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Fund Finance -Analyst-logo
Huntington Bancshares IncCharlotte, NC
Description Please note: Must be willing to work 100% on-site in either Charlotte, NC or Manhattan, New York. Summary: The Analyst- Fund Finance supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst- Fund Finance will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis. The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank. Duties & Responsibilities: Gather and analyze financial and business information to determine creditworthiness for loan and credit products. Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment. Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree required 2+ years or more of experience in an underwriting or commercial banking environment. Preferred Qualifications: High level of attention to detail Fund Finance Analyst experience 2+ or more years in commercial banking Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: $52,000.00 -$101,000.00 Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 5 days ago

Sr. Commercial Vehicle Finance Associate (Truck & Trailer)-logo
Hyundai Capital AmericaIrvine, CA
Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement. We Take Care of Our People Along with competitive pay, as an employee of HCA, you are eligible for the following benefits: Medical, Dental and Vision plans that include no-cost and low-cost plan options Immediate 401(k) matching and vesting Vehicle purchase and lease discounts plus monthly vehicle allowances Paid Volunteer Time Off with company donation to a charity of your choice Tuition reimbursement What to Expect The Sr. Commercial Vehicle Finance Associate (Truck & Trailer) is involved in the underwriting of commercial vehicle loan requests originating from approved dealers or OEMs. What You Will Do Evaluate truck, trailer and other commercial vehicle financing (CVF) applications using commercial and/or consumer credit bureaus, financial and/or bank statements, and other forms of analysis as needed to determine credit worthiness and proposed terms and conditions meet CVF underwriting standards. Support system enhancement and implementation by working cross functionally on business requirement documentation, workflow definition, compliance adherence, testing and training, using domain expertise in truck and trailer financing. Support the CVF funding team's workflow process by assisting dealers or OEM with contract issues as well as contacting dealers regarding missing loan documentation to ensure loan packages are funded within a timely manner. Minimum 4-6 years related experience including 2 years of experience as a Credit Analyst Experience with truck and trailer credit and funding processes, including loan documentation. Knowledge of Daybreak and/or Alfa and automated credit decision system(s) a plus. Bachelor's degree required. Proven track record with delivering seamless customer experiences. Proven knowledge of the truck and trailer credit and funding processes, including loan documentation Ability to assist in training of internal and external customers on Truck and Trailer Commercial Vehicle Finance Basic knowledge of compliance laws as related to commercial vehicle lending, contracting and funding. Strong analytical and credit investigation skills Proficient in MS Office including Word, Excel, PowerPoint, and Outlook Relationship building skills with both internal and external customers. Self-starter with excellent time management skills, ability to manage multiple tasks effectively Strong written and verbal communication skills. Self-starter, team oriented, strong interpersonal skills. Work Environment Employees in this class are subject to extended periods of sitting, standing and walking, vision to monitor and moderate noise levels. Work is performed in an office environment. The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range. California Privacy Notice This notice only applies to our applicants who reside in the State of California. The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 ("CCPA"). If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com.

Posted 30+ days ago

Patient Account Representative- AZ - Eye Institute- Clinic Finance-logo
Midwestern UniversityGlendale, AZ
Summary The Patient Account Representative is a specialty position in our Eye Care Clinic that assists with both front desk as well as billing duties utilizing resources to enhance productivity and provide optimal customer satisfaction. The position reports to the Assistant Manager of Patient Accounts for the Midwestern University Eye Institute. Essential Duties and Responsibilities Greet and direct patients and visitors Perform registration/check-in process, including but not limited to performing data entry activities, providing patients with appropriate information and intake forms, and obtaining necessary signatures Calculate and collect patient co-pays, deductible and outstanding balances according to patient's insurance benefits Explain and provide financial policies and available resources for alternative payment arrangements to patients and their families Answer phones including scheduling appointments, registering patients, taking messages, routing calls to departments, and answering general inquires Reschedule and cancel appointments and communicate as needed with patients/families and providers Notify patients of co-payments, deductibles, co-insurance and collect outstanding balances during scheduling process when appropriate Provide positive patient interactions when speaking with patients, care providers, and others while on phones and in clinic Provide instructions prior to appointment as directed by provider Provide directions/maps, and parking instructions Monitoring and obtaining authorization Assist with scanning and A/R in both areas Secure and enter patient demographics, guardian and emergency contacts, guarantor, and insurance coverage information into the practice management system Update demographics when patient information changes Add appropriate patient notes into practice management system Verify insurance eligibility and benefits when necessary Use of a skip tracing service Correction of bad addresses Lexis Nexus as well as on the patient ledger Work in conjunction with the Assistant Manager of Patient Accounts and billing office, to help reach and maintain financial and accounts receivable goals for the clinic Back up for daily deposit Prepare account adjustments to be sure all information is attached for review. Extended evening hour rotation Other duties may be assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. This individual must have the ability to work in a constant state of alertness and safe manner and must have regular, predictable, in-person attendance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Qualifications The position requires strict compliance with all policies and procedures This position requires a significant amount of interaction with the public and many internal customers and therefore, the individual must be able to develop positive rapport effectively This position would require working evenings. Education and/or Experience High school diploma or GED and a minimum of 2 years experience working in a healthcare setting required. Experience working in a team environment with a high focus on customer service and the ability to maintain a professional demeanor in a fast paced environment, be detail oriented and promote a welcoming atmosphere is essential. Computer Skills Computer proficiency in MS Office (Word, Excel, Outlook). The individual must have the ability to learn the Compulink Optometry Software Management System. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee must regularly use hands to handle or feel and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must frequently lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Midwestern University is a private, not-for-profit organization that provides graduate and post-graduate education in the health sciences. The University has two campuses, one in Downers Grove, Illinois and the other in Glendale, Arizona. More than 6,000 full-time students are enrolled in graduate programs in osteopathic medicine, dentistry, pharmacy, physician assistant studies, physical therapy, occupational therapy, nurse anesthesia, cardiovascular perfusion, podiatry, optometry, clinical psychology, speech language pathology, biomedical sciences and veterinary medicine. Over 500 full-time faculty members and 400 staff members are dedicated to the education and development of our students in an environment that encourages learning, respect for all members of the health care team, service, interdisciplinary scholarly activity, and personal growth. We offer a comprehensive benefits package that includes medical, dental, and vision insurance plans as well as life insurance, short/long term disability and pet insurance. We offer flexible spending accounts including healthcare reimbursement and child/dependent care account. We offer a work life balance with competitive time off package including paid holiday's, sick/flex days, personal days and vacation days. We offer a 403(b) retirement plan, tuition reimbursement, child care subsidy reimbursement program, identity theft protection and an employee assistance program. Wellness is important to us and we offer a wellness facility on-site with a fully equipped fitness facility. Midwestern University is an Equal Opportunity/Affirmative Action employer that does not discriminate against an employee or applicant based upon race; color; religion; creed; national origin or ancestry; ethnicity; sex (including pregnancy); gender (including gender expressions, gender identity; and sexual orientation); marital status; age; disability; citizenship; past, current, or prospective service in the uniformed services; genetic information; or any other protected class, in accord with all federal, state and local laws, and regulation. Midwestern University complies with the Smoke-Free Arizona Act (A.R.S. 36-601.01) and the Smoke Free Illinois Act (410 ILCS 82/). Midwestern University complies with the Illinois Equal Pay Act of 2003 and Arizona Equal Pay Acts.

Posted 2 weeks ago

Oracle Cloud Finance - Manager-logo
PwCSilicon Valley, CA
Industry/Sector Not Applicable Specialism Oracle Management Level Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite; Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.; Designs, implements and supports complex business processes in an Oracle environment; Understands the importance of a structured, controlled production systems environment; Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management; Communicates technical and functional concepts to client business users to facilitate business decision making; Demonstrates intimate abilities and/or a proven record of success as a team leader: Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Provides candid, meaningful feedback in a timely manner; and, Keeps leadership informed of progress and issues. Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

W
White Cap Construction SupplyAtlanta, GA
A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, fully capable, and always dependable, and our associates are the driving force behind this commitment. Job Summary Responsible for partnering with management to set the financial and strategic business goals to drive the business, and serve as a financial thought partner in the daily management and decision making required to meet and exceed the team's financial goals. Provide financial strategy development and implementation; planning and forecasting; and analysis/reporting. Serve as a strategic team member, driving functional metrics, controlling costs, and working closely with the business to achieve goals and create shareholder value. Major Tasks, Responsibilities, and Key Accountabilities Serves as the financial leader in annual reviews, developing multi-year financial plans and profitability metrics and key investment decisions. Provides reporting and analyses of financial results weekly, monthly, and quarterly. Identifies and implements process and organizational improvements. Plans and ensures execution of objectives. Participates in preparation of the annual budget and reviews monthly expenditures and metrics to ensure budgetary goals are met. Leads and supports the strategic planning process and working with functional team to develop strategic and operational plans. Conducts financial planning for function and makes appropriate recommendations. Leads, plans, and coordinates work teams to ensure effective performance of financial functions/activities. Utilizes metrics to track performance and manage workload. Ensures operational processes and procedures comply with established policies. Drives key functional financial metrics. Develops and supports a strategic alliance with business partners. Participates in cross-functional activities focused on solving business issues, enhancing competitive advantage and facilitating communication with other areas of the business. Nature and Scope Solutions require analysis and investigation. Achieves planned results by decisions and actions based on professional methods, business principles, and practical experience. Manages a group or team of professional individual contributors and/or indirectly supervises support staff. Work Environment Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles. Typically requires overnight travel 5% to 20% of the time. Education and Experience Typically requires BS/BA in a related discipline. Generally 7+ years of experience in a related field. May require certification. Advanced degree may offset less experience in some disciplines. Preferred Qualifications Bachelors degree in Finance, Accounting or a related field 7+ years of progressive finance experience Proficiency with Tableau, Power BI or other similar data analytic tools, including advanced excel skills Self-motivated and resourceful If you're looking to play a role in building America, consider one of our open opportunities. We can't wait to meet you.

Posted 30+ days ago

Marketing And Business Development Senior Coordinator - Finance-logo
DLA PiperPhiladelphia, PA
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. Summary The Marketing and Business Development Senior Coordinator- Finance under the direction of the Finance Marketing and Business Development Manager, will work closely with firm lawyers and other members of the Marketing & Business Development Department to support select marketing and business development activities for DLA Piper's Finance Practice Group. The position requires a self-starter, with accomplished critical thinking skills, who can partner with other marketing, business development, administrative and executive team members to achieve business objectives. The Marketing and Business Development Senior Coordinator- Finance will work closely with the Finance partners on strategic client growth opportunities and will report to the Finance Practice Group Marketing & Business Development Manager. Location This position can be based out of our Philadelphia, New York, or Short Hills office and offers a hybrid work schedule. Responsibilities Supports client targeting and cross-selling initiatives. Supports finance events, industry sponsorships, and webinars. Collaborates with the Pitch team on content generation for RFPs and pitches. Manages, updates, and develops marketing collateral, pitch materials, and website and social media content. Tracks and maintains experience and credentials across all subgroups in firm systems and base slides. Contributes to marketing campaigns and targeted client outreach as a cross-functional team member. Gathers and maintains data points to measure ROI. Drafts directory submissions and industry awards. Coordinates internal and external communications, including client alerts, newsletters, press releases and ads. Masters firm systems, such as CRM and experience database, to harness client intelligence and create efficiencies in process. Performs other duties as assigned. Desired Skills Experience working with finance and banking practices is preferable but not required. Collaborative team player who can both take direction and self-start. Exceptional attention to detail, demonstrated ability to transfer learnings from one situation to the next, and a flexible and organized approach. Critical thinker, eager to learn, positive and able to thrive in a fast-paced environment with competing priorities and deadlines. Strong relationship builder who is committed to learning the practice and eager to grow their skill set. Takes the initiative to create and foster engagement. Proficiency with MS Word/Excel/PowerPoint/Teams is essential. Prior experience using programs like Co-Pilot and Microsoft Dynamics is desirable but not required Minimum Education Bachelor's Degree in Marketing, Communications, Business or related field. Minimum Years of Experience 3 years of direct experience serving in a marketing and business development role in a large law firm or professional services environment. Essential Job Expectations While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; Provide timely, accurate, and quality work product; Successfully meet deadlines, expectations, and perform work duties as required; Foster positive work relationships; Comply with all firm policies and practices; Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; Ability to work under pressure and manage competing demands in a fast-paced environment; Perform all other duties, tasks or projects as assigned. Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. Physical Demands Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Work Environment The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm's discretion in the future. Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment. Application Process Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact careers@us.dlapiper.com. Agency applications will not be considered. No immigration sponsorship is available for this position. The firm's expected hiring range for this position is $35.09 - $49.96 per hour depending on the candidate's geographic market location. Non-exempt positions will be paid on an hourly basis and paid overtime in accordance with applicable laws. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). #LI-KS1 #LI-Hybrid DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job applicant poster viewing center.

Posted 2 weeks ago

Senior Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsuranceChicago, IL
Job Description: Sr Staff Engineer - Finance Data Specialist GEICO is seeking experienced Finance Data specialists to provide expertise and guidance in supporting the build out of a Finance data lake/warehouse. This individual must have the ability to provide coaching to business teams and technologists by guiding, planning, and partnering at various levels. This specialist will partner with the engineering teams in the establishment of a new Finance Data Warehouse. This role requires strong functional and technical Finance Systems background to partner with the Business and have effective discussions driving the capture, transformation, and utilization of Finance data to meet Business goals. The Senior Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data Warehouse/Lake to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. This role will work with multiple Finance and Technology leaders to set the strategy for building out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. The individual in this role will be a key advisor and partner to the Finance Leadership to redesign the way they use their technologies in managing GEICO's business. The Finance Data Specialist is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies to support deploying best practices, leveraging their broad and deep knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is required, with a deep understanding of the functional and technical aspects of ERP and Data Warehouse systems. Position Responsibilities As a Senior Staff Engineer, Finance Data Specialist supporting Finance Systems you will: Leverage your deep Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Lead design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Work with Business Sponsors to develop project roadmaps which align to business objectives and sequenced by priority and resource availability Support and influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various leadership levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Consistently share best practices and improve processes within and across teams Qualifications 20+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) 5+ years of experience in implementing and supporting FP&A applications (Preferred) 5+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Solid understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs 5+ years as a lead or architect supporting Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Deep Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Strong understanding of FP&A Budgeting, Planning, and Reforecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Strong understanding of Accounting process and reporting expectations to partner with senior Finance Leaders Ability to communicate and work directly with leaders across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 30+ days ago

Finance Manager, Corp Fp&A-logo
Autodesk Inc.Portland, OR
Job Requisition ID # 25WD90707 Position Overview Autodesk is a world leader in 3D design, engineering, and entertainment software. Customers across the manufacturing, architecture, building, construction, and media and entertainment industries use Autodesk software to design, visualize, and simulate their ideas before bringing them to reality. The Autodesk Corporate FP&A team is seeking a highly motivated Finance Manager who will be responsible for a wide variety of key Corporate FP&A functions, both analytical and strategic in nature. This is a high-visibility position that is at the center of many of our critical financial processes while presenting the opportunity to provide insights on our results to a variety of key stakeholders including executive leadership. In this role, you will be an integral member of the Corporate FP&A team and a critical touch-point across the Finance organization, working closely with COO Finance, Controllership, Tax, Treasury, Investor Relations and Product Finance teams. This is an ideal opportunity for candidates seeking experience within a dynamic FP&A organization at the center of the Company's finance function with a passion and demonstrated aptitude in executing and improving planning and forecasting processes. Location: Portland, OR, or Vancouver, BC Canada Responsibilities Be an owner of Autodesk's overall consolidated forecast and budgeting processes, driving effective cross-functional collaboration with key stakeholders and continuous process improvement and efficiencies to achieve operational excellence Serve as a subject matter expert on Autodesk's short-term P&L forecast, including FCF and other key financial metrics, providing insightful analysis and compelling storytelling to executive leadership Drive content creation of executive management and Board of Director materials summarizing our P&L forecast, quarterly results, and annual financial forecasts Review and present in-depth analysis and reporting that provides color commentary behind quarterly financial results as part of the QE close process and 10Q/10K/earnings preparation Foster relationships with internal customers by providing insightful forecasting and financial modeling on both a recurring and ad-hoc basis Trusted business partner to COO Finance, Tax, Treasury, and Investor Relations Minimum Qualifications Bachelor's degree required in business, finance, or accounting Minimum 3+ years of related experience Systems, tools and technology savvy; advanced Excel and PowerPoint expertise Preferred Qualifications CPA, CFA and/or MBA 1-2 years of Corporate FP&A, investment banking or consulting experience 1-2 years of finance business partnering experience Deep financial modeling and problem-solving capabilities Experience with Anaplan and/or PowerBI Prior experience in a global technology/software/SaaS company The Ideal Candidate Excellent communication skills and commitment to teamwork, building effective relationships in a remote work environment Ability to work independently and collaboratively with varying levels of management across multiple teams High level of self-motivation, ability to deal with ambiguity and uncertainty in a constantly evolving business Strong business partnering capabilities, with the ability to influence others without direct authority Learn More About Autodesk Welcome to Autodesk! Amazing things are created every day with our software - from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made. We take great pride in our culture here at Autodesk - it's at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world. When you're an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us! Benefits From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. Learn more about our benefits in the U.S. by visiting https://benefits.autodesk.com/ Salary transparency Salary is one part of Autodesk's competitive compensation package. For U.S.-based roles, we expect a starting base salary between $107,400 and $173,800. Offers are based on the candidate's experience and geographic location, and may exceed this range. In addition to base salaries, our compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package. Equal Employment Opportunity At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law. Diversity & Belonging We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: https://www.autodesk.com/company/diversity-and-belonging Are you an existing contractor or consultant with Autodesk? Please search for open jobs and apply internally (not on this external site).

Posted 6 days ago

M
McAfee Corp.Texas, AL
Role Overview: Are you prepared to make a difference as McAfee goes through a Finance Digital & Data Strategy Transformation? Do you want to be able to see the positive impact of your work? Do you want exposure to senior leadership? If yes, this might be the role for you! The Senior Financial Analyst is a key contributor on the team. You'll be responsible for various aspects of financial bookings & metrics reporting, planning and analysis for our dynamic, Consumer-focused business. This role will be heavily focused on reporting, reconciliation, & analyses of top-line financials and associated metrics. Your passion for analyses, business partnership, and high degree of accuracy will be key to your success in this role. This is a Hybrid position located in Frisco, TX. You will be required to be onsite on an as-needed basis, typically 1 to 6 times a month. We are only considering candidates within a commutable distance to one of the two locations and are not offering relocation assistance at this time. About the Role: Think critically and exercise independent judgement in solving theoretical & practical problems Demystify large, complex sets of data to facilitate and influence key business decisions Prepare monthly/quarterly/annual reports, providing variance explanations and analysis as needed for reviews, including Finance, Business, & Board Reviews Collaborate cross-functionally with internal & external business partners Marketing, Sales and Data Analytics teams to ensure alignment on any published data Evaluate and calculate Sales compensation and performance. Partner with Sales Leaders from different parts of the world to ensure appropriate & accurate results for their teams Work with Accounting and Auditors, as needed Research, prepare, and analyze ad-hoc reports, as well as ad-hoc data testing, especially as it relates to Transformation Facilitate standardization of reports where needed About You: At least 5 years (we'd love more!) of related, practical experience in Finance or highly related field, including analysis, planning, forecasting and data modeling Experience with Power BI, SQL and Cloud-based reporting tools highly preferable Experience with previous Company transformations is a plus BA/BS/BBA degree in Accounting, Finance, Business Administration, or similar quantitative field preferred Critical thinker. Ability to evaluate data, identify trends, assess accuracy and reconcile differences Clear communicator, with ability to effectively present to and interact with business partners at all levels of the organization Detail-oriented with the tenacity to ensure reporting is correct and clean prior to publishing as accuracy is critical in a Finance capacity Ability to work autonomously within tight deadlines with general guidance Solid sense of ownership Exceptional problem-solving and analytical skills Understand the impact of changes and upgrades you make Collaborative mindset #LI-Hybrid Company Overview McAfee is a leader in personal security for consumers. Focused on protecting people, not just devices, McAfee consumer solutions adapt to users' needs in an always online world, empowering them to live securely through integrated, intuitive solutions that protects their families and communities with the right security at the right moment. Company Benefits and Perks: We work hard to embrace diversity and inclusion and encourage everyone at McAfee to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees. Bonus Program Pension and Retirement Plans Medical, Dental and Vision Coverage Paid Time Off Paid Parental Leave Support for Community Involvement We're serious about our commitment to diversity which is why McAfee prohibits discrimination based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.

Posted 3 weeks ago

Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsurancePhoenix, AZ
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose. When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Job Description: Staff Engineer - Finance Data Specialist GEICO is seeking Finance Data specialists to support the build out of a Finance Data Warehouse/Lake by partnering with both Finance and Technology teams to redesign the way they use their technologies in managing GEICO's business. This individual must have strong functional and technical Finance Systems background to partner with the Business ensuring effective discussions to drive the capture, transformation, and utilization of Finance data to meet Business goals. The Staff Engineer, Finance Data Specialist will report to the Senior Manager of Finance Data & Analytics and will provide solutions on how to build out, maintain, and support a Finance Data repository to support FP&A processing and analytics while also supporting the larger Finance organization's need for Finance data. The Finance Data Specialist will work with multiple Finance and Technology leaders to support the build out the company's Finance Data Warehouse/Lake to provide a central repository for all Financial related transactions so it can be a reconciled source of truth for processing and the source for Revenue and Expense analytics. This role is also accountable to support the delivery of technology solutions that will support FP&A Planning/Budgeting, financial reporting, Revenue/Expense Analytics, and the build out of the Finance Data Warehouse to become a reconciled source to allow the GL to become a "thin" ledger. The ideal candidate has deep Finance Systems experience across multiple companies, a background in ERP and Finance Data Warehouses from both technical and functional aspects and has supported the deployment of best practices leveraging their broad knowledge of various ERPs (e.g. Oracle; Workday; SAP or PeopleSoft). Prior Financial Systems experience is needed to be considered. Position Responsibilities As a Staff Engineer, Finance Data Specialist supporting Finance functions you will: Leverage your strong Functional and Technical systems expertise to drive towards the right solution to support the department and GEICO's current and future needs Engage in cross-functional collaboration throughout the entire software lifecycle Support design sessions with peers to ensure systems are well designed, efficient, and meet Business expectations Collaborate with Finance Leaders within the FP&A, Controllers, Financial Reporting, and Finance QA & Systems team along with the Data Engineering and Finance Technology leaders to ensure organizational goals are met Have a deep understanding of a few Finance functions to support the establishment of a vision and technology roadmap to build out a Finance Data Lake/Warehouse Have a good understanding of finance data lake/mart with Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Experience with designing, developing, implementing, and maintaining solutions for data ingestion and transformation projects Experience working with cloud data solutions (Delta Lake, Iceberg, Hudi, Snowflake, Redshift or equivalent) Support the development of a roadmap and then work towards implementing Revenue and Expense Analytical solutions Support and try to influence customers and stakeholders, and work through divergent expectations Support the implementation of a strong control and governance framework and maintain it for SOX and Audit reviews Support Business and Technology discussions at various levels to ensure alignment towards long term goals of Finance and Technology Analyze and translate business and functional specifications and change requests into technical specifications Share best practices and improve processes within and across teams Qualifications 15+ years of Finance Systems experience with industry leading ERP solutions (e.g. implementing and supporting Oracle; Workday; SAP or PeopleSoft) 3+ years of experience in implementing and supporting FP&A applications (Preferred) 3+ years working with or supporting a Finance Data Lake/Warehouse/Mart along with various Financial Reporting tools Good understanding of Dimensional Data Modeling Strong working knowledge of Data processing/data transformation using ETL/ELT tools such as Informatica, DBT, etc. Strong working knowledge of SQL and the ability to write, debug and optimize SQL queries and ETL jobs Experience working with Financials via the major vendors (e.g. PeopleSoft; Oracle EBS; Oracle Cloud; Workday; or SAP) Finance domain expertise to be able to work with senior Finance leaders to interpret their process and functional needs into system solutions Good understanding of FP&A Budgeting, Planning, and forecasting processes Experience in implementing or supporting Revenue or Expense analytical solutions via tools such as Power BI, Tableau, etc. Good understanding of accounting process and reporting expectations to partner with Finance teams Ability to communicate and work directly with users across Technology and Finance Sound understanding of project management techniques, methodologies, and best practices Strong problem-solving abilities Ability to excel in a fast-paced environment Knowledge and experience with the software development life cycle Ability to work independently and in a team-oriented collaborative environment Education Bachelor's degree in Computer Science, Information Systems, Engineering, Business Administration, or equivalent education or work experience Annual Salary $115,000.00 - $260,000.00 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position. The GEICO Pledge: Great Company: At GEICO, we help our customers through life's twists and turns. Our mission is to protect people when they need it most and we're constantly evolving to stay ahead of their needs. We're an iconic brand that thrives on innovation, exceeding our customers' expectations and enabling our collective success. From day one, you'll take on exciting challenges that help you grow and collaborate with dynamic teams who want to make a positive impact on people's lives. Great Careers: We offer a career where you can learn, grow, and thrive through personalized development programs, created with your career - and your potential - in mind. You'll have access to industry leading training, certification assistance, career mentorship and coaching with supportive leaders at all levels. Great Culture: We foster an inclusive culture of shared success, rooted in integrity, a bias for action and a winning mindset. Grounded by our core values, we have an an established culture of caring, inclusion, and belonging, that values different perspectives. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. As part of our culture, we also offer employee engagement and recognition programs that reward the positive impact our work makes on the lives of our customers. Great Rewards: We offer compensation and benefits built to enhance your physical well-being, mental and emotional health and financial future. Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family's overall well-being. Financial benefits including market-competitive compensation; a 401K savings plan vested from day one that offers a 6% match; performance and recognition-based incentives; and tuition assistance. Access to additional benefits like mental healthcare as well as fertility and adoption assistance. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.

Posted 1 week ago

Strategic Finance Manager (San Francisco)-logo
GorgiasSan Francisco, CA
Gorgias is the conversational AI platform for ecommerce that drives sales and resolves support inquiries. Trusted by over 15,000 ecommerce brands, Gorgias supports growing independent shops to globally recognizable brands. Built for Shopify and powered by advanced ecommerce integrations, Gorgias's conversational AI understands your brand, tools, policies, and customers to drive personalized, 1-to-1 conversations - from editing orders and initiating returns to making product recommendations. Gorgias, where every customer interaction feels personal, support becomes sales, and conversations shape success. About the Role Gorgias is seeking a Strategic Finance Manager to be the primary strategic finance partner to our Product and Engineering leadership team. This role will be instrumental in shaping and influencing financial strategy through long-range planning, resource allocation analysis, and infrastructure cost visibility. You'll help evaluate product roadmap investments, analyze engineering resourcing, and drive financial insights that inform strategic decisions at the highest levels of the company. You'll collaborate with the executives and leadership team across Product, Engineering, and Finance to enable Gorgias to scale sustainably, while maintaining deep visibility into ROI and capital allocation. This is a highly cross-functional role offering exposure to key business priorities and long-term growth initiatives. What You'll Do Lead financial planning and forecasting for the P&E org, driving discipline in resource allocation and spend management Evaluate engineering resource allocation to optimize productivity and ensure alignment with strategic goals Partner with infrastructure and platform teams to drive cost visibility and efficiency across hosting, tools, and operations Analyze product margins and ROI across our portfolio to inform roadmap prioritization and investment decisions Lead long-range financial planning (LRP) efforts, including modeling 50% YoY growth scenarios and investment trade-offs Develop robust financial models to support new product initiatives, roadmap planning, and business cases Influence at all levels of P&E leadership leveraging data to drive actions, behaviors, decisions and business outcomes Partner cross-functionally to ensure financial alignment on strategic initiatives and seamless integration of finance processes Who You Are 5+ years experience with 2 to 3 years of experience in an FP&A environment at a high growth company. A proven ability to build complex financial models and integrated forecasts from scratch, and develop new analytical frameworks to tackle unstructured problems; Advanced Excel skills required Strong communicator with a collaborative, proactive, and detail-oriented approach Able to work with large data sets and translate complex information into actionable insights for all audiences Curious, coachable, and excited to solve complex business problems with structure and precision Demonstrated ability to drive projects to completion under tight timelines, competing priorities, and independently deliver high-quality results. Experience supporting Product, Engineering, or Infrastructure teams in a finance or strategy role Nice to Have: Familiarity with SaaS business models and metrics like LTV, CAC, and retention Exposure to SQL or BI tools for data exploration Experience with planning tools like Pigment, and systems such as NetSuite, HubSpot, or AI-driven analytics platforms Experience in Investment Banking, Private Equity or Strategy Consulting. Perks and Benefits ️ 5-week vacation (We follow each country's appropriate PTO Laws) Paid sick leave Paid parental leave (16 weeks) MacBook Pro ️ Personal credit card to buy lunches (you'll have your own Gorgias credit card) We provide private health insurance and retirement pension ️ Get up to $700 USD to set up your workstation at home (working from home should feel breezy) Get up to $2000 USD of learning material per year (includes books, courses, training sessions that are easily identified and linked with your job scope. This also covers individual coaching!) Every quarter, we organize an online company-wide summit to discuss where we're going and strengthen social bonds. Once per year we organize offsite team retreats and company retreats! Diversity & Inclusion at Gorgias We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome applicants of all backgrounds, experiences, and perspectives. At Gorgias, we believe that diverse teams drive innovation and better decision-making. We do not discriminate based on race, color, religion, gender identity, sexual orientation, disability, age, or any other protected status. If you need accommodations to participate in the application or interview process, perform essential job functions, or access other employment benefits, please contact us at accommodation@gorgias.com. Let's grow together!

Posted 30+ days ago

Financial Analyst - Finance Development Program (2026)-logo
Dana CorporationMaumee, OH
Dana is a global leader in the supply of highly engineered driveline, sealing, and thermal-management technologies that improve the efficiency and performance of vehicles with both conventional and alternative-energy powertrains. Serving three primary markets - passenger vehicle, commercial truck, and off-highway equipment - Dana provides the world's original-equipment manufacturers and the aftermarket with local product and service support through a network of nearly 100 engineering, manufacturing, and distribution facilities. Job Purpose We are seeking candidates to join our Finance Development Program (FDP). This position is designed to give potential candidates exposure to a broad range of experiences within the accounting and finance function at Dana. This role is the building block for aggressive career growth within Dana's Finance and Accounting organization. We are looking to hire in early to mid 2026. The FDP is a 3-4-year development rotational program where candidates join the Finance and Accounting organization as full-time hires. The program is designed for graduates with or without work experience who will rotate through three assignments, located throughout the US, before graduating into leadership positions. Rotations may include experience in: General Ledger Accounting Internal Audit or FP&A Plant Accounting and Finance FDPs learn general and specific finance capabilities under the supervision of their manager and mentor. FDP Candidate Profile Bachelor's degree required, major in accounting preferred (at least a 3.0 GPA) Leadership experience in an academic or extra-curricular organization Previous intern experience desirable Strong ability to partner with others across the organization Strong initiative and influencing skills Strong business acumen Willingness to relocate during the program for plant finance and accounting rotation Ability to travel as necessary Dana offers a very competitive compensation and benefit package, as well as relocation assistance. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Unsolicited Resumes from Third-Party Recruiters Please note that as per Dana policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Dana will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. Join our team of 40,000 problem solvers who are fostering a culture of innovation by leveraging the diverse perspectives of our global team. We believe in facing challenges head-on by finding opportunity and uncovering possibility, where roadblocks and barriers become targets instead of obstacles. We are One Dana with limitless opportunity. Our Values Value Others Inspire Innovation Grow Responsibly Win Together

Posted 30+ days ago

Finance Solutions- Treasury Technology Consultant, Senior Manager-logo
PwCJacksonville, FL
Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager Job Description & Summary At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. Those in corporate finance, treasury and commodities at PwC will specialise in providing financial advisory services related to corporate finance, treasury management and commodities. You will work closely with clients to analyse financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions. Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve your expertise with a focus on staying relevant. Initiate open and honest coaching conversations at all levels. Make difficult decisions and take action to resolve issues hindering team effectiveness. Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. Job Requirements and Preferences Basic Qualifications Minimum Degree Required (BQ) Bachelor's Degree Minimum Year(s) of Experience (BQ) 7 year(s) of working in a consulting environment advising corporates on finance and treasury transformation and/or technology enhancements or, Selling and/or implementing technology solutions for finance and treasury areas or, Working directly in a corporation performing core treasury or IT related activities Preferred Qualifications Degree Preferred Master of Business Administration Preferred Fields of Study Accounting,Finance,Finance & Technology,Information Technology,Data Processing/Analytics/Science Additional Educational Preferences MBA Certification(s) Preferred CPA, CTP, or CFA; TMS Vendor Certification Preferred Knowledge/Skills Demonstrates in-depth level abilities and proven record of success with managing teams to deliver finance and treasury strategy, design and implementation projects, including: Possessing a systematic understanding of corporate treasury (e.g., global cash management, payments, bank relationships, investments, debt, corporate finance, and currency and commodity hedging); Implementing Treasury Management Systems and Payment tools including Kyriba, Quantum, Integrity, GTreasury, SAP Treasury, Ion, Trax, High Radius, Bottomline Technologies among others; Utilizing knowledge of bank connectivity alternatives (API, SWIFT, multi-bank reporting) Applying knowledge of global liquidity management techniques (e.g., pooling, in-house banks, payment factories, multilateral netting); Utilizing technologies that support collaboration, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and business intelligence tools; Learning digital technologies and the impact on Finance and Accounting including analytical tools. e.g. Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, Power Automate, etc), and machine learning/Artificial Intelligence; Working with ambiguity while addressing the clients' needs and delivering top-level results; Showcasing strong communications skills and the ability to simplify complex information and influence stakeholders; Leading teams and navigating difficult client conversations Creating a positive environment by monitoring workloads of the team while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping leadership informed of progress and issues; Working collaboratively with a global team and all levels of an organization; Applying knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices; Advising global organizations through transformations from strategy through execution. Managing multiple complex engagements simultaneously Possessing commercial acumen, experience identifying opportunities, creating proposals, etc. Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 1 week ago

T
Truist Financial CorporationBoca Raton, FL
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for ensuring proper and thorough verification is completed on all loan packages according to company policies and guidelines. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Ensure all contract and applicant information is accurately verified and entered prior to funding. Review the funding email notice from the dealers for completion certification Verify accuracy of customer's name and loan number printed on the certification Print the call back checklist and complete the verification Attach completion certificate to the application Document proper notations in the loan system Adhere to all loan funding operational policies that are consistent with overall policies, procedures and regulatory objectives QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or equivalent work experience Minimum three years of loan document review experience Knowledge of consumer financing Ability to read and understand executed consumer loan documents Strong administrative experience Ability to work in a team environment Ability to input data accurately and quickly while on the phone Basic knowledge of computer applications like Microsoft Office Preferred Qualifications: 1. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Frequently (25% - 50% of the time) Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time) Lifting (if checked, indicate pounds) Up to 10 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel (Must select one) Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 30+ days ago

Finance Manager-logo
Teledyne TechnologiesMountain View, CA
Be visionary Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory automation, air and water quality environmental monitoring, electronics design and development, oceanographic research, deepwater oil and gas exploration and production, medical imaging and pharmaceutical research. We are looking for individuals who thrive on making an impact and want the excitement of being on a team that wins. Job Description Position Summary: The Finance Manager manages and leads a wide variety of site-specific finance activities involving program costs, product pricing, financial forecasting and reporting. The position plays a key business role and partners with the site and group level management team to achieve financial metrics and drive key initiatives in cost control, working capital, process and ERP system improvements. Essential Duties and Responsibilities include the following. Other duties may be assigned. Leads the annual RF&M business plan and ongoing rolling forecasts of orders, sales, profit, managed working capital, inventory, past due backlog, and cash flow. Manages and support the program EAC (Estimate at Completion) process inclusive of program cost analysis, such as staffing plans, purchases and open commitments of material and services, expenditures to date, and cost trends. Establishes best practices for program budgets, EACs, tracking of actuals to budget, variance explanations and charge collection setup to be consistent with WBS structure. Assesses risks and opportunities in support of EACs and financial projections. Responsible for the development of cost volumes, ROMs, risk analysis, cost models and other analysis required to support the objectives of the company. Consolidate reporting and financial analysis for TMS as well as rolling forecast model, annual and 3-year strategic plan Review revenue check list that determines the revenue recognition checklist and review risk memo overview of contractual terms Supports internal and external audits in support of SOX and government regulations to include proposal fact finding and post award audits. Review pricing proposals and guide inside sales to attain profitable goals. Works with program managers and contract administrators to define requirements and ensures that all pricing and estimating products are compliant with the RFP requirements and free from error. Analyze financial trends, KPIs, and business performance to provide actionable insights. Supports annual physical inventory and other inventory reduction initiatives. Manages weekly business review meetings as well as quarterly corporate packages. Collaborates with cross-functional teams (Program Managers, Engineering, Operations, Contracts, Supply Chain and Accounting) to provide end-to-end financial support. Supports and provides advice on policy and regulation issues as they relate to FAR, DFARS, CAS and internal policies and procedures. Ensures compliance with internal policies and government regulations. Supervisory Responsibilities Supervise, develop, mentor and coach program control, financial planning and pricing staff. Qualifications & Competencies To perform the job successfully, an individual should demonstrate the following qualifications and competencies: Knowledge of DoD program cost and schedule management practices or similar SOX compliance regulations Must be comfortable managing multiple projects with high priorities and ability to produce quality results in a tight timeframe. Ability to effectively interface with both internal and external management and personnel. Self-starter, pro-active, guide and advise the teams to achieve financial goals, strong analytical skills. Clearly communicates and presents data, both in writing and verbally Knowledge of financial analysis/reporting, EVMS techniques, Cost Accounting Standards (CAS), FAR/DFAR Knowledge of ASC606 accounting standards Knowledge and experience in GAAP Knowledge of MS Project, Excel, PowerPoint and Word Displays exemplary ethics and business conduct and performs work cognizant of safe work practices. Education and/or Experience Bachelor's degree in accounting, Business Administration, Economics, or related field Minimum of 8-10 years of relevant experience in operational finance, including financial analysis, cost accounting, pricing, forecasting and planning, and accounting. Experience interacting with internal and external auditors. Must be a US citizen due to contract requirements Salary Range: $150,400.00-$200,500.000 Pay Transparency The anticipated salary range listed for this role is only an estimate. Actual compensation for successful candidates is carefully determined based on several factors including, but not limited to, location, education/training, work experience, key skills, and type of position. Teledyne and all of our employees are committed to conducting business with the highest ethical standards. We require all employees to comply with all applicable laws, regulations, rules and regulatory orders. Our reputation for honesty, integrity and high ethics is as important to us as our reputation for making innovative sensing solutions. Teledyne is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other characteristic or non-merit based factor made unlawful by federal, state, or local laws.

Posted 30+ days ago

Oracle Cloud Finance - Manager-logo
PwCColumbia, SC
Industry/Sector Not Applicable Specialism Oracle Management Level Manager Job Description & Summary A career in our Finance team, within our Oracle consulting practice, will provide you with the opportunity to help organizations use enterprise technology to achieve their digital technology goals and capitalise on business opportunities. We help our clients implement and effectively use Oracle offerings to solve their business problems and fuel success in the areas of finance, operations, human capital, customer, and governance, risk and compliance. As part of our finance team, you'll focus on providing the support companies need in their Finance Transformation journey enabled by Oracle Cloud ERP and EPM. You will be part of a team that helps clients rethink their Finance functions as they leverage new Cloud technology including RPA, Machine Learning and Analytics in conjunction with their ERP platform. You will bring a blend of process and technology expertise to create the next generation Finance function. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-standard work or work that does not meet firm's/client's expectations. Use data and insights to inform conclusions and support decision-making. Develop a point of view on key global trends, and how they impact clients. Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. Simplify complex messages, highlighting and summarising key points. Uphold the firm's code of ethics and business conduct. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Minimum Years of Experience: 7 year(s) with at least 3 years directly involved in Oracle Cloud implementations and/or support Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates proven intimate knowledge of Oracle Cloud application based solutions, including the following: Displays a proven record of successfully completing at least 1-3 full life-cycle implementations, assisting clients in the implementation and/or support of Oracle packaged solutions leading significant tracks on larger projects, leading medium sized consulting engagements, and/or leading production support efforts; Exhibits hands-on functional and technical knowledge of the Oracle Cloud product suite; Understands and displays business process knowledge associated with the different Oracle Cloud Financials modules e.g., payment process, matching process, month-end close, etc.; Designs, implements and supports complex business processes in an Oracle environment; Understands the importance of a structured, controlled production systems environment; Uses writing, communication, facilitation, and presentation skills cogently to all levels of industry audiences, clients and internal staff and management; Communicates technical and functional concepts to client business users to facilitate business decision making; Demonstrates intimate abilities and/or a proven record of success as a team leader: Creates a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of team members; Provides candid, meaningful feedback in a timely manner; and, Keeps leadership informed of progress and issues. Travel Requirements Up to 40% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines The salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Business Finance Analyst - Legends Global Merchandise-logo
LegendsNew York, NY
POSITION: Business Financial Analyst DEPARTMENT: Finance REPORTS TO: VP, Finance FLSA STATUS: Exempt LEGENDS & ASM GLOBAL Two powerhouse companies have joined forces to redefine excellence in sports, entertainment, and live events. Together, we combine unmatched expertise with a global reach, offering end-to-end solutions - from venue development and event booking to revenue strategy and hospitality. Legends brings a 360-degree, data-driven approach across Global Partnerships, Hospitality, Merchandise, and Attractions, working with top-tier clients to deliver exceptional experiences. ASM Global, the world leader in venue management and live event production, oversees 350+ iconic venues stadiums, arenas, conventions centers and theaters. Our organization is committed to building an inclusive, innovative environment where differences drive solutions that benefit our team members, guests, and partners. Guided by our values of respect, integrity, and accountability, we create a workplace where everyone can succeed. Are you ready to be part of the team that is transforming live entertainment? Join us to make legends happen! THE ROLE Legends Global Merchandise has an excellent and immediate opening for a Business Finance Analyst, ideally on location in the NYC corporate office. Reporting to the VP of Finance, the position is responsible for analyzing the company's performance, alongside changes and market trends; creating forecasts and analyzing variances between those forecasts and actuals while being able to explain the causes of these variances. Will assist in preparation and planning for initiatives and project related work as assigned by the VP Finance. ESSENTIAL DUTES AND RESPONSIBILITIES Financial Analysis and Reporting Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards Increase productivity by developing automated reporting/forecasting tools Perform financial forecasting, reporting, and operational metrics tracking Perform market research, data mining, business intelligence, and valuation comps Analyze financial data and create financial models for decision support, including for RFPs and new business Analyze account level data and develop actionable insights that will help grow the business Report on financial performance and help prepare for regular leadership reviews, including the Monthly Operating Review with executive leadership Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements Various Project Related work to support Business Solutions Maintain a strong financial analysis foundation creating forecasts and models Proficiency with Microsoft Excel; familiarity with data query/data management tools is extremely helpful (BI tools such as Power BI, SQL, Business Objects) Project and Operations Support Assess the current business processes in the various accounts, including developing and implementing best practices, and maintaining ongoing business process solutions Assist in the preparation of documentation and presentation materials Assist in identifying and evaluating business process opportunities to drive business efficiency across the organization Ability to support and co- ordinate project related initiatives within Finance and Operations as directed by Finance leadership QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty with energy and enthusiasm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE Demonstrated interest in business finance or other relevant experience Strong fluency with Excel formulas and functions Bachelor's degree required (Degree in Accounting, Finance, or Economics preferred) Project Management skill a plus SKILLS AND ABILITIES Strong analytical and data gathering skills Excellent Microsoft Excel and PowerPoint skills Knowledge of ERP, RPA, and BI systems and tools Attention to accuracy and detail required COMPENSATION Salary: $70,000-$100,000k/yr Competitive salary, commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan. WORKING CONDITIONS Location: On Site at Corporate East PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. NOTE: The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position. Legends & ASM Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor. #LI-TW1

Posted 30+ days ago

Sponsored & Leveraged Finance Execution Vice President-logo
Huntington Bancshares IncChicago, IL
Description Summary: The Associate Director - Sponsored & Leveraged Finance Execution, in conjunction with Huntington's Capital Markets, Investment Banking and Sponsor Coverage, evaluates credit opportunities, mitigates associated risks, structures, and underwrites leveraged finance transactions for Huntington's private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank's balance sheet capital commitments in support of these transactions. Duties and Responsibilities: Responsible for the execution of sponsor and leveraged financing transactions, including managing time critical due diligence and underwriting activities for sophisticated clients. Activities include deal screening and structuring, credit approvals, as well as negotiating credit agreement and other legal documentation. Coordinate with the Head of Leveraged Finance Execution Team, Credit Officer for Leveraged Lending, Regional Credit Officers, Capital Markets, Sponsor Coverage, and Investment Banking to ensure proper identification and mitigation of market and credit risk for those transactions, protecting the Bank from credit loss. Utilize knowledge of syndicated loan market and general capital market trends, in providing training and, on as needed basis, front end guidance to less experienced colleagues. Partner with the Capital Markets and relevant product groups to deliver competitive financing solutions to our clients and private equity relationships. Cultivate and maintain strong working relationships with internal partners. Stay current on market developments and sponsor financing structures and terms to ensure competitive positioning of Huntington in the market. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree Minimum of 5 years professional experience in Sponsored & Leveraged Finance, including a comprehensive understanding of leveraged finance markets and trends, financial analysis, risk evaluation, and the legal and regulatory landscape Preferred Qualifications: Leveraged deal underwriting and execution experience, with an expertise in senior bank financing along with a working knowledge of other financing & capital structure alternatives such as 2nd lien, subordinated, unitranche, and high yield debt. Solid analytical and judgment skills, along with deep experience evaluating and mitigating credit risk. Adept at understanding and negotiating complex credit agreements and other legal documentation in coordination with internal legal team, external counsel, and financial sponsors. Employs a highly collaborative one-team approach, with proven ability to work across lines of business and product groups to deliver competitive solutions. CFA or MBA Diverse industry financing experience Completion of formalized credit training program #LI-MK1 #Huntingtonproud #CML #Texas Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Compensation Range: $77,000.00 -$154,000.00 USD Annual Salary The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

Posted 2 weeks ago

W
W.R. Berkley CorporationAtlanta, GA
Company Details "Our Company provides a state of predictability which allows brokers and agents to act with confidence."Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.Along the way, we've been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.Today the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth. Responsibilities Performs and/or leads high quality, risk-focused audit fieldwork, in accordance with Internal Audit policies, methodologies, and standards to identify meaningful issues, risks and other exposures within Finance and Operational areas. As part of this role, the individual would work closely with the Business Units and Corporate Finance both in learning the business and testing controls. This requires both good oral and written communications skills and an ability to be sensitive to the needs of clients and team members. Must be able to keep sensitive information confidential and know how to use appropriately. No direct reports. Demonstrates leadership through work guidance and training of less experienced peers and through advice to Business Units. Lead and/or perform financial and operational examinations, partnering with operational and IT audit teams to assess adequate management controls, efficiency, and compliance with policies, regulations, and accounting principles using sound, independent judgment.• Demonstrate leadership through engagement, reflective listening, collaboration, sound judgment, personal development and fostering a spirit of continual improvement.• Provide guidance and training to less experienced members of the Finance audit team, through effective communication and demonstration. Review work papers prepared by others, ensuring proper support for audit conclusions.• Develop a risk-based approach for each financial audit during the pre-audit planning process. Appropriately analyze control environment and develop effective audit steps to test controls where necessary in line with internal audit methodology. • Identify, document, and assess business processes and controls to evaluate risks and controls. Conduct walkthroughs to gain an understanding of the financials and/or operational process(es) being audited. • Understand the audits steps being performed by the Operational and/or IT teams and complete a gap analysis of all key processes to ensure the completeness of the audit scope.• Document all testing in accordance with best practices and the department's standards, including drafting of a planning memo, complete and accurate workpapers and draft audit findings.• Develop and apply alternative audit procedures beyond those contained in standard Audit Program Guides, where applicable. Periodically update existing Audit Program Guides and/or develop new ones. Design testing plans/methodologies for areas not previously reviewed.• Lead meetings with the Business Unit management to provide audit status updates and/or communicate audit findings and recommendations. • Work independently and in a team environment to maximize performance.• Follow up periodically with the Business Units regarding the action plan progress taken by the Business Units until issue remediation.• Learn new businesses, processes and regulations and apply new knowledge to audit work performed. Must be able to quickly assimilate new information to analyze the risks and controls effectively. • Build positive working relationships with all auditees, particularly with Senior Management.• Communicate well with clients and Audit team members. • Staff at this level will be expected to own sections of the audit program and bring them to completion with minimal supervision. • Analyze data from Business Units to identify and interpret trends and patterns to provide meaningful insights in the audit process. • Collaborate with internal audit team members to find opportunities to use audit analytics in Internal Audits.• Participate in special projects as assigned by management. • Engage in relevant training regarding audit, businesses, financial controls, regulations, or a particular specialty. • Maintain audit proficiency through self-study, training, and professional association memberships. Qualifications A minimum 10 years of total professional experience including a minimum of 7 years auditing experience (public and/or internal).• Minimum 5 years' experience in the Property and Casualty insurance industry or equivalent relevant training or experience. • Experience in a financial reporting or similar role is a plus.• Some relevant/recent experience in audit analytics and/or continuous audit monitoring programs a plus.• Demonstrated ability to analyze and problem solve with the ability to prioritize and multitask.• Strong communication skills, both verbal and written, proven ability to communicate with all levels of an organization. • A high level of accuracy and attention to detail.• Computer proficiency in Microsoft Office Excel and Word is a must; knowledge of PeopleSoft, Hyperion Smart View is a plus. • Strong work ethic, ability to prioritize work and meet deadlines.• Strong business acumen and risk awareness.• Strong analytical, organizational, project management and communications skills (written and oral).• Strong knowledge of internal controls over financial reporting (COSO, Sarbanes-Oxley, and Institute of Internal Auditors (IIA) Professional Practices Framework).• Strong knowledge of property and casualty insurance industry, GAAP and Statutory accounting principles as well as claims and underwriting operations. • Should be able to think creatively as well as take direction. • Self-starter, able to work independently with minimal supervision, and demonstrate accountability for results. • Need to display flexible and adaptive problem-solving skills due to the variety of operational and technological infrastructures within the Company. • Working knowledge of data analysis software such as ACL, IDEA and dashboard tools such as Tableau, Microsoft BI is a plus.• A willingness to roll up sleeves and get the work done versus delegating. • Ability to work in an environment with minimal administrative support. Travel: The job will require overnight travel (approximately (30% - 35%) to Business Unit locations and/or Corporate Home Office. Travel is mostly within the United States but there is some international travel as well. The Company is an equal employment opportunity employer. Education Requirement: Requires a bachelor's degree in accounting, business administration or finance.• Professional certification (CPA, CIA or equivalent) strongly preferred. Responsibilities Performs and/or leads high quality, risk-focused audit fieldwork, in accordance with Internal Audit policies, methodologies, and standards to identify meaningful issues, risks and other exposures within Finance and Operational areas. As part of this role, the individual would work closely with the Business Units and Corporate Finance both in learning the business and testing controls. This requires both good oral and written communications skills and an ability to be sensitive to the needs of clients and team members. Must be able to keep sensitive information confidential and know how to use appropriately. No direct reports. Demonstrates leadership through work guidance and training of less experienced peers and through advice to Business Units. • Lead and/or perform financial and operational examinations, partnering with operational and IT audit teams to assess adequate management controls, efficiency, and compliance with policies, regulations, and accounting principles using sound, independent judgment. • Demonstrate leadership through engagement, reflective listening, collaboration, sound judgment, personal development and fostering a spirit of continual improvement. • Provide guidance and training to less experienced members of the Finance audit team, through effective communication and demonstration. Review work papers prepared by others, ensuring proper support for audit conclusions. • Develop a risk-based approach for each financial audit during the pre-audit planning process. Appropriately analyze control environment and develop effective audit steps to test controls where necessary in line with internal audit methodology. • Identify, document, and assess business processes and controls to evaluate risks and controls. Conduct walkthroughs to gain an understanding of the financials and/or operational process(es) being audited. • Understand the audits steps being performed by the Operational and/or IT teams and complete a gap analysis of all key processes to ensure the completeness of the audit scope. • Document all testing in accordance with best practices and the department's standards, including drafting of a planning memo, complete and accurate workpapers and draft audit findings. • Develop and apply alternative audit procedures beyond those contained in standard Audit Program Guides, where applicable. Periodically update existing Audit Program Guides and/or develop new ones. Design testing plans/methodologies for areas not previously reviewed. • Lead meetings with the Business Unit management to provide audit status updates and/or communicate audit findings and recommendations. • Work independently and in a team environment to maximize performance. • Follow up periodically with the Business Units regarding the action plan progress taken by the Business Units until issue remediation. • Learn new businesses, processes and regulations and apply new knowledge to audit work performed. Must be able to quickly assimilate new information to analyze the risks and controls effectively. • Build positive working relationships with all auditees, particularly with Senior Management. • Communicate well with clients and Audit team members. • Staff at this level will be expected to own sections of the audit program and bring them to completion with minimal supervision. • Analyze data from Business Units to identify and interpret trends and patterns to provide meaningful insights in the audit process. • Collaborate with internal audit team members to find opportunities to use audit analytics in Internal Audits. • Participate in special projects as assigned by management. • Engage in relevant training regarding audit, businesses, financial controls, regulations, or a particular specialty. • Maintain audit proficiency through self-study, training, and professional association memberships.

Posted 30+ days ago

Finance Manager - M&A-logo
FlexAustin, TX
Job Posting Start Date 08-08-2025 Job Posting End Date 09-15-2025 Flex is the diversified manufacturing partner of choice that helps market-leading brands design, build and deliver innovative products that improve the world. A career at Flex offers the opportunity to make a difference and invest in your growth in a respectful, inclusive, and collaborative environment. If you are excited about a role but don't meet every bullet point, we encourage you to apply and join us to create the extraordinary. Job Summary Flex Corporate Development group is looking for an experienced and dynamic M&A Finance Manager to support day-to-day responsibility for M&A activities (relating to acquisitions, divestitures and joint ventures) and work closely with cross - functional teams on developing comprehensive and dynamic operating financial valuation models to support Flex's growth objectives. This position is located in Austin, Texas at our Corporate Headquarters. What a typical day looks like: Partner with business leaders and M&A leadership to develop dynamic, comprehensive financial models that inform the investment thesis. Provide input on valuation methodologies and guide business leaders on key valuation drivers. Present valuation outputs and their implications on strategic rationale to senior executives. Translate operating models into multi-scenario valuation analyses, leveraging methodologies such as discounted cash flow, precedent transactions, and comparable company analysis. Maintain and update deal models throughout the transaction lifecycle, incorporating insights from functional diligence and internal discussions. Lead and coordinate discussions with cross-functional diligence teams to assess findings, evaluate risks and opportunities, and determine their impact on valuation. Manage internal and external information flow during due diligence, ensuring data integrity, timely access, and alignment across stakeholders. Drive integration assumptions into valuation modeling to ensure they are realistically reflected in the deal economics. Synthesize financial and strategic analyses into concise, executive-ready materials. Support Corporate M&A, business unit M&A, and Strategy teams in building and managing a robust transaction pipeline by engaging with bankers, private equity firms, and other external parties. Oversee deal tracking using platforms such as Dealroom and manage virtual data rooms (VDR) as required. Manage critical deal logistics, including VDR oversight, project timelines, stakeholder coordination, and compliance with internal policies. Willingness to travel approximately 30%, as required. What we're looking to add to our team: Advanced degree (MBA preferred) with a concentration in Finance or Accounting from a top-tier institution. Minimum of 3+ years of experience in investment banking, private equity, financial consulting, or corporate M&A. Proven experience in financial modeling, valuation, due diligence, and project management. Strong understanding of financial analysis and valuation principles, including cash flow forecasting and capital structure implications. We Value: Professional certifications such as CFA Deep expertise in valuation methodologies and financial analysis; accounting knowledge is a plus. Strong deal execution experience including model-building, contract review, due diligence, and cross-functional coordination. Ability to operate under tight deadlines and navigate complex organizational structures. Excellent communication skills (written and verbal), with a collaborative, team-oriented approach. Strategic mindset with the ability to evaluate long-term fit and future growth potential of acquisition targets. Strong listening and synthesis skills-able to process large volumes of information and distill key insights. Demonstrated leadership, sound judgment, and influencing skills to drive transactions to completion within realistic and profitable parameters. Comfortable with ambiguity and competing priorities; proven ability to deliver results in fast-paced environments. SS26 What you'll receive for the great work you provide: Full range of medical, dental, and vision plans Life Insurance Short-term and Long-term Disability Matching 401(k) Contributions Vacation and Paid Sick Time Tuition Reimbursement Job Category Finance Flex is an Equal Opportunity Employer and employment selection decisions are based on merit, qualifications, and abilities. We do not discriminate based on: age, race, religion, color, sex, national origin, marital status, sexual orientation, gender identity, veteran status, disability, pregnancy status, or any other status protected by law. We're happy to provide reasonable accommodations to those with a disability for assistance in the application process. Please email accessibility@flex.com and we'll discuss your specific situation and next steps (NOTE: this email does not accept or consider resumes or applications. This is only for disability assistance. To be considered for a position at Flex, you must complete the application process first).

Posted 1 week ago

Huntington Bancshares Inc logo

Fund Finance -Analyst

Huntington Bancshares IncCharlotte, NC

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Job Description

Description

Please note: Must be willing to work 100% on-site in either Charlotte, NC or Manhattan, New York.

Summary:

The Analyst- Fund Finance supports the CSG Credit Products team and ongoing portfolio management and underwriting activities. In this entry level role, the analyst will develop skills in credit and market analysis including cash flow analysis and modeling, capitalization, industry research, credit policy and legal documentation, among others, in analyzing and summarizing the creditworthiness of clients and prospects. The Analyst- Fund Finance will generally support the Credit Products Portfolio Management team and will also collaborate with internal partners including Relationship Management, Credit Administration, Capital Markets, and others in creating such analysis. The Analyst position is an entry-level developmental role for colleagues seeking a career in Portfolio Management; but may also be constructive for a colleague seeking a path to Relationship Management, Credit, Capital Markets, or many other Commercial roles within the Bank.

Duties & Responsibilities:

  • Gather and analyze financial and business information to determine creditworthiness for loan and credit products.
  • Complete financial spreads, risk rating, performance tearsheets, compliance testing, and other portfolio monitoring & maintenance activities
  • Underwrite complex commercial loans in accordance with Huntington credit policies. This may include financial statement analysis, collateral analysis, financial modeling, industry and business risk evaluation and management assessment.
  • Conduct industry and market research using numerous resources available; distilling key themes and conclusions into concise summary form for presentation purposes.
  • Performs other duties as assigned.

Basic Qualifications:

  • Bachelor's Degree required
  • 2+ years or more of experience in an underwriting or commercial banking environment.

Preferred Qualifications:

  • High level of attention to detail
  • Fund Finance Analyst experience
  • 2+ or more years in commercial banking

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Compensation Range:

$52,000.00 -$101,000.00 Annual Salary

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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