Senior Manager, M&A Finance & Policy (B5)
Applied Materials, Inc.
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 agoRemote Senior FP&A Leader - Growth & Strategy
Menlo Ventures
Remote job
A leading data and AI company is seeking a Senior Manager, Finance to join its FP&A team in San Francisco. This role involves leading financial analysis, enhancing executive decision-making processes, and working extensively with various teams. Candidates should have over 8 years of experience in finance, strong problem-solving skills, and the ability to communicate insights effectively. The position offers competitive compensation ranging from $197,200 to $276,025 annually. #J-18808-Ljbffr$197.2k-276k yearly 5d agoAbbott Nutrition - Brand Manager, Innovation - Columbus, OH
Abbott
Columbus, OH
Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries. **Job Title** Brand Manager, Innovation **Working at Abbott** At Abbott, you can do work that matters, grow, and learn, care for yourself and your family, be your true self, and live a full life. You'll also have access to: + Career development with an international company where you can grow the career you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent retirement savings plan with a high employer contribution. + Tuition reimbursement, the Freedom 2 Save (******************************************************************************************************* student debt program, and FreeU (*************************************************************************************************************** education benefit - an affordable and convenient path to getting a bachelor's degree. + A company recognized as a great place to work in dozens of countries worldwide and named one of the most admired companies in the world by Fortune. + A company that is recognized as one of the best big companies to work for as well as the best place to work for diversity, working mothers, female executives, and scientists. **The Opportunity** This position works out of our **Columbus, Oh** location in the Nutrition Division. Our nutrition business develops science-based nutrition products for people of all ages, from helping babies and children grow to keeping adult bodies strong and active. Millions of people around the world count on our leading brands - including Similac, PediaSure, Pedialyte, Ensure, and Glucerna - to help them get the nutrients they need to live their healthiest lives. The **Brand Manager, Innovation** will serve in a marketing innovation role for the Abbott Nutrition Products Division working on projects for both the Pediatric and Adult Nutrition Business Units. This role supports the development of brand innovation opportunities and execution of projects on cross-functional teams. Work on brands such as Similac, Pedialyte, PediaSure, Ensure, Glucerna, Juven, and other Specialty nutritional products. **What You'll Work On** + **Partner closely with brand teams** to understand portfolio strategies, identify innovation opportunities, and ensure new initiatives reinforce both brand positioning and long-term growth plans. + **Translate consumer, category, and competitive insights into actionable product concepts** , leveraging data to size opportunities, pressure test assumptions, and validate pipeline recommendations + **Develop robust business cases for new product initiatives** , including financial modeling, P&L implications, and risk assessments to guide executive decision making and go/no go recommendations. + **Serve as a key contributor on cross-functional project teams** , helping to steward ideas through the Stage Gate development process, ensuring alignment, accountability, and momentum across teams. + **Manage project timelines, budgets, and critical milestones** , proactively identifying risks, resolving blockers, and communicating progress to stakeholders to ensure on time, in full delivery. **Required Qualifications** + Bachelor's Degree in Marketing or related field + 3-5 years of experience in product marketing, brand management, or innovation within healthcare, nutrition, or consumer packaged goods + Strong analytical skills with experience in business case development and synthesizing category/consumer data to inform commercial projections + Ability to work collaboratively across functions and manage multiple priorities + Experience with consumer insights and market research + Excellent communication skills, both written and verbal **Preferred Qualifications** + Familiarity with financial analysis and business case development + MBA preferred Apply Now (****************************** **Learn more about our health and wellness benefits, which provide the security to help you and your family live full lives:** *************************** (*************************************************** Follow your career aspirations to Abbott for diverse opportunities with a company that can help you build your future and live your best life. Abbott is an Equal Opportunity Employer, committed to employee diversity. Connect with us at abbott.com , on LinkedIn at ***************************************** , and on Facebook at ************************************** . The base pay for this position is $99,300.00 - $198,700.00. In specific locations, the pay range may vary from the range posted. An Equal Opportunity Employer Abbot welcomes and encourages diversity in our workforce. We provide reasonable accommodation to qualified individuals with disabilities. To request accommodation, please call ************ or email ******************$99.3k-198.7k yearly 3d agoAssociate - Private Equity Performance Acceleration
Huron Consulting Group Inc.
Remote job
Associate - Private Equity Performance Acceleration page is loaded## Associate - Private Equity Performance Accelerationremote type: Remotelocations: Chicago - 550 Van Buren: Columbus - 375 N Front Street: Houston - 2929 Allen: Denver - 1331 17th: Dallas - 2651 N Harwood Sttime type: Full timeposted on: Posted Todayjob requisition id: JR-0013839Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future.### ### Huron helps clients solve their most pressing challenges by combining deep industry expertise with practical, results-oriented solutions. Our Performance Acceleration group partners with private equity sponsors and portfolio companies across the deal lifecycle, delivering insights and execution support that drive sustainable value creation-from diligence through operational improvement and exit readiness. (************************************************************************ We are seeking an Associate to support diligence, value creation, and financial modeling across client engagements in our Performance Acceleration practice. This role will provide analytical and execution support for private equity clients and portfolio companies, working closely with engagement teams on commercial and operational diligence, financial analysis, and value-creation initiatives. The ideal candidate brings strong financial acumen, intellectual curiosity, and a demonstrated ability to drive high-impact work in ambiguous environments.### **Key Responsibilities*** Support commercial, operational, and financial due diligence efforts for private equity clients, synthesizing market, customer, and competitive data into actionable insights.* Build, maintain, and stress-test comprehensive financial models (including three-statement models, scenario analysis, and valuation work) to support investment decisions and value-creation planning.* Conduct detailed analyses of historical and projected financial performance, profitability, working capital, and cash flow drivers.* Contribute to client deliverables, including presentations, investment memos, executive briefings, and performance improvement roadmaps.* Partner with senior team members to identify value creation opportunities and monitor program execution (e.g., cost optimization, revenue enhancement, process improvement).* Communicate findings clearly to internal teams and clients, translating complex quantitative analysis into compelling narratives.**Qualifications*** Bachelor's degree in Finance, Economics, Business Administration, or related field; advanced degrees or professional certifications (MBA, CFA) a plus.* 2-3 years of experience in management consulting, investment banking, private equity, corporate development, strategy consulting, or related analytical role.* Strong financial modeling skills and proficiency with Excel; experience with data analytics tools is a plus.* Demonstrated ability to synthesize data, think critically, and manage multiple priorities in fast-paced environments.* Excellent communication and presentation skills; ability to work both independently and collaboratively in team settings.* Interest in private equity, portfolio value creation frameworks, and business transformation.* Travel: 0-25% travel required.* Location: You may live anywhere in the contiguous 48 states near a major airport.The estimated base salary range for this job is $120,000 - $160,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $134,400 - $188,800. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.#LI-JD1 #LI-Remote### ## ****Position Level****Associate### ## ****Country****United States of AmericaAt Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work…together. Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues. Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements. Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace. #J-18808-Ljbffr$134.4k-188.8k yearly 6d agoSr Reimbursement Medicare Analyst, REMOTE, FT, 08A-4:30P
Baptist Health South Florida
Remote job
Reporting directly to the Director, AR Reimbursement and Statutory accounting, the Sr. Analyst, Reimbursement Medicare is responsible for providing accurate information for Medicare cost report preparation, cost report appeals, audit preparation and other duties related to the regulatory reimbursement services. The position maintains current knowledge of Medicare, Medicaid and other State and Federal regulations. The Sr. Analyst interacts with customers and ensures value is delivered and customer satisfaction is achieved. The Sr. Medicare Reimbursement Analyst also assists in the AR closing processes and meeting future reimbursement service needs. Estimated salary range for this position is $65,835.36 - $85,585.97 / year depending on experience. Degrees: * Bachelors. Additional Qualifications: Bachelor's degree in Accounting or Finance. MBA or Master of Accounting degree preferred. Strong analytical and quantitative thinker. Five years of accounting and or financial analysis experience in healthcare environment. Possess knowledge of Medicare Cost report and Medicare, Medicaid and other State and Federal regulations. Experience with Graduate Medical Education (GME) and Indirect Medical Education (IME) preferred Strong budget and analytical skills required, including knowledge of management information systems, proficient skills in Excel, Word, JDA, Epsi, Cerner, ProDiver, RCA and excellent communication skills. Minimum Required Experience: 5 years$65.8k-85.6k yearly 3d agoRemote RCM Service Delivery Consultant
Insight Global
Remote job
As a Remote RCM Service Delivery Consultant, you will lead and support revenue cycle implementations while maintaining full visibility into where each client sits within the implementation lifecycle. You will manage a portfolio of 2-10 clients, acting as their primary point of contact and strategic partner while building trusted relationships with stakeholders and executives. Your role includes proactively identifying and resolving revenue cycle challenges, delivering regular status updates, performance reviews, and strategic recommendations, and serving as the RCM subject matter expert throughout both net‑new implementations and ongoing optimization efforts. You will collaborate with internal delivery, operations, and technical teams to ensure seamless execution, analyze and present monthly and quarterly KPI reports such as A/R, denials, and cash flow, and manage client analytical requests by coordinating cross‑functional support. Leveraging BI tools and advanced Excel, you will perform reconciliations, trend analysis, and provide meaningful data insights. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - 5+ years in RCM (Revenue Cycle Management) - Advanced Excel skills; BI tools (Power BI or Tableau). - Strong client relationship and leadership abilities. - Knowledge of HIPAA, payer reimbursement, healthcare terminology. - Technical understanding of databases and data exchange. Excellent communication for translating complex data. - Experience with EHR systems (EPIC, Cerner, Allscripts). - Familiarity with payer/hospital contracts, coding (ICD, CPT, HCPCS). - Knowledge of EDI files and healthcare transactions (837, 835). - Financial analysis experience in healthcare$43k-77k yearly est. 20d agoAsset Manager - Distressed Assets
Talently
Remote job
Job Title: Asset Manager Salary: $130,000-$155,000 Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management About the Real Estate Company / The Opportunity: Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight. Responsibilities: Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance. Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies. Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes. Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding. Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention. Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations. Prepare and present asset updates and financial reports to leadership and external partners. Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize. Must-Have Skills: 4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround Strong proficiency in financial modeling Ability to lead cross-functional teams and enact influence Bachelor's degree in Real Estate, Finance, Business, or related field.$130k-155k yearly 3d agoHealth Data Analyst III (Remote)
Easy Recruiter
Remote job
Healthcare Admin Jobs is growing rapidly and has many new products and business opportunities it is pursuing to continue that growth. We are entrepreneurial in our DNA, fast-paced in our actions, and value hard work, innovative thinking, open communications, and teamwork. If you share these values, then we might be the right place for you to contribute, grow and succeed in your career. We are seeking a skilled, experienced pricing analyst to join our growing organization. About the Role: Responsible for reviewing current pricing, analyzing activity for trends, and assist Healthcare Admin Jobs Finance Lead with bi-annual price changes for all Healthcare Admin Jobs sellable part numbers Key liaison between Sales, Procurement, Marketing, R&D, and Finance to coordinate pricing for all new product introductions (NPI) for Healthcare Admin Jobs technologies What would I be doing? Work closely with key stakeholders to evaluate available data to recommend pricing for NPI products Evaluate and update existing pricing based on data-driven analysis of cost economics, engineering changes, and available sales and marketing data Ensure pricing of sub-components is in line with the bill of material pricing to ensure no inconsistencies in the pricing of products Create and update monthly price realization analysis files including a comparison to budget and forecast Inform key stakeholders of trends in agriculture that impact pricing assumptions Assist in ad-hoc financial analysis to support the Finance Lead and the business What must I have? 3+ years of Data Analysis, Statistics, or Finance experience Proficiency in Microsoft Excel Ability to construct a storyline, perform analyses and create slides to effectively communicate concepts and recommendations Organization skills and detail oriented with ability to multi-task, maintain accuracy and meet deadlines with little supervision Highly motivated, hardworking individual who is enthusiastic about joining a fast-paced environment Willingness to handle multiple tasks simultaneously and changing priorities Demonstrated analytical and critical thinking skills Desire to drive continuous process improvements Strong verbal/written communication skills Problem-solving experience, and willingness to learn What other specific skills & experiences would be good for me to have? Working knowledge of Tableau$55k-76k yearly est. 60d+ agoRemote Senior FP&A Manager, GTM & Forecasting
Menlo Ventures
Remote job
A leading data and AI company in San Francisco is seeking a Senior Manager, Finance to join the FP&A team. This role will involve assessing growth drivers, managing financial metrics, and nurturing partnerships across teams. The ideal candidate will have 8+ years of relevant experience, a Bachelor's degree, and a strong background in financial analysis. This position also includes responsibilities such as building financial models and implementing solutions to enhance financial operations. Competitive compensation is offered. #J-18808-Ljbffr$118k-171k yearly est. 3d agoCorporate Development Intern (Remote - USA)
Commvault
Remote job
Recruitment Fraud Alert We've learned that scammers are impersonating Commvault team members-including HR and leadership-via email or text. These bad actors may conduct fake interviews and ask for personal information, such as your social security number. What to know: Commvault does not conduct interviews by email or text. We will never ask you to submit sensitive documents (including banking information, SSN, etc) before your first day. If you suspect a recruiting scam, please contact us at ****************************** About Commvault Commvault (NASDAQ: CVLT) is the gold standard in cyber resilience. The company empowers customers to uncover, take action, and rapidly recover from cyberattacks - keeping data safe and businesses resilient. The company's unique AI-powered platform combines best-in-class data protection, exceptional data security, advanced data intelligence, and lightning-fast recovery across any workload or cloud at the lowest TCO. For over 25 years, more than 100,000 organizations and a vast partner ecosystem have relied on Commvault to reduce risks, improve governance, and do more with data. Join us for our Summer 2026 Internship Program! The Opportunity Commvault is seeking a dynamic and motivated Corporate Development Intern to play a pivotal role in researching, evaluating, and executing M&A opportunities. The intern will collaborate with the Chief Trust Officer, Head of Corporate Development, Legal, Product Management, and other cross-functional teams to drive company objectives and contribute to its long-term strategy. Responsibilities: Conduct research and analysis of potential acquisition targets, including market trends, competitive landscape, and target performance; build pipeline aligned with company vision and goals Collaborate with stakeholders to develop acquisition theses, present findings, establish M&A objectives, and provide recommendations to Corporate Development and senior leadership Work with Finance, Product Management, and other teams to build comprehensive business cases for M&A or partnership opportunities, ensuring alignment with strategic and financial targets Monitor progress of M&A and integration processes, provide regular updates to internal stakeholders, and manage acquisitions and integrations as Project Manager Requirements: Bachelor's degree in Business Administration, Finance, or related field; MBA or advanced degree preferred Experience in research, financial analysis, project management, corporate development, or management consulting Strong attention to detail, willingness to learn, excellent interpersonal skills, and ability to acquire new knowledge quickly Skilled in creating and delivering clear, compelling Excel-based business cases and presentations Strategic thinker with a results-driven mindset and ability to thrive in a fast-paced environment High level of integrity, professionalism, and discretion in handling confidential information Must be available to work from Tuesday, May 26th until Friday, August 7th. Eligibility Requirements 1. Be at least 17 years of age prior to scheduled start date. 2. Be currently enrolled at an accredited institution. 3. Be enrolled at an accredited institution the semester immediately following the summer internship program (Fall 2026). You'll love working here because: We care. Our team isn't just colleagues; they're a community that supports and inspires each other every day. Real work. Real impact. Forget busywork-our interns tackle meaningful projects that make a difference. You'll leave with skills, confidence, and experience that set you apart. Connections that count. Our program opens doors to different business functions, giving you the chance to collaborate, network, and build relationships that last well beyond your internship. #LI-DNI Thank you for your interest in Commvault. Reflected below is the minimum and maximum base salary range for this role. At Commvault we use broad salary ranges in our job postings to reflect the diverse levels of expertise and experience among our candidates and is not reflective of the total compensation and benefits package. The specific salary offered will be determined based on your unique qualifications, including your relevant experience, skills, and the value you bring to the role. While the range provides a general idea of the compensation, it is important to note that placements within the range are not automatic and will be carefully considered to ensure a fair and competitive offer. We are committed to rewarding talent and experience. Pay Range$39,520-$118,560 USD Commvault is an equal opportunity workplace and is an affirmative action employer. We are always committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status and we will not discriminate against on the basis of such characteristics or any other status protected by the laws or regulations in the locations where we work. Commvault's goal is to make interviewing inclusive and accessible to all candidates and employees. If you have a disability or special need that requires accommodation to participate in the interview process or apply for a position at Commvault, please email accommodations@commvault.com For any inquiries not related to an accommodation please reach out to ******************************. Commvault's Privacy Policy$39.5k-118.6k yearly Auto-Apply 2d agoFinance Expert
HR Recruiting Services
Remote job
Job Description . We are seeking experienced Finance Experts to collaborate with AI researchers in advancing the performance of large language models (LLMs) in financial domains. This role is ideal for individuals passionate about both finance and emerging AI technologies, offering a unique opportunity to shape how AI understands and applies complex financial concepts. You'll play a critical role in identifying gaps in model capabilities, designing evaluation frameworks, and contributing to the development of more accurate, reliable, and insightful AI systems. No prior AI experience is required-only deep domain expertise in finance and a commitment to excellence. Hours: 8 Per Day 40 Per Week Responsibilities: Evaluate LLM performance across various financial domains where models underperform. Apply your finance expertise to guide AI in understanding financial analysis, modeling, and decision-making processes. Develop detailed rubrics to assess model accuracy and reasoning in specialized areas such as M&A analysis, deal evaluation, financial forecasting, and valuation. Partner with AI researchers and fellow finance experts to refine training methodologies, evaluation strategies, and benchmarking standards. Provide actionable feedback to improve model outputs and ensure alignment with real-world financial practices. Requirements 3+ years of professional experience in Investment Banking, Private Equity, Capital Markets, Portfolio Management, Research, Trading, Quantitative Finance, Venture Capital, Growth Equity, FP&A, Accounting, or Financial Consulting. Demonstrated mastery of core financial concepts including investment analysis, financial modeling, forecasting, revenue modeling, corporate finance, asset management, and risk assessment. Exceptional written communication skills in English to clearly articulate complex financial ideas and evaluation criteria. Perks of freelancing Work at the forefront of AI innovation in finance. Fully remote, flexible schedule with consistent work hours. Preferred CFA (Level I/II/III) or CA/CPA/MBA in Finance$91k-196k yearly est. 24d agoInvestment Banking Analyst - Summer 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: **************** *********************************************** 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: **************** *********************************************** 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. Industry Investment Banking Employment Type Full-time$53k-97k yearly est. 60d+ agoDeal Desk Manager
Armada
Remote job
About the Company Armada is an edge computing startup that provides computing infrastructure to remote areas where connectivity and cloud infrastructure is limited, as well as areas where data needs to be processed locally for real-time analytics and AI at the edge. We're looking to bring on the most brilliant minds to help further our mission of bridging the digital divide with advanced technology infrastructure that can be rapidly deployed anywhere . About the Role We're seeking a highly collaborative, detail-oriented Deal Desk Manager to support Armada's global Deal Desk and GTM teams. This role sits within the Revenue Operations organization and partners with Sales, Legal, and Finance to ensure deals move quickly, accurately, and compliantly from quote to close. The Deal Desk Manager will work alongside Armada's Deal Desk team to manage the order form approval process, partner closely with the field to draft and finalize order forms, and ensure adherence to pricing, legal, and operational policies. This is a fast-paced role that requires urgency, strong judgment, and a customer-first mindset while balancing accuracy and compliance. Location. This role is remote, but being based on the East Coast and working East Coast hours will be required. What You'll Do (Key Responsibilities) Manage Armada's order form approval queue with a high sense of urgency, ensuring timely turnaround to support deal velocity and customer needs Draft, review, and finalize order forms in close partnership with Sales, Customer Success, Finance, and Hardware teams, supporting both hardware and software transactions Ensure all order forms comply with approved pricing, discounting policies, and legal requirements Serve as a trusted advisor to the field, consulting on order form structure, deal mechanics, and process best practices Collaborate closely with Legal and Finance to resolve non-standard deal terms and ensure accurate deal documentation Perform quality checks on executed order forms to confirm completeness, accuracy, and readiness for booking and downstream processes Act as an internal SME for Partner and resale order forms, ensuring pricing compliance across regions and resale orders Identify recurring deal issues or process friction and partner with Deal Desk, Legal, Finance, and RevOps to recommend and implement improvements Support continuous improvement of Deal Desk workflows, templates, and approval processes to scale with Armada's growth Maintain clear documentation and guidance for order form processes and standards Act as a highly responsive point of contact for deal-related questions from cross-functional teams Required Qualifications 8 years of experience in Deal Desk, Financial Analysis, Sales Operations, Legal Operations, or a related role in a B2B company Experience supporting global sales teams, preferably in a business that sells both hardware and software Strong attention to detail with the ability to balance speed and accuracy in a high-volume environment Working knowledge of pricing approvals, discounting structures, and order-to-cash processes Excellent communication skills and comfort working cross-functionally with Sales, Legal, Finance, and Operations Ability to manage multiple priorities, deadlines, and stakeholders simultaneously A collaborative, solutions-oriented mindset Preferred Qualifications Experience supporting international deals, including multi-currency or region-specific requirements Familiarity with CRM and deal management tools such as Salesforce, DocuSign, Ironclad, Dealhub, or similar platforms Exposure to contract structures such as MSAs, order forms, and software license agreements Experience in a startup or high-growth environment Compensation For U.S. Based candidates: To ensure fairness and transparency, the base salary range for this role for candidates in the U.S. are listed, varying based on location experience, skills, and qualifications. In addition to base salary, this role will also be offered equity and subsidized benefits (details available upon request) . Benefits (USA) Medical, dental, and vision (subsidized cost) Health savings accounts (HSA), flexible spending accounts (FSA), and dependent care FSAs (DCFSA) Retirement plan options, including 401(k) and Roth 401(k) Unlimited paid time off (PTO) 15 paid company holidays per year #LI-Remote #LI-SM1 Compensation$116,000-$145,000 USD You're a Great Fit if You're A go-getter with a growth mindset. You're intellectually curious, have strong business acumen, and actively seek opportunities to build relevant skills and knowledge A detail-oriented problem-solver. You can independently gather information, solve problems efficiently, and deliver results with a "get-it-done" attitude Thrive in a fast-paced environment. You're energized by an entrepreneurial spirit, capable of working quickly, and excited to contribute to a growing company A collaborative team player. You focus on business success and are motivated by team accomplishment vs personal agenda Highly organized and results-driven. Strong prioritization skills and a dedicated work ethic are essential for you Equal Opportunity Statement At Armada, we are committed to fostering a work environment where everyone is given equal opportunities to thrive. As an equal opportunity employer, we strictly prohibit discrimination or harassment based on race, color, gender, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other characteristic protected by law. This policy applies to all employment decisions, including hiring, promotions, and compensation. Our hiring is guided by qualifications, merit, and the business needs at the time. Unsolicited Resumes and Candidates Armada does not accept unsolicited resumes or candidate submissions from external agencies or recruiters. All candidates must apply directly through our careers page. Any resumes submitted by agencies without a prior signed agreement will be considered unsolicited and Armada will not be obligated to pay any fees.$33k-52k yearly est. Auto-Apply 8d agoController
Accountinuity
Remote job
About Us 7-time winner of the 50 Fastest Growing Companies in the Twin Cities, All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs. All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond. Simply said, our mission is to empower entrepreneurs and to support profitable Growth, equip them to Protect their assets, and enable nonprofits to Amplify their impact. A bit about the role: We're seeking an experienced and strategic Controller to join our team and help drive success for our small business clients. This role is pivotal in leading delivery teams, mentoring accountants, and providing high-level advisory services to help growth-minded entrepreneurs and mission-driven nonprofits achieve their business goals. As a Controller, you'll own client relationships while leading internal delivery teams to ensure exceptional service delivery. You'll work alongside Accountants and CFOs in a dynamic, multi-client environment that requires both strategic thinking and hands-on problem-solving skills. Now about you... You're a strategic leader and mentor You excel at strategically building and leading high-performing teams while fostering enduring client partnerships. You take full ownership of team development and success, providing thoughtful guidance and mentorship to accountants while ensuring exceptional client service delivery. You understand your pivotal role in driving both client success and organizational growth, making decisions that align team capabilities with long-term business objectives You're adaptable and consultative We work primarily with smaller organizations that have big goals. You adapt your approach to meet each client's unique needs while maintaining consistent quality across all engagements. You thrive in a fast-paced environment managing multiple client relationships and can shift seamlessly between strategic planning and hands-on problem-solving. You're bursting with initiative and curiosity You excel at analyzing financials and translating complex data into actionable insights for non-financial stakeholders. Your natural inquisitiveness drives you to dig deep, understanding what truly powers each business's success. You proactively identify opportunities for process improvement and automation, helping clients achieve their long-term goals. By staying current with industry trends and continuously expanding your expertise, you're always finding innovative ways to add value and drive efficiency while developing tailored solutions that align with each client's unique needs. More about the Controller role: Wearing multiple hats and saying "yes" to a variety of challenges are the table stakes for the Controller role. Your specific responsibilities include: Lead and oversee delivery teams, providing mentorship and guidance to accountants Own and nurture client relationships, ensuring delivery of value-based services Design and implement strategic solutions; this role requires both hands-on expertise and strategic planning abilities Develop and maintain efficient systems and processes for financial operations Contribute to company goals through proactive client management and team development Provide strategic insights and recommendations to drive client success The specifics of the Controller role: Client Financial Leadership Lead month-end closing meetings with clients and internal teams to present financials Oversee preparation and review of monthly financial statements and key reports Analyze budget variances and communicate significant issues and opportunities Prepare cash flow forecasting and strategic recommendations Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys) Team Leadership and Quality Control Oversee and mentor accountants on your delivery teams Review and ensure accuracy of all key financial processes: Balance sheet reconciliations AP/AR processes Cash management Month-end closing entries Payroll integration Implement and maintain robust internal controls Ensure consistent high-quality service delivery across all clients Internal Responsibilities Meet or exceed billable hours goals while maintaining service excellence Complete all internal deliverables (time tracking, capacity planning, quarterly initiatives) Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values Represent All In One Accounting professionally while fostering team collaboration Maintain highest standards of security compliance and asset protection Contribute to process improvements and best practices The successful candidate will have: Bachelor's degree in accounting, finance, or business administration, or equivalent experience 7+ years of progressive accounting experience, including team leadership Proven success in managing multiple client relationships in a consulting environment Strong mentoring and team development abilities Excellence in financial analysis and strategic planning Outstanding communication skills with both financial and non-financial stakeholders Demonstrated ability to manage competing priorities while maintaining quality Advanced technical skills with various accounting platforms Why All In One Accounting - The Benefits All In One Accounting offers all of our delivery team positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote. Our company has been built by a team who likes to have fun, respect each other and works extremely hard to do right by each other and our clients. While working in a multi-client environment presents its own set of challenges, the greatest compliment we receive is that our work has changed the lives of our clients. Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of continuous growth and are excited to see your talents! Salary and Benefits Salary: $85,000 - $125,000 Annual Bonus: Up to 10% of salary Comprehensive benefits package including: Medical, dental, and vision insurance 401K Life insurance Long and short-term disability HSA, FSA, and dependent care options Professional development opportunities All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Salary Description $85,000 - $125,000$85k-125k yearly 2d agoFiscal & Business Specialist
Description This
Remote job
Hiring Salary/Salary Range: $33,000 - $45,000 annual The selected candidate must have a current work authorization in the United States. This position is not eligible for Visa Sponsorship. ORGANIZATIONAL SUMMARY: The Taneja College of Pharmacy will be managed by the Dean and an actively engaged administrative leadership team. The Taneja College of Pharmacy is creating a Doctor of Pharmacy program at USF Health that will create an academic and clinical learning environment known for producing outstanding pharmacist clinicians trained in advanced principles to provide exceptional patient-centered care. This position will report to the Fiscal and Business Analyst of the Office of Research and Business in the Taneja College of Pharmacy. POSITION SUMMARY: This is a professional position providing financial analysis and projections, budget management, and fiscal resource management for the Taneja College of Pharmacy. The Taneja College of Pharmacy currently has multiple grant, auxiliary, and foundation funding sources. The primary purpose of this position is to analyze financial and accounting data to and keep management and/or faculty investigators informed on the financial and budget status of the College. MINIMUM: This position requires a High School diploma or equivalent with three years of work experience in positions with fiscal support duties. College or other relevant post-secondary coursework may substitute for the experience requirement on a year-for-year basis. PREFERRED: Bachelor's degree in Accounting, Finance, or Business Administration or other field directly related to the position's specific responsibilities, and two years of professional business experience; or a Master's degree in the same fields and one year of related experience. University experience is preferred. Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint). Senate Bill 1310- The Florida Senate (************************************************ is conditional upon meeting all employment eligibility requirements in the U.S. SB 1310: Substitution of Work Experience for Postsecondary Education Requirements A public employer may include a postsecondary degree as a baseline requirement only as an alternative to the number of years of direct experience required, not to exceed: (a) Two years of direct experience for an associate degree; (b) Four years of direct experience for a bachelor's degree; (c) Six years of direct experience for a master's degree; (d) Seven years of direct experience for a professional degree; or (e) Nine years of direct experience for a doctoral degree Related work experience may not substitute for any required licensure, certification, or registration required for the position of employment as established by the public employer and indicated in the advertised description of the position of employment Minimum Qualifications that require a high school diploma are exempt from SB 1310. RESPONSIBILITIES: Purchase Order Processing - assists with and reviews purchase orders/requisitions, receiving and invoice processing-receipt creation in FAST and track progress of payments; resolves vendor billing problems. Account reconciliation and reporting Reconciliations- monthly chartfield/account reconciliations for EBA, E&G, foundation, and research; maintain supporting documents and preparation of reports for administration. Monitors and tracks college spending; notifies responsible parties of deficits and irregularities; initiates and prepares expenditure transfers. Pcard processing- review and reconciliation of pcard transactions and monthly pcard statements. Management of USF Shops/Touchnet services and EBA services for the college; prepares and monitors monthly billing and invoicing process for services rendered as an auxiliary function; reconciles revenues. Assists Fiscal & Business team with budget planning and management by providing fiscal information. Other duties as assigned$33k-45k yearly Auto-Apply 7d agoSurety Client Executive
Epic Stores
Remote job
EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be remote with occasional travel to any our of EPIC offices. We will be considering candidates located within about one hour of driving distance to our offices: ********************************************* Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 10 years of experience in the surety or insurance industry is required. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • Strong ability to multi-task and assign priority; • Ability to work effectively and efficiently both with and without direct supervision; • Ability to work effectively and efficiently in a team environment as well as independently; • Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Remote$150k-200k yearly Auto-Apply 13d agoCorporate Strategic Finance Analyst
Infios Us
Remote job
If you are looking for a meaningful career where people work and act with passion, rethink the existing and always strive to find the best solution - you have come to the right place. We develop future technologies to relentlessly make supply chains better. We are a leader in supply chain software solutions, helping organizations streamline operations, reduce costs, and improve efficiency. What a day in the life looks like Build and maintain dynamic Excel models to support forecasting, scenario planning, and strategic decision-making. Develop executive-level presentations that communicate financial insights, business performance, and strategic recommendations. Partner cross-functionally with business leaders to understand key drivers and translate them into actionable financial plans. Support quarterly and annual planning cycles, including budgeting, forecasting, and long-range planning. Conduct ad hoc financial analysis to evaluate business initiatives, investments, and operational performance. Drive continuous improvement in reporting, modeling, and presentation standards across the FP&A team. What you bring to the team 5+ years of experience in corporate finance, investment banking, management consulting or FP&A. Advanced proficiency in Excel (modeling, scenario analysis, sensitivity testing). Strong experience with PowerPoint and executive storytelling. Proven ability to work with large datasets and synthesize insights. Excellent communication skills with a strong executive presence. Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Preferred Experience Prior experience at a top-tier consulting firm (e.g., McKinsey, BCG, EYP, Deloitte, etc.) preferred but not required. Familiarity with financial systems (e.g., Netsuite ERP, Netsuite Planning and Budgeting, Power BI, Salesforce, etc). Experience supporting C-suite / private equity level reporting and board materials. #LI-REMOTE #LI-SK1 Why join us? At Infios, we're not just looking for employees; we're looking for partners in innovation, growth, and purpose. Meeting you where you are to create the future you need is at the core of who we are and what we do. Whether you're at the beginning of your career or a seasoned expert, we meet you on your journey, equipping you with the tools and opportunities to build the future you envision. Together, we will relentlessly work toward one common goal - making supply chains better. We believe the future is better when supply chains work better. We are an equal-opportunity employer and committed to inclusion in the workplace. At Infios, we believe that inclusion is a fundamental cornerstone of our success. We are committed to creating a safe and welcoming environment where every individual's unique experiences and perspectives are valued-whether they look, think, move, believe, or love differently. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, national origin, sex, sexual orientation, gender identity, marital status, pregnancy, religion, age, disability, veteran status, genetic information, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. If you require assistance or accommodation due to a disability during the recruiting process, please let us know at *************** Disclaimer: This job advertisement is not designed to cover a comprehensive listing of all duties or responsibilities that are required for this job. Please note that any salary information is a general guideline only. Individual compensation will be determined by various factors such as the scope and responsibilities of the position, experience, education, skills, location, and market and business considerations. Applications must be submitted via our career site.$62k-92k yearly est. Auto-Apply 9d agoInvestment Banking / Private Equity Expert - Remote
Trainmind
Remote job
Job Description We are seeking experienced Investment Banking / Private Equity professionals to support a cutting-edge AI training and financial modeling project. This is a remote, hourly contract role focused on replicating real-world financial workflows to help improve next-generation AI financial reasoning systems. Apply here: ******************************************* Important (Applications must be submitted via the link in this post to be recognized by the hiring system.) Position: Finance Expert Hourly Rate: USD $150/hour Contract Duration: Through end of February (extension possible) Commitment: 10-40 hours/week depending on your availability Location: Fully remote Payment: Weekly payouts via Stripe Connect, based on hours logged High performers are prioritized for future AI Finance, LLM Evaluation, and Modeling projects Role Responsibilities (Training support will be provided) Build detailed financial models from scratch, including LBOs, DCFs, operating models, and transaction-driven analyses. Evaluate, refine, and validate AI-generated financial reasoning, ensuring accuracy, logical rigor, and professional-grade outputs. Review deal-related scenarios, prompts, and work products, improving clarity, depth, and analytical quality. Collaborate asynchronously with research teams to enhance AI model performance and real-world financial realism. Deliver structured, transparent, and audit-ready financial analysis, aligned with standards used at top-tier banking and PE firms. Requirements Minimum 2+ years of direct, on-desk experience in Investment Banking or Private Equity at a top-tier firm (Academic experience does not count). Strong track record in transaction execution, deal modeling, valuation, and financial analysis. Proven ability to construct models independently and articulate assumptions clearly. Excellent written communication, attention to detail, and ability to review technical financial content. Ability to commit minimum 20 hours/week, working fully remotely and asynchronously. Application Process (Takes 20 min) Upload resume AI interview based on your resume Submit form$87k-144k yearly est. 18d agoCrystal industrial reporting and operational excellence manager
Pernod Ricard
Remote job
Reporting to the Crystal Operations Finance Director, the Crystal industrial reporting and operational excellence manager will coordinate all Operations Finance reporting for the Brand Unit and centralize capex financial management. More specifically, the role will have the following missions: * Consolidate and coordinate the Crystal affiliates industrial KPIs (Cost to make, cost to serve, etc.) and operations reporting, explaining variances and identifying areas of improvement with Crystal Operations Finance Director and Crystal Operations teams * Consolidate, track and report on efficiencies' savings as part of Pernod Ricard's 1bn€ efficiencies program. Ensure identified efficiencies are properly reflected in financial forecasts. * Prepare financial part for the Crystal industrial performance reviews, in coordination with Crystal Operations teams. Bring financial insights for management decision-making * Partner with Crystal Operations Directors and other Crystal Finance Operations Managers to challenge performance and drive value creation. * Lead preparation of 3Y cash capex and strategic inventories plan, supporting strategic cash review, in coordination with relevant local operations finance teams (i.e., TAG Sweden, House of Tequila and HCI) * Manage the Capex Governance Process for the BU. * Advise and support cost optimization and operational excellence initiatives (e.g., GFO, DTSV) * Improve processes and systems (leveraging Transformation initiatives) for the Crystal Operations Finance teams If you recognize yourself in the description below, don't wait to apply! You have at least 8 years' professional experience in finance Technical skills * IFRS accounting skills * Knowledge of financial reporting (P&L, Balance sheet & Cash Flow statement) * Financial analysis * Proficiency with all IT tools (Excel processing, IT tools) * Appetite for industrial topics - previous experience in industrial context (Finance / Ops in BrandCo or industrial company) Interpersonal skills * Ability to coordinate and gain trust within other Crystal finance team * Collaborative and team player attitude, non-judgmental mind * Adaptation skills to interact with multicultural teams * Ability to manage multiple priorities with flexibility and reactivity * Autonomy, ability to identify issues/opportunities, willingness and capacity of challenging the status quo * Ability to anticipate and to respect tight deadlines Wait, there's more… We offer you an outstanding and collaborative workplace that embodies our sharing & conviviality culture, the possibility to work remotely (up to 2 days a week), a very complete mutual insurance, an attractive compensation including profit-sharing, the possibility to train daily, employee events… Pernod Ricard is committed to offering equal opportunities to all talents. Our recruitment methods focus on skills and competencies. Job Posting End Date: Target Hire Date: 2026-05-01 Target End Date:$46k-82k yearly est. Auto-Apply 25d agoRemote Business Financial Systems Cloud FinOps
Global Channel Management
Remote job
Remote Business Financial Systems Cloud FinOps needs experience in financial systems, budgeting, forecasting, and financial analysis. Remote Business Financial Systems Cloud FinOps requires: Experience with process improvement. Experience with cloud financial operations (FinOps) and cloud cost management Proficient in Microsoft Access, Excel, Word, and PowerPoint. Strong database reporting skills utilizing Access, Cognos, and data warehouse tools Strong analytical, technical, and decision-making skills. Project management skills and ability to manage multiple projects and priorities. Proficiency in cloud financial management tools and practices. Remote Business Financial Systems Cloud FinOps duties: Provide analytical support for various systems configurations and financial processes. Develop and implement Cloud FinOps processes to optimize cloud costs and improve financial efficiency. Build and maintain effective working relationships with internal and external business partners. Perform root cause analysis through research and data analysis to determine efficient and customer-valued solutions. Design, track, and provide solutions to management for various processes reporting, including productivity, quality, and systems.$88k-123k yearly est. 60d+ ago
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