the execution of transactions. Assisting in the conduct of valuations of businesses using a variety of valuation methodologies such as comparable companies' analysis, comparable transactions analysis and discounted cash flow. Reviewing and critically analysing financial information or projections and testing their veracity. Producing financial models. Assisting in the preparation of marketing materials and other documentation including pitches, management presentations and client reports. Supporting sector initiatives and other business development opportunities through conducting research and analysis. Assisting in Corporate Finance development projects, such as internal training and internal and external presentations. This description is not designed to encompass a comprehensive listing of required activities, duties or responsibilities. What you'll need Preferably ACA or ACCA qualified with first time passes. Degree qualified (2.1 or above) and a minimum of 320 UCAS points. Strong Microsoft Office skills essential, in particular Microsoft Excel. Previous Corporate Finance or due diligence experience is desirable but not essential. Possesses strong written and oral presentation skills, able to produce strong written outputs. Acquires and applies commercial and technical expertise. Able to work under pressure to meet challenging deadlines whilst being involved in a portfolio of projects. Demonstrates understanding of the importance of the risk management process. Focused on achieving success in individual and team projects and focused on self-development. Approachable and able to relate to people at all levels of the organisation. Is open-minded and agile with change. Excellent written and verbal communication skills in English. Willingness to work outside of normal business hours, and in particular as unique projects/needs arise. Must become familiar with, and promote and abide by, our Core Values as defined by the AlixPartners' Code of Conduct and foster an inclusive environment with people at all levels of an organisation. In addition to a positive workplace, the firm offers a comprehensive compensation package including an excellent benefit program (health, vision, dental, disability, tuition reimbursement). AlixPartners is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, colour, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability. AlixPartners is a proud Silver award-winning Veteran Friendly Employer. #LI-AP2 #LI-Hybrid #LI-Hybrid #LI-AP2
    $76k-99k yearly est. Auto-Apply 19h ago
  • Valuation Services Manager - Complex Financial Instruments

    Rsm 4.4company rating

    Cleveland, OH

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. The Complex Financial Instrument (CFI) Valuation Services Manager serves as a key member of RSM Valuation Services Consulting team taking substantial responsibility in performing multiple business valuation and financial advisory engagements simultaneously. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to portfolio valuation, financial analysis, business and financial modeling and forecasting, and valuations. The Complex Financial Instrument (CFI) Valuation Advisory Services Manager will focus on valuations of complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, incremental borrowing rates, stock compensation, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. The professional will also work closely with the practice leader in key business development initiatives. Basic Qualifications: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred, or related area of study preferred; CFA/FRM/MBA or other Master's a plus Experience in Monte Carlo programs required (@risk, Crystal Ball), Lattice model required, coding preferred (MatLab, R, Python, VBA, etc.), etc 5-10 years of relevant experience, including financial analysis, modeling and valuation experience Proficiency in MS Office Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting Lead client calls and client communications Oversee/Train/develop other CFI valuation professionals Be a thought leader Ability to prepare detailed financial models in MS Excel and compose technical reports Excellent verbal and written communication skills Ability to work independently in an entrepreneurial work environment Ability to travel as needed or requested Preferred Qualifications: Experience working on the valuation team of a global public accounting or consulting firm or similar industry experience Demonstrated ability to work independently, interface with client management, gather facts, organize data, analyze financial statements and other financial data, identify relevant issues and propose solutions Considerable experience preferred with valuation techniques and methodologies within a business valuation firm or practice in one of more of the following areas: discounted cash flow, market-based approaches, option pricing models, Monte Carlo and binomial models, derivatives, Strong project management skills including the ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $112,100 - $225,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $112.1k-225.5k yearly Auto-Apply 4d ago
  • REMOTE ESOP ANALYST

    Berman Hopkins CPAs

    Remote job

    Job Title: ESOP Analyst Department: ESOP The ESOP Analyst will leverage their experience in financial modeling, valuation techniques, and ESOP administration to support the firm's Employee Stock Ownership Plan (ESOP) transaction services. This client-facing role focuses on the support for new ESOP transactions, supporting all phases of our ESOP transaction process: working through financial analysis, deal structuring, bank financing, presentations, and ESOP closing. The ideal candidate will eventually be able to lead new ESOP transactions independently. Key Responsibilities: Financial Analysis and Valuation * Develop and analyze financial models to support ESOP valuations and transactions. * Utilize techniques such as Discounted Cash Flow (DCF), Public Comparables, and Capitalized Earnings to assess company value * Spread financial statements and adjust for non-recurring or extraordinary items to align with GAAP standards * Conduct variance analysis, risk assessments, and forecasting to refine financial projections * Prepare client-facing deliverables, presenting a clear narrative of company performance and market trends Cross-functional Collaboration * Partner with legal teams to align ESOP operations with organizational goals * Work closely with project managers and senior leadership to maintain efficient information workflows * Leverage valuation experience in a variety of applications for client-driven succession planning demand Qualifications: Education and Experience * Bachelor's degree in Finance, Accounting, or a related field * 2+ years of experience in ESOP financial feasibility modeling & valuation Skills and Competencies * Proficiency in financial modeling, including DCF and other valuation methodologies * Advanced Microsoft Excel skills and experience with financial analysis tools * Strong attention to detail and ability to manage complex projects under tight deadlines * Excellent written and verbal communication skills, with the ability to explain complex concepts clearly * Client-centric & team-oriented mindset with proven problem-solving abilities * Organized Preferred Qualifications: * Experience in ESOP transactions, valuations, or related financial engagements. * Certified Valuation Analyst credential or equivalent * Knowledge of ERISA regulations as it relates to Employee Stock Ownership Plans * Knowledge of ESOP specific compliance requirements * Background in commercial banking as it relates to ESOP lending
    $56k-68k yearly est. 60d+ ago
  • Investment Banking Analyst - FULL TIME Off Cycle Internship

    Accurent

    Remote job

    Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: Accurent.org *********************************************** Job Description Controlled by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, Accurent is a global investment banking, real estate, financial services conglomerate and venture capital firm headquartered in New York City and London. ONLY official links: Accurent.org *********************************************** As an Intern with Accurent, you will gain valuable experience in the following areas: Financial Analysis - Responsibilities will include review of client and prospective client financial statements and analysis of various metrics to determine financial health and an appropriate scope of work plan. You will assist with financial modeling and learn valuation techniques, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis where appropriate. Investor Offering Materials - Responsibilities will include assisting with the creation of pitchbooks and investor offering materials utilized by the firm for clients seeking to raise equity and debt financing. Sector and Industry Research - Responsibilities will include review of sector and industry trends to assist with current client assignments and evaluate the most attractive prospects for new client outreach. Prospecting & Sales Outreach - Responsibilities will include research of target distribution lists, integration of prospects into the firm's CRM, and crafting outreach communications to initiate introductory dialogue with prospective new clients. Investor Outreach - Responsibilities will include networking with private equity, venture capital, strategic, and corporate investors to help identify the most attractive sources of capital for various client engagements. Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require physical attendance at an office location. The internship is a non-paid FULL TIME 8:30AM-COB Mon-Fri position. Therefore, only year-off students and graduates qualify, though exceptions exist - eg Summer Intern cycle. The internship will last 4 months AT A MINIMUM, BUT high-performing interns are expected to stay longer. Accurent will work with colleges and universities to satisfy internship requirements for academic credit where necessary. To qualify as a full-time intern and use Accurent as a reference on your resume, LinkedIn and track record, interns must comply with the requirements. Interns may become eligible for advancement within the firm dependent on performance and current corporate needs and be on track for the interview process for full-time paid analyst and associate positions. Qualifications Completed or pursuing a bachelor's degree at a leading higher education institution Solid Excel, accounting and corporate finance knowledge Loyalty toward the firm Commitment to fulfill all tasks given beyond expectations Unrivaled work ethic A willingness to work independently An insatiable appetite to learn about investment banking Additional Information All your information will be kept confidential according to EEO guidelines.
    $53k-97k yearly est. 60d+ ago
  • CapEx Portfolio Manager

    Vallourec North America

    Youngstown, OH

    Essential Job Responsibilities: Responsible for yearly budget tracking and cash out of Services. Facilitate standardized North American approval and closure process for capital spending for all Capital spend levels (Lump Sum, Simple, Low, Medium, and Large complexity). Preparation and presentation of 5-year CapEx Industrial plan for Services Facilities. Facilitate prioritization of portfolio and challenge projects/initiatives to support business needs. Assist in discounted cash flow and profitability analysis for prioritizing projects. Responsible for Execution of Services CapEx portfolio in coordination with project managers. Develop/train/coach CapEx project managers on project management competencies. Project Managers may or may not hierarchically report to the CapEx officer. Guide and train on technical documentation preparation (specifications, scopes of supply/work, functional descriptions). Work in close cooperation with the Project Engineering and Execution Managers, as well as local Controlling and Shared Service groups, to coordinate activities. Regularly visit project sites at shop floor for project review and to assist Project Managers in problem-solving. Implement and lead the process for monthly review of current and future CapEx programs within each department. Support resource planning for future projects. Conducts monthly review of current CapEx programs within each department. Conduct Project Closure and Post-check Analysis for accounting/asset tracking. Execution of controlling initiatives and processes as they relate to business planning, CapEx, and/or operational reporting and continuous improvement. Retain proper CapEx documentation for audit control and lessons learned. Assist with invoice tracking with Shared Service Center. Functional / Technical Knowledge: Must be proficient with Microsoft applications, with particular emphasis in Excel Demonstrated problem-solving skills and decision-making skills Continuous Improvement methodologies a plus Very good organization and planning skills High attention to detail Leadership Skills: Ability to work closely with all levels, from shop floor to executive management Change Agent - Coach to implement programs and then to sustain and evolve Safety-focused leadership Ability to receive and provide constructive feedback Strong communication and interpersonal skills Education/Certifications Prefer a Bachelor's degree in Engineering or Business with experience in manufacturing. Prefer a Master's degree in Engineering or Business. Prefer a Project Management certification. Travel: The position is located in Youngstown, OH. Infrequent travel, up to once per quarter Language(s): English is required, and proficiency in Spanish, Portuguese, or French is a plus. Critical Competencies Include: Safety Awareness, Direct-ability, Teamwork, Adaptability, Reliability / Dependability, Initiative, Ability to receive and provide constructive feedback, Pride in performance, Continuous improvement mindset, Communication, Positive response to change, High attention to detail. #LI-CA, #LI-Onsite
    $82k-146k yearly est. 60d+ ago
  • Managing Director, Investment Banking at Yellow Cardinal

    First Financial Bancorp 4.2company rating

    Cleveland, OH

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Managing Director, Yellow Cardinal Business Succession Services will be responsible for sourcing new engagements and leading the execution of various projects. Essential Functions/Responsibilities Identify potential new clients Lead the “pitch” proposal process to secure new engagements Negotiate the terms of engagement letters including the fee structure Manage/lead the execution of engagements Maintain/build a network of business owners and referral sources Develop and cultivate relationships with potential buyers including Family Offices, Private Equity Groups, private companies and entrepreneurs Assist other team members in analyzing opportunities and executing transactions Provide input on CIM's and other project related materials Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Bachelors degree; Masters preferred 5+ years of Investment Banking/Wealth Management/Business Succession experience preferred. Strong Accounting background/knowledge Knowledge of Corporate Finance including Discounted Cash Flow modeling Above average communication skills (both written and verbal) Ability to deliver messages in a straightforward and respectful manner Negotiating skills Ability to “read the room” and skillfully respond to complex situations Ability to articulate complex topics to a variety of audiences Willingness to be available to clients on an almost 24/7 basis Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Uses subject matter expertise to make independent decisions and advise others. Works with minimal supervison Required Supervisory Responsibilities Physical Requirements Long periods of desk/computer work Standing, Seeing, Hearing, Speaking, Lifting, Driving Travel as needed Available to assist clients during non traditional working hours Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer.
    $114k-163k yearly est. Auto-Apply 60d+ ago
  • Director, M&A Finance

    McKesson Corporation 4.6company rating

    Columbus, OH

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Strategic Finance team is hiring a Director in either Irving TX, Alpharetta GA, The Woodlands TX, or Columbus OH. The Director of M&A Finance will support the company's efforts to drive financial and strategic decisions at McKesson. This role will assist the team with the financial evaluation of McKesson's M&A and capital deployment process. This is an individual contributor role MUST RESIDE IN ONE OF THE LISTED AREAS Key Responsibilities * Lead the creation of the valuation analysis for M&A opportunities using discounted cash flow model and other relevant valuation practices. * Actively manages the M&A due diligence process by coordinating with the Corporate Finance Functions-identifying key financial risks and opportunities related to the transaction. * Good understanding of transaction documents, impact of negotiations on potential financial risk to the business and ability to articulate internally. * Communicates key operating and valuation drivers to senior leadership highlighting the overall impact on the enterprise. * Own the preparation of financial schedules included in M&A to Senior Leadership and Board of Directors. * Review valuation analysis for capital deployment developed by the business and assist in the preparation of capital presentations for Senior Leadership and board. * Develops relationships with relevant internal stakeholders across the enterprise, including business units, corporate development, and other corporate functions. * Perform other ad hoc analysis, as needed. Minimum Requirement Degree or equivalent and typically requires 10+ years of relevant experience. Less years required if has relevant Master's or Doctorate qualifications. Critical Skills * Capability to coordinate multiple projects simultaneously with minimal direction, interact with business units throughout the organization and present the results and status of various deals effectively to senior leadership. * Must be able to successfully collaborate with key stakeholders across functional areas. This individual will need to be a problem solver, persistent, and goal oriented. * Financial reporting knowledge including: income statement, balance sheet and cash flow statement, net working capital, and capital expenditures. * Exceptional financial modeling skills including: weighted average cost of capital (WACC) calculation, discounted cash flow modeling, market multiple analysis, leveraged buyout analysis, and other valuation related methodologies. * Exceptional communications skills (clear and concise communication to senior leadership). * Written communications skills and the ability to concisely summarize key trends and analyses to management and other key stakeholders. * Excellent PC skills with a solid working knowledge of Excel, PowerPoint, and other department. * Preference in having experience using Capital IQ. Salary: 151,200.00 - 201,600.00 - 252,000.00 USD Annual with 25% MIP Starting Pay is between $170,000 to $180,000 based on skills and qualifications for this role in the Irving, Texas area P5 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $151,200 - $252,000 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
    $170k-180k yearly Auto-Apply 60d+ ago
  • Remote Esop Analyst

    Berman Hopkins Wright & Laham Cpas 4.1company rating

    Remote job

    Job Title: ESOP Analyst Department: ESOP The ESOP Analyst will leverage their experience in financial modeling, valuation techniques, and ESOP administration to support the firm's Employee Stock Ownership Plan (ESOP) transaction services. This client-facing role focuses on the support for new ESOP transactions, supporting all phases of our ESOP transaction process: working through financial analysis, deal structuring, bank financing, presentations, and ESOP closing. The ideal candidate will eventually be able to lead new ESOP transactions independently. Key Responsibilities: Financial Analysis and Valuation Develop and analyze financial models to support ESOP valuations and transactions. Utilize techniques such as Discounted Cash Flow (DCF), Public Comparables, and Capitalized Earnings to assess company value Spread financial statements and adjust for non-recurring or extraordinary items to align with GAAP standards Conduct variance analysis, risk assessments, and forecasting to refine financial projections Prepare client-facing deliverables, presenting a clear narrative of company performance and market trends Cross-functional Collaboration Partner with legal teams to align ESOP operations with organizational goals Work closely with project managers and senior leadership to maintain efficient information workflows Leverage valuation experience in a variety of applications for client-driven succession planning demand Qualifications: Education and Experience Bachelor's degree in Finance, Accounting, or a related field 2+ years of experience in ESOP financial feasibility modeling & valuation Skills and Competencies Proficiency in financial modeling, including DCF and other valuation methodologies Advanced Microsoft Excel skills and experience with financial analysis tools Strong attention to detail and ability to manage complex projects under tight deadlines Excellent written and verbal communication skills, with the ability to explain complex concepts clearly Client-centric & team-oriented mindset with proven problem-solving abilities Organized Preferred Qualifications: Experience in ESOP transactions, valuations, or related financial engagements. Certified Valuation Analyst credential or equivalent Knowledge of ERISA regulations as it relates to Employee Stock Ownership Plans Knowledge of ESOP specific compliance requirements Background in commercial banking as it relates to ESOP lending
    $57k-66k yearly est. Auto-Apply 60d+ ago
  • CORP CAPM/FINANCIAL ANALYST 1

    Kroger 4.5company rating

    Cincinnati, OH

    Perform financial review of capital investment projects, including proposals for new stores, store expansions/remodels, logistics, information systems and manufacturing. Perform lease verses purchase analysis. Assist other departments in understanding the financial impact of decisions on the business. Perform major analysis and insights modeling, utilizing appropriate financial theory and statistical methods. Effectively communicate the results of modeling to key decisions makers. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety. Minimum - Bachelor's Degree accounting, economics, finance, mathematics, statistics or real estate - Any finance, accounting or quantitative analysis experience - Proficient in Microsoft Word, Excel, Access and PowerPoint - Must be able to perform the essential function of the position with minimal supervision - Excellent time management skills - Strong written and oral communication skills Desired - Any retail industry experience - MBA or CPA or be in the process of obtaining such a degree or certification - Perform financial analysis as it relates to the financial review of capital projects, including proposals for new stores, remodels, distribution, manufacturing and logistics - Assist Real Estate in completing lease versus purchase analysis - Develop a solid foundation in cash flow theory; perform discounted cash flow analysis, present value calculations and conduct financial reviews - Perform major analysis work and develop insights that drive shareholder value - Assist other departments in understanding cash flow theory, discounted cash flow analysis, present value calculations and risk analysis - Assist other departments in performing financial reviews of cost savings initiatives, contract proposals, real estate and vendor financial position - Interact with senior management on a regular basis - Travel as needed to support the business - Must be able to perform the essential job functions of this position with or without reasonable accommodation
    $52k-71k yearly est. Auto-Apply 41d ago
  • CapEx Portfolio Manager

    Vallourec Star LP

    Youngstown, OH

    Job Description Essential Job Responsibilities: Responsible for yearly budget tracking and cash out of Services. Facilitate standardized North American approval and closure process for capital spending for all Capital spend levels (Lump Sum, Simple, Low, Medium, and Large complexity). Preparation and presentation of 5-year CapEx Industrial plan for Services Facilities. Facilitate prioritization of portfolio and challenge projects/initiatives to support business needs. Assist in discounted cash flow and profitability analysis for prioritizing projects. Responsible for Execution of Services CapEx portfolio in coordination with project managers. Develop/train/coach CapEx project managers on project management competencies. Project Managers may or may not hierarchically report to the CapEx officer. Guide and train on technical documentation preparation (specifications, scopes of supply/work, functional descriptions). Work in close cooperation with the Project Engineering and Execution Managers, as well as local Controlling and Shared Service groups, to coordinate activities. Regularly visit project sites at shop floor for project review and to assist Project Managers in problem-solving. Implement and lead the process for monthly review of current and future CapEx programs within each department. Support resource planning for future projects. Conducts monthly review of current CapEx programs within each department. Conduct Project Closure and Post-check Analysis for accounting/asset tracking. Execution of controlling initiatives and processes as they relate to business planning, CapEx, and/or operational reporting and continuous improvement. Retain proper CapEx documentation for audit control and lessons learned. Assist with invoice tracking with Shared Service Center. Functional / Technical Knowledge: Must be proficient with Microsoft applications, with particular emphasis in Excel Demonstrated problem-solving skills and decision-making skills Continuous Improvement methodologies a plus Very good organization and planning skills High attention to detail Leadership Skills: Ability to work closely with all levels, from shop floor to executive management Change Agent - Coach to implement programs and then to sustain and evolve Safety-focused leadership Ability to receive and provide constructive feedback Strong communication and interpersonal skills Education/Certifications Prefer a Bachelor's degree in Engineering or Business with experience in manufacturing. Prefer a Master's degree in Engineering or Business. Prefer a Project Management certification. Travel: The position is located in Youngstown, OH. Infrequent travel, up to once per quarter Language(s): English is required, and proficiency in Spanish, Portuguese, or French is a plus. Critical Competencies Include: Safety Awareness, Direct-ability, Teamwork, Adaptability, Reliability / Dependability, Initiative, Ability to receive and provide constructive feedback, Pride in performance, Continuous improvement mindset, Communication, Positive response to change, High attention to detail. #LI-CA, #LI-Onsite
    $82k-146k yearly est. 11d ago
  • Mergers and Acquisitions Manager

    Vertiv Holdings, LLC 4.5company rating

    Westerville, OH

    Manager, M&A will play a key role in supporting Vertiv's inorganic growth strategy through comprehensive financial analysis, due diligence, and valuation activities. This role requires a deep understanding of financial markets, excellent analytical skills, and the ability to work collaboratively across multiple business units and functions. RESPONSIBILITIES * Opportunity Evaluation o Conduct detailed financial analyses, including valuation modeling and scenario planning, to formulate deal theses for acquisition targets and divestitures. o Partner with business leaders to prepare financial forecasts and projections, including cost and revenue synergies, for potential acquisitions. o Summarize target valuation and investment recommendations for senior management. * Transaction Execution o Coordinate transaction due diligence processes by collaborating with cross-functional stakeholders, including third party advisors. o Conduct financial due diligence by analyzing financial statements, market trends, and evaluating prospective companies to identify potential risks and opportunities. o Utilize the diligence findings to validate or adjust the valuation assumptions that support the deal case. o Prepare comprehensive diligence reports for presentation to senior management. o Provide financial analysis and insights to support negotiation strategies and help achieve favorable deal terms. * Coordination and Project Management o Assist in managing deal flow, ensuring efficient communication and collaboration among stakeholders. o Coordinate the assessment of various opportunities and conduct due diligence activities simultaneously. o Develop and oversee project timelines, ensuring that all phases and milestones are clearly defined and met. Maintain issue registers that track and resolve any problems or obstacles throughout the project's duration. Key Capabilities * Strong Analytical Skills: Ability to analyze complex data, identify key trends, and draw actionable conclusions. * Financial Modeling Expertise: Proficiency in creating and maintaining financial models, including discounted cash flow and relative valuations. * Effective Communication: Strong written and verbal communication skills, with the ability explain complex financial concepts clearly to individuals at all levels in the organization, including those with minimal finance knowledge and senior management. * Collaborative Mindset: Ability to work effectively across functions and levels, fostering a collaborative environment. * Strategic Thinking: Ability to think strategically, identifying opportunities and risks, and developing recommendations to drive business growth. Demonstrated interest in international finance, strategic planning, and management. QUALIFICATIONS * Bachelor's Degree: In a field such as economics, business administration, statistics, computer science, or a closely related field. * Work Experience: At least 2 years of experience in financial analysis, investment banking, corporate development, consulting, or management consulting. * Technical Skills: Proficiency in Microsoft Office, Bloomberg, FactSet and other relevant software tools. Preferred Skills: * Advanced Degrees: master's degree in a related field or an MBA. * Industry Knowledge: Familiarity with the data center and critical infrastructure industrial manufacturing sector. PHYSICAL & ENVIRONMENTAL DEMANDS * None TIME TRAVEL REQUIRED * None
    $84k-120k yearly est. Auto-Apply 45d ago
  • CORP CAPM/FINANCIAL ANALYST 1

    Kroger 4.5company rating

    Cincinnati, OH

    Perform financial review of capital investment projects, including proposals for new stores, store expansions/remodels, logistics, information systems and manufacturing. Perform lease verses purchase analysis. Assist other departments in understanding the financial impact of decisions on the business. Perform major analysis and insights modeling, utilizing appropriate financial theory and statistical methods. Effectively communicate the results of modeling to key decisions makers. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety. From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names. As America's grocer, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit. With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all. Here, people matter. That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life. We help feed your future by providing the value and care you need to grow. If you're caring, purpose-driven and hungry to learn, your potential is unlimited. Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you. Apply today to become part of our Kroger family! What you'll receive from us: The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more. We'll help you thrive, with access to: * A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans. * Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service. * Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco. * Valuable associate discounts on purchases, including food, travel, technology and so much more. * Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program. * Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways. For more information about benefits and eligibility, please visit our Benefits Page! Minimum * Bachelor's Degree accounting, economics, finance, mathematics, statistics or real estate * Any finance, accounting or quantitative analysis experience * Proficient in Microsoft Word, Excel, Access and PowerPoint * Must be able to perform the essential function of the position with minimal supervision * Excellent time management skills * Strong written and oral communication skills Desired * Any retail industry experience * MBA or CPA or be in the process of obtaining such a degree or certification * Perform financial analysis as it relates to the financial review of capital projects, including proposals for new stores, remodels, distribution, manufacturing and logistics * Assist Real Estate in completing lease versus purchase analysis * Develop a solid foundation in cash flow theory; perform discounted cash flow analysis, present value calculations and conduct financial reviews * Perform major analysis work and develop insights that drive shareholder value * Assist other departments in understanding cash flow theory, discounted cash flow analysis, present value calculations and risk analysis * Assist other departments in performing financial reviews of cost savings initiatives, contract proposals, real estate and vendor financial position * Interact with senior management on a regular basis * Travel as needed to support the business * Must be able to perform the essential job functions of this position with or without reasonable accommodation
    $52k-71k yearly est. Auto-Apply 40d ago
  • Senior Manager, M&A Finance & Policy (B5)

    Applied Materials 4.5company rating

    Remote job

    **Who We Are** Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. **What We Offer** Salary: $154,000.00 - $212,000.00 Location: Santa Clara,CA You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits (********************************** . **JOB DESCRIPTION** The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is **full time onsite.** **Summary** + **Financial Analysis:** Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure. + **Due Diligence:** Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation. + **Transaction Execution:** Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines. + **Post-Merger Integration:** Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices. + **Accounting and Reporting:** Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards. **RESPONSIBILITIES** + Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures + Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments) + Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP + Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms + Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards. + Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements) + Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration + Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously + Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan + Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up **What We Need To See** + Education: Bachelor's degree or equivalent experience. CPA or equivalent. + Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions. + Leadership: 2+ years of manager and above level. + Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis. + Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting. + Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership. + Teamwork: Ability to work effectively in a cross-functional team environment. **Additional Information** **Time Type:** Full time **Employee Type:** Assignee / Regular **Travel:** Yes, 25% of the Time **Relocation Eligible:** No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site (**************************************************** accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
    $154k-212k yearly 60d+ ago
  • Investor Relations Manager

    Gitlab 4.3company rating

    Remote job

    GitLab is an open-core software company that develops the most comprehensive AI-powered DevSecOps Platform, used by more than 100,000 organizations. Our mission is to enable everyone to contribute to and co-create the software that powers our world. When everyone can contribute, consumers become contributors, significantly accelerating human progress. Our platform unites teams and organizations, breaking down barriers and redefining what's possible in software development. Thanks to products like Duo Enterprise and Duo Agent Platform, customers get AI benefits at every stage of the SDLC. The same principles built into our products are reflected in how our team works: we embrace AI as a core productivity multiplier, with all team members expected to incorporate AI into their daily workflows to drive efficiency, innovation, and impact. GitLab is where careers accelerate, innovation flourishes, and every voice is valued. Our high-performance culture is driven by our values and continuous knowledge exchange, enabling our team members to reach their full potential while collaborating with industry leaders to solve complex problems. Co-create the future with us as we build technology that transforms how the world develops software. An overview of this role As an Investor Relations Manager, you'll play a key role in how GitLab tells its financial and strategic story to the investment community. You'll help ensure that current and prospective shareholders, research analysts, and other external stakeholders clearly understand GitLab's strategy, business model, and performance across the DevOps and broader technology ecosystem. Reporting to the VP of Investor Relations, you'll work across Finance, Corporate Communications, Legal, Product, and Marketing to develop data-driven insights, shape our investment thesis, and support core activities like quarterly earnings, investor materials, and peer benchmarking. In your first year, you'll contribute to a scalable investor relations program by strengthening our financial and competitive analysis, enhancing investor-facing content and resources, and helping teams prepare for high-visibility interactions with the investment community. What You'll Do Develop a deep understanding of GitLab's strategy, operating model, financial performance, and competitive position within the broader DevOps and technology ecosystem. Help shape and communicate GitLab's investment thesis by analyzing industry trends, market dynamics, shareholder feedback, and competitive behavior, and translating insights into clear narratives for investors. Assist in the full quarterly earnings process, including developing key messages, collecting and analyzing data, drafting earnings materials, and preparing scripts, Q&A, and call logistics. Prepare clear, compelling investor-facing materials such as earnings presentations, investor decks, shareholder letters, and executive briefing documents that align with GitLab's overall messaging. Build, maintain, and enhance investor relations resources, including financial models, valuation analyses, analyst model and consensus tracking, IR website content, industry trackers, and peer benchmarks. Analyze competitors' business models and performance using SEC filings, earnings calls, analyst research, and other public disclosures, and deliver concise quantitative and qualitative insights to senior leaders. Support the development and execution of a proactive investor relations strategy, including investor base tracking, targeting initiatives, and relationship management with current and prospective shareholders. Coordinate investor meetings, roadshows, conferences, and other corporate access events, partnering closely with Finance, Legal, Corporate Communications, Product, and Marketing to ensure accurate, compliant, and consistent communications. What You'll Bring Background in finance, economics, accounting, business, or a related discipline, with strong grounding in financial reporting and capital markets. Experience in investor relations and/or a financially rigorous role such as investment banking, equity research, private equity, or corporate development, ideally within a public Software/SaaS or high-growth technology company. Proficiency in analyzing GAAP financial statements, building and maintaining financial models, and applying valuation techniques including discounted cash flow and comparable analyses. Ability to synthesize complex financial, strategic, and competitive information into clear, accurate materials for diverse audiences, including investors, research analysts, and executives. Familiarity with SEC requirements and public company best practices for financial disclosure and external communication. Advanced skills in PowerPoint, Excel, and Google Workspace, with comfort working with complex datasets, consensus models, and competitive intelligence sources. Demonstrated ability to manage multiple projects and deadlines in a fast-paced, global, cross-functional environment, partnering effectively with senior leaders and teams such as Finance, Legal, Corporate Communications, Product, and Marketing. High level of professionalism, judgment, and ethical standards, with openness to candidates who bring transferable skills from related finance or capital markets roles. About the team The Investor Relations team leads GitLab's engagement with the investment community, helping current and prospective shareholders understand our strategy, financial performance, and position in the broader DevSecOps and AI-powered software ecosystem. Reporting into the VP of Investor Relations, you'll join a small, highly collaborative function that works asynchronously across time zones with Finance, Corporate Communications, Legal, Product, and Marketing to develop disclosures, earnings materials, and investor-facing content. The team is focused on scaling a proactive, data-driven investor relations program as GitLab grows as a public company, including deepening competitive and peer analysis, refining our investment thesis, and ensuring our external messaging is consistent, compliant, and aligned with our long-term strategy. How GitLab will support you Benefits to support your health, finances, and well-being Flexible Paid Time Off Team Member Resource Groups Equity Compensation & Employee Stock Purchase Plan Growth and Development Fund Parental leave Home office support Please note that we welcome interest from candidates with varying levels of experience; many successful candidates do not meet every single requirement. Additionally, studies have shown that people from underrepresented groups are less likely to apply to a job unless they meet every single qualification. If you're excited about this role, please apply and allow our recruiters to assess your application. Country Hiring Guidelines: GitLab hires new team members in countries around the world. All of our roles are remote, however some roles may carry specific location-based eligibility requirements. Our Talent Acquisition team can help answer any questions about location after starting the recruiting process. Privacy Policy: Please review our Recruitment Privacy Policy. Your privacy is important to us. GitLab is proud to be an equal opportunity workplace and is an affirmative action employer. GitLab's policies and practices relating to recruitment, employment, career development and advancement, promotion, and retirement are based solely on merit, regardless of race, color, religion, ancestry, sex (including pregnancy, lactation, sexual orientation, gender identity, or gender expression), national origin, age, citizenship, marital status, mental or physical disability, genetic information (including family medical history), discharge status from the military, protected veteran status (which includes disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, and Armed Forces service medal veterans), or any other basis protected by law. GitLab will not tolerate discrimination or harassment based on any of these characteristics. See also GitLab's EEO Policy and EEO is the Law. If you have a disability or special need that requires accommodation, please let us know during the recruiting process.
    $94k-172k yearly est. Auto-Apply 10h ago
  • Senior Manager, M&A Finance & Policy (B5)

    Applied Materials 4.5company rating

    Remote job

    Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world. What We Offer Salary: $154,000.00 - $212,000.00 Location: Santa Clara,CA You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more. At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. JOB DESCRIPTION The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from preliminary analysis of a target company and management meetings to post-closing accounting integration. The role will work closely with Corporate Development and the Business to ensure that financial risks and opportunities are identified during the financial due diligence process, and with target management to ensure successful integration. The role will also partner with cross-functional teams to project manage accounting integration. The team is located at our corporate headquarters in Santa Clara and is full time onsite. Summary Financial Analysis: Conduct comprehensive financial analysis of target companies, including historical financial performance, accounting policies, operational metrics, and capital structure. Due Diligence: Lead and coordinate financial due diligence efforts, including reviewing financial statements, accounting policies, and other relevant documentation. Transaction Execution: Lead the financial aspects of M&A transactions, including structuring, negotiating deal terms such as working capital/net debt, and managing deal timelines. Post-Merger Integration: Coordinate the financial integration of acquired companies, including financial systems consolidation, accounting adjustments, and transition to Applied practices. Accounting and Reporting: Ensure accurate and timely financial reporting for M&A activities, including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards. RESPONSIBILITIES Leads the financial and accounting due diligence of multiple M&A target companies at any given time, supporting the Controllership function, Corporate Development and Applied Ventures Provides insight into business drivers, strategies, financial performance and trends, cash flow, and working capital requirements of target company that can be used in the development of the valuation model (including applicable Quality of Earnings adjustments) Evaluates financial due diligence findings to identify key areas of accounting risk, as well as target's legacy compliance with US GAAP Reviews the stock/asset purchase agreement to avoid undesirable accounting outcomes and assists with negotiating key terms Prepares technical accounting memos on purchase price accounting, VIE, goodwill impairment, and other relevant accounting standards. Supports and verifies purchase agreement calculations for closing agreements (e.g. indebtedness / net debt, net working capital, final/estimated closing statements) Builds strong relationships with the management teams of target companies to facilitate a successful transaction and knowledge transfer as part of the subsequent integration Coordinates the execution of accounting integration activities from the M&A integration playbook, supporting multiple integration projects simultaneously Coordinate and execute post-acquisition accounting review, compare to Applied Accounting policies, and develop Finance integration plan Project manage Finance integration including defining scope, workstreams, tracking progress with various accounting functions, and resolve challenges as they come up What We Need To See Education: Bachelor's degree or equivalent experience. CPA or equivalent. Experience: 7+ years of experience in M&A DD function of Big 4 or other major accounting firms. Worked on or led 10+ closed acquisitions. Leadership: 2+ years of manager and above level. Valuation: Understanding of valuation methodologies, including cost to rebuild, discounted cash flow, comparable company analysis, and precedent transaction analysis. Technical Skills: Strong analytical and problem-solving skills. Deep understanding of purchase price accounting. Communication: Excellent written and verbal communication skills, with the ability to present complex financial information to diverse audiences, including executive leadership. Teamwork: Ability to work effectively in a cross-functional team environment. Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Yes, 25% of the Time Relocation Eligible: No The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
    $154k-212k yearly Auto-Apply 60d+ ago

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