Financial Models jobs near me - 985 jobs

A financial technology firm is seeking experienced Investment Banking and Private Equity professionals for a remote, hourly contract role focused on financial modeling and AI training. Candidates must have at least 2 years of experience in top-tier firms, a strong track record in deal modeling and valuation, and the ability to construct financial models independently. The role offers flexible hours, competitive pay, and the potential for future project involvement. #J-18808-Ljbffr

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.

A leading technology company in San Francisco seeks a Senior Manager, FP&A Systems. This role involves leading the implementation and maintenance of scalable financial models, designing complex systems, and ensuring accuracy across processes. The ideal candidate has 7+ years in financial modeling, experience with EPM platforms, and a bachelor's degree in finance or engineering. The position offers a remote option and a competitive salary package ranging from $200,000 to $250,000. #J-18808-Ljbffr

About the Role Join Chime's Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact. You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision-making, and support Chime's broader financial strategy. We're looking for someone who is highly analytical, detail-oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross-functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time. The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full-time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience. In this role, you can expect to: Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modeling, disciplined assumptions, and process improvement Partner cross-functionally with Marketing and Finance stakeholders to support bottoms-up planning and strategic initiatives Build and maintain financial models and dashboards that provide data-driven insights and influence decision-making Continuously improve financial tools, processes, and operating cadences to support Chime's growth and enable smarter, faster decisions Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability To thrive in this role, you have: 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high-growth technology environment Advanced Excel or Google Sheets skills, with hands-on experience building budgeting and forecasting models that enable business partners to make informed financial decisions Strong ability to work comfortably with large, complex datasets and translate them into actionable insights Demonstrated experience partnering cross-functionally-particularly with non-finance stakeholders-to influence decisions and drive outcomes High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast-paced environment Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences Experience with SQL, Looker, or other BI tools is a plus A little about us At Chime, we believe that everyone can achieve financial progress. We created Chime-a financial technology company, not a bank*-on the premise that core banking services should be helpful, easy, and free. Through our user-friendly tools and intuitive platforms, we empower our members to take control of their finances and work towards their goals. Whether it's starting a savings account, purchasing a first car or home, launching a business, or pursuing higher education, we're proud to have helped millions unlock their financial potential. We're a team of problem solvers, dreamers, and builders with one shared obsession: our members. From day one, Chimers have worked tirelessly to out-hustle and out-execute competitors to bring our mission to life. Their grit and determination inspire us to work harder every day to deliver the very best experience possible. We each bring an owner's mindset to our work, refusing to be outdone and holding ourselves accountable to meet and exceed the highest bars for our teams, our company, and our members. We believe in being bold, dreaming big, and taking risks, while also working together, embracing our diverse perspectives, and giving each other honest feedback. Our culture remains deeply entrepreneurial, encouraging every Chimer to see themselves as stewards of our mission to help everyday Americans unlock their financial progress. We know that to achieve our mission, we must earn and keep people's trust-so we hold ourselves to the highest standards of integrity in everything we do. These aren't just words on a wall-our values are embedded in every aspect of our business, serving as a north star that guides us as we work to help millions achieve their financial potential. Because if we don't-who will? *Chime is a financial technology, not a bank. Banking services provided by The Bancorp Bank, N.A. or Stride Bank, N.A., Members FDIC. What we offer for our full-time, regular employees 🏢 Our in-office work policy is designed to keep you connected - with four days a week in the office and Fridays from home for those near one of our offices, plus team and company-wide events depending on location. Whether you're coming in regularly or is part of our fully remote program, you'll stay engaged with your work and teammates. ** 💻 In-office perks including backup child, elder, and/or pet care, plus a subsidized commuter benefit to support your regular commute ** 💰 Competitive salary based on experience ** ✨ 401k match ** plus great medical, dental, vision, life, and disability benefits 🏝 Generous vacation policy and company-wide Chime Days, bonus company-wide paid days off ** 🫂 1% of your time off to support local community organizations of your choice 👟 Annual wellness stipend to use towards eligible wellness related expenses 👶 Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non-birthing parents 👪 Access to Maven, a family planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more. 🎉 In-person and virtual events to connect with your fellow Chimers-think cooking classes, guided meditations, music festivals, mixology classes, paint nights, etc., and delicious snack boxes, too! ** 💚 A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress ** ** Perks also available to Chime Interns. We know that great work can't be done without a diverse team and inclusive environment. That's why we specifically look for individuals of varying strengths, skills, backgrounds, and ideas to join our team. We believe this gives us a competitive advantage to better serve our members and helps us all grow as Chimers and individuals. Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact ******************. To learn more about how Chime collects and uses your personal information during the application process, please see the Chime Applicant Privacy Notice. #J-18808-Ljbffr

A leading technology firm is seeking a VP of Strategic Finance and Corporate Development to drive growth initiatives and support executive decision-making. This remote-first role requires 6+ years of relevant experience, strong analytical and financial modeling skills, and the ability to manage multiple priorities. The position offers a compensation range of $185,000 - $250,000 USD and a collaborative team environment focused on continuous learning and growth. #J-18808-Ljbffr

JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.

Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate. But that's not all. Strategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, Strategy's stock has outperformed every company in the S&P 500. Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies. We thrive on curiosity, innovation, and a relentless pursuit of excellence. Our corporate values-bold, agile, engaged, impactful, and united-are the foundation of our culture. As we lead the charge into the new era of AI and financial innovation, we foster an environment where every employee's contributions are recognized and valued. Join us and be part of an organization that lives and breathes innovation every day. At Strategy, you're not just another employee, you're a crucial part of a mission to push the boundaries of analytics and redefine financial investment Job Description Position Overview: The Treasury Intern will be responsible for supporting various treasury and capital market activities, investor relations activities, investments, digital assets strategies, and corporate finance items. Responsibilities: Treasury Support capital raising initiatives, including equity, debt, and preferred equity instruments. Support capital markets activities, balance sheet, and liability management initiatives Support digital assets strategy/analysis, audit/reporting initiatives, and ensure compliance with company's treasury policies Support new vendor onboarding and documentation, purchase order management, timely processing of accounts payable, and other related activities Support bitcoin analysis and compliance with company digital asset policies, audits, and reporting initiatives. Investor Relations Support investor relations initiatives including financial modeling, presentation development, investor meeting organization/follow-ups, and quarterly earnings calls Support research analyst communications and summarizing the research notes Prepare quarterly IR reports for senior leadership Ensure timely publication of press releases through business wire Track investor inbounds and ensure timely responses Maintain conference calendar and support scheduling of various stakeholder meetings Support annual conference planning, agenda preparation, speaker/sponsor coordination, and related logistics Corporate Finance Work with cross-functional teams (FP&A, accounting, financing reporting, legal) to obtain, evaluate, and streamline data and existing processes Support annual corporate insurance renewal processes Qualifications: Pursuing bachelor's degree with finance work experience Experience working for a global corporation with collaboration across geographies Advanced analytical and communication skills, including verbal and written skills Presentation and management reporting skills Demonstrated proficiency in excel and developing financial models Knowledge of advanced corporate finance concepts and cash management High attention to detail and ability to work on multiple projects Strong interest and/or experience with bitcoin and digital assets. Experience with Factset is preferred Who You Are: Curious and eager to learn-unafraid to ask questions Innovative and comfortable in a fast-paced, evolving setting A collaborative team player with strong communication skills Passionate about technology, analytics, business, and finance Why an Internship at Strategy? Engage in meaningful projects that influence key business decisions. Work with experienced professionals who will mentor and support your growth. Gain exposure to cutting-edge technologies. Participate in workshops, networking events, and professional development sessions. Experience the dynamic and fast-paced environment of a global innovation leader. We offer: Competitive stipend and potential for future career opportunities. Direct exposure to executives and industry leaders. A supportive and innovative company culture that values creativity and growth. This position is based at our Headquarters in McLean, VA. (Monday to Thursday, with the flexibility to work from home on Fridays). Join us for an internship that offers more than just experience-it's an opportunity to shape the future of technology and finance. Ready to make an impact? Apply now and become part of our innovative team! Additional Information Strategy is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, creed, color, religion, national origin, gender, sex, sexual orientation, gender identity, disability, veteran status, age, genetic information, or any other legally-protected basis. Strategy provides reasonable accommodation for qualified individuals with disabilities in the hiring process. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at [email protected]. Visit Strategy's Careers page for additional information.

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

About Us At Parafin, we're on a mission to grow small businesses. Small businesses are the backbone of our economy, but traditional banks often don't have their backs. We build tech that makes it simple for small businesses to access the financial tools they need through the platforms they already sell on. We partner with companies like DoorDash, Amazon, Worldpay, and Mindbody to offer fast and flexible funding, spend management, and savings tools to their small business users via a simple integration. Parafin takes on all the complexity of capital markets, underwriting, servicing, compliance, and customer service for our partners. We're a tight-knit team of innovators hailing from Stripe, Square, Plaid, Coinbase, Robinhood, CERN, and more - all united by a passion for building tools that help small businesses succeed. Parafin is backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital. Parafin is a Series C company, and we have raised more than $194M in equity and $340M in debt facilities. Join us in creating a future where every small business has the financial tools they need. About the Role We are looking for a Capital Markets Lead to build and scale the capital markets function supporting our small business lending platform. This role will be at the center of our financing strategy-evaluating various financing solutions such as public and private securitizations, warehouse lines, and forward flows. This is a high-impact position where you'll work cross-functionally with finance, risk, and product teams, while building deep relationships with banks, investors, and financing partners. If you're passionate about empowering small businesses through access to capital and have the technical skills to execute complex transactions, we'd love to meet you. Responsibilities Design and implement a capital markets strategy for small business lending, leveraging securitizations, warehouse facilities, and forward flow arrangements. Lead warehouse negotiations and renewals, securing structures that maximize flexibility and optimize cost of capital. Develop innovative financing solutions to expand lending capacity and diversify funding sources. Execute forward flow transactions, managing end-to-end deal processes including modeling, diligence, structuring, and closing. Partner with internal teams to align financing structures with credit, risk, and growth objectives. Build and maintain strong relationships with external capital providers and counterparties. Qualifications 3+ years of experience in capital markets, structured finance, or lending platforms (fintech, investment banking, specialty finance, or asset management). Strong understanding of warehouse facilities, forward flow arrangements, and securitizations. Excellent quantitative and analytical skills, with demonstrated financial modeling experience. Proven ability to negotiated, structure, and close complex financing transactions. Strong communication and stakeholder management skills. Proficient in SQL. Deep interest in small business lending and enabling access to credit. Preferred Background Experience at leading fintechs or in structured credit roles at top-tier banks or funds. Exposure to small business credit markets, with knowledge of portfolio performance dynamics. A track record of building scalable capital markets solutions in a fast-paced environment. MBA preferred. What We Offer Salary Range: $160k to $250k. Equity grant. Medical, dental & vision insurance. Work from home flexibility. Unlimited PTO. Commuter benefits. Free lunches. Paid parental leave. 401(k). Employee assistance program. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact us. #J-18808-Ljbffr

Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements. We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together. The North America Deal Desk Leader is responsible for leading and scaling the Deal Desk function while serving as a strategic partner to Sales Leadership and regional Sales teams. This role provides expert guidance on deal pricing, commercial structures, and contract terms to optimize revenue, bookings, and cash flow in alignment with Genesys' financial and strategic objectives. As a highly visible leader, you will collaborate closely with Sales, Finance, Legal, Product, Systems, and Partner Marketplace teams to drive consistency, compliance, and commercial rigor across complex transactions. At Genesys, we are transforming the customer experience landscape through empathy, innovation, and global impact, and this role plays a critical part in enabling that mission. Joining Genesys means becoming part of a collaborative, high-performing organization that values sound judgment, shared success, and bold thinking. Key Responsibilities * Lead, coach, and mentor the North America Deal Desk team to support Sales and drive effective commercial deal execution * Partner closely with Sales Leadership, account teams, Business Units, and cross-functional stakeholders to develop and execute optimal commercial strategies and deal structures * Review and approve deal terms within Salesforce, ensuring accuracy, compliance, and completeness of quotes and contractual documentation * Manage deal exception reviews and approval processes in partnership with key stakeholders and Genesys leadership * Oversee and support contract negotiations, serving as the primary liaison between Sales, Legal, and customers, and negotiate commercial and contractual terms when required * Operate effectively under pressure while maintaining a high standard of quality and attention to detail * Contribute to the development and continuous improvement of pricing, margin, and deal analysis tools to support data-driven decision-making * Apply customer, market, and product insights to influence and refine commercial constructs and pricing approaches * Lead Deal Desk transformation initiatives, including price realization and quote-to-cash improvements, in collaboration with Sales Operations, Revenue and Billing Operations, Customer Success Operations, Legal, Pricing, and Product Management * Build and sustain a high-performing Deal Desk organization with a culture of accountability, operational excellence, commercial rigor, and strong partnership with Sales * Exercise sound commercial judgment, confidently stand by pricing and deal structure decisions, and clearly articulate and defend those decisions with senior stakeholders * Lead geographically distributed and culturally diverse teams, engaging stakeholders with varying priorities, perspectives, and communication styles * Engage credibly with senior executives, provide constructive pushback to Sales when necessary, and manage conflict effectively while remaining a trusted and collaborative business partner Required Qualifications * Minimum of 7 to 10 years of people management experience, including leadership of teams with five or more direct reports * At least five years of experience in a SaaS or technology environment with progressively increasing responsibility * Bachelor's degree in Business, Finance, or a related field * Strong knowledge of software pricing models, discounting strategies, value-based positioning, and foundational revenue recognition principles * Excellent analytical skills with demonstrated strength in financial modeling and deal analysis * Advanced proficiency in Salesforce and Microsoft Office tools * Proven ability to manage complex, high-value transactions and resolve issues efficiently in fast-paced environments * Strong written and verbal communication skills, including the ability to influence and present effectively at the executive level * Demonstrated ability to partner cross-functionally to develop collaborative solutions, while operating independently when required * Sound judgment and decision-making capabilities grounded in experience and data * Highly collaborative, personable, and effective at building trusted relationships quickly across Sales, Finance, Legal, and executive leadership #LI-AR1 Compensation: This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities. $158,700.00 - $279,100.00 Benefits: * Medical, Dental, and Vision Insurance. * Telehealth coverage * Flexible work schedules and work from home opportunities * Development and career growth opportunities * Open Time Off in addition to 10 paid holidays * 401(k) matching program * Adoption Assistance * Fertility treatments Click here to view a summary overview of our Benefits. If a Genesys employee referred you, please use the link they sent you to apply. About Genesys: Genesys empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. With agentic AI at its core, Genesys Cloud is the AI-Powered Experience Orchestration platform that connects people, systems, data and AI across the enterprise. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces. To learn more, visit **************** Reasonable Accommodations: If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at reasonable.accommodations@genesys.com. You can expect a response within 24-48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email. This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation-such as application follow-ups or resume submissions-may not receive a response. Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics. Please note that recruiters will never ask for sensitive personal or financial information during the application phase.

xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role As an AI Tutor - Finance Specialist, you will be instrumental in enhancing the capabilities of our cutting-edge technologies by providing high-quality input and labels using specialized software. Your role involves collaborating closely with our technical team to support the training of new AI tasks, ensuring the implementation of innovative initiatives. You'll contribute to refining annotation tools and selecting complex problems from advanced finance fields, with a focus on investment analysis and topics including but not limited to equities, commodities, real estate, fixed income, forex, derivatives and accounting, where your expertise can drive significant improvements in model performance. This position demands a dynamic approach to learning and adapting in a fast-paced environment, where your ability to interpret and execute tasks based on evolving instructions is crucial. The AI Tutor - Finance Specialist role is a remote, full-time position. AI Tutor's Role in Advancing xAI's Mission As an AI Tutor, you will play an essential role in advancing xAI's mission by supporting the training and refinement of xAI's AI models. AI Tutors teach our AI models about how people interact and react, as well as how people approach issues and discussions in finance. To accomplish this, AI Tutors will actively participate in gathering or providing data, such as text, voice, and video data, sometimes providing annotations, recording audio, or participating in video sessions. We seek individuals who are comfortable and eager to engage in these activities as a fundamental part of the role, ensuring a strong alignment with xAI's goals and objectives to innovate. Scope An AI Tutor will provide services that include labeling and annotating data in text, voice, and video formats to support AI model training. At times, this may involve recording audio or video sessions, and tutors are expected to be comfortable with these tasks as they are fundamental to the role. Such data is a job requirement to advance xAI's mission, and AI Tutors acknowledge that all work is done for hire and owned by xAI. Responsibilities Use proprietary software applications to provide input/labels on defined projects. Support and ensure the delivery of high-quality curated data. Play a pivotal role in supporting and contributing to the training of new tasks, working closely with the technical staff to ensure the successful development and implementation of cutting-edge initiatives/technologies. Interact with the technical staff to help improve the design of efficient annotation tools. Choose problems from finance fields that align with your expertise, focusing on areas like investment analysis, taxation, accounting, financial modeling, or risk assessment where you can confidently provide detailed solutions and evaluate model responses. Regularly interpret, analyze, and execute tasks based on given instructions. Key Qualifications Must possess a Master's or PhD in a finance-related field (Finance, Economics, Business Administration with a finance focus, or related disciplines) or equivalent professional experience as an investment analyst specializing in equity, commodities, real estate, fixed income, or accounting. Proficiency in reading and writing, both in informal and professional English. Strong ability to navigate various financial information resources, databases, and online resources (e.g., Bloomberg, Reuters, SEC filings). Outstanding communication, interpersonal, analytical, and organizational capabilities. Solid reading comprehension skills combined with the capacity to exercise autonomous judgment even when presented with limited data/material. Strong passion for and commitment to technological advancements and innovation in finance. Preferred Qualifications Professional experience as an investment analyst, portfolio or wealth manager, or financial consultant. Possesses experience with at least one publication in a reputable finance or economics journal or outlet. Teaching experience (as a professor, teacher, or tutor) in finance-related subjects. Corporate accountants with a CPA CFA Charterholder Location & Other Expectations This position is based in Palo Alto, CA, or fully remote. The Palo Alto option is an in-office role requiring 5 days per week; remote positions require strong self-motivation. If you are based in the US, please note we are unable to hire in the states of Wyoming and Illinois at this time. We are unable to provide visa sponsorship. Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training and 9:00am - 5:30pm in their own timezone thereafter. For those who will be working from a personal device, please note your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later. Compensation $45/hour - $100/hour The posted pay range is intended for U.S.-based candidates and depends on factors including relevant experience, skills, education, geographic location, and qualifications. For international candidates, our recruiting team can provide an estimated pay range for your location. Benefits: Hourly pay is just one part of our total rewards package at xAI. Specific benefits vary by country, depending on your country of residence you may have access to medical benefits. We do not offer benefits for part-time roles. xAI is an equal opportunity employer. For details on data processing, view our Recruitment Privacy Notice.

About This RoleAs part of IPX Power's Project Controls team, you'll help ensure large-scale infrastructure projects are delivered with financial discipline, clarity, and confidence. You'll partner closely with Project Managers and cross-functional teams across Engineering, Development, Finance, Procurement, and Operations to manage project budgets from pre-construction through Commercial Operation Date. This role plays a critical part in enabling informed decisions, building scalable tools, and ensuring projects stay on track financially as they move from planning to execution. This role is planned to start as soon as possible and will ramp into full ownership of multiple active projects as you build familiarity with IPX Power's project controls frameworks and reporting standards. Team OverviewThis team plays a critical role in advancing IPX Power's mission to accelerate the clean energy transition by bringing financial structure, transparency, and accountability to complex construction projects. The Project Controls team partners across the organization to establish strong controls before construction begins and maintains ownership of budget management and reporting through project completion. Joining this team means working at the center of high-impact projects, collaborating with experienced cross-functional partners, and building skills that scale with IPX Power's growing portfolio. What You'll Do Deliver Project Budget Ownership•Manage budgets and monthly reporting for 6-10 concurrent active projects using Google Sheets•Maintain accurate cost tracking across all project disciplines from pre-construction through COD•Support Project Managers with timely, data-driven insights to guide budget decisions Drive Forecasting and Cost Accuracy•Forecast project cash flows and estimate-to-complete in partnership with subject matter experts•Manage monthly contingency tracking and cash flow reporting•Produce earned value reporting for major contracts Enable Clear and Reliable Financial Reporting•Review invoices for accuracy and proper cost category assignment•Prepare wire requests for Project Managers on an ad-hoc basis•Update monthly and ad-hoc internal and external financial reporting presentations•Collaborate with Portfolio Finance and Accounting to maintain consistency across financial tools and reports Build Scalable Tools and Processes•Create and enhance Google Suite tools to automate workflows and improve reporting efficiency•Write and maintain standard operating procedures for budget processes•Train team members on project controls tools and best practices Collaborate Across the Project Lifecycle•Attend weekly project meetings to stay aligned on scope, schedule, and financial status•Partner closely with Engineering, Development, Procurement, Finance, and Operations teams throughout construction What You'll Bring•3+ years of experience in Project Controls or project budget management, ideally within the energy or infrastructure sector•Bachelor's degree in Engineering, Construction Management, Finance, Accounting, or a related field (or equivalent practical experience)•Expert-level proficiency in Google Sheets, with the ability to build and maintain complex financial models•Strong command of Google Suite and comfort collaborating in Slack-based environments•Experience managing multiple project budgets simultaneously without losing attention to detail•Ability to translate complex financial data into clear, compelling Google Slides presentations•Analytical thinking, strong organization, and a proactive approach that will help you succeed in a fast-moving, collaborative environment Total Rewards We care about your well-being, growth, and balance. Here's how we support you: Compensation: USD $108,000- $118,000 (total compensation includes base salary + bonus) Health & Wellness: 100% premium coverage for you and your dependents on medical, dental, and vision Time to Recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year) Family Support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via Carrot and MavenMental Health: Free access to Spring Health which includes 5 free Therapy & psychiatry sessions, plus a Headspace account for mindfulness and meditation through our physical health vendor, Wellhub+Retirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right track Perks & Extras: $150 monthly food stipend, $150 monthly reimbursement for cell phone/ internet, pet insurance allowance, full home office setup and free access to UrbanSitter with $625 in quarterly paid company credits, ActiveHero, and One Medical Ready to take ownership of critical clean energy assets and help drive reliable performance? Apply now and play a key role in powering the transition to renewable energy. Merger/Acquisition and Employer Transition Notice This position is being recruited in connection with a pending acquisition of Intersect, which acquisition is expected to close around the time this role is filled. Accordingly, the employing entity for this role is expected to transition from Intersect (the entity conducting this search) to IPX Power (the post-transaction entity) at or around closing. As such, any offer of employment (if extended) may be issued by, assigned to, or assumed by IPX Power or an affiliated entity, with no intended change to the role's core responsibilities or expected compensation.

WHO WE ARE ETR (Education, Training and Research) is a national non‑profit passionate about improving the health and well‑being of youth and communities by championing science. We seek to understand and address the ways health and education outcomes are influenced by the complex interactions between people and their environment. As a learning organization with a focus on mission‑driven impact, we value different perspectives, collaboration, and continuous learning, both within the organization and in our partnerships. THE IMPACT WE ARE LOOKING TO MAKE ETR envisions a world where all individuals and communities achieve their best health. We develop, disseminate, and implement innovative science‑based programs, services, and products, supporting positive outcomes across the country. HOW YOU CAN CONTRIBUTE Reporting to the Senior Vice President of Mergers and Acquisitions, the Director of Mergers and Acquisitions operationalizes ETR's M&A strategy by implementing systems, tools, and processes that enable repeatable, mission‑aligned transaction execution. This central individual contributor designs and deploys the infrastructure needed to support pipeline development, due diligence, deal execution, and integration. The Director works across the full lifecycle of every transaction, collaborating closely with Legal, Finance, Culture, Operations, and Executive leadership while supporting the SVP in delivering timely, effective progress reporting to the Leadership Team, CEO, and Board. This is a remote position open to anywhere in the United States. CULTURAL ATTRIBUTES You possess excellent communication and relationship‑building skills with utmost integrity, courtesy, and diplomacy. You embrace others' ideas and actively seek to understand their points of view to further our shared mission and vision. You enjoy working independently as well as collaboratively to meet goals and deadlines. You use technology to effectively and professionally communicate with remote colleagues. You are self‑motivated and strategically prioritize multiple tasks in a fast‑moving environment. You embrace a spirit of learning and curiosity, proactively seeking answers and solutions to questions and challenges that arise. WHAT YOU'LL NEED TO BE SUCCESSFUL Bachelor's degree in Finance, Business Administration, or a related field; MBA or JD preferred. Minimum of 5 years of direct experience supporting or leading transaction execution activities in M&A environments. Experience supporting at least 15 full M&A transactions, including exposure to diligence, close, and integration in industries related to ETR's strategic goals. Preferred experience in Federal and State grant and contract compliance and due diligence. Prior experience with integration management office (IMO) processes or frameworks. Project management or process improvement certifications (e.g., PMP, Lean) preferred. Comfort working across legal, financial, and operational domains (no deep expertise required in any one). Understanding of financial modeling, valuation methodologies, legal documentation, and regulatory implications. Excellent communication and interpersonal skills with the ability to influence at all organizational levels and with external stakeholders. Advanced skills and expertise with business, analytics, pipeline, and transaction management tools and platforms. Demonstrated leadership in developing, communicating, and gaining support for complicated and sensitive decisions. Demonstrated ability to organize and lead multiple teams. Demonstrated success leading change with employees at all levels in a high‑growth environment. Excellent analytical, supervisory, and leadership skills. Excellent verbal and written communication skills, including the ability to translate complex concepts to colleagues at all levels, ETR's Board of Directors, and external stakeholders. Adaptable to many different types of stakeholders and personalities. Demonstrated ability to organize and implement complex plans and projects. Experience working under pressure, under short deadlines; ability to work additional hours as needed. Able and willing to travel approximately 25% of the time. Ability to maintain confidentiality of information and records with tact and discretion. Valid driver's license and proof of insurance required for business travel. Position is subject to a background check. LOCATION Remote - Anywhere in the United States. STARTING PAY RANGE $126,000 - $154,900 annually (100% FTE). Starting salary is determined based on the candidate's knowledge, skills, and experience. WORKING AT ETR ETR employees enjoy a competitive salary, amazing 401(K) and health benefits as well as generous PTO and holiday pay. You will contribute to making a difference in the world! EEO STATEMENTS ETR is proud to be an Equal Opportunity Employer. EOR and AA Employer/VET/Disabled. ETR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. #J-18808-Ljbffr

Intro description: Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team. Core responsibilities: Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments Partner with the origination team to identify, evaluate, and help close target counterparties Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing Qualifications: Bachelor's degree in a relevant field; advanced degrees encouraged 5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams Strong written and verbal communication skills with both technical and non-technical stakeholders Thrives in a fast-paced, growth-oriented environment

A leading tech startup is seeking a Head of Finance to establish a scalable finance function. The role involves owning the financial model, improving unit economics, and leading the implementation of new systems. The ideal candidate has built finance operations from scratch in a high-growth environment, with strong expertise in vendor negotiations and financial modeling. This position offers flexibility and significant growth opportunities within a rapidly expanding company. #J-18808-Ljbffr

This role is for one of Weekday's clients. We are currently helping hire for one of the leading AI labs (via one of our partners); supporting them in building and refining advanced AI systems. This is a unique opportunity to apply your Investment Services expertise toward shaping AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research. You will help evaluate, calibrate, and enhance AI models to ensure their outputs align with professional standards in the investment domain. Requirements What exactly would you do? Evaluate AI-generated outputs in investment-related tasks for quality, accuracy, and business alignment Calibrate AI decision-making processes in valuation modeling, portfolio analysis, forecasting, risk assessment, and scenario planning Provide structured feedback to improve clarity, consistency, and financial rigor Requirements 🎓 Education: Bachelor's degree in Finance, Economics, Business Administration, or a related analytical field (MBA or certifications such as CFA, CPA, CAIA are a plus) 💼 Experience: 2+ years in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations 📊 Skills: Strong proficiency in investment analysis and financial modeling (valuation, market analysis, portfolio construction, risk-return assessment) Solid understanding of investment processes, performance metrics, and strategic decision-making frameworks Excellent analytical, critical thinking, written, and presentation skills, with the ability to simplify complex financial insights 📍 Location: Remote (flexible, work from anywhere) Benefits 💵 Compensation: $90 to $150 per hour (based on experience) 🎁 Bonus: Weekly performance incentives of $20-$100 per hour for top performers 🕒 Time commitment: ~20 hours per week (part-time) ⏳ Project duration: 1-2 months 🌍 Fully remote, asynchronous work - flexible schedule 📑 Independent contractor engagement, with daily payments via Stripe Connect

Company OverviewWe're a team of friends bound together by a mission to preserve our planet for future generations through innovative energy solutions and modern infrastructure. In December 2025, Google announced an agreement to acquire Intersect, to enable more data center and generation capacity to come online faster while accelerating energy development and innovation. After close, we'll continue doing exactly what we were built to do - develop, construct, and operate the most ambitious power and data infrastructure in the country. Intersect's operations will remain separate from Alphabet and Google under the Intersect brand. We're on an aggressive growth trajectory and looking for people hungry to tackle the largest energy challenges on the planet. Location & Team GatheringsIntersect has been a fully flexible workplace since its founding in 2016. We've been very intentional about the way we do things. We are not work-from-home, hybrid, or in-office - we are any and all of those options! Deepening social connections and offering shared experiences is a cornerstone of the way we work. We connect as a team at our Team Week experiences four times a year and at our recently established Hub locations - SF Bay Area, NYC Metro Area, NY; Denver, CO; Houston, TX; Calgary, AB; and Toronto, ON. We are currently looking for candidates located within 60 miles of any of the listed hubs to foster more in-person connections while maintaining our flexible remote culture. About This RoleIntersect is hiring a Technical Commercial Lead within Asset Management to ensure the commercial integrity and continuity of datacenter infrastructure projects across their lifecycle. This role focuses on the commercial implications of equipment, EPC, O&M service, and interconnection decisions, working in close partnership across the organization and with third-party stakeholders to ensure technical commitments remain aligned and executable in operations. As an early Asset Management hire supporting this asset class, the role is actively engaged from development through operations, with a visible integration role beginning at NTP and extending through COD and steady-state operations. Positioned within Asset Management, the Technical Commercial Lead serves as the commercial through-line for technical scope, partnering closely with Operations so technical teams can focus on performance and strategy while Asset Management owns the commercial continuity and escalation of technical commitments. Team OverviewAsset Management is responsible for ensuring that Intersect's datacenter infrastructure projects are commercially coherent, operationally ready, and governed in a way that supports long-term reliability and partnership trust. Within Intersect, Asset Management acts as the owner-side integrator, translating commercial requirements into an executable operating model that supports reliable delivery and long-term value. Unlike traditional asset management models, Intersect Asset Management operates in a single-counterparty environment, where value is created through disciplined execution, operational reliability, and durable commercial relationships rather than lender-driven compliance. What You'll Do Commercial Strategy & Risk Management• Serve as the technical commercial lead for assigned projects, applying an execution and reliability and lens to all technical commercial commitments. • Develop and maintain clear visibility into commercial commitments, performance obligations, and remedies embedded in technical agreements.• Identify, assess, and manage commercial risks associated with technical scope, delivery models, performance guarantees, and lifecycle service structures Project Development & Integration • Partner with Operations to provide input into development-stage commercial structures and modeling assumptions related to technical scope.• Ensure that commercial assumptions tied to technical agreements remain visible, intentional, and executable through construction and COD.• Lead commercial integration of technical agreements from NTP through COD, coordinating handoffs and resolving misalignment across teams and third-party providers. Operational Commercial Management• Own the post-COD commercial relationships with OEMs, O&M providers, transmission providers, and other technically linked counterparties.• Partner with Operations to manage commercial implications of performance issues, enforcement of remedies, and change management related to technical service agreements.• Serve as the primary escalation point for technically driven commercial disputes or deviations that impact operational reliability or long-term value. Compliance & Administration• Ensure technical commercial agreements are administered consistently with internal governance, including tracking of obligations, performance metrics, and change control.• Establish and maintain processes that support clear documentation, decision traceability, and lifecycle management of technical commercial commitments.• Coordinate resolution of technical commercial issues with internal teams and third-party stakeholders while preserving long-term partnership integrity. What You'll Bring• 10-15+ years of experience in commercial, asset management, energy markets, or infrastructure roles• Strong commercial judgment with the ability to own and drive economic outcomes• Fluency in financial models, valuation drivers, and risk sensitivities• Experience managing or influencing complex commercial contracts and structures• Ability to work across functions and influence without direct authority• Comfort operating in ambiguity and making tradeoff decisions• Experience in renewable energy, infrastructure, or power markets strongly preferred Total RewardsAt Intersect, we care about your well-being, growth, and balance. Here's how we support you: Compensation: $220,000 to $260,000 (total compensation includes base salary + bonus in USD) Health & Wellness: 100% premium coverage for you and your dependents on medical, dental, and vision Time to Recharge: Unlimited PTO, plus two company-wide breaks (Fourth of July & end of year) Family Support: Up to 12 weeks of fully paid parental leave, plus 6 additional weeks for birth parents; access to family planning support via Carrot and MavenMental Health: Free access to Spring Health which includes 5 free Therapy & psychiatry sessions, plus a Headspace account for mindfulness and meditation through our physical health vendor, Wellhub+Retirement: 3% non-elective employer contribution to your 401k or RRSP, ensuring your financial future is on the right track Perks & Extras: $150 monthly food stipend, $150 monthly reimbursement for cell phone/ internet, pet insurance allowance, full home office setup and free access to UrbanSitter with $625 in quarterly paid company credits, ActiveHero, and One Medical

Job Description Investment Banking Internship We're looking for a driven undergraduate student, recent graduate, or career switcher with a genuine interest in investment banking. This internship provides practical exposure to market research, financial modeling, valuation methods, and deal execution. This role is perfect for aspiring finance professionals-whether you're a student, a recent grad, or transitioning from another field-who are eager to gain real-world experience. A solid enthusiasm for financial markets and corporate finance is key. Key Responsibilities: Conduct industry and market research; build and maintain DCF valuation models. Deliver detailed company valuations and financial performance analyses. Calculate essential financial ratios; support annual budgeting and forecasting efforts. Create financial statements and contribute to the preparation of M&A materials. Develop underwriting frameworks to evaluate asset risks and market shifts. Analyze business data to uncover patterns, insights, and opportunities. Present financial insights and discrepancies clearly and effectively. Qualifications: Open to students, graduates, and career changers exploring finance. International or cross-cultural experience is an asset. Skilled in Microsoft Excel, PowerPoint, and Word. Strong analytical thinking and quantitative reasoning. Clear communicator with strong presentation skills. What You'll Gain: Remote work flexibility. Personalized mentorship from seasoned professionals. Early, practical exposure to the investment banking lifecycle. Competitive compensation available for candidates with relevant experience. Compensation: Up to £7,000 / €8,000 / $8,200, based on experience and internship type.

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Leader of the Client Development Financial Planning Group will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth. Essential Job Functions: Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development. Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals. Individual Contribution: Serve as a CFP practitioner, producing prospect financial plans to support client acquisition. Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management. Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process. Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration-where teams leverage their unique expertise to achieve collective success. Knowledge, Skills, and Abilities: Certifications & Experience: CFP strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal. Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI. Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities. Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation. Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution. Education: Bachelor's degree from an accredited institution required. Work Schedule: Daytime and evening hours as needed. Working Conditions: Professional office environment. Working inside. Standing and sitting. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $170,000-$200,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection