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Golub CapitalChicago, Illinois
$90,000 - $140,000 / year
Position Information Hiring Manager: Director Department: Treasury Department Overview The Treasury Department is responsible for the Firm’s overall cash management, allocation of investment opportunities and maintenance of third-party debt facilities. Primary functions within Treasury include short and long-term cash forecasting, FX management, pre-trade compliance, asset allocations, cash positioning, liquidity optimization and debt compliance. The Treasury Department collaborates closely with many internal and external partners to ensure the Firm’s financing goals are met. These partners include senior management, Corporate Development, Structured Products, Capital Markets, Middle Market Lending and Broadly Syndicated Loan Origination Teams, Accounting, Operations, Tax, Technology Solutions and Investor Relations, and external partners such as banking partners, trustees, accounting firms, tax counsel, administrators and rating agencies. Position Responsibilities The Senior Structured Finance Analyst will act as a critical component to the preservation of the various debt facilities at Golub Capital. This position ensures Golub Capital remains compliant within the various CLO debt / investment agreements and other debt facility agreements. In addition, the Senior Analyst will lead all aspects of the various CLO and financing vehicles including legal document review, reconciliation of Trustee reports, all reporting obligations, obligatory private ratings tracking and accountant reviews. The Senior Analyst will also be responsible for ensuring compliance with certain other third-party debt facilities which could include loan level borrowing base credit facilities, bank warehouses and total return swaps. This role involves extensive internal coordination with our Settlement & Funding Team, Middle Market and Broadly Syndicated Deal Teams, Structured Products Team, Fund Accounting Team, Operations Team and Investor Communications Team. Responsibilities include, but are not limited to: Leading reconciliation and preparation of monthly / quarterly Servicer reports with Trustees of the various Golub Capital managed funds Monitoring and tracking all CLO compliance related tests ensuring pre-trade compliance with all trades prior to execution Providing recommendations on the underlying portfolios to senior members of the Treasury Team Ensuring all deliverables are logged into centralized tracking calendar and all reporting requirements are met Reviewing and providing comments during legal document review to ensure Golub Capital has the best terms possible Working with third party accounting firms during audits of managed funds to provide necessary data and reconciling exceptions Interacting with rating agencies, trustees and accountants on new and existing CLO transactions as needed Monitoring and processing loan ratings packages for ratings agencies and maintaining ratings database Providing back-up support and redundancy to specified team members Resourcing and implementing ad-hoc projects and special business driven projects as directed by firm management Updating liability activity in Wall Street Office (loan system) Processing trade activity in Everest (trade order management system) Maintaining appropriate records for data integrity Continually striving to develop skills and remaining informed of “best practices” Candidate Requirements Qualifications & Experience: Bachelor's Degree in Accounting, Finance or Economics or related major with an outstanding record of academic achievement At least 3+ years of relevant work experience Excel modeling skills Proficiency in Windows and Word required; VBA, Wall Street Office, SharePoint and Everest systems a plus Ability to independently drive projects to completion while also functioning effectively in a team environment Strong interpersonal, verbal and written skills Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Financial Analysis: Leverages financial information and policies, accounting principles, technology and other financial analytics to ensure compliance and generate insights. Develops financial models using predictive analytical techniques to drive reason-based decision making. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Cash and Liquidity Management: Performs cash and liquidity management responsibilities (e.g., cash forecasting and positioning) to ensure the necessary funding is in place for deals. Pre-Trade and Debt Compliance: Ensures pre-trade and debt compliance across the Firm’s investments. Leverages knowledge of the regulatory environment, governing documents and internal policies, including current and proposed laws, regulations and guidance to ensure compliance. Compensation and Benefits For Illinois Only: It is expected that the base salary range for this position will be $90,000 - $140,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
Posted 30+ days ago
Axos BankSan Diego, California
$125,000 - $200,000 / year
Axos Bank Target Range: $125,000.00/Yr. - $200,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target:Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job *Target bonus can range from 25%-50% dependent on level of experience*The Credit Administrator provides credit oversight through initial and periodic credit reviews and evaluation, loan structuring, and engagement with legal counsel for an assigned portfolio of commercial borrowers. This role is responsible for reviewing and approving loan submissions within the designated credit approval authority. Responsibilities: As a key member of a deal team, work closely with Business Units including Team Managers, Credit Underwriting and Portfolio Managers to review and evaluate new credit proposals, amendments, and renewals for a portfolio of commercial borrowers while focusing on the quality and analysis of the credit presented Credit products covered may include, but not limited to: structured, asset-based, senior-secured, commercial loans to non-bank lenders or investment funds that are subject to a borrowing base, including Net Asset Value “NAV” Facilities Approve proposed extensions of credit within authorized loan limits Develop alternative strategies on complex credits through a collaborative effort with business units Review pipeline, maturities, and delinquency reports and engage Business Units for appropriate action Engage with Credit Portfolio Management to monitor and manage the risk of a portfolio of commercial borrowers Approve periodic loan reviews and confirm the accuracy of the risk rating Provide guidance on credit issues including proper structuring, early detection of problem loans to Business Units through thought leadership and coaching Assist in managing problem loan credits Collaborate with Business Units and engage with legal counsel on the documentation of loan transactions Proactive in understanding industry, market, and Borrower trends to manage the credit risk of an assigned product which could lead to proposing updates to credit policies, guidelines, and procedures Qualifications: Bachelor's degree MBA or completion of a formal Credit Training Program at a major financial institution highly preferred 12+ years related experience in commercial credit framework, and basic commercial credit legal documentation principles Excellent credit analysis skills Ability to use core Microsoft Office programs and applications such as Word and Excel with ease Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Posted 30+ days ago
Murgado Automotive GroupBarrington, Rhode Island
$17 - $19 / hour
Automotive Loan Processor / Automotive Finance Assistant: Organizes, gathers and processes customer documentation for sales. ESSENTIAL DUTIES Essential Duties include the following. Other duties may be assigned. Receives cash, checks and credit card payments from customers; records amount received. Makes change and issues receipts to customers. Files within appropriate file system all dealership forms, records, reports, correspondence, or other important material. Establishes and maintains good working relationships with several finance sources, including the manufacturer. Processes finance and lease deals accurately and fairly through financial sources to secure approval. Provides refunds or credit memorandums to customers for returned merchandise or as directed by managers. Works with department managers to keep abreast of new products and services offered, their features and value, and any changes in price. Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner. Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting. Acquires and maintains current state insurance license, completing continuing credit insurance education as needed. Answers customer questions about service performed or products purchased, or refers them to someone who can. Processes all federal, state, and dealer paperwork related to vehicle transaction. Verify customer insurance requirements. Ensures collection of all finance and insurance fees. Processes all credit applications. Maintains an adequate and current supply of all required contracts and paperwork needed for completion and finalization of car deals Conducts business in an ethical and professional manner. Provides clerical and secretarial assistance to departments as needed. Maintains a professional appearance. Keeps work area neat and clean. Performs other duties as assigned. $17 - $19 an hour Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status. We are an employer who participates in the E-verify program with the Department of Homeland and Security. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Posted 2 weeks ago
SolaceRedwood City, California
Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health About the Role As a Strategic Finance Lead at Solace, you will be responsible for developing and executing finance and strategy initiatives that drive positive outcomes. You are a self-starter interested in working on a broad set of in-house initiatives and taking on significant direct ownership responsibility. The Strategic Finance Lead is responsible for supporting all departments across Solace. This individual contributor role is for the ambitious, the curious and those who don't shy away from feedback. This is a unique opportunity as a Strategic Finance hire, reporting directly to our CFO. This job is a hybrid role with the in-office portion in Redwood City, CA, 3 days a week . About Solace Healthcare in the U.S. is fundamentally broken. The system is so complex that 88% of U.S. adults do not have the health literacy necessary to navigate it without help. Solace cuts through the red tape of healthcare by pairing patients with expert advocates and giving them the tools to make better decisions—and get better outcomes. We're a Series B startup, founded in 2022 and backed by Inspired Capital, Craft Ventures, Torch Capital, Menlo Ventures, and Signalfire. Our U.S. team is lean, mission-driven, and growing quickly. Solace isn't a place to coast. We're here to redefine healthcare—and that demands urgency, precision, and heart. If you're looking to stretch yourself, sharpen your edge, and do the best work of your life alongside a team that cares deeply, you're in the right place. We’re intense, and we like it that way. Read more in our Wall Street Journal funding announcement here . What You’ll Do Financial Modeling & Forecasting: Own and evolve Solace financial model: ARR, retention, CAC payback, burn/runway, and unit economics. Annual & Long-Term Planning: Lead the annual planning cycle, including headcount, revenue targets, expense budgets, and scenario modeling; collaborate with leadership on multi-year financial strategy. Board Reporting: Lead the preparation of board materials and presentations, distilling insights into actionable narratives. Accounting Partnership: Work closely with our outsourced accounting firm to support the monthly close and investor-ready reporting. Automation & Systems: Build automation into reporting, forecasting, and finance workflows. Bring innovative ideas—and bring them to life. Be autonomous. You’ll take full ownership of your work, and you take responsibility for every last detail, every step of the way. Rapidly produce and launch concepts while laughing in the face of potential failure. Serve as the go-to liaison with cross-functional partners. Define initiative-level roadmaps of supporting workstreams to ensure work delivers on goals and your deadlines are met. Provide up-to-date visibility into current projects and ensure the right stakeholders and cross-functional team members are involved at the right time. You’ll document decisions and action items and follow up with owners on commitments. What You Bring to the Table A bias toward action and execution. You have an exceptional craving for momentum, and you thrive on timelines that would be unrealistic for most others. Comfort with ambiguity and a refined palate for controlled chaos. Unfettered creativity. Intuition on what it takes to win. Great communication skills that help you work across departments to make visions come to life. No job too big or too small. 4+ years of relevant experience in Investment Banking, Private Equity, Hedge Funds, or Strategic Finance at a startup. Applicants must be based in the United States. Up for the Challenge? We look forward to meeting you. Fraudulent Recruitment Advisory: Solace Health will NEVER request bank details or offer employment without an interview. All legitimate communications come from official solace.health emails only or ashbyhq.com . Report suspicious activity to recruiting@solace.health or advocate@solace.health.
Posted 2 days ago
Sheboygan Auto GroupSheboygan, Wisconsin
Sheboygan Auto Group is looking for our next Automotive Finance Manager. This is an exciting opportunity in a growing, fast-paced industry. The Automotive Finance Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or finance, you’ll find the right finance and insurance products for every customer, no matter what their situation. What We Offer An Aggressive & Rewarding Compensation Package 401(k) Plan Medical, Dental, and Vision Insurance Life and Disability Paid Vacation Paid Personal Leave Paid Holidays Bonus Programs Vehicle Purchase Programs Schedule flexibility Ongoing training and career development opportunities Responsibilities Welcome customers to the store and transition them from Sales to Finance during their vehicle purchase process Work directly with our employees and customers to develop relationships Determine customer financing needs and payment options based on a consultative interview process Present a fully transparent pricing menu to customers detailing their financing options and products Process finance transactions and ensure 100% compliance with all state and federal laws and regulations Follow up with customers to ensure satisfaction Build rapport with customers to create a base of referrals Set and achieve targeted sales goals Gain superior product knowledge to effectively help customers Ensure that all administrative processes are handled in a timely fashion and in compliance with company policy Provide an exceptional customer experience to drive loyalty Qualifications High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Highly detail-oriented and organized Prior Automotive Sales or F & I experience preferred Demonstrated communication, consultative, interpersonal, and organizational skills Experience and desire to work with technology Valid in-state driver’s license and an acceptable, safe driving record 18+ years of age or older to comply with the company driving policy About Us Since opening our doors, Sheboygan Auto Group has kept a firm commitment to our customers. Customer satisfaction is our highest priority and our staff is committed to achieving this goal in every aspect of our business. We strive to be the BEST Automotive Car Company in Sheboygan County! Our employees enjoy training programs, a fantastic culture and opportunities for advancement, which are company-wide focuses to help you grow both personally and professionally. We’re interested in helping your career and adding to your resume because we know that happy employees lead to happier customers! At Sheboygan Auto Group, part of the Rydell Automotive Group, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee on our team is absolutely critical to our success. Our promise is to keep delivering the same award-winning service and value that our community has come to expect from our dealership through the years. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We are committed to providing a safe, drug-free work environment. Applicants must be willing to submit to a pre-employment background check and drug test. Interested candidates must possess a valid driver's license and have a satisfactory driving record.
Posted 2 days ago
StarbridgeNew York City, New York
Starbridge is seeking a dynamic Finance VP to own and scale all aspects of our financial operations. This role is critical in driving financial discipline, healthy growth, and strategic foresight as we scale rapidly. You will own budgeting, payroll, tax compliance, accounting, and FP&A more broadly, while partnering cross-functionally to provide business insights and operational leverage as needed. If you are passionate about building in the AI space, thrive in ambiguity, and veer toward high-ownership environments, we’d love to meet you. Responsibilities & Impact Own design & execution of all core finance functions: payroll, bookkeeping, AP/AR/Collections, tax compliance, month-end close, audit readiness, investor reporting, etc. Partner with leadership on financial planning, budgeting, and headcount forecasting to ensure alignment with company goals. Lead FP&A function, including rolling forecasts, variance analyses, and performance insights. Develop and maintain dashboards and reporting packages that track key metrics (e.g., burn, runway, ARR, LTV/CAC, gross margin, etc.) and power board and investor updates. Manage and evolve internal financial systems (e.g., QuickBooks, Bill.com , Expensify, etc.), driving automation where possible and reducing manual overhead. Build and maintain dynamic financial models and scenario analyses to support decision-making around growth, pricing, hiring, and capital allocation. Collaborate closely with Sales, RevOps, and GTM leadership to ensure accuracy in revenue recognition and commission plans. Ensure tax and regulatory compliance across jurisdictions; liaise with external tax and accounting partners as needed. Implement and uphold internal controls, compliance processes, and financial best practices. What You Bring Must Have 6+ years experience in finance and/or FP&A roles within high-growth B2B SaaS, ideally including time at Series A–B stage companies. Demonstrated exemplary ownership of FP&A, accounting, payroll, and compliance at an executive or leadership level. Mastery of Excel for modeling and analysis; strong experience creating dashboards and board-ready materials–you’re a self-proclaimed Excel Wizard. Exceptional attention to detail, combined with strategic thinking and an ability to translate numbers into action. You thrive in ambiguity and bank on ownership. Strong grasp of SaaS metrics and finance concepts (e.g., deferred revenue, GAAP vs cash, cohort analysis, gross margin, etc.) Excellent project management and cross-functional collaboration skills—you’re extremely self-directed and thrive in a fast-moving, resource-constrained environments Deep familiarity with financial tools and systems (QuickBooks, Gusto, Bill.com , Carta, etc.). Ownership mentality: you have a deep bias towards action. Nice to Have CPA or MBA credentials 2+ years in investment banking, private equity, or equivalent. Experience preparing for or supporting a fundraise, due diligence, or M&A process Experience standing up or managing finance systems integrations or ERP implementations Interview Process We move fast — really fast. Getting back to someone today beats tomorrow, and our interview process reflects that mindset. Please keep us posted on your timeline so we can move quickly and speed things up where needed. All interviews are conducted via Google Meet. How We Work Build Bridges to Help Customers Win - We pride ourselves on being obsessively customer-centric. Shooting Star Speed - We move with extreme speed. We value momentum, decisiveness, and the ability to accelerate when it matters. Fun Is a Feature - Fun is a Feature means we intentionally design Starbridge to be an energizing place to do hard work. Joy, humor, and camaraderie make great teams faster, sharper, and more resilient. In the Arena - We believe the best ideas come from living close to the work, feeling the friction, hearing the nuance, and experiencing the details firsthand. Benefits include: Competitive salary + early-stage equity Company provided Lunch in office everyday Complimentary gym (Chelsea Piers Fitness) membership Unlimited PTO Regular offsites (NYC + global locations)
Posted 6 days ago
CivilGridSan Francisco, California
Title: Head of Finance & Ops Location: San Francisco, CA Reporting Structure: This role reports to the CEO. Company Description CivilGrid is a venture-backed SaaS construction tech company building the "Google Maps for the Underground." Come help us disrupt a $4.7T US industry segment that desperately needs innovation. This opportunity has tremendous upside as it scales. CivilGrid aggregates public and proprietary utility, geotechnical, environmental, and jurisdictional data. The consolidated information is sold via our collaborative SaaS mapping platform to engineers and developers who need it to make early-stage decisions on real estate and infrastructure projects. Real time data access reduces labor and project delays, accelerates decision making and reduces project risk. Collaborative features ensure faster information flow and decisioning inside and outside the organization and better project insight retention over time. Responsibilities As our Head of Finance & Ops , you will be the finance-first operator responsible for bringing rigor, clarity, and accountability to how we plan, spend, and scale. You’ll own budgeting, forecasting, board reporting, and investor communications, while also building the internal systems and processes that allow the company to execute efficiently. In addition, you’ll oversee people operations and light legal matters, managing compliance, HR processes, and contracts. You’ll partner closely with the CEO and leadership team to translate strategic goals into operational reality, manage external finance/tax/legal relationships, and ensure we have the tools, dashboards, and processes in place to monitor success. You will be responsible for: Finance & Investor Relations Own company financials: budgeting, forecasting, variance analysis, and financial reporting. Manage external bookkeeping and tax firms; ensure accuracy and compliance. Lead board-level and investor communications, producing clear and insightful reports. Build forward-looking financial models to guide hiring, capital planning, and growth. Manage cash flow, forecasting, and SaaS-specific revenue recognition (ASC 606). Operations & Strategic Planning Partner with leadership to set annual and quarterly goals, run QBRs, and build accountability frameworks. Translate vision into achievable operating plans, adjusting quarterly as needed. Develop and implement internal dashboards to track KPIs, usage metrics, and progress against goals. Evaluate and implement tools/systems for financial and operational tracking (QuickBooks and beyond). Oversee vendor payments, invoicing, reconciliations, and revenue operations. Legal & Compliance Manage light legal work, including vendor/customer contracts, NDAs, and partnership agreements. Coordinate with external legal counsel on corporate, employment, and compliance matters. Ensure company policies and processes meet compliance standards. Cross-Functional Leadership Act as a strategic thought partner to the CEO and other leadership team members on business decisions. Provide insights and recommendations on sales motion, hiring, and scaling strategy. Serve as the connective tissue across teams, ensuring decisions are data-informed and resourced. Foster a culture of operational excellence, financial discipline, and transparency. Is this you? Finance-first operator with 5-10 years of experience across finance, operations, and people leadership. Background in investment banking, consulting, Big 4, VC, or similar with hands-on startup finance/ops experience. Understanding of accounting principles, SaaS revenue recognition, and SaaS metrics (ARR, NRR, CAC, LTV, churn, burn multiple). Track record of building and managing financial models, budgets, and board-ready reporting. Experience setting up and running company-wide goal-setting and accountability processes. Strong systems thinker, with a point of view on tools and dashboards (QuickBooks, BI platforms, etc.). Exposure to HR processes and light legal/compliance work at a startup or scaling company. Comfortable rolling up your sleeves on admin and tactical tasks while thinking strategically. Based in San Francisco (or willing to relocate). #Perks Be a founding operator at a fast-growing SaaS company. Partner directly with the CEO and leadership team to shape company strategy. Own the finance & operations foundation that will power the next stage of growth. Work in a mission-driven, collaborative environment that values accountability and forward thinking. Competitive salary and equity Health insurance Flexible and remote-friendly work environment FSA (health and dependent care) Unlimited PTO
Posted 3 weeks ago
ValenceTempe, Arizona
Responsible for timely and accurate support of all corporate initiatives, information requests and back-up assistance Responsible for timely and accurate support of all local initiatives of an administrative nature Managing and directing finance needs with customers and vendors Ensure the timely reporting for all monthly financial information Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy Apply a thorough understanding of the financial reporting and general ledger structure Maintain an organized set of detailed records and files to document financial transactions Prepare bank reconciliation, revenue and expenditure variance analysis Verifies the accuracy of invoices and other accounting documents or records Performs other duties as assigned or required Education: Bachelor's degree (four year college or technical school) required. Field of study: Accounting or Finance Experience: minimum of 8 years of experience in Accounting or Finance. Computer Skills: Proficient in Microsoft Office; Experience with Oracle preferred
Posted 30+ days ago
Berkeley Research GroupBoston, Massachusetts
$90,000 - $160,000 / year
We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. #ThinkBRG The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face — making it well-equipped to help solve clients’ issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Strategic Performance Solutions (SPS) Retail Performance Improvement (RPI) Transaction Advisory (TA) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses Responsibilities Support the day-to-day activities of BRG Corporate Finance – Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; 4+ years of work experience, ideally in a consulting or professional services environment; Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses; Ability to manage and analyze large volumes of financial and operational data; Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations; Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals; Mature presence, empathy, intellectual curiosity, and ability to learn quickly; Ability to work well independently or in a team dynamic; Ability to manage multiple tasks, prioritize changing work demands and learn quickly; CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus; Advanced in Microsoft Excel, PowerPoint, Word; and Willingness to travel as needed. Salary Range: $90,000 to $160,000 per year. #LI-SO1 PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart—and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world. At BRG, we don’t just show you what’s possible. We’re built to help you make it happen. BRG 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 status, ancestry, sexual orientation, 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.
Posted 3 weeks ago
NRFNew York, New York
$310,000 - $425,000 / year
Job Description We are a global law firm with a powerful strategic focus and real momentum. Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach. Our shared values define our culture and our workplace. You will find us to be unusually collegial, team-oriented, and ready to innovate. We work seamlessly across practices, offices and around the world. This elimination of boundaries has allowed us to evolve into a law firm that works as hard for its culture as it does for its clients. Norton Rose Fulbright is seeking a mid-level lawyer to join our Finance group. This team advises on a broad range of bespoke credit facilities. The lawyer will play a key role in documenting and negotiating complex financing arrangements, including employee co-invest lines of credit, management company lines of credit, NAV-based financings, and subscription facilities. Key Requirements: 3-5 years of finance law experience. Strong background in documenting and negotiating commercial lending transactions, including asset-based lending (ABL), cash flow loans, and specialty or lender finance matters. Familiarity with private client-focused facilities, including employee co-invest lines of credit, management company lines of credit, NAV-based financings, and subscription lines of credit. Experience with secured and unsecured financings. Ability to manage complex transactions and work collaboratively with cross-functional teams. Must be willing to be based in our New York office. Additional Information: Work on high-profile finance transactions alongside experienced attorneys. Gain exposure to global legal practices and deepen your understanding of complex financial structures. Be part of a collaborative and innovative firm that values professional growth and excellence. Location: This position is based in our New York office. Compensation: Employees are entitled to compensation commensurate with skill and experience. The full-time base annual salary for this position is expected to range between $310,000 - $425,000. This range represents the firm's good faith and reasonable estimate of the range of possible compensation at the time of posting for the position. Bonus opportunities are non-guaranteed and are dependent upon individual and firm performance. Top 5 Reasons to Join Norton Rose Fulbright We’re committed to your professional and personal growth. Here’s what sets us apart: 1. Well-Being & Inclusion Thrive in a workplace that values a people first culture, work-life balance, and overall well-being. Enjoy: Carrot Fertility: Inclusive family-forming benefits for all full-time employees. Vacation Award: Earn a $2,500 vacation stipend after meeting billable thresholds. Wellness Perks: Free Peloton app membership, Lyra mental health support (8 free therapy or coaching sessions), and Spot Pet Insurance for your furry companions. 2. Growth & Career Development Advance your career with hands-on experience, sector-specific expertise, and leadership opportunities. Business Development Support: Reimbursement for relationship-building activities. Executive Coaching: Eligible lawyers with 250+ BD hours receive firm-sponsored coaching. 3. Global Reach, Local Impact Work on cross-border deals, international clients, and high-profile projects while making a difference in your local community. Pro Bono & Volunteer Time: All non-partner lawyers receive 8 hours of firm time per year for community service. 4. Collaborative Culture, World-Class Talent Join a team that fosters mentorship, innovation, and professional excellence. Referral Bonus: Earn $50,000 for referring top-tier legal talent who join the firm. 5. Commitment to Innovation Stay at the forefront of the legal industry with cutting-edge technology and innovative solutions that enhance your practice and drive success. Norton Rose Fulbright US LLP is committed to providing employees with a comprehensive and competitive benefits package that supports you, your health, and your family. Benefit packages include access to three medical plans, dental, vision, life, and disability insurance. Employees can also access pre-tax benefits such as health savings and flexible spending accounts. Norton Rose Fulbright helps provide financial security by allowing employees to participate in a 401(k) savings plan and profit-sharing plans if eligible. Full- time employees are eligible to access fertility benefits designed to support fertility and family-forming journeys. In addition to the Firm’s health and welfare benefits above, we offer a competitive paid time off plan, which provides a minimum of 20 days off based on your role and tenure with the firm. The firm offers a generous paid parental leave benefit allowing parents to take a minimum of 14 weeks of paid leave to bond with your newborn, or adopted child(ren). Employees are also entitled to 11 Firm holidays. Norton Rose Fulbright US LLP is an Equal Opportunity Employer and complies with all applicable federal laws and their implementing regulations that require the collection and recording of certain data and information. The information we receive will not be used to make any decision regarding employment and will be kept separate from your application. Similarly, self-identification information is kept confidential and used only in accordance with applicable federal laws and regulations. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Norton Rose Fulbright is committed to providing reasonable accommodation as an Equal Opportunity Employer to applicants with disabilities. If you require assistance or accommodation to complete your application, please contact us.hr@nortonrosefulbright.com . Please provide your contact information and a description of your accessibility issue. We will make a determination on your request for reasonable accommodation on a case-by-case basis. E-Verify is a registered trademark of the U.S. Department of Homeland Security. This business uses E-Verify in its hiring practices to achieve a lawful workforce. Equal Employment Opportunity
Posted 2 weeks ago
Talen EnergyBerwick, Pennsylvania
Talen Energy is seeking a motivated Accounting and Finance Intern to join our Summer 2026 Internship Program. Our internships offer hands-on experience in financial analysis, budgeting, forecasting, and financial modeling, providing valuable exposure to real-world financial decision-making to guide business performance. This position will be based at our office near Berwick, Pennsylvania , with occasional travel to other Talen facilities throughout the Summer. Joining Talen Energy as an intern associate provides you with the opportunity to explore possible career opportunities along with: Meeting senior executives Becoming members of business resource groups Participating in community service projects Contributing to departmental goals What you will do: Participate in annual business planning process, including assisting with budget development, meeting with Project Managers, preparing reports, and entering data Assist with monthly forecast updates Conduct financial analysis and provide explanations for variances to budget and forecast Gather and assemble data to support KPIs Assist in preparation of monthly reporting packages for the Environmental Projects Team and FP&A Team Work with cross-functional teams (accounting, regulatory, project management, environmental, etc.) to ensure alignment around financial matters Required Skills Demonstrated analytical and critical thinking abilities Strong verbal and written communication skills Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word (customizable based on role) Ability to work effectively both independently and as part of a collaborative team in virtual and in-person environments Basic Qualifications Current enrollment in a Bachelor’s program in Finance or Accounting or a related field Must be a rising sophomore or junior Enrolled full-time with a minimum of 12 semester hours Maintaining a cumulative GPA of 3.0 or higher Eligible to work in the U.S. in accordance with BCIS guidelines Able to provide an official student transcript and any other required documentation Proven interpersonal skills with the ability to build relationships and work effectively with others Demonstrated leadership potential through academic, extracurricular, or community involvement Internship eligibility ends upon graduation from the academic program Preferred Qualifications Environmental, hydrology, geology, or energy course work is a plus Enthusiasm for getting out to power plant sites and being in the field Why Talen Energy? Power the Future Talen Energy is one of the largest competitive energy and power generation companies in North America. We operate power plants that use diverse fuel sources in the most attractive wholesale power markets and sell energy to wholesale and retail customers in selected competitive markets. Our passion for excellence grows value through safe and efficient operations. We have an inclusive, diverse, respectful, and collaborative workplace, and a strong commitment to innovation, teamwork, and integrity. We generate energy for a brighter tomorrow. Collaboration Our passion for excellence grows value through safe and efficient operations. We have an inclusive, diverse, respectful, and collaborative workplace and were recently recognized by Forbes as one of America's Best Midsize Employers. Talen Energy offers an exceptional benefits program to its employees. Benefits include comprehensive health, dental, vision, prescription plans, life insurance, and disability insurance. In addition, employees are eligible to participate in Talen Energy’s 401(k) plan. Talen Energy also provides competitive vacation and sick time to its employees. Talen Energy is an equal opportunity, affirmative action employer dedicated to diversity and the strength it brings to the workplace. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, religion, national origin, veteran status, sexual orientation, genetic information, gender identity, disability, perceived disability or any other protected characteristic as may be defined by applicable law. If you need assistance with the application process, please email us at Talenenergyrecruitment@talenenergy.com #LI-EF1 Note: You will have an opportunity to add attachments to your application. Please use this opportunity to upload your resume, cover letter, and any relevant documents .
Posted 2 weeks ago
Advisor GroupScottsdale, Arizona
$110,000 - $120,000 / year
Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Leadership Opportunity in Financial Services Finance Manager, M&A – Supported Independence Channel Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255 Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Role Type: Full time Salary: $110,000 - $120,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits . Summary: The Finance Manager, M&A – Supported Independence Channel will play a critical role in providing financial insights for potential acquisitions primarily within the organization’s Supported Independence W2 Employee Channel. This Finance Manager, Mergers & Acquisitions role involves close collaboration with business unit executives, and other stakeholders to drive strategic acquisition deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution. Responsibilities: Partner with executive leadership to define and refine the firm’s inorganic growth strategy, including target market identification and prioritization. Develop end-to-end due diligence workstreams and timelines across financial, operational, legal, and compliance functions. Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions. Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency. Ensure clean hand-off to the finance integration team to ensure smooth transition post-close. Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners. Synthesize complex financial and strategic insights into clear, actionable recommendations. Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit. Lead and develop a team of financial analysts providing mentorship, coaching and fostering a collaborative, high-performance culture. All other duties as assigned. Education Requirements: Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Master’s Degree preferred. Basic Requirements: Minimum of 5 years’ experience in FP&A, finance, or business analysis role Advanced financial modeling and analysis skills required Advanced M&A financial modeling experience required Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment Expert proficiency in the use of business applications, particularly Excel and PowerPoint Experience with financial reporting and general ledger applications tools is required Must have acute attention to detail Strong written and verbal communication skills Preferred Requirements: Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities, specialty finance) FINRA licenses (Series 7 or SIE) CPA, CFA or CMA designations Experience with Workday Financials Current Employees and Contractors Apply Here
Posted 30+ days ago
MaverickXAustin, Texas
The Company MaverickX is engineering the future of chemistry for natural resource extraction. We are intensely focused on bringing economic value to our customers, shareholders, and employees – while solving pressing resource challenges facing the United States and the world. The Team The Finance Manager is responsible for fluently understanding, managing, and communicating all aspects of company spending. You will be a key member of the finance and accounting team and report directly to the Chief Financial Officer while interacting extensively with the Chief Operating Officer, Chief Executive Officer, and other senior leaders across the organization. The Role In this hands-on role, you will ensure that revenue recognition, bill payments, and financial operations are executed accurately, on time, and in full alignment with company policies. You will support accounts payable workflows, maintain an up-to-date budget and forecast, reconcile the forecast to actual spend as part of each month end close, conduct variance analyses, and collaborate with department heads to drive financial transparency, discipline, and accountability throughout the organization. As our CFO emphasizes, a high-performing finance and accounting organization delivers on time, communicates clearly, and never becomes a bottleneck. This is a highly visible position at the center of MaverickX’s operations. You will engage deeply with all three core components of the company: Technical, Sales & Business Development and Operations. This role is a key part of building a best-in-class finance and accounting organization to support disciplined growth, strong controls, and operational rigor. The environment is fast-paced and highly collaborative. Success in this role requires: meticulous attention to detail, financial fluency, sound judgement and ability to partner effectively with executive leadership. Responsibilities Financial Operations & Reporting Forecasting Discipline: Maintain a dynamic, company-wide budget and rolling forecast, ensuring all financial plans accurately reflect operational priorities, committed spend, and real-time business performance. Performance Visibility: Reconcile forecast to actuals during each month-end close cycle and deliver clear variance insights that inform leadership decisions. Contract Cost Management: Track committed costs on large contracts, and large POs, and incorporate them into forward-looking forecasts to ensure precise cash planning and accountability. Revenue & Cash Cycle Management: Oversee full accounts receivable operations—from invoice generation to collections, customer records, and AR aging—to support timely cash inflows and accurate revenue recognition. Operational Finance Execution: Ensure bill payments, revenue recognition, and financial processes are completed accurately, on time, and in alignment with internal policies. Accounts Payable Leadership: Manage end-to-end AP workflows, including invoice processing, vendor management, cross-functional coordination, and month-end close support, ensuring zero delays to project timelines and accurate spend tracking. Accounting Partnership: Collaborate with the accounting team on month-end close, accruals, reconciliations, and internal controls to maintain a disciplined financial environment. Cross-Functional Business Partnership Organizational Alignment: Work closely with leaders across R&D/Technical, Commercial, and Operations to ensure financial plans and business actions remain tightly aligned. Financial Stewardship: Promote transparency, discipline, and accountability across all departments through proactive financial engagement and clear communication. Decision Support: Serve as the finance liaison to functional teams, enabling data-driven spending decisions and preventing budget surprises. Risk & Opportunity Analysis: Advise leadership on financial risks, opportunities, and operational implications of key decisions. Senior Executive Partnership: regularly work with the CFO, COO, and other senior leaders on financial, operational, and strategic topics. Process Development & Continuous Improvement Scalable Infrastructure: Build, refine, and implement financial processes, tools, and workflows that support MaverickX’s disciplined growth and operational scale. Reporting Excellence: Enhance the clarity, speed, and quality of financial reporting to provide actionable insights for both executive leaders and operational teams. Controls & Compliance: Strengthen financial controls, operational rigor, and internal accountability across the organization. Automation & Efficiency: Identify and implement opportunities to automate manual tasks, streamline data flows, and improve forecast accuracy. Strategic Planning & Decision Support Long-Range Planning: Support strategic planning cycles, long-term forecasting, and scenario analysis to guide corporate priorities and resource allocation. Decision Enablement: Deliver financial analyses and insights that inform investment decisions, program prioritization, and capital deployment. Executive & Board Materials: Prepare high-quality materials and presentations for executive leadership and board-level discussions. Insight Translation: Distill complex financial data into clear, actionable recommendations that influence strategic direction. Qualifications 4-7 years of experience in finance operations, FP&A, accounting, or similar roles Budgeting processes, AP/AR processes, cash management, and basic accounting fluency Experience with cloud-based accounting systems (QBO a plus) and AP/expense platforms ( Bill.com , Ramp, Divvy, or similar) Advanced proficiency in Excel/Google Sheets Excellent attention to detail and organizational skills Strong communication skills, and comfort interacting with multiple departments and executive management Ability to thrive in a dynamic fast-moving, high-growth startup environment A collaborative mindset, a growth mindset, and willingness to roll up sleeves to solve problems Strong proficiency in and ability to leverage AI tools to maximize work productivity and quality Preferred Skills & Experience Experience in energy, mining, and/or chemical industries Worked in a manufacturing or hard tech company Experience in a publicly listed company or major accounting firm Worked for a growth stage startup Benefits At Maverick X, our compensation packages reflect our recognition of the value our employees bring to our success and our commitment to recruiting top talent. We cater our benefits to ensure our team succeeds both in and out of the office Premium health insurance: With medical, dental, and optical options, we offer some of the best coverage on the market Continuing education: We take employee development seriously and strive to unlock our team’s full potential through continuous learning initiatives Our Values Customer First: Our first and foremost priority is to give customers technology that makes their business more valuable. There is no deviation from this north star Play to Win: This is a professional team, not a family. Hardcore work ethic is a baseline; Measurable impact is how we define success Extreme Ownership: We are self-starters who learn voraciously, master their domain, and take full accountability for the outcomes of their work Relentless Execution: A good idea is meaningless until it is solving a customer problem. Moving with speed, focus, and determination is how we win in our industry Radical Candor: Focused, direct, and impactful communication is our language. No time for beating around the bush Shared Success: Meaningful equity participation for employees means that when Maverick wins, everyone wins Uncompromised Integrity: We do first class business in a first class way, while staying loyal to our customers, shareholders, employees, and country
Posted 30+ days ago
PIMCONewport Beach, California
$35+ / hour
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship – Finance & Accounting Analyst, US Internship positions are located at PIMCO’s Newport Beach, CA Headquarters. You’re eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 – August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 – December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You’ll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO’s financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You’ll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th – Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you’ll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering , developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You’ll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you’ll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit https://www.pimco.com/us/en/about-us/careers PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Posted 1 week ago
INFINITI of MemphisBartlett, Tennessee
Gossett Automotive Group One of the largest privately owned Automotive Dealer Groups in West Tennessee seeking an Experienced Finance Manager for our Infiniti Dealership. We will provide the tools to succeed in a fast-paced work force, with incentives and further job opportunities. You must have a Can-Do attitude to achieve targeted goals. JOB SUMMARY We are currently seeking a Experienced F&I Manager to join our team! Gossett Motor Cars Benefits: Unsurpassed professional training Team-oriented environment Advancement opportunities Paid training Paid vacation Closed on Sundays 13 New Car Brands Huge Used Car Inventory 401k Medical Insurance Dental Insurance Vision Insurance Life and Disability Coverage Employee car purchase program Wellness program Responsibilities Proficient at structuring deals for maximum profitability Fully proficient with title laws and registration process Maintains proficiency and certifications as required for the position Automotive Finance Manager accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals Ensures all deals are fully compliant with local, state and federal guidelines Accurately prepares paperwork, contracts and delivers deals Prepares proper documentation to be submitted to lenders or follows any other process that may be in place in their respective department Ensures the expeditious funding of all contracts Qualifications College degree preferred or equivalent experience One year minimum of automotive finance experience required Three years automotive or Finance Sales experience Knowledge of dealership finance and insurance procedures Professional personal appearance & excellent communication skills. Basic MS Office knowledge; computer software and internet proficiency Excellent verbal/written communication, strong negotiation and presentation skills Must possess the ability to “close"
Posted 2 days ago
BlackRockNew York, New York
$140,000 - $194,000 / year
About this role The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term, margin-accretive growth in our rapidly expanding Private Markets Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and execution skillsets. We collaborate closely with leadership of our Infrastructure, Private Credit, Private Equity and Real Estate businesses to translate the enterprise-level vision and strategy into business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions. We are looking to further strengthen the team with a Vice President, Private Markets Finance & Strategy who will operate at a platform level, working on initiatives and financials across all businesses and asset classes. The VP will contribute to some of the firm’s highest and most dynamic growth priorities. The ideal candidate has an affinity for both enterprise-level strategy projects and deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive strategy and FP&A initiatives from ideation through execution. Responsibilities: Contribute to the development of Private Markets growth strategies, business plans, budgets and financials both on an enterprise and individual business level Partner with senior management and work ‘hand in hand’ with investment business leaders and COO teams to translate strategy (e.g., channel strategies, product development) into business goals, execution plans, financials and identify milestones, investment needs and measures of success Be a ‘quarterback’ between strategy and finance to ensure that business and financial goals are fully in synch across budgeting and strategic planning processes Work closely with FP&A partners to develop and leverage financials, forecasts and insights that underpin strategy, initiatives and drive decision making (e.g., business cases, reporting dashboards) Act as a program and transformation manager to lead and support the execution of FP&A and strategy initiatives, (e.g., developing new strategies, transforming finance processes, conducting benchmarking based on competitive insights) Gather, synthesize, analyze and present market and financial data in support of projects and initiatives Act as strategic and trusted advisor to investment business leaders by being a ‘student of the markets and leveraging deep Private Markets expertise, insights on the latest trends and competitive intelligence Communicate strategic priorities as well as financials to senior to stakeholder groups across the firm via presentations, meetings and written communications and connect dots across the organization through strong relationships Development Value: Unique exposure to BlackRock’s Private Markets leadership at the global, regional and business unit level Opportunity to build a brand and drive career development in one of the firm’s talent engines A collaborative, inquisitive, and high-performing team culture across the global Finance & Strategy team Qualifications: Bachelor’s or equivalent degree with strong record of academic achievement; MBA desirable 5-7 years of relevant work experience in Consulting, Finance, Banking or similar Asset management industry and Private Markets expertise strongly preferred Experience with financial processes, e.g. financial modelling, planning, budgeting, forecasting, reconciliation, reporting and valuation Track record of developing and implementing strategies and driving change through creativity, relationship building, and focused execution Student of the markets; fascinated by how privates markets businesses serve their clients and innovate across all assets classes Commercial and pragmatic leader with high standards and ability to balance speed of execution and high quality of their work product Strong quantitative and problem-solving skills; organized with strong follow through and execution Ability to clearly articulate and present ideas both in written presentations and orally to senior management Experience in navigating complex stakeholder environments and working in cross-functional project teams Relationship-builder with professional, positive demeanor and collaborative orientation Proven expertise in Excel and PowerPoint; experience with TM1 / Cognos a plus
For New York, NY Only the salary range for this position is USD$140,000.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC’s Know Your Rights poster and its supplement and the pay transparency statement . BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Posted 3 weeks ago
Raymond JamesLancaster, Pennsylvania
Job Description Summary Under immediate supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform advanced administrative duties, assisting with preparation of Official Statements and other transaction documents, transaction processing and related assignments in support of Senior Investment Bankers and clients in an assigned industry. Will gain experience in a broad array of municipal finance sectors, including General State and Local Government Finance. Responsible for monitoring and ordering office supplies, processing and coordinating required internal approvals with appropriate business liaisons, assisting with expense reporting and travel arrangements for Senior Investment Bankers, , obtaining bond ratings and/or bond insurance, assisting in the preparation of the Official Statement and other documents related to the offering, , review of clients continuing disclosure compliance, facilitating transaction closings with DTC and preparing closed deal files. Supports the bond issuance process by working with the deal team to generate transaction specific documentation while acting as an intermediary with internal compliance to process required transaction approvals. May be responsible for complete project or specific aspects of it, depending on the complexity and the level of involvement. As candidates gain experience, they are expected to increase their capacity to process a larger portion of a given transaction. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, accuracy, originality and ingenuity to make moderately complex decisions. Job Description Essential Duties and Responsibilities Schedules, reports, and tracks information for assigned regional area. Collects data for preparation of various reports, budgets, and variance analysis. Utilizes firm software to assist with expense reporting and travel booking. Monitors and reorders office supplies as needed. Maintains daily office operations and performs general administrative duties Works with deal team members to produce documentation for transactions. Coordinates with internal compliance and legal departments to process transactions and obtain necessary approvals. Facilitates bond closing calls with DTC and prepares closed deal files. Limited interaction with clients. Assists in the reviewing of bond documents and other documents related to the closing bond transaction. Coordinates the printing and delivery of bond documents. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of Basic office practices, procedures, and methods. Fundamental investment concepts, practices and procedures used in the securities industry. Fixed Income procedures, regulatory requirements, transactions and client relationships. Financial Markets and Products. Microsoft office applications (Word, Excel, PowerPoint) Skill in Excellent analytical, critical thinking and problem solving skills sufficient to recognize and detect errors and offer resolution. Communicate effectively, both orally and in writing to all level of associates and clients. Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases. Ability to Analyze municipal issuer financial statements and outstanding debt. Develop the document preparation related to the public issuance of municipal bonds. Multi-task and work in a fast-paced, team-oriented environment. Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise. Establish and maintain effective working relationships at all levels of the organization. Work under stress created by time deadlines and work volume fluctuations. Communicate both orally and in writing, with all levels of the organization and external clients. Work independently as well as collaboratively within a team environment. Educational/Previous Experience Requirements Education/Previous Experience Bachelor’s degree (B.A.) in related field and minimum of one to three (1-3) years’ work experience in an office environment, preferably in the financial services industry. OR ~ An equivalent combination of experience, education, and/or training. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. FINRA Series 7 and Series 63 or the ability to obtain within six (6) months of hire. Series 52 after twelve (12) months of hire. Travel Required: Yes, 5 % of the Time Education Bachelor’s: Accounting (Required), Bachelor’s: Economics (Required), Bachelor’s: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-RE1
Posted 2 weeks ago
Northwestern MutualMilwaukee, Wisconsin
$167,300 - $310,700 / year
Overview : The VP of Technology Finance is responsible for driving financial insight, planning, and performance management for the company’s Technology and Digital functions. This role partners closely with the Chief Information Officer, Chief Digital & Technology Officer, and their leadership teams to ensure that investments in technology, data, and digital applications deliver measurable business value aligned with the company’s long-term mutual mission. The ideal candidate is a seasoned finance leader with deep experience in technology investment analysis, portfolio management, and cost optimization. In this role you will oversee company-wide financial planning and analysis initiatives and their interrelationships with corporate strategy, operational planning, and corporate financial planning. Develop and maintain effective relationships with senior leaders across company operations and functions. Be an essential leader for the company's business plans and finance-related activities. Provide value-added proposals and guidance regarding line of business financial planning and expense management activities on culture, corporate processes, and practices. Deliver discrete finance decision support to key stakeholders as needed. Develop and present finance recommendations to senior leaders throughout the company as well as the Executive Senior Leadership Team at Northwestern Mutual. Primary Duties & Responsibilities: Lead financial planning, budgeting, and forecasting processes for the Technology and Digital organizations, ensuring alignment with enterprise strategy and priorities. Support the development of business cases for major digital initiatives, infrastructure programs, and transformation efforts, including ROI analysis, cost-benefit modeling, and scenario planning. Drive disciplined capital allocation across technology programs, balancing innovation, modernization, and efficiency. Monitor and analyze financial and operational performance across technology portfolios, providing forward-looking insights and actionable recommendations. Develop and maintain KPIs, dashboards, and analytics to track technology spend, value realization, and delivery performance. Partner with procurement, HR, and project management teams to optimize technology resource utilization and vendor spend. Translate complex financial data into clear, concise narratives for executive and board-level presentations Serve as a trusted advisor to business units, providing consultative support to drive strategic financial decisions and enhance business outcomes. Provide financial insights and recommendations to executive management to enhance corporate financial performance and strategic alignment. Partner with senior leadership across the organization to ensure that company spending and resource allocations are aligned with the company's short- and long-term strategic objectives such as Workforce Planning and other key stakeholders. Conduct proactive analysis to identify long-term implications of financial trends and operational changes, including workforce planning and resource allocation. guidance to key stakeholders across the company. Participate effectively as a member of the Business Finance team, demonstrating transparent communication, effective conflict resolution skills of conflict and prioritization on department-wide initiatives. Build and manage a high-performing team including on-going coaching and development of teams, cyclical performance management, and directing daily work. Team Leadership: Build and mentor a high-performing team focused on transformation and business planning. Foster a culture of continuous improvement, innovation, and accountability. Provide leadership and guidance to project teams to ensure timely and successful completion of initiatives. Qualifications : Bachelor's degree . Finance, Actuarial Science, Accounting preferred. Expert financial planning and analysis skills. Must have extensive and in-depth knowledge of company operations and culture. 12+ years or more of relevant work experience in positions with increasing leadership responsibilities. Superior organizational agility, communication, and negotiation skills to maintain strong relationships with all levels of leadership. Superior analytical, critical thinking and decision-making skills. Ability to challenge effectively while building strong relationships at all levels in the company. Ability to lead people, build teams and improve work processes. A CPA or MBA preferred. Skills: Advanced Excel and Expense Management Systems E xcellent leadership and team management skills. Strong strategic thinking and problem-solving abilities. Exceptional communication and presentation skills . Ability to build relationships and influence stakeholders at all levels. Strong project management skills with a focus on delivering results. Proficiency in financial modeling and analysis tools. High level of integrity and professionalism. Results-oriented with a strong sense of accountability. Adaptable and resilient in the face of change. Innovative mindset with a passion for continuous improvement. Compensation Range: Pay Range- Start: $167,300.00 Pay Range- End: $310,700.00 This role is eligible for additional short-term and long-term incentive compensation. We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Posted 3 weeks ago
Bridgewater Associates ReferralsWestport, Connecticut
$85,000 - $110,000 / year
What is Bridgewater? Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here . Our Culture Our culture is anchored in excellence—meaning constant improvement—and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday—we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving. Because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard—it's only possible because we build meaning in our work and relationships. The meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. , we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it’s the engine that powers everything else. Finance Function Bridgewater’s Finance Department seeks to drive sustainable shareholder value by controlling, safeguarding, and optimizing use of the firm’s financial resources. This responsibility is fulfilled by providing strategic partnership, insights and independent perspective along with the delivery of high-quality financial reporting, forecasting and analysis while maintaining effective and efficient operational control. The Finance Function is critical to all facets of Bridgewater’s business; dedicated to continually making the firm better - strategically, financially and operationally. Our Finance Associate Opportunity We’re seeking analytical stars who are eager to learn Finance and make an impact. You will use and synthesize data to drive decisions and collaborate with key leaders in and outside the department to influence and shape critical decisions and initiatives that support our businesses across the firm. With Bridgewater’s culture of meritocracy and continuous evolution, the Finance Associate role is part of an inclusive community that fosters personal and professional development through skills, leadership, and content training as well as cross-pillar projects to hone in on and strengthen individual abilities and skills. Our Finance Associates Provide key reporting and analytics support, owning the story and not just generating numbers Drive critical processes such as financial analysis and reporting, planning/budgeting, capital funding, company valuation, stress testing financial liquidity, etc. Improve financial management systems and information, contribute to process improvement or savings initiatives, and participate in finance projects Have the potential to grow into future leaders of the department Our Search for Candidates We are looking for candidates who are: Analytical: Pay attention to detail and have the ability to turn numbers into a story - sorting big from small in data Affinity: Interested in solving complex problems with new and innovative technology Problem Solvers: Nimble, goal-oriented, logical thinkers who are also able to see multiple possibilities Owners: Proactive, reflective, gritty, curious, and not afraid to ask questions And have: A 4-year degree from an accredited undergraduate institution with an academic focus or demonstrated interest in finance, accounting, econ, business etc. Strong academic track record Evidence of leadership on or outside of campus Physical Requirements The anticipated onsite requirement for this role is four days per week at our Westport CT campus. Compensation The wage range for this role is $85,000 - 110,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater’s benefits on our website here . Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer
Posted 2 days ago
Woody Buick GMC of GurneeGurnee, Illinois
$150,000 - $200,000 / year
We are Woody Buick GMC of Gurnee, Chicaogland’s largest and fastest growing General Motors dealership focused on customer satisfaction and community. We are seeking an F&I Manager that is passionate about providing an exceptional experience for customers and their team. We owe our success to the efficiencies we create in every corner of our company and the people at each level who make that happen. Compensation: $150,000 - $200,000+ annually Responsibilities: Develop a comprehensive menu selling process to maximize the finance department's overall profitability and product penetration Review and inspect the flow of the department’s paperwork on a daily basis to ensure a timely turnaround on all deals Ensures all deals are fully compliant with local, state, and federal guidelines Demonstrate commitment to supporting the sales department in achieving its goals Be an example of professional morals, ethics, and excellent customer service Work closely with the sales team on enforcement of proper selling methods Set and maintain finance department work schedule Track portfolio with lenders Qualifications: Must possess exceptional customer service and organizational skills Capable of paying attention to details while multi-tasking Ability to work both independently and within a team environment Prior work experience in a retail automotive finance and leasing (General Motors is a plus) Strong desire to set and achieve goals Demonstrated communication and interpersonal skills Average to advanced computer skills Valid in-state driver’s license High School diploma or equivalent Knowledge of regulatory and compliance requirements Benefits: Aggressive compensation plan 401(k), Health, dental, vision and life insurance Paid vacation Employee vehicle purchase discount Positive work environment We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Posted 4 weeks ago
Senior Structured Finance Analyst
Golub CapitalChicago, Illinois
$90,000 - $140,000 / year
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Job Description
Position Information
Hiring Manager:
DirectorDepartment:
TreasuryDepartment Overview
The Treasury Department is responsible for the Firm’s overall cash management, allocation of investment opportunities and maintenance of third-party debt facilities. Primary functions within Treasury include short and long-term cash forecasting, FX management, pre-trade compliance, asset allocations, cash positioning, liquidity optimization and debt compliance. The Treasury Department collaborates closely with many internal and external partners to ensure the Firm’s financing goals are met. These partners include senior management, Corporate Development, Structured Products, Capital Markets, Middle Market Lending and Broadly Syndicated Loan Origination Teams, Accounting, Operations, Tax, Technology Solutions and Investor Relations, and external partners such as banking partners, trustees, accounting firms, tax counsel, administrators and rating agencies.
Position Responsibilities
The Senior Structured Finance Analyst will act as a critical component to the preservation of the various debt facilities at Golub Capital. This position ensures Golub Capital remains compliant within the various CLO debt / investment agreements and other debt facility agreements. In addition, the Senior Analyst will lead all aspects of the various CLO and financing vehicles including legal document review, reconciliation of Trustee reports, all reporting obligations, obligatory private ratings tracking and accountant reviews. The Senior Analyst will also be responsible for ensuring compliance with certain other third-party debt facilities which could include loan level borrowing base credit facilities, bank warehouses and total return swaps. This role involves extensive internal coordination with our Settlement & Funding Team, Middle Market and Broadly Syndicated Deal Teams, Structured Products Team, Fund Accounting Team, Operations Team and Investor Communications Team.
Responsibilities include, but are not limited to:
- Leading reconciliation and preparation of monthly / quarterly Servicer reports with Trustees of the various Golub Capital managed funds
- Monitoring and tracking all CLO compliance related tests ensuring pre-trade compliance with all trades prior to execution
- Providing recommendations on the underlying portfolios to senior members of the Treasury Team
- Ensuring all deliverables are logged into centralized tracking calendar and all reporting requirements are met
- Reviewing and providing comments during legal document review to ensure Golub Capital has the best terms possible
- Working with third party accounting firms during audits of managed funds to provide necessary data and reconciling exceptions
- Interacting with rating agencies, trustees and accountants on new and existing CLO transactions as needed
- Monitoring and processing loan ratings packages for ratings agencies and maintaining ratings database
- Providing back-up support and redundancy to specified team members
- Resourcing and implementing ad-hoc projects and special business driven projects as directed by firm management
- Updating liability activity in Wall Street Office (loan system)
- Processing trade activity in Everest (trade order management system)
- Maintaining appropriate records for data integrity
- Continually striving to develop skills and remaining informed of “best practices”
Candidate Requirements
Qualifications & Experience:
- Bachelor's Degree in Accounting, Finance or Economics or related major with an outstanding record of academic achievement
- At least 3+ years of relevant work experience
- Excel modeling skills
- Proficiency in Windows and Word required; VBA, Wall Street Office, SharePoint and Everest systems a plus
- Ability to independently drive projects to completion while also functioning effectively in a team environment
- Strong interpersonal, verbal and written skills
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Critical Competencies for Success
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
- Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
- Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
- Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
- Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
- Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
- Financial Analysis: Leverages financial information and policies, accounting principles, technology and other financial analytics to ensure compliance and generate insights. Develops financial models using predictive analytical techniques to drive reason-based decision making.
- Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
- Cash and Liquidity Management: Performs cash and liquidity management responsibilities (e.g., cash forecasting and positioning) to ensure the necessary funding is in place for deals.
- Pre-Trade and Debt Compliance: Ensures pre-trade and debt compliance across the Firm’s investments. Leverages knowledge of the regulatory environment, governing documents and internal policies, including current and proposed laws, regulations and guidance to ensure compliance.
Compensation and Benefits
For Illinois Only: It is expected that the base salary range for this position will be $90,000 - $140,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.Golub Capital is an Equal Opportunity Employer.
Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
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