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Vice President - Capital Solutions - Financial Services & Structured Finance POD, New York-logo
Houlihan LokeyNew York, New York
Business Unit: Capital Solutions Industry: No Industry Houlihan Lokey Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Capital Solutions Our Capital Solutions Group provides capital-raising services for a wide variety of clients, from large, publicly held, multinational corporations to privately held companies either sponsor-backed or founded and run by entrepreneurs. In partnership with our Industry Coverage teams and Financial Sponsors Group, we combine superior sector knowledge and relationships with significant expertise in structuring and syndicating financings. We approach each transaction with the goal of creating a capital structure that enables our clients to achieve their strategic objectives with the best terms available in the market. Houlihan Lokey has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings. Job Description Houlihan Lokey’s Capital Solutions Group originates, structures, and executes private and public debt and equity financings on behalf of the firm’s corporate and private equity clients. The candidate would work in the Financial Services & Structured Finance pod within Capital Solutions that focuses on structuring and placing debt and equity financings in a broad range of situations involving financial services companies and financial assets. Our team works on transactions that provide exposure to various financing products, techniques, and applications, such as bank debt, senior loans, rated and unrated securitizations, second-lien debt, unitranche debt, mezzanine debt, and equity / equity-linked securities for a variety of uses, including growth capital, leveraged buyouts (LBOs), acquisition financing, refinancings, dividend recapitalization, and special situations. Members of the Financial Services & Structured Finance pod within the Capital Solutions Group gain significant exposure to their counterparts at private equity firms, corporations, and private capital investors. They also work closely with Houlihan Lokey’s industry coverage, M&A, financial restructuring, and financial valuation and advisory teams. You will: Work side-by-side with a talented, dedicated staff of senior professionals who will provide broad exposure to the many different considerations affecting public and private equity financings; Assist with evaluating and structuring customized financing alternatives for private equity and corporate clients; Interact with a variety of investors, including commercial banks, direct lending funds, hybrid capital funds, co-investment funds, insurance companies, hedge funds, asset managers, and family offices; Gain hands-on transaction experience by playing an integral role on deal teams from the initial pitch through closing; Develop general corporate finance and valuation skills relevant to raising capital while building a detailed understanding of key developments in the debt and equity capital markets; and Interact with a broad range of businesses across different organizations and with unique capital needs The environment at Houlihan Lokey is collegial and entrepreneurial, and, as such, rewards financial analysts with substantial responsibility and interaction with senior-level professionals. Basic Qualifications: Undergraduate degree from a strong academic institution 6+ years of relevant work experience in similar roles within investment banking / private credit / private equity (capital markets origination, structuring, and placement) Advanced knowledge of accounting, finance, financial modelling, financial analysis, and valuation Excellent verbal and written presentation skills Strong organizational skills and a proven self-starter Ability to work in a fast-paced environment managing multiple project deliverables simultaneously A demonstrated ability to work cooperatively with all levels of staff Preferred Qualifications: Hands-on leveraged finance and/or structured finance transaction experience Knowledge of the financial services sector (e.g., specialty finance, insurance services and asset & wealth management) Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation . The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $250,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. 

#LI-112682

Posted 4 days ago

Government Finance Subject Matter Expert (Sme)-logo
OpenGovAtlanta, GA
OpenGov is the leader in AI and ERP solutions for local and state governments in the U.S. More than 2,000 cities, counties, state agencies, school districts, and special districts rely on the OpenGov Public Service Platform to operate efficiently, adapt to change, and strengthen the public trust. Category-leading products include enterprise asset management, procurement and contract management, accounting and budgeting, billing and revenue management, permitting and licensing, and transparency and open data. These solutions come together in the OpenGov ERP, allowing public sector organizations to focus on priorities and deliver maximum ROI with every dollar and decision in sync.Learn about OpenGov's mission to power more effective and accountable government and the vision of high-performance government for every community at OpenGov.com. Job Summary: OpenGov is seeking a dynamic Solutions/Sales Engineer to join our team and serve as a trusted advisor to our clients throughout the sales cycle. As a Solutions/Sales Engineer at OpenGov, you will be the product expert, guiding our clients through technical evaluations, demonstrating the business value of our solutions, and ensuring they realize maximum benefit from our transformative cloud offerings. You will play a pivotal role in achieving technical wins by conducting thorough discovery sessions to understand client needs, working closely with sales, customer success, and product teams, and tailoring our offerings to meet the unique needs of our customers all while fulfilling a mission to make governments more effective and accountable. This role requires a blend of technical acumen, customer empathy, and strategic thinking to drive successful product evaluations and gain new customers. Responsibilities: Work with other members of the Sales, Professional Services and Customer Success teams as an integral part of the OpenGov ecosystem Conduct sales presentations and product demonstrations for OpenGov ERP solutions. Develop sales proposals and define solution fit for customer Provide Technical Sales Support to MEDDIC Sales Strategy Prepare and present product demonstrations in context of "As Is" vs "To-Be" customer process Build Technical Champions in sales process Achieve OpenGov Technical Win. (Solutions/Sales Engineers own the Technical Win) Identify, evaluate, and recommend proof of concept opportunities Provide input for technical sections of RFPs/ RFQs Develop reusable technical assets to support sales activities Work cross functionally with Engineering, Product Management and Product Marketing teams. Requirements And Preferred Experience: Bachelor's degree or equivalent experience 2+ years of experience as a Sales / Solution Engineer Experience with Cloud and SaaS technologies 2+ years working in Government or Public Sector experience preferred. Accounting and Finance background strongly desired Working knowledge of ERP modules such as General Ledgers, Budgeting, Accounts Payable, Payroll, Purchase Orders, Fixed Assets, Procurement, Grants Management, Tax, Utility Billing and Purchase Cards. Up to 25% travel $120K - $170K On target ranges above include base plus a portion of variable compensation that is earned based on company and individual performance. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate's geographical location. Why OpenGov? A Mission That Matters. At OpenGov, public service is personal. We are passionate about our mission to power more effective and accountable government. Government that operates efficiently, adapts to change, and strengthens public trust. Some people say this is boring. We think it's the core of our democracy. Opportunity to Innovate The next great wave of innovation is unfolding with AI, and it will impact everything-from the way we work to the way governments interact with their residents. Join a trusted team with the passion, technology, and expertise to drive innovation and bring AI to local government. We've touched 2,000 communities so far, and we're just getting started. A Team of Passionate, Driven People This isn't your typical 9-to-5 job; we operate in a fast-paced, results-driven environment where impact matters more than simply clocking in and out. Our global team of 800+ employees is united in our commitment to challenge the status quo. OpenGov is headquartered in San Francisco and has offices in Atlanta, Boston, Buenos Aires, Chicago, Dubuque, Plano, and Pune. A Place to Make Your Mark We pride ourselves on our performance-based culture, where every employee is encouraged to jump in head-first and take action to help us improve. If you have a great idea, we want to hear it. Excellent performance is recognized and rewarded, and we love to promote from within. Benefits That Work for You Enjoy an award-winning workplace with the benefits to match, including: Comprehensive healthcare options for individuals and families. Flexible vacation policy and paid company holidays 401(k) with company match (USA only) Paid parental leave, wellness stipends, and HSA contributions Professional development and growth opportunities A collaborative office environment with weekly catered lunches

Posted 30+ days ago

Oracle Cloud Finance - Manager-logo
PwCCleveland, OH
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

Finance Data Domain Lead-logo
MarsChicago, IL
Job Level: Technical Leadership-T3 Job Description: Mars Inc. is undertaking a global transformation program delivering a standard core of best practice processes and systems across its Enterprise and segment divisions. This Finance Data Domain Lead role serves to represent the Shared Template the global ERP master data design and associated maintenance process design and technical deployment. This role will work with the Global Process Owners, business process subject matter experts and peer roles in other segments to design and deploy world class End to End data solutions. What are we looking for? Bachelor's degree in a relevant business function or significant experience (8yrs+) in relevant functional area Comprehensive understanding of Mars finance data, related attributes, and uses (5+ yrs) Previous experience with Mars procurement transformation projects, preferably experience in SAP implementation, data analysis, and data conversion General understanding of SAP FICO module Proficiency working with and analysing complex datasets; analysing data, building Excel PivotTables, and identify trends and patterns to support data-driven decisions Master data management CRUD (create, read, update, delete) process experience Data quality and cleansing experience SAP data conversion experience Strong written and verbal communication skills to present findings and coordinate with various partner teams Process governance experience Cross team collaboration and problem solving What will be your key responsibilities? Process knowledge: The Finance Data Domain Lead is a global expert on finance master data and how that data is managed through the Edge and ERP systems. The role needs to partner with segment and corporate function teams to ensure a clear understanding of global processes to represent the segment as the global data process champion for the related functional areas. Solution Design: The role partners within the various segment, as well as with Enterprise teams, on finance data design and related software decisions. The role participates with the cross functional segment and MGS teams, solution architects, and Business Integration partners on solution design to ensure a clean core finance master data model while enhancing operational capability and enabling process simplification, aligned with Mars' strategic direction for master data management. Solution Deployment: The role will be accountable for the deployment of the finance master data design and associated master data management solution in the global markets and will partner with the local deployment teams to ensure a consistent and successful deployment (go-live and stabilization). What can you expect from Mars? Work with diverse and talented Associates, all guided by the Five Principles. Join a purpose driven company, where we're striving to build the world we want tomorrow, today. Best-in-class learning and development support from day one, including access to our in-house Mars University. An industry competitive salary and benefits package, including company bonus. The base pay range for this position at commencement of employment is expected to be between the range listed below, however, base pay offered may vary depending on multiple individualized factors, including but not limited to, market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, if eligible, including variable pay, medical and dental benefits, participation in 401k plan, and paid time off benefits. Eligibility for these additional elements depend on the position offered and the employee's work schedule (i.e., part-time schedule, store associate). Details of participation in these benefit plans will be provided if an applicant receives an offer of employment. $133,066.67 - $166,325.00 + 20% bonus #TBDDT Skills: Action Planning, Adaptive Mindset, Data Collection and Analysis, Learning and Talent Development, Negotiation, Planning and Organizing, Policy and Procedures, Project Business Acumen, Project Life Cycle Adaptation, Waterfall Model Competencies: Balances Stakeholders, Business Insight, Communicates Effectively, Customer Focus, Ensures Accountability, Financial Acumen, Optimizes Work Processes, Organizational Savvy, Plans and Aligns, Strategic Mindset The base pay range for this position at commencement of employment is between the range listed below, however, base pay offered may vary depending on multiple individualized factors, including but not limited to job-related knowledge, skills, and experience. The total compensation package for this position will include variable pay, medical and dental benefits, participation in 401k plan, and paid time off benefits. Details of participation in these benefit plans will be provided if an applicant receives an offer of employment. The pay range shown is applicable to all locations listed within the job posting:USD 133,067.00 - USD 182,958.00

Posted 3 weeks ago

Finance Technology Manager-logo
SofiJacksonville, FL
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a Finance Technology Manager to design, optimize, and expand our enterprise finance systems. This role combines strategic thinking with hands-on execution, partnering across Finance, Accounting, Procurement, and IT to deliver solutions that improve operations, strengthen controls, and scale with the business. As an experienced professional, you'll tackle complex problems, use data to drive decisions, and create systems that meet current needs while anticipating future growth. The Finance Technology Manager is an experienced professional responsible for designing, implementing, and enhancing enterprise finance technology solutions that enable accurate reporting, strong controls, and efficient operations. This role works with minimal direction, partnering closely with Finance, IT, and other stakeholders to ensure systems are aligned with business needs, scalable for growth, and compliant with internal and regulatory requirements. The role applies deep knowledge of financial systems, process optimization, and data governance to address diverse and complex challenges. They lead projects such as system upgrades, integrations, and automation initiatives, ensuring performance, usability, and data integrity. By collaborating with finance and accounting teams, they identify root causes of issues, recommend practical solutions, and deliver system improvements that drive measurable operational efficiencies. What you'll do: Lead the architecture, configuration, and enhancement of enterprise financial systems with an emphasis on scalability, automation, and control. Partner with Finance, Accounting, Procurement, and IT to gather requirements, evaluate solutions, and translate business needs into system functionality. Serve as subject matter expert for ERP functionality (GL, AP, AR, Assets, Projects, Reporting), providing specialized solutions and trade-offs where needed. Drive integrations between the ERP and adjacent platforms, ensuring performance, data integrity, and compliance. Oversee upgrades, migrations, and testing to maintain system reliability and business continuity. Apply a principles-based, data-driven approach to solving complex and diverse challenges. Document and maintain process flows, configuration guides, and user resources. Partner with analytics teams to improve reporting, dashboards, and insights. Provide guidance, training, and troubleshooting to end users; handle escalations within scope. Identify and communicate risks, escalating as appropriate to avoid unintended impacts. What you'll need: Bachelor's degree in Finance, Accounting, Information Systems, or related field; MBA or CPA preferred. 5+ years of experience in finance systems architecture or administration, preferably in high-growth or tech environments. Expertise in at least one ERP system (Workday preferred) and related integration tools. Strong understanding of financial operations, accounting principles, and regulatory requirements. Proven experience in system implementation, integration, or transformation projects with cross-functional impact. Ability to work with minimal direction, set goals, and define strategy for assigned projects. Strong analytical, problem-solving, and communication skills with the ability to resolve root causes and follow through to resolution. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Pay range: $99,200.00 - $186,000.00 Payment frequency: Annual This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above. SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 1 week ago

Financial Administrative Coordinator, Finance Department, Wharton School-logo
University of PennsylvaniaPhiladelphia, PA
University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Large Employers in 2023. Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play. The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted Job Title Financial Administrative Coordinator, Finance Department, Wharton School Job Profile Title Financial Administrative Coordinator Job Description Summary Founded in 1881 as the world's first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With campuses in Philadelphia and San Francisco, Wharton has over 850 staff, a faculty population of more than 235 renowned professors, and 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year, 13,000 professionals worldwide advance their careers through Wharton Executive Education's individual, company-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Wharton is home to a dynamic staff population representing a rich array of backgrounds, expertise, and cultures. To learn more, visit www.wharton.upenn.edu. Provide financial and administrative support to ensure efficient and timely daily operations. Coordinate, monitor and process all transactions related to the office's financial activities. Set up and maintain account and transaction files. Job Description Job Responsibilities Process all transactions related to the office's financial activities, including purchasing, payables and reimbursements. Exercise resource stewardship to ensure compliance with related policies and procedures. Reinforce policy and proper procedures to department contacts. Respond to requests for information or services from faculty, staff and students. Manage accounts and financial data necessary for reporting. Serve as primary contact to outside vendors and remain current to all University financial policies. Other duties and responsibilities as assigned. Qualifications HS Degree with 5-7 years of related experience or equivalent combination of education and experience is required. Associates with 3-5 years of related experience is preferred. Candidate must possess excellent interpersonal and communication skills to work independently as well as part of a team with faculty and staff and students, while demonstrating proactiveness, attention to detail, and the ability to multitask. Candidate must be capable of maintaining accurate records and handling confidential documents with discretion. Proficiency in Microsoft Word and Microsoft Excel helpful. Familiarity with Adobe Acrobat applications is preferred. Experience working in a university environment is preferred. Familiarity with UPENN financial, HCM, and ORS systems (BEN Financials, Business Objects, Concur, Workday, PennERA) is helpful. Job Location - City, State Philadelphia, Pennsylvania Department / School Wharton School Pay Range $21.15 - $24.50 Hourly Rate Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in alignment with salary ranges based on external market data for the job's level. Internal organization and peer data at Penn are also considered. Equal Opportunity Statement The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law. Special Requirements Background checks may be required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job. University Benefits Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars. Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions. Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard. Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be. Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting. Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance. Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally. University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free. Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks. Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures. Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements. Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household. To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay

Posted 30+ days ago

Director, Sales Finance-logo
ViantIrvine, CA
WHAT YOU'LL DO Viant's Finance team is seeking a Director, Sales Finance to lead top-line forecasting and performance analysis supporting our go-to-market organization. This role sits at the intersection of Sales and Finance, driving revenue predictability, optimizing sales productivity, and informing executive decisions through strategic insights. You will lead revenue forecasting, incentive compensation planning, and sales performance analysis while partnering with Finance and Sales Leadership to ensure alignment between sales activity and corporate goals, all in support of scalable growth. THE DAY-TO-DAY Own consolidated revenue and topline forecasting in close coordination with Sales, Revenue Operations, and Finance leadership. Lead planning and financial modeling for annual sales goals and headcount planning, ensuring alignment with corporate growth objectives. Deliver executive-level reporting and insights on sales performance trends, KPI analysis, pipeline health metrics, and goal attainment to enable better business decisions. Architect sales incentive compensation plans in partnership with Finance Sales Leadership, and HR; model financial impact, forecast commissions, evaluate ROI, and oversee plan administration and payouts. Collaborate with Operational Finance on reporting cadence, sales KPI dashboards, and system enhancements to increase automation and accuracy. Partner with Revenue Operations on CRM hygiene, pipeline forecasting, and planning processes that improve forecast accuracy and sales execution. Conduct financial and ROI analyses for customer arrangements, sales initiatives, and marketing programs to guide investment decisions. Support quarterly business reviews and ad-hoc executive requests with relevant analyses and presentations. Drive continuous process improvements to enhance forecasting, reporting, and cross-functional workflows. Monitor sales productivity metrics, including ROI of headcount and selling expenses, to inform resource allocation and cost-effectiveness. Partner with HR on compensation and talent strategies, including merit increases, promotions, and MBO eligibility. Maintain knowledge of market benchmarks and compensation trends to inform plan design. Ensure compliance with corporate policies and regulatory requirements related to sales finance activities. GREAT TO HAVE 10+ years of experience in Sales Finance, FP&A, or related finance roles, preferably in AdTech, SaaS, or high-growth technology sectors. Proven ability to build and refine forecasting models; highly skilled in Excel and financial modeling. Strategic thinker who is also detail-oriented and execution-focused. Strong interpersonal skills and experience collaborating across Sales and Finance. Familiarity with Salesforce is a plus. Bachelor's degree in Finance, Accounting, or Economics; MBA or CPA/CFA a plus. LIFE AT VIANT Investing in our employee's professional growth is important to us, but so is investing in their well-being. That's why Viant was voted one of the best places to work and some of our favorite employee benefits include fully paid health insurance, paid parental leave and unlimited PTO and more. $175,000 - $195,000 a year Base salary range: $175,000 - $195,000 In accordance with California law, the range provided is Viant's reasonable estimate of the compensation for this role. Final title and compensation for the position will be based on several factors including work experience and education. Not the right position for you? Check out our other opportunities! Viant Careers #LI-KT1 About Viant Viant Technology Inc. (NASDAQ: DSP) is a leader in AI-powered programmatic advertising, dedicated to driving innovation in digital marketing. Viant's omnichannel platform built for CTV allows marketers to plan, execute and measure their campaigns with unmatched precision and efficiency. With the launch of ViantAI, Viant is building the future of fully autonomous advertising solutions, empowering advertisers to achieve their boldest goals. Viant was recently awarded Best Demand-Side Platform by MarTech Breakthrough, Great Place to Work certification and received the Business Intelligence Group's AI Excellence Award. Learn more at viantinc.com. Viant is an equal opportunity employer and makes employment decisions on the basis of merit. Viant prohibits unlawful discrimination against employees or applicants based on race (including traits historically associated with race, such as hair texture and protective hairstyles), religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, reproductive health decision making, gender, gender identity, gender expression, age, military status, veteran status, uniformed service member status, sexual orientation, transgender identity, citizenship status, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Viant also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. By clicking "Apply for this Job" and providing any information, I accept the Viant California Personnel Privacy Notice.

Posted 30+ days ago

U
US Foods Holding Corp.Twinsburg, OH
ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE Join Our Community of Food People! Member of the local leadership management team, the Area Finance Leader will be responsible for 1 to 3 Distribution Centers (DCs). Key business partner working with the Area President and cross-functional team members including VP Sales, VP Operations, Human Resource Leader, Pricing Director and VP Merchandising to achieve Area and company key results. Responsible for understanding financial results and integrating a financial lens to drive Key Results. This person will frequently collaborate and align with other Area leaders to execute the overarching financial strategy and operational drivers, as well as take initiative to create and drive operational improvements that positively impact financial outcomes. Further, they must effectively influence others by summarizing and articulating the detailed nuances of financial insights to help leaders understand and plan actionable next steps. They lead the development and communicate the financial forecast and ensures the team is delivering the forecasted results. They regularly demonstrate courage by challenging perspectives, offering alternative solutions, and making difficult decisions to achieve optimal outcomes. The Area Finance Leader is responsible for supporting the financial integrity and control environment for a $700 million to $2 billion business Area. ESSENTIAL DUTIES & RESPONSIBILITIES: Own the execution of Area finance strategy Advisor on long-term business financial and strategic planning to the Area President and Area functional leaders for future growth opportunities aligned with Company Long Range Plan (LRP). Collaborate with all other functional partners in driving improved financial results and assist on plays to support strategic initiatives. Assess financial performance and initiates strategic actions to drive results Develop appropriate financial targets/outcomes through an understanding of key operational drivers and be able to discuss and support with the Area Leadership Team Own P&L management through strategic decisions to manage costs and improve efficiencies Provide clear visibility and comprehensive guidance to the Area leadership team in meeting financial outcomes Demonstrate analytical foresight to help make immediate decisions that will positively impact the future of the business Act as a trusted advisor for all things Finance Partner with Controller's Group, FP&A, Finance Support Team (FST), and Region VP of Finance to create and deliver timely and accurate financial reports. Own and coordinate with Area functional leaders on the annual business planning and monthly forecast for the Area. Be the gatekeeper for the Area team on all financial processes that affect results and highlight any potential risks and opportunities Establish credibility and trust with leaders across their area by building relationships and understanding individual needs and pain points Operate as a true business partner by bringing an end-to-end value chain perspective, broad business acumen, and an independent point of view Act as an ultimate source of truth with financial data and has analytical data readily available to guide discussion and decisions Be resourceful by leveraging all available tools and information to learn and help execute as a trusted financial advisor Review balance sheet health quarterly with corporate stakeholders Lead financial acumen training for all Area and DC management to improve understanding on how they contribute to the Area financial results Collaborate with and influence Area leaders to understand financial complexities and make sound decisions Identify opportunities for gross profit improvement and cost management, and drive accountability for execution. Drive profitable sales growth by reviewing, providing guidance, and approving all local customer contracts and incentive agreements. Collaborate with Sales Excellence, Area Sales management (Local and National), and Revenue Management teams in Customer profitability decisions. Understand critical levers to ensure the annual business plans and forecast are met through review of daily and weekly results dashboards, analyze data, provide insightful explanations of variances / trends, and coordinate action plans. Collaborate with AVPMM and ADR to ensure inventory is aligned with the Company's DIOH requirements and minimize nonproductive inventory. Partner with the Credit organization to support Sales growth while minimizing risk and managing working capital. Drive continuous improvement across the Area and broader business to improve financial outcomes Lead continuous improvement through performing root cause analysis, implementing solutions, and challenging the status quo to drive improved results Lead the implementation of the US Foods Way for Finance Take initiative to solve business problems or inefficiencies, both inside and outside of their designated Area Partner with Area leadership to translate and conceptualize new approaches and offer concrete guidance to drive operational cost improvements, operating efficiencies, and opportunities for the business Foster a culture of financial acumen and analytical rigor across the Area team. Responsible for all field related SOX controls for the Area Hub and DCs. Support control environment for all DCs in the Area by reporting and correcting any control deficiencies. Complete ad hoc projects, analysis and initiatives as requested. SUPERVISION: No direct reports. RELATIONSHIPS Internal: Area staff members, Regional and Support Office accounting, and all Finance personnel External: Customers WORK ENVIRONMENT Inside office environment MINIMUM QUALIFICATIONS Bachelor's degree in Business Administration, Accounting or Finance Minimum 6 years of accounting and/or financial analysis management experience Proven experience and effectiveness in leading and managing others General knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles and SOX Broad skillset in financial analysis and financial modeling Proficient in Microsoft Excel and working knowledge of the other Microsoft Office 365 applications Excellent communication & interpersonal skills Strong organization and prioritization skills Limited travel as necessary Certifications/Training N/A Licenses N/A Preferred Qualifications CPA or MBA Industry experience and understanding of inventory management Experience that includes collaboration in a functional matrixed environment and virtual leadership across multiple sites Anaplan experience PHYSICAL QUALIFICATIONS Must be able to perform the following physical activities for described length of time OCCASIONALLY: 1% - 33 / FREQUENTLY: 34% - 66% / CONTINUOUSLY: 67% - 100% or NEVER JOB REQUIRES WORKER TO: FREQUENCY: STAND: FREQUENTLY WALK: FREQUENTLY DRIVE VEHICLE: OCCASIONALLY SIT: CONTINUOUSLY LIFT 1-10 lbs (Sedentary): FREQUENTLY 11-20 lbs (Light): OCCASIONALLY 21-50 lbs (Medium): OCCASIONALLY 51-100 lbs (Heavy): NEVER Over 100 lbs (Very Heavy): NEVER CARRY 1-10 lbs (Sedentary): FREQUENTLY 11-20 lbs (Light): OCCASIONALLY 21-50 lbs (Medium): OCCASIONALLY 51-100 lbs (Heavy): NEVER Over 100 lbs (Very Heavy): NEVER PUSH/PULL 1: OCCASIONALLY CLIMB/BALANCE 2: OCCASIONALLY STOOP/SQUAT: OCCASIONALLY KNEEL: OCCASIONALLY BEND: OCCASIONALLY REACH ABOVE SHOULDER: OCCASIONALLY TWIST: OCCASIONALLY GRASP OBJECTS 3: FREQUENTLY MANIPULATE OBJECTS 4: FREQUENTLY MANUAL DEXTERITY 5: FREQUENTLY 1 (Push/Pull: Hand truck, gate, straps, metal ramp, truck door, dolly, boxes, truck gear shift) 2 (Climb/Balance: In/Out Truck/Trailer to cab. On/Off ramp to ground level and side doorsteps and Platform of trailer. Stairs) 3 (Grasp Objects: Hand truck, boxes, cartons, steering wheel) 4 (Manipulate Objects: Boxes, dolly, metal truck ramp, hand truck, paperwork, truck gate, straps) 5 (Manual Dexterity: Typing, use of office machines such as copiers, printers) This role will also receive annual incentive plan bonus. Compensation depends on relevant experience and/or education, specific skills, function, geographic location, and other factors as applicable by law (for example: state minimum wage thresholds). The expected base rate for this role is between $85,000 - $140,000 EOE - Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Genetic Information/Protected Veteran/Disability Status*

Posted 1 week ago

Eligibility & Finance Clearance, (Hybrid), Day Shift, Patient Financial-logo
Adventist HealthCareGaithersburg, MD
Support Center If you are a current Adventist HealthCare employee, please click this link to apply through your Workday account. Adventist HealthCare seeks to hire an experienced Patient Financial Advisor who will embrace our mission to extend God's care through the ministry of physical, mental and spiritual healing. As a Patient Financial Advisor, you will: Insured patients: Confirm coverage requirements for scheduled patients Confirm eligibility for insured patients Obtain needed authorization for service where applicable for insured patients Monitor patient service counts to ensure services are aligned for payments Uninsured patients: Identify appropriate sources for patients based upon FPL guidelines Appropriately assess ability for payment plans or discount plans Appropriately refer patients to other payment sources (i.e., Medicaid eligibility vendor) Qualifications include: Minimum of 2 years of experience within a healthcare financial environment. It can include an insurer or public health setting as well. High School Graduate or equivalent. Work Schedule: Weekdays- Monday- Thursday 8:00 am- 4:45 pm and Friday 8:00 am- 3:30 pm Hybrid schedule offered. Pay Range: $19.64 - $25.65 If the salary range is listed as $0 or if the position is Per Diem (with a fixed rate), salary discussions will take place during the screening process. Under the Fair Labor Standards Act (FLSA), this position is classified as: United States of America (Non-Exempt) At Adventist HealthCare our job is to care for you. We do this by offering: Work life balance through nonrotating shifts Recognition and rewards for professional expertise Free Employee parking Medical, Prescription, Dental, and Vision coverage for employees and their eligible dependents effective on your date of hire Employer-paid Short & Long-Term Disability, Basic Life Insurance and AD&D, (short-term disability buy-up available) Paid Time Off Employer retirement contribution and match after 1-year of eligible employment with a 3-year vesting period Voluntary benefits include flexible spending accounts, legal plans, and life, pet, auto, home, long term care, and critical illness & accident insurance Subsidized childcare at participating childcare centers Tuition Reimbursement Employee Assistance Program (EAP) support As a faith-based organization, with over a century of caring for the communities in the Maryland area, Adventist HealthCare has earned a reputation for high-quality, compassionate care. Adventist HealthCare was the first and is the largest healthcare provider in Montgomery County. If you want to make a difference in someone's life every day, consider a position with a team of professionals who are doing just that, making a difference. Join the Adventist HealthCare team today, apply now to be considered! COVID-19 Vaccination Adventist HealthCare strongly recommends all applicants to be fully vaccinated for COVID-19 before commencing employment. Applicants may be required to furnish proof of vaccination. Tobacco and Drug Statement Tobacco use is a well-recognized preventable cause of death in the United States and an important public health issue. In order to promote and maintain a healthy work environment, Adventist HealthCare will not hire applicants for employment who either state that they are nicotine users or who test positive for nicotine and drug use. While some jurisdictions, including Maryland, permit the use of marijuana for medical purposes, marijuana continues to be classified as an illegal drug under the federal Controlled Substances Act. As a result, medical marijuana use will not be accepted as a valid explanation for a positive drug test result. Adventist HealthCare will withdraw offers of employment to applicants who test positive for Cotinine (nicotine) and marijuana. Those testing positive are given the opportunity to re-apply in 90 days, if they can truthfully attest that they have not used any nicotine products in the past ninety (90) days and successfully pass follow-up testing. ("Nicotine products" include, but are not limited to: cigarettes, cigars, pipes, chewing tobacco, e-cigarettes, vaping products, hookah, and nicotine replacement products (e.g., nicotine gum, nicotine patches, nicotine lozenges, etc.). Equal Employment Opportunity Adventist HealthCare is an Equal Opportunity/Affirmative Action Employer. We are committed to attracting, engaging, and developing the best people to cultivate our mission-centric culture. Our goal is to have a welcoming, equitable, and safe place to work and grow for all employees, no matter their background. AHC does not discriminate in employment opportunities or practices on the basis of race, ethnicity, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, pregnancy and related medical conditions, protected veteran status, or any other characteristic protected by law. Adventist HealthCare will make reasonable accommodations for applicants with disabilities, in accordance with applicable law. Adventist HealthCare is a religious organization as defined under applicable law; however, it will endeavor to provide reasonable accommodations for applicants' religious beliefs. Applicants who wish to request accommodations for disabilities or religious belief should contact the Support Center HR Office.

Posted 1 week ago

Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsuranceSeattle, WA
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

Staff Engineer - Finance Data Specialist (Remote)-logo
Geico InsuranceTampa, FL
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

Vice President, Global Finance Operations-logo
NTT DATApismo beach, CA
Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive. The Vice President, Finance is a senior leadership role, accountable for overseeing and managing the financial operations, strategies, and performance of the organization. This role involves managing financial planning, reporting, risk management, and ensuring the organization's financial health and compliance with relevant regulations. This role is responsible for providing leadership and consulting support to senior leadership on matters pertaining to financial management and strategic implementation in support of achieving corporate objectives and business growth. This role provides overall leadership and management of finance teams, fostering a collaborative and innovative team culture focused on achieving operational excellence. This individual will also be globally responsible for the Finance Operations department. While not directly accountable for FP&A, Transformation, Procurement, and Administration, the VP will work closely with these functions to ensure alignment and operational efficiency. This is a global role requiring substantial experience in transitioning regional finance operations across EMEA, APAC, Americas, and India into a unified global department. The ideal candidate will bring substantial financial leadership experience in a related environment, managing people, processes, and budgets to achieve corporate and divisional objectives. They must demonstrate substantial experience with and understanding of the deliverables of a financial function, strategic planning expertise, and in-depth knowledge of the IT industry environment and business processes. Additionally, they should have substantial experience managing and transforming finance operations on a global scale, including knowledge of international taxation, foreign exchange, and regulatory compliance in multiple regions. KEY RESPONSIBILITIES Develops and ensures execution of financial strategy in alignment with organizational business goals. Oversees the preparation and presentation of accurate and timely financial reports to senior leadership. Conducts in-depth financial analysis to provide insights into the organization's financial performance, trends, and opportunities for improvement. Uses data-driven analysis to make strategic financial decisions. Identifies, assesses, and mitigates financial risks that could impact business profitability or financial stability. Implements risk management strategies to safeguard assets and investments. Ensures organization complies with all financial regulations, accounting standards, and tax laws in the regions where it operates. Maintains strong relationships with regulatory authorities and auditors, where applicable. Manages the allocation of financial resources, including capital investments, debt financing, and dividend policies. Establishes and maintains robust financial controls, policies, and procedures to prevent fraud, errors, and financial mismanagement. May assist with the evaluation potential mergers, acquisitions, or divestitures from a financial perspective. May lead financial due diligence and integration efforts when necessary. Oversees the management of the finance information systems and necessary reports for critical analyses of financial performance. Builds and leads a high-performing finance team, setting clear goals and expectations, providing mentorship, and fostering a culture of accountability and excellence. Manages a team of Senior Finance Managers/Directors carrying out the financial management and control processes. KNOWLEDGE & ATTRIBUTES Process driven and commercially astute. Substantial understanding of how technology solutions are influenced and affected by various business scenarios. Excellent business negotiation and conflict resolution skills. Political savvy. Substantial knowledge of financial principles, accounting standards, and financial reporting. Substantial understanding of financial modelling and analysis. Ability to think strategically and align financial strategies with the organization's overall business objectives. Substantial proficiency in identifying, assessing, and managing financial risks. Excellent communication and presentation skills to effectively convey complex financial information to various stakeholders, both internal and external. Strong leadership and team-building skills to lead and develop a high-performing finance team. Substantial capability to make sound financial decisions based on data analysis and risk assessment. Ability to adapt to changing business environments and lead financial transformation initiatives when necessary. Commitment to ethical and responsible financial practices and compliance with applicable laws and regulations. Commitment to staying updated with industry trends, financial regulations, and best practices through ongoing professional development ACADEMIC QUALIFICATIONS & CERTIFICATIONS Bachelor's degree in Accounting, Finance, or a related field Preferably post-graduate degree with extensive experience in a financial management capacity preferred. Preferably a certified public accountant (CPA) REQUIRED EXPERIENCE 10+ years of relevant financial leadership experience in a related environment, managing people, processes and budgets to achieve corporate and divisional objectives. Substantial demonstrable experience with and understanding of the deliverables of a financial function. Substantial strategic planning experience. Extensive in-depth knowledge and understanding of IT industry environment and business needs, combined with strong understanding of business process. Substantial experience managing finance operations on a global scale, including knowledge of international taxation, foreign exchange, and regulatory compliance in multiple regions. Experience in transforming geographically dispersed finance operations into globally integrated organization, including utilization of shared service center or other solutions. This is a global role responsible for Finance Operations. The VP will work closely with FP&A, Transformation, Procurement, and Administration teams. The ideal candidate will have experience transitioning regional areas such as EMEA, APAC, Americas, and India into a unified global department. Strong track record of developing and implementing global accounting policies in a decentralized or multi-entity business structure. Experience working in highly regulated industries (e.g., financial services, healthcare, technology) is a plus. PHYSICAL REQUIREMENTS Remain stationary for long periods of time. Operate computer, peripherals, and other office equipment. Primarily sitting with some walking, standing, and bending. Able to hear and speak into a telephone. Dexterity of hands and fingers to operate any required to operate computer keyboard, mouse, and other technical instruments Availability across global time zones. WORK CONDITIONS & OTHER REQUIREMENTS Applies broad expertise and knowledge in highly specialized fields or several related disciplines. Leads and contributes to the development of company objectives and principles to achieve goals creatively and effectively. Recognized internally as a subject matter expert, working on significant and unique issues requiring evaluation of intangibles. Focuses on providing thought leadership and works on projects requiring an understanding of wider business implications. Requires conceptual thinking and analysis to develop solutions with long-term impacts. Advises and conveys advanced information, persuading diverse stakeholders/audiences. Creates formal networks involving coordination among groups. Translates functional vision into plans for a discipline and guides their execution. Exercises independent judgment in methods, techniques, and evaluation criteria for obtaining results. Accountable for own or team results, impacting the entire function. Direct the activities of project teams. This position is expected to be remote with occasional onsite requirements. Must have a flexible work schedule to accommodate global business hours. Global Travel required, up to 30%. Perform work from a remote location with stable internet connection. This is a remote position that requires reliable internet connection and electricity. A monthly stipend is provided to cover expenses associated with working remotely and use of a personal mobile device, if applicable. NTT Global Data Centers Americas, Inc. offers competitive compensation based on experience, education, and location. Base salary for this position is $ 212,200.00 - $ 303,200.00. For roles residing in the US, we share pay and benefit levels to support pay transparency requirements. For other countries, we are more than happy to share our competitive pay and benefit levels during the interview process. All regular full-time employees are eligible for an annual bonus; payout is dependent upon individual and company performance. Employees receive paid time-off, medical, dental, and vision benefits, life and supplemental insurance, short-term and long-term disability, flexible spending account, and 401k retirement plan to create a rich Total Rewards package. #GlobalDataCentersCareers Workplace type: Remote Working About NTT DATA NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo. Equal Opportunity Employer NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.

Posted 1 week ago

M
Maersk (a.k.a A P Moller)Florham Park, NJ
Senior Finance Business Partner (Manager) We are seeking a highly skilled and experienced Senior Finance Business Partner / Senior Finance Manager to join our dynamic finance team. This role is pivotal in driving financial performance, providing strategic insights, and partnering with various business units to achieve organizational goals. The ideal candidate will have a strong background in financial management, excellent analytical skills, and the ability to influence and collaborate with senior stakeholders. We Offer: We offer exciting career opportunities with a focus on diversity and award-winning talent development. Our values-led, diverse team is dedicated to supporting employees and fostering a culture of fairness, respect, and responsibility. We provide a competitive compensation and benefits package, and our talent policies are recognized as industry-leading. We are committed to ongoing personal and professional development and believe that recruiting diverse talent strengthens our high-performing teams. Key Responsibilities: Financial Planning & Analysis (FP&A): Lead the budgeting, forecasting, and long-term financial planning processes. Provide insightful analysis and recommendations to support decision-making. Business Partnering: Collaborate with business unit leaders to understand their financial needs, provide financial guidance, and support strategic initiatives. Performance Management: Monitor and report on financial performance, identifying trends, risks, and opportunities. Develop and implement action plans to address variances. Strategic Planning: Contribute to the development and execution of the company's strategic plan, ensuring alignment with financial objectives. Financial Reporting: Oversee the preparation of accurate and timely financial reports, ensuring compliance with accounting standards and regulatory requirements. Cost Management: Identify and implement cost-saving initiatives without compromising business performance. Drive efficiency and effectiveness across the organization. Team Leadership: Manage and mentor a team of finance professionals, fostering a culture of continuous improvement and professional development. Stakeholder Management: Build strong relationships with internal and external stakeholders, including auditors, regulators, and investors. Qualifications & Skills Education: Bachelor's degree in Finance, Accounting, or related field. MBA or relevant professional certification (e.g., CPA, CFA) preferred. Experience: Minimum of 10 years of progressive experience in finance roles. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Proven ability to influence and collaborate with senior stakeholders. In-depth knowledge of financial planning, analysis, and reporting. Strong leadership and team management skills. Advanced skills in Microsoft Excel. Personal Attributes: Strategic thinker with a proactive approach. High level of integrity and professionalism. Ability to work in a fast-paced, dynamic environment. Strong attention to detail and organizational skills. This role allows the selected candidate to work from home 2 days per week as part of our flexible work policy. Job Type: Full Time Salary: $150,000 - $200,000* The above stated pay range is the anticipated starting salary range for the position. The Company may adjust this range in light of prevailing market conditions and other factors such as location. The Company will work directly with the selected candidate(s) on the final starting salary in accordance with all applicable laws. Benefits: Full time employees are eligible for Health Insurance, Paid Time Off, and 401k Match. Notice to applicants applying to positions in the United States You must be authorized to work for any employer in the U.S #LI-Hybrid #LI-GS4 Maersk is committed to a diverse and inclusive workplace, and we embrace different styles of thinking. Maersk is an equal opportunities employer and welcomes applicants without regard to race, colour, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, pregnancy or parental leave, veteran status, gender identity, genetic information, or any other characteristic protected by applicable law. We will consider qualified applicants with criminal histories in a manner consistent with all legal requirements. We are happy to support your need for any adjustments during the application and hiring process. If you need special assistance or an accommodation to use our website, apply for a position, or to perform a job, please contact us by emailing accommodationrequests@maersk.com.

Posted 2 weeks ago

Oracle Cloud Finance - Senior Associate-logo
PwCSeattle, WA
Industry/Sector Not Applicable Specialism Oracle Management Level Senior Associate 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 Senior Associate, 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: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. 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: 3 year(s) Preferred Qualifications: Preferred Knowledge/Skills: Demonstrates a thorough level of abilities with, and/or a proven record of success as both an individual contributor and team member, identifying and addressing client needs by: Communicates a broad range of Firm services; Manages engagements, including preparing concise, accurate documents and maintaining project economics while maintaining flexibility for unanticipated issues; Supervises teams to create an atmosphere of trust and seeking diverse views to encourage improvement and innovation; Answers questions and provides direction to junior staff; and, Coaches staff including providing timely meaningful written and verbal feedback. Demonstrates thorough abilities and/or a proven record of success leading efforts in consulting, designing, implementing, and supporting Oracle applications-based solutions, including the following: Participates in the improvement of business processes, including but not limited to the following Oracle application-packaged modules including Oracle Cloud, EBS, PeopleSoft; Understands the common issues facing PwC's clients of all Industries and Sectors; Demonstrates thorough abilities and/or a proven record of success with one or more Oracle Cloud, Oracle EBS, or Oracle PeopleSoft application modules including; Designs, implements, and supporting business processes in an Oracle environment; Designs, builds, tests, and deploys various Oracle solutions; Builds relationships with clients; Develops an awareness of Firm services; Provides functional specialization to troubleshoot production issues and testing enhancements within Oracle Cloud applications; Determines the root cause of incidents and making recommendations for prevention in the future; Communicates with the client in an organized and knowledgeable manner; Delivers clear requests for information; Demonstrates flexibility in prioritizing and completing tasks; and, Communicates potential conflicts to a supervisor; Demonstrates thorough abilities and/or a proven record of success as a team member by: Understands personal and team roles; Contributes to a positive working environment by building relationships with team members; Seeks guidance, clarification, and feedback proactively; and, Provides guidance, clarification, and feedback to less-experienced staff. 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. 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: $77,000 - $202,000, 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

Finance Manager-logo
Cushman & Wakefield IncNew York, NY
Job Title Finance Manager Job Description Summary The Finance Manager will ensure the protection and control of client's assets as they pertain to assigned property by following client's procedural policy on the recording and approving of transactions as well as the full reporting of financial results. The assigned property will include demanding reporting requirements. This position will also review and approve postings, batches and invoices before processing as well as prepare accounts payable and receivable invoices and data for property and client reporting Job Description Responsibilities: Reviews, approves and posts all Accounts Payable batches as it relates to the property. Monitors cash balance in bank account to determine funding if required. Coordinates with national check processing group the scheduling of check generation. Prepares and records entries for payment C&W payroll. Prepares and records entries for payables due for C&W payroll, creates client invoices to be processed for payment. Reviews and approves any lease abstracts. Approves monthly bank reconciliation. Reviews and posts all sundry and other non-recurring charge batches. Prepares all journal entries for review and approval. Monitors all billing aspects of lease administration. Ensures all charges are billed pursuant to terms of the leases. Posts monthly recurring charges and prepares monthly billing statements for tenants. Calculates annual OR, RET, CAM adjustment billings. Adjusts recurring charges in tenants' records for recovery billings based on estimates (budgets). Prepares and distributes pre-closing report packages for property management personnel. Prepares and assembles financial reports for monthly operating. Assists property management in creation of annual operating budget on the Kardin Software platform. Review and approve invoices for ongoing construction projects. Assist client and internal auditors in periodic reviews of controls and/or financial statements. Prepare monthly cash flow forecast schedule. Performs job duties as directed by the property manager. Ensures the timely delivery of financial information, invoices, collections and client reports generated as required. Nature and Scope Performs job duties with management supervision, seeks approval when necessary. Works closely with branch and property management and personnel to ensure smooth operation of department. Performs job duties under limited supervision in a timely manner. Ensures the timely delivery of financial information, invoices, collections and client reports generated as required. Business Environment Ability to work efficiently and effectively to deadlines and multi-task in a client focused environment. Job Qualifications (Experience & Education, if applicable): Four year degree in Business or Accounting strongly preferred. 5 + years experience in the accounting field, with 3 + years in real estate industry. Excellent lease administration skills required. Working knowledge of Microsoft Office (Word, Excel, Outlook), SAP (reporting knowledge at minimum), Yardi Voyager, BIGCENTER Program, Capture, VES, Lotus Notes, Adobe Professional, and Internet Explorer. Excellent computer skills WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Regularly required to travel outside between properties in varying weather conditions. 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. While performing the duties of this job, the employee may need to travel from floor to floor, climb stairs, and may be required to travel outside between buildings in varying outdoor weather conditions. The employee may also be regularly required to remain in a stationary position (sit or stand) for 85% of the time; regularly operate office machinery. OTHER DUTIES This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $110,500.00 - $130,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us. INCO: "Cushman & Wakefield"

Posted 1 week ago

S
Starkey Laboratories, Inc.Eden Prairie, MN
Are you a strategic thinker with a passion for financial storytelling and data-driven insights? We're looking for a Finance Manager to join our Corporate Financial Planning and Analysis (FP&A) team. The Corporate FP&A Manager drives financial planning cycles for the company: budget, forecasts and monthly close. This role is also responsible for monthly internal financial reporting, understanding key drivers, and identifying risks and opportunities. In this role you will gain a perspective of company strategies, initiatives, and performance. You will partner with and support across all levels of the organization and have a tangible impact. At Starkey, we are in the business of connecting people and changing lives. As a world leader in the manufacturing and delivering of advanced hearing solutions, we go to work each day to ensure every person on the planet has the opportunity to hear their very best. Founded in 1967, Starkey is known for its innovative design, development and distribution of comprehensive digital hearing systems. Headquartered in Eden Prairie, Minnesota, Starkey has more than 5,000 employees globally, operates 29+ facilities and does business in more than 100 markets worldwide. Here's a video about the people behind Starkey's groundbreaking innovation: https://www.youtube.com/watch?v=GjhRQ7qzlI0 Hearing is key to our health and happiness. Starkey is much more than the hearing aids we produce. We are in the business of connecting people and changing lives. We believe being able to hear the world and the people around us is as essential to the human experience as breathing. Many recent advances are already being recognized as disruptive technologies that have positioned Starkey hearing aids as the industry's first devices that go beyond providing just audiological amplification. Our hearing aids now incorporate Artificial Intelligence, embedded activity sensors, language translation and transcription services, as well as an always-on personal voice assistant. JOB RESPONSIBILITIES/RESULTS Manage a team of Financial Analysts, fostering a culture of excellence, collaboration and continuous improvement Responsible for execution of annual budget process for the company Oversee the preparation and analysis of monthly financial reports, highlighting key trends, variances, and performance metrics Drive improvements in our planning processes and advancements in the use of our planning tool Finance business partner to assigned groups Perform other duties/responsibilities as assigned JOB REQUIREMENTS Minimum Education, Certification and Experience Requirements Education Bachelor's degree in accounting or finance Master's Degree, Certified Public Accountant (CPA) or Certified Management Accountant (CMA) a plus Experience 8+ years of relevant finance, business, or analytical experience with progressive advancement Experience leading/managing people a plus Experience supporting cross functional teams Knowledge / Technical Requirements Advanced Excel skills Experience with financial reporting and analysis tools (i.e. Oracle, Planful, Business Objects, Hyperion, PowerBI, etc.) Competencies, Skills & Abilities Strong communication and interpersonal skills (verbal and written) Strong analytical and problem-solving skills Ability to synthesize large amounts of complex data and summarize for audiences at all levels of the organization Demonstrated ability to influence without authority Strong business acumen; knowledgeable of functional elements in order to influence, drive, and positively impact business results The annual salary for this position is between $105,490 - 141,750 / year. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is eligible for a bonus based upon performance results. There is no guarantee of payout. The following benefits for this position, subject to applicable eligibility requirement include, medical, dental and vision insurance, 401(k) retirement plan with company match, company paid life and short-term disability insurance, long-term disability insurance, employee assistance plan, hearing aid benefits, Paid Time Off, paid holidays, paid floating holidays, paid volunteer service day, paid paternity and maternity leave and tuition reimbursement. #LI-HW1

Posted 30+ days ago

A
Archer AviationSan Jose, CA
What You'll Do: The Finance Business Process & Digital Transformation Lead is responsible for overseeing, optimizing, and improving financial processes and implementing digital initiatives within the Finance organization. This role bridges finance operations with technology and business strategy to ensure efficient, compliant, and effective financial workflows and to implement innovative technologies to enable data-driven decision-making across the Finance organization. Develop and execute the finance process improvement and digital transformation roadmap aligned with overall business strategy, and in collaboration with cross functional stakeholders Identify opportunities to leverage emerging technologies to improve financial processes and outcomes Build business cases for digital investments with clear ROI and implementation plans Establish governance framework for finance process and technology initiatives Lead the design, implementation, and continuous improvement of finance processes Identify opportunities to digitize, automate, and streamline finance processes Document existing processes and develop standardized procedures Identify inefficiencies and bottlenecks in current workflows Develop and implement automation solutions (RPA, intelligent automation) for manual finance tasks Establish key performance indicators (KPIs) to measure process effectiveness Serve as a single point of contact for all cross functional teams for finance process documentation, finance systems implementation support and for project prioritization Partner with IT to implement new financial technologies and tools Develop and maintain system documentation and training materials Collaborate with IT, product and data science teams to align finance digital initiatives with enterprise technology and data strategy Ensure data integrity across finance systems Lead change management initiatives for finance process transformations Lead communication efforts around new technologies and process changes Design training programs to upskill finance team on new tools and capabilities Foster a culture of innovation and continuous improvement within finance Ensure finance processes comply with relevant regulations and standards Develop and maintain internal controls for financial operations Participate in audit preparations related to finance processes Monitor process performance to identify and address compliance risks Develop finance data strategy to improve data quality, accessibility, and utilization Design and implement finance analytics capabilities and dashboards Lead initiatives to enhance forecasting and planning through advanced analytics Enable self-service reporting capabilities for finance stakeholders What You Need: Bachelor's degree in Finance, Accounting, Business Administration, or related field 8+ years of experience in finance, with 3+ years leading business processes and digital initiatives Strong background in finance operations and processes Experience with finance systems implementation and optimization Bonus Qualifications: Project management experience preferred Please note that this job description is intended to provide a general overview of the position and does not include an exhaustive list of responsibilities and qualifications At Archer we aim to attract, retain, and motivate talent that possess the skills and leadership necessary to grow our business. We drive a pay-for-performance culture and reward performance that supports the Company's business strategy. For this position we are targeting a base pay between $215,320.00 - $225,800.00. Actual compensation offered will be determined by factors such as job-related knowledge, skills, and experience. Archer is committed to working with and providing reasonable accommodations to job applicants with physical or mental disabilities, and those with sincerely held religious beliefs. Applicants who may require reasonable accommodation for any part of the application or hiring process should provide their name and contact information to Archer's People Team at people@archer.com. Reasonable accommodations will be determined on a case-by-case basis.

Posted 30+ days ago

Workday Finance Lead Consultant-logo
Infosys LTDRichardson, TX
Job Description Infosys is seeking a Workday Finance / Technical Lead Consultant with extensive experience in Workday economy. This person will interface with key stakeholders, apply domain and technical and functional proficiency including requirements elicitation, design, build and deployment of solutions for supporting customer's Workday ERP application. As a Lead Consultant, the person will play an important role in creation and development of industry solutions. This person will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded. This person will play an important role in creating the high-level design artifacts, serve as a key member of the digital technology team participating in ERP digital projects, integration development and working with finance leads, technical product managers, corporate and business unit teams and third parties to orchestrate digital solutions in using Workday ERP. Required Qualifications: Candidate must be located within commuting distance of Richardson, TX or be willing to relocate to the area. This position may require travel in the US. Bachelor's Degree or foreign equivalent, will consider work experience in lieu of a degree. 7+ years of Information Technology experience 6+ years of experience with Workday application to include advanced reporting proficiency. Expertise in Financial data analysis, including the ability to understand the business requirement, user needs and translate them into operational requirements. Experience in Workday prism analytics. Deep workday reporting expertise using BIRT, dashboards, embedded analytics, EIBs, core connectors, studio integration and composite reporting. Experience with Workday security in relational reporting. Experience in agile scrum methodology and workday integrations working on large initiatives. Experience in Workday studio, Workday report writer, Calculated fields Workday Extend CCB, BIRT, EOBs, Core connectors, Integration system user(ISU), Integration system security group(ISSG). Experience in hands on configuring, developing and testing on the Workday platform(Proficient with integrations, Integration security, Cloud connect, EIBS, BIRT, Calculated fields, Report Writer, XML, XSLT, SOAP, and REST APIs. Solid understanding of Workday functional modules, strong analytical skills, proven experience understanding and effectively implementing workday integration across workday modules. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications: Excellent verbal and written communication skills and attention to detail. Strong expertise in project management, business analysis, gathering and documenting the requirements. Ability to communicate complex technology solutions to diverse teams namely, technical, business and management teams Experience managing team size of 2-3 would be a plus Experience and desire to work in a Global delivery environment The job may entail extensive travel. The job may also entail sitting as well as working at a computer for extended periods of time. Candidates should be able to effectively communicate by telephone, email, and face to face.

Posted 3 weeks ago

Oracle Cloud Finance - Manager-logo
PwCGrand Rapids, MI
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

Recruiting Manager (Finance & Accounting, Permanent Placement)-logo
Robert Half InternationalFederal Way, WA
JOB REQUISITION Recruiting Manager (Finance & Accounting, Permanent Placement) LOCATION WA FEDERAL WAY JOB DESCRIPTION Job Summary As a Recruiting Manager, your responsibilities will include developing and growing a client base and new business opportunities, introducing our services via video, telephone and in-person meetings with new and existing clients to expand the utilization of our services; recruiting, evaluating and placing finance and accounting professionals in full-time positions with our clients; delivering outstanding customer service to both clients and candidates; providing consistent communication and career guidance to candidates; participating in industry trade associations to increase our presence within the local finance and accounting community. Qualifications: A business related degree, ideally in finance or accounting. CPA and/or MBA a plus. 2+ years' of experience in public/industry accounting/finance and/or successful permanent placement recruiting experience required. Successful candidates will have a proven track record of success, excellent communication skills and a high sense of urgency. The ability to leverage finance and accounting experience to manage and grow the business. Salary: The typical salary range for this position is $77,969 to $92,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives Top Reasons to Work for Robert Half: EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER - For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match. PERFORMANCE = REWARD - We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com. UPWARD MOBILITY - With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond. TOOLS FOR SUCCESS - We provide world-class training, client relationship management tools and advanced technology to help you succeed. RESPECTED WORLDWIDE - Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world. OUTSTANDING CORPORATE RESPONSIBILITY - We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility. Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. JOB LOCATION WA FEDERAL WAY

Posted 3 weeks ago

Houlihan Lokey logo

Vice President - Capital Solutions - Financial Services & Structured Finance POD, New York

Houlihan LokeyNew York, New York

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Job Description

Business Unit:

Capital Solutions

Industry:

No Industry

Houlihan Lokey

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Capital Solutions

Our Capital Solutions Group provides capital-raising services for a wide variety of clients, from large, publicly held, multinational corporations to privately held companies either sponsor-backed or founded and run by entrepreneurs. In partnership with our Industry Coverage teams and Financial Sponsors Group, we combine superior sector knowledge and relationships with significant expertise in structuring and syndicating financings.

We approach each transaction with the goal of creating a capital structure that enables our clients to achieve their strategic objectives with the best terms available in the market. Houlihan Lokey has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings.

Job Description

Houlihan Lokey’s Capital Solutions Group originates, structures, and executes private and public debt and equity financings on behalf of the firm’s corporate and private equity clients. The candidate would work in the Financial Services & Structured Finance pod within Capital Solutions that focuses on structuring and placing debt and equity financings in a broad range of situations involving financial services companies and financial assets.

Our team works on transactions that provide exposure to various financing products, techniques, and applications, such as bank debt, senior loans, rated and unrated securitizations, second-lien debt, unitranche debt, mezzanine debt, and equity / equity-linked securities for a variety of uses, including growth capital, leveraged buyouts (LBOs), acquisition financing, refinancings, dividend recapitalization, and special situations.

Members of the Financial Services & Structured Finance pod within the Capital Solutions Group gain significant exposure to their counterparts at private equity firms, corporations, and private capital investors. They also work closely with Houlihan Lokey’s industry coverage, M&A, financial restructuring, and financial valuation and advisory teams.

You will:

  • Work side-by-side with a talented, dedicated staff of senior professionals who will provide broad exposure to the many different considerations affecting public and private equity financings;
  • Assist with evaluating and structuring customized financing alternatives for private equity and corporate clients;
  • Interact with a variety of investors, including commercial banks, direct lending funds, hybrid capital funds, co-investment funds, insurance companies, hedge funds, asset managers, and family offices;
  • Gain hands-on transaction experience by playing an integral role on deal teams from the initial pitch through closing;
  • Develop general corporate finance and valuation skills relevant to raising capital while building a detailed understanding of key developments in the debt and equity capital markets; and
  • Interact with a broad range of businesses across different organizations and with unique capital needs

The environment at Houlihan Lokey is collegial and entrepreneurial, and, as such, rewards financial analysts with substantial responsibility and interaction with senior-level professionals.

Basic Qualifications:

  • Undergraduate degree from a strong academic institution
  • 6+ years of relevant work experience in similar roles within investment banking / private credit / private equity (capital markets origination, structuring, and placement)
  • Advanced knowledge of accounting, finance, financial modelling, financial analysis, and valuation
  • Excellent verbal and written presentation skills
  • Strong organizational skills and a proven self-starter
  • Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
  • A demonstrated ability to work cooperatively with all levels of staff

Preferred Qualifications:

  • Hands-on leveraged finance and/or structured finance transaction experience
  • Knowledge of the financial services sector (e.g., specialty finance, insurance services and asset & wealth management)

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$250,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.



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