Finance Analyst jobs at Vaco Binary Semantics - 9582 jobs
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
San Francisco, CA jobs
A non-profit organization is seeking a Corporate Senior FinancialAnalyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
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$71k-104k yearly est. 1d ago
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Accounting & Finance Analyst
LHH 4.3
Portland, OR jobs
Title: Accounting & FinanceAnalyst
Compensation: $80-110K base salary
Employer paid healthcare benefits
401k match
Paid holidays & PTO
Free onsite parking
Hours/Schedule: Typical business hours M-F. 45-50 hours during initial transition expected
Team Description: Finance & Accounting group of ~30 across GL, AP, AR, and Payroll. This role reports to the Financial Operations Manager and partners closely with the CFO, Controller, and project‑focused financial team.
This job in a nutshell: We're supporting a long‑established construction services organization undergoing modernization and process changes following a recent ownership transition. This role plays a key part in helping the company understand project performance, strengthen forecasting accuracy, and improve financial visibility across operations.
You'll analyze project financials, partner with cross‑functional leaders, and contribute to ongoing improvements in reporting, budgeting, and cost management.\
What You'll Do:
Review financial performance across a portfolio of active construction projects, including budgets, actual costs, burn rates, and forecast updates.
Build, maintain, and monitor budgets at both the project level and the broader organizational level.
Identify and explain cost variances for project managers and operational leaders.
Assist with modeling scenarios, supporting planning activities, and contributing to monthly P&L analysis and projections.
Recommend and support improvements to financial workflows, reporting tools, and data accuracy.
Partner with project managers, estimators, accounting teams, and operations staff to translate financial data into clear insights.
We're Looking For:
3-5+ years of finance or accounting experience; exposure to project-based work a plus
Construction industry experience strongly preferred
Comfortable presenting financial information to non-finance stakeholders
Excel proficiency (pivot tables, VLOOKUPs, and advanced formulas)
ERP Experience with Sage 300 is a plus
Background Screenings:
This role requires a pre-employment background screening including drug test (cannabis included). Role is subject to ongoing random drug screenings.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
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$80k-110k yearly 1d ago
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
Ernst & Young Oman 4.7
San Francisco, CA jobs
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate
Overview
EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity.
With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence.
Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally.
As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions.
You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub sectors.
Your key responsibilities
As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development.
Skills and attributes for success
Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions.
Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates.
Perform extensive financial analysis, valuation analysis and pro forma financial modeling.
Identify key issues and potential areas of valuation and transaction risk within engagements.
Perform In-depth market-sector and company-specific research.
Support business development initiatives.
To qualify for the role, you must have
A bachelor\'s degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience.
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus.
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment.
Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling.
Strong communication skills
Efficient use of research databases, and technical ability to analyze data.
Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization.
You must either reside in or be in a commutable distance to your office location for this position.
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have
A proven record of excellence in investment banking with a focus on M&A transactions
Experience in or interest in the Technology sector
Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
What we look for
We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time-sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could beis for you.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
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$150k-185k yearly 1d ago
Financial Reporting Analyst (Onsite required)
LHH 4.3
Sacramento, CA jobs
Financial Reporting Analyst (Onsite)
About the Role
We're hiring a Senior Financial Reporting Analyst for a newly created position with meaningful impact and clear room to grow. You'll lead property expense controls, own monthly reporting rhythms, and partner closely with operations to optimize costs and drive smarter decisions.
What You'll Do
Lead monthly property cost analysis; deliver variance reports vs. budget, prior year, and benchmarks (e.g., expense per square foot).
Identify drivers of cost variances; collaborate with Property Management and Operations to investigate and resolve issues.
Prepare and present financial and operational insights to leadership.
Build and standardize reporting tools/models that improve timeliness and accuracy.
Drive process improvements, including automation and AI‑enabled workflows for recurring financial reviews.
Support tenant screening by evaluating financials (balance sheets, income statements, limited tax returns) to assess creditworthiness.
Contribute to annual budgeting and forecasting at property and corporate levels.
Operate as a self‑starter while partnering cross‑functionally as needed.
Minimum Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business Administration or related field required.
3-4 years of hands‑on financial analysis experience, ideally in commercial real estate or property management.
3-4 years driving budgeting, variance analysis, and financial reporting.
Advanced Excel proficiency (testing required prior to first interview). Comfort working in-and simplifying-large, complex workbooks (hundreds of tabs) and introducing automation.
Work Location & Schedule
100% onsite. Candidates should be within a reasonable commute (~45-50 minutes) of the office.
Remote/hybrid options are not available.
Skills:
Financial Reporting • Variance Analysis • Budgeting & Forecasting • Commercial Real Estate • Property Management
Advanced Excel • Financial Modeling • Process Automation • AI in Finance • Yardi (or similar) • Operations Partnership
“Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance”
$73k-102k yearly est. 3d ago
Senior Investment Analyst
Adecco 4.3
Baltimore, MD jobs
Job Details: Sr. Financial + Investments Analyst
Job Category: Finance
Business Model - In office 5x a week Mon - Fri (Baltimore MD)
Compensation - $100K -105K base +12% Annual Bonus + Stock Grants (Day 1)
This role is ideal for talent in commercial real estate with 3-5 yrs of CRE investing experience +underwriting, ARGUS (version irrelevant) +valuation expertise
.
ESSENTIAL FUNCTIONS:
Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc.
Participate in department and organization projects and initiatives as assigned.
Conduct ad-hoc management reporting and analysis as assigned.
Assist in the preparation of investment committee materials.
Act as a liaison between Asset Management and Development Team for underwriting opportunities.
Responsible for the quarterly forecasting and reporting processes for assigned properties.
Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy.
Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings.
Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets.
Present portfolio reviews to asset management.
Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc.
SECONDARY RESPONSIBILITIES:
Provide training as requested related to the budget process.
Perform other job-related duties as assigned.
QUALIFICATIONS:
Education - Bachelor's Degree in Finance, Accounting, Economics or other related field.
Further Training - Commercial real estate finance related training preferred.
Professional Experience -
3-6 years of relevant experience.
Specific finance experience in the real estate industry preferred.
Computer Skills -
PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software.
Ability to adapt to new or changing software programs.
Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager.
Experience creating complex excel models is preferred.
BENEFITS
401K Match, Tuition Reimbursement, LTD, STD, FMLA, Health, Medical, Dental -Total Days Off in Year One - TWENTY NINE DAYS!!!!!!!!!!!!!!!!!!!!!!!! high EMPLOYEE ENGAGEMENT events -
Call me for more. ************ and ask for Sybil Galligan.
$100k-105k yearly 4d ago
Investment Analyst (looking for public accounting)
Robert Half 4.5
Dallas, TX jobs
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 1d ago
Analyst, Investment Banking
Alvarez & Marsal 4.8
New York, NY jobs
Analyst, Alvarez & Marsal Investment Banking
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
As an Analyst in the Investment Banking group, you will gain experience in restructurings, M&A, and financial advisory services. Furthermore, you will have exposure to a variety of products and have the chance to immediately interact with clients. It is expected that you will continue to take on more responsibilities as your transaction execution skills are refined.
How you will contribute
Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research
Qualifications
Minimum of 1 year of investment banking at a financialanalyst level REQUIRED (2 years are preferred)
An understanding or experience in distress/restructuring or M&A
Bachelors Degree with major in Business or Accounting with a minimum cumulative GPA of 3.5
Demonstrated quantitative, analytic and modeling skills
Highly developed written and oral communication skills
Knowledge of capital markets and investment banking products
Expertise in financial and computer applications (Excel, PowerPoint, Word, Bloomberg)
Understanding/experience with credit analysis is a plus
Strong interpersonal skills utilized within a team environment and in client interaction
Strong work ethic and attention to detail
High level of integrity
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $115,000 - $125,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-HH1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$115k-125k yearly 1d ago
Financial Analyst
Robert Half 4.5
Columbia, MD jobs
Are you ready to take your financial analysis skills to the next level? We're seeking a FinancialAnalyst to join a leading real estate organization supporting a dynamic property management team. This role offers exposure to a diverse portfolio and the opportunity to make a measurable impact on operational and investment decisions.
What You'll Do
Analyze financial performance across a portfolio of commercial properties.
Prepare budgets, forecasts, and variance reports to support strategic decision-making.
Collaborate with property managers and leadership to optimize financial outcomes.
Assist with lease analysis, cash flow modeling, and reporting for internal stakeholders.
What We're Looking For
1-4 years of financial analysis experience (real estate industry experience preferred but not required).
Strong proficiency in Microsoft Excel (advanced formulas, pivot tables, and modeling).
Excellent communication skills with the ability to present insights clearly.
Familiarity with Argus or Yardi is a plus.
#FinancialAnalyst #RealEstateJobs #PropertyManagement #FinanceCareers #ExcelExperts #CREFinance #CareerGrowth #HiringNow
$48k-76k yearly est. 3d ago
Real Estate Analyst
Robert Half 4.5
Exton, PA jobs
FinancialAnalyst - Real Estate Investments
Salary + Cash Bonus + Equity
We're seeking a motivated and detail-oriented FinancialAnalyst to join a dynamic team focused on identifying, analyzing, and supporting strategic real estate investment opportunities. This role offers exposure to complex financial modeling, market research, and investment decision-making across a variety of property types.
What You'll Do:
Build detailed financial projections and cash flow models using Excel and ARGUS to support investment opportunities.
Conduct market research and analysis to inform assumptions for potential acquisitions and development projects.
Prepare comprehensive investment briefs and present findings to senior leadership for review and approval.
Collaborate with internal teams, regional offices, brokers, consultants, and other external partners to verify data and assumptions.
Contribute to annual investment budgets and strategic planning initiatives.
Maintain accurate tracking of investment pipelines, reports, and internal databases.
Travel occasionally to support due diligence and site evaluations.
What We're Looking For:
Bachelor's degree in Finance, Accounting, Economics, or related field.
1-2 years of experience in finance, real estate, or investment analysis preferred.
Strong understanding of financial modeling concepts, including cash flow, IRR, DCF, and yield analysis.
Experience with ARGUS and advanced Excel modeling is highly desired.
Excellent written and verbal communication skills, with strong attention to detail.
Comfortable collaborating across teams and managing multiple priorities simultaneously.
Why You'll Love It Here:
Opportunity to work on high-impact real estate investment projects.
Exposure to senior leadership and strategic decision-making processes.
Collaborative, fast-paced environment that values curiosity, accuracy, and analytical thinking.
If you're passionate about real estate finance and enjoy diving into numbers to uncover opportunities, we'd love to hear from you!
Financial Advisor, Registered Investment Advisor Representative - Fiduciary Financial Planning and Wealth Management Services Job Type: Full-Time. Shift: 1st shift. Schedule: 8:30 am to 4:30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs.
Work Location: In-office. This is not a hybrid or remote position.
Salary: Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications.
Benefits: Medical, Dental, Life Insurance, 401K and PTO. Equity ownership opportunity.
Relocation: Not available.
Position Summary:
We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement. For this position you must be a true fiduciary, committed to delivering objective, client-first financial guidance. We are seeking a highly motivated, and driven individual who has an existing book of business you may eventually transition to our firm.
This position requires a blend of knowledgeable and friendly one-on-one personal service abilities including, comprehensive financial planning, investment management, ongoing client communication, and direct collaboration with our internal team to deliver a seamless and exceptional client experience.
Required Qualifications:
CFP certification (active and in good standing).
You must be a Registered Investment Advisor.
Key Responsibilities:
Role Focus
Deliver knowledgeable, empathetic, patient, and proactive service to pre-retiree and retiree clients.
Manage onboarding, custodial processes, and complex account servicing.
Support our advisors with accuracy, communication clarity, and fiduciary integrity.
Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs.
Client Relationship Management
Serve as the primary advisor for a dedicated group of client households.
Build deep, trusting relationships with retirees, near-retirees, and multigenerational families.
Conduct financial planning and investment review meetings independently.
Provide guidance on retirement planning, tax strategies, estate planning, cash flow, charitable giving, and risk management.
Financial Planning & Investment Management
Create and maintain comprehensive financial plans using firm-approved planning software.
Develop customized retirement income strategies, including Social Security and withdrawal planning.
Oversee investment portfolios aligned with the firm's philosophy and risk management framework.
Present investment strategies and recommendations in a clear, client-friendly manner.
Business Development & Practice Growth
Cultivate new client relationships through referrals, networking, and professional engagement.
Transition (if applicable) an existing book of business to the firm, adhering to regulatory and ethical standards.
Participate in firm marketing initiatives, educational events, and thought leadership efforts.
Compliance & Fiduciary Standards
Operate with strict adherence to fiduciary duty, firm policies, and regulatory guidelines.
Maintain accurate documentation, meeting notes, and client records within CRM and custodial systems.
Hold and maintain active Series 65 licensing (or equivalent).
Collaboration & Teamwork
Work closely with client service teams to ensure exceptional operational support.
Contribute to internal discussions around planning strategies, investment philosophy, and client experience improvements.
Mentor junior team members as needed.
Required Qualifications:
CFP certification (active and in good standing).
Bachelor's degree in finance, business, economics, or related field.
7-10+ years of experience directly advising clients in a fee-only RIA environment.
Series 65 (active) or the ability to obtain before start date.
Demonstrated ability to independently manage and deepen client relationships.
Strong knowledge of retirement planning, investment management, and holistic financial planning.
Excellent communication skills - able to explain complex topics in simple, client-friendly terms.
Proficiency with financial planning software (eMoney, MoneyGuidePro) and CRM systems.
Strong ethical standards and commitment to fiduciary service.
Preferred Qualifications:
An existing book of business that could eventually be transitioned to the firm.
Experience with Schwab, Fidelity, or other major custodians.
Additional professional designations (CFA, CIMA, EA, CPWA, etc.).
Experience serving retirement-focused clients.
Key Competencies:
Client-focused mindset with strict fiduciary ethics.
Deep client empathy and a service-first mindset.
High professionalism and personal integrity.
Ability to work independently while collaborating effectively with the team.
Strong analytical and decision-making skills.
Excellent presentation, communication, and interpersonal skills.
Desire for long-term career growth within a fiduciary RIA.
A willingness to go the “extra mile” to provide tailored, individual client service.
Driven to excel and succeed by maintaining and building strong personal client. relationships, and growing yours' and our book of business.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Pay Details: $100,000.00 to $140,000.00 per year
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$100k-140k yearly 6d ago
Corporate and Transactional Analyst (CPA)
James Bates Brannan Groover LLP 4.3
Atlanta, GA jobs
James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office.
Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others.
Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years.
This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry.
This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents.
Qualifications
Active CPA license required
5-10 years of experience in public accounting, corporate finance, and transactional tax
Solid understanding of financial statements and financial accounting principles
Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts
Excellent analytical and organizational skills with strong attention to detail
Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment
Key Responsibilities
Perform tax and financial analysis for business transactions, mergers, and acquisitions
Assist attorneys with structuring and modeling transactions for tax efficiency and compliance
Review and interpret financial statements, tax returns, and related documentation
Conduct due diligence and prepare financial summaries for client and internal use
Research tax laws and corporate compliance issues relevant to ongoing matters
Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments
Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges
Creative problem solving to identify innovative, practical solutions that support client goals and transaction success
Collaborate with attorneys to develop and implement strategic business and tax solutions
Work closely with clients' accountants on due diligence and transaction-related tax implications
$75k-90k yearly est. 4d ago
Corporate Senior Financial Analyst
International Executive Service Corps 3.7
San Francisco, CA jobs
Role of a Corporate Senior FinancialAnalyst
Under general direction, responsible for tracking financial performance, analyzing business performance and market conditions to create forecasts, and consulting with senior management on tactical and strategic decisions to maintain financial health and profitability.
This is a hybrid role, working in-office at least three days per week, the rest can be from home.
Essential Responsibilities
Prepares key management reports highlighting actuals to budgets, forecasts, prior year, and trends.
Maintains and updates monthly/quarterly dashboard presentations for the C-suite and Board of Directors.
Prepares and assists with various cost allocations for the annual budget process (Management fees, health & welfare, insurance costs).
Builds financial models and improves existing models.
Manages the monthly cash flow schedule.
Assists with the company-wide capital budgeting process and maintains the capital forecast schedule.
Researches and prepares the monthly capital report.
Review capital change orders and project requisition forms (PRFs) to ensure accuracy and confirm sufficient budgeted funds.
Partners with the Finance team to manage the record-keeping of the Company's self-insurance programs.
Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
Drives efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements.
Understands and leverages various data sources to capture company and market data for various financial and business analytics.
Assists with implementing, monitoring, and supporting the Company's financial reporting tools (Hubble and GlobalSoft) and provides user training.
Assists with the maintenance and creation of financial reports and customized queries.
Performs ad hoc reports and analyses as requested.
Prepares year-end audit schedules.
Other duties as assigned.
Qualifications
4+ years of experience in FP&A, preferably in a corporate FP&A role
Proficiency with financial reporting fundamentals (P&L, balance sheet, cash flow statements, key metrics reporting) and accounting principles
Familiarity with - and ability to perform - return on investment calculations for capital projects, RFPs, and acquisitions (Net Present Value, IRR, also performing WACC and sensitivity analysis)
Advanced proficiency with MS Office, particularly Excel, Word, and PowerPoint
ERP experience, ideally JD Edwards
Proven ability to learn technologies quickly and manage change efficiently, proactively, and in a positive manner.
Self-motivated and highly organized; ability to multi-task, adjust priorities, and handle diverse responsibilities simultaneously.
Analytical thinking skills, statistical knowledge, and ability to meet deadlines
Oral and written communication skills
High School or GED Required
Bachelor's Degree Preferred
Recology Offers
An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R's: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.
Recology Benefits May Include
Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans (Employee Stock Ownership Plan, 401(k) with match).
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.
Supplemental Information
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job; and pursuant to applicable law, we will consider for employment qualified applicants with criminal records. It is important that you provide accurate information on the job application, inaccurate information may cause delays in the processing of your application and/or may disqualify you as a candidate.
Recology is an equal opportunity employer committed to supporting an inclusive work environment where employees are valued, heard, and provided development opportunities. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, disability, protected veteran status, or any other basis that is prohibited by law.
This description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, effort, work conditions, and benefits associated with the job.
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$82k-113k yearly est. 1d ago
Financial Analyst
Russell Tobin 4.1
Columbus, OH jobs
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 1d ago
Analyst, Management-Jr.
International Executive Service Corps 3.7
San Diego, CA jobs
SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's existing organization, personnel, knowledge, and processes.
SEA 21 integrates sustainment and maintenance strategies, modernization plans, training needs, and technical, logistics, and programmatic efforts to best manage the lifecycle of U.S. and partner Navy surface ships and systems from fleet introduction through transfer or disposal.
SEA 21 is the dedicated life cycle management organization for the Navy's in-service surface ships and is responsible for managing critical modernization, maintenance, training, and inactivation programs.
SEA 21 provides wholeness to the fleet by serving as the primary technical interface, ensuring surface ships are modernized with the latest technologies and remain mission relevant throughout each ship's service life. The organization also maintains inactive ships for future disposal, donation, or transfer, to include follow-on technical support to our partner navies.
Salary for this position is $24.76/Hr.-$27.93/Hr.
Duties include
Collect, review, and analyze information in order to make recommendations to the Government.
Define the nature and extent of problems.
Analyze relevant data, which may include annual revenues, employment, cost performance, schedule or expenditures.
Interview managers and employees while observing their operations.
Develop solutions to problems. In the course of preparing recommendations, understand the nature of the organization, the relationship it has with others in the Government, and its internal organization and culture.
Prepare and solve mathematical models.
Report findings and recommendations to the Government.
Reports are usually submitted in writing, but oral presentations regarding findings also are common.
For some projects, management analysts are retained to help implement the suggestions they have made.
Required Skills and Experiences
Minimum of 1 year professional experience related to labor category
Preferred Skills and Experiences
4 years professional experience related to labor category. Experience supporting a DoD component.
Degree Requirements
None
Preferred Degree Requirements
Bachelor's degree in any field
Must be a U.S. citizen
A secret security clearance.
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$24.8-27.9 hourly 4d ago
Finance Manager
Jwilliams Staffing 4.0
West Chester, PA jobs
Our client is a real estate management, investing and services company - sets the gold standard as a premier brand in its industry through magical customer service, efficient systems, innovative practices and strategic thinking.
The Finance Manager succeeds by providing day-to-day analysis to accurately report financials to the Leadership Team and Investors. Leadership and effective communication skills are essential to support the company to create financial reports, direct investment activities, and develop strategic financial goals for the organization.
Selected Day-to-Day Activities
1. Financial Reporting - Includes Day-To-Day financial operations for all company transactions and business, final review of leadership reports before handoff. Provide assistance for each business to maximize profit and financial reporting and performance
2. Compliance - Responsible for the compliance of all accounting policies, procedures and regulatory requirements.
3. Perform financial analysis - Manage and communicate financial status and maintain accurate forecasts for all areas of the business. Manage scorecards and performance metrics to support decision making across all divisions.
4. Budgeting and Cost Control
a. Partner with division leaders to create and manage budgets.
b. Track financial performance against budgets and provide variance analysis for each division.
c. Identify and recommend cost-saving opportunities across the divisions.
5. Team leadership - Provide oversight, performance feedback and development for the accounting team.
6. Align divisional financial plans with organizational goals and priorities.
7. Investments
a. Forecast cash needs and plan for future funding requirements.
b. Monitor short-term borrowing or investing as required.
c. Proper recording of private money loans, mortgages, payoffs, refinance
Minimum Requirements
● Bachelor's degree in Finance or Accounting
● 5-8 years of experience in accounting and/or financial analysis.
● Proficiency with QuickBooks and Microsoft Office Products - Excel, Word, Powerpoint
● Competency in AppFolio
● Excellent and proven business judgment, analytical and decision-making skills
● Proven knowledge in financial analysis and strategy
● Excellent leadership skills, verbal and written communication skills. Presentation skills necessary
● Motivate HUB team and organization to achieve goals and results
● Empower team members
$77k-102k yearly est. 2d ago
Financial Analyst
Kellymitchell Group 4.5
Saint Louis, MO jobs
Our client is seeking a FinancialAnalyst to join their team! This position is located in St. Louis, Missouri.
Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports
Makes recommendations to improve the company's fiscal efficiency based on the interpretation and organization of financial information
Presents budget analysis and recommendations to upper-level management at the beginning of each budgetary cycle
Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to the company's policies
Desired Skills/Experience:
Completed bachelor's degree in accounting, finance, business or related field or equivalent experience
5+ years of financial analysis or related experience is required
Proficient in accounting software (Essbase, SAP, etc.) and Microsoft Office Suite or related software
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position starting at $75,000 - 85,000. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
$75k-85k yearly 4d ago
Senior Budget Analyst
Ascendo 4.3
New York, NY jobs
We are seeking a Senior Budget Analyst to play a key role in managing budgets for programs funded through the NYC Department of Homeless Services (DHS) this individual will be responsible for the full budget lifecycle- from creation to close-out. Responsibilities:
Develop, manage, and monitor annual program budgets across multiple DHS-funded sites.
Prepare detailed line-item budgets and justifications in accordance with DHS and City guidelines.
Provide budgetary analysis and recommendations to support leadership in strategic and operational decisions.
Track spending, analyze variances, and prepare budget modifications as needed.
Oversee budget submissions, renewals, and close-outs in a timely and accurate manner.
Maintain up-to-date records in the financial system and ensure proper version of all budget documents.
Serve as the primary liaison between the Finance Department, Program Management, and DHS representatives.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
Nonprofit experience is required.
3+ years of experience in budgeting, accounting, or financial analysis- preferably within NYC DHS or other City-funded programs.
Strong understanding of government contracts, fiscal management, and budget compliance.
Excellent analytical skills with the ability to interpret financial data and identify issues.
Strong communication and interpersonal skills.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Brian Keane
$53k-77k yearly est. 1d ago
Senior Global Investments Strategic Advisor
Pae Government Services Inc. 4.6
Alexandria, VA jobs
Amentum provides analytic, consulting, and staffing support to U.S. Government national security agencies, including the Departments of Defense, Homeland Security, and similar Government clients. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs.
Amentum is looking for a TOP SECRET-cleared foreign investment risk management SME to support the US Department of Defense. This SME will have demonstrated experience supporting the review, mitigation, and monitoring of foreign investments subject to review by the Committee on Foreign Investment in the United States (CFIUS) and Team Telecom. This SME, in the role of Global Investments Strategic Advisor, will help lead a team of CFIUS and Team Telecom analysts as well as other personnel focused on DOD investment analysis priorities to protect the Defense Industrial Base.
Preferred:
3+ years' experience managing and conducting CFIUS and/or Team Telecom transaction analysis since the passage of FIRRMA.
Extensive familiarity with DOD programs analyzing and mitigating the risk of foreign investment in US critical infrastructure, with expertise in this issue as it relates to the Defense Industrial Base preferred.
Experience managing teams in a high tempo environment.
Direct supervisory experience for 6+ personnel and/or experience managing an overall team of at least 15 personnel.
Required:
A minimum of 10 years of relevant experience and a Bachelors OR 8 years of relevant experience and a Masters degree.
Significant experience in at least two of the following areas: National Security, Economics, Investigative Research, Sanctions, Export Controls, or Intelligence Analysis.
At least 1 year of experience working on USG regulatory programs centering on economic security issues, technology protection, or geopolitical competition, to include either foreign investment, telecommunications licensing, or mergers and acquisitions.
Active TS/SCI.
Ability to communicate effectively, both orally and in writing to Senior DOD Leaders.
Amentum is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, gender identity, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Learn more about your rights under Federal EEO laws and supplemental language at EEO including Disability/Protected Veterans and Labor Laws Posters.
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$67k-110k yearly est. 5d ago
Senior Accounting Analyst
6 Degrees Group 3.9
Atlanta, GA jobs
6 Degrees Group is recruiting for a Senior Accountant with a focus on Fixed Assets for a hybrid opportunity in Atlanta, GA (4 days in office, WFH on Fridays). This is a high-impact role supporting a rapidly expanding business, with $200-$300 million in capital spend and 20-30 new store openings annually. The position is evolving significantly due to a system implementation (Oracle Fusion), offering the chance to drive modernization and automation. Ideal for candidates with fixed asset or construction accounting experience-or those coming directly from public accounting-who thrive in a dynamic environment.
Responsibilities:
Manage and track large-scale fixed asset activity related to new store openings and capital projects.
Prepare asset capitalization, depreciation, and month-end close entries with high accuracy.
Support the Oracle Fusion implementation and help transition processes from Excel to ERP-based workflows.
Collaborate with operations and finance teams to ensure accurate spend reporting and asset tracking.
Qualifications:
Bachelor's degree in Accounting or Finance; CPA or CPA-track strongly preferred.
Experience in fixed assets, construction accounting, or public accounting.
Strong Excel skills and comfort with system implementations or workflow changes.
Ability to adapt to evolving processes and maintain accuracy in a high-volume environment.
$59k-74k yearly est. 1d ago
OT Cybersecurity Analyst
The Jupiter Group, Inc. 3.9
Houston, TX jobs
The Cybersecurity Analyst is responsible for monitoring, documenting, and supporting the cybersecurity posture of client's IT and OT environments. This role focuses on reviewing and analyzing security alerts, identifying vulnerabilities, maintaining cybersecurity configurations, and escalating potential threats or incidents to senior team members. The analyst leverages data from multiple cyber defense tools (e.g., SIEM, IDS/IPS, firewalls, network traffic logs) to detect, analyze, and mitigate cybersecurity threats across corporate and operational technology networks.
Essential Duties & Responsibilities
Monitor, detect, identify, and alert on potential cyberattacks, intrusions, anomalous activity, and misuse events
Analyze alerts and logs to distinguish malicious activity from normal system behavior
Support protection of corporate and operational networks through continuous monitoring and analysis
Analyze logs, packets, and security messages from various systems and applications
Identify cyber threat tactics, techniques, and methods (TTPs)
Identify, document, and help remediate gaps in the organization's cybersecurity posture
Test systems for vulnerabilities and support vulnerability management initiatives
Document and escalate incidents in accordance with established procedures
Respond to urgent cybersecurity events and incidents, including after-hours support as needed
Review incidents to determine root cause and operational impact
Monitor external threats and hostile content directed toward organizational or partner interests
Recommend procedural improvements to support strong cyber hygiene
Prepare threat briefings, situational updates, and threat activity reports
Track and report on adversarial activity across enterprise environments
Environment & Technical Focus
Corporate IT network supporting internet access, routing, security policies, and user access
Operational Technology (OT) environments supporting building systems such as:
HVAC, lighting, and electrical systems
Access control and CCTV
Building automation and scheduling systems
Medium-sized, distributed campus environment with fiber-optic infrastructure
Multiple building environments, each operating as an isolated network within a single domain
Exposure to log collection, remote troubleshooting, and system monitoring across both IT and OT systems
Education & Required Experience
Associate's or Bachelor's degree in business, technology, or a related field preferred
3-5 years of experience in IT security or cybersecurity
Experience with SIEM platforms, IDS, and IPS technologies
Experience working with logs, network packets, and security event data
Basic scripting skills (Python, PowerShell, Bash)
Experience with vulnerability management and testing
Experience with network packet analysis
Experience with log analysis and log management
Experience with cloud security management interfaces
Experience with enterprise authentication systems (e.g., Active Directory, IAM platforms)
Incident handling and response experience preferred
Working knowledge of:
Core cybersecurity concepts (CIA triad, encryption, risk management)
Networking protocols and traffic flow
Cybersecurity threats, vulnerabilities, and threat hunting
Cybersecurity laws and regulations
Familiarity with security frameworks such as NIST and MITRE ATT&CK preferred
Understanding of differences between IT and OT network environments
Experience working on project teams; project management exposure preferred
Intermediate understanding of threat intelligence research and methodologies
Familiarity with adversarial TTPs