Bank Analyst Jobs Near Me

If you're looking for a role that values hard work without sacrificing your personal life, this could be the opportunity for you. This is your chance to elevate, or begin, your investment banking career with a team that values your contributions and supports your development. Only accepting candidates local to Ohio at this time. What you'll do as an Associate: As an Associate, you'll be a vital part of transactions from start to finish. This role offers a unique opportunity to work in small, agile teams and engage directly with clients. You'll gain hands-on experience, developing your skills at an accelerated pace in a supportive and collaborative environment. What we look for in an Associate: 3+ years of professional experience in investment banking, M&A, commercial banking, or a Big 4 firm (tax or audit backgrounds are welcome). The ability to be collaborative! Our client is looking for team player's only. A commitment to excellence, attention to detail, and strong process management skills. The ability to thrive in both autonomous and team-oriented settings. Adaptability and resilience in a dynamic, fast-paced environment. Sound like a fit? Let's connect! Please send me an email and give me a call - the most engaged candidates will do both. ***************************** ************

Rev1 Ventures is the venture development studio that helps tech startups scale and corporates innovate. A top seed investor in the Midwest, Rev1 supports and invests in early-stage companies in software, life sciences, and other advanced technologies through Rev1 Capital while fueling innovation and a thriving tech ecosystem for startups and corporations alike. By leveraging its network of corporate, community, and research partnerships, Rev1 helps high-growth companies validate customers, build teams, and access funding while enabling corporate partners to identify, source, and invest in startups. This unique approach breeds innovation, improves startup success rates, and helps entrepreneurs build great companies. Reporting to the Managing Director, Investment Funds, the Associate is a critical member of a team that analyzes, executes, and manages investments in pre-seed, seed, and early-stage companies across several venture capital funds. The position will work across Rev1 Ventures investment funds and other managed funds. Rev1 Ventures invests across a broad range of technology sectors, including enterprise software across healthcare IT and digital health, HR tech and the future of work, and fintech. A significant percentage of our investment activity is focused on life sciences companies commercializing technologies developed at The Ohio State University and Nationwide Children's Hospital, and spinout companies commercializing technologies licensed from The Ohio State University. What You'll Do: Drive Deal Flow: Actively research, network, and conduct outreach to identify companies in sectors of interest to Rev1 Ventures. Help Rev1 Ventures attract new, high quality investment opportunities through these efforts. Due Diligence: Evaluate technology, products, business, and financial plans; perform customer and market assessments, competitive analyses, and model capital requirements across the early-stage company life cycle. Ability to make well-reasoned conclusions and recommendations regarding new investments, and relative transaction execution. Collaborate: Work with the Rev1 Ventures team to monitor and track progress of investment projects Support Rev1 Ventures efforts to build relationships with venture funds, strategic investors, angel investors, and other key investment stakeholders. Assist Rev1 Ventures Market Intelligence and Data Analytics team in the maintenance and management of third-party databases (e.g. Pitchbook, Crunchbase, CB Insights), assisting in providing updates for Rev1 Ventures investment activities. Tracking and Reporting: Manage systems to track and organize due diligence files, investment documents, and portfolio company documents. Monitor portfolio company progress and maintain up-to-date records within Rev1's CRM system, Salesforce.com. assist in preparing fund level quarterly and annual reporting What You'll Bring: Experience: 3 to 5 years of demonstrated experience in pre-seed to early-stage venture investment is required. A combination of venture development, technology commercialization, startup, management consulting and/or investment experience may also be considered relevant experience. Education: Bachelor's degree in business, sciences, engineering, or a related technical field. Sector Knowledge: Industry knowledge and expertise across information technology, B2B SaaS, and other technology sectors is a plus. Analytical Skills: Able to assess business health and future potential across several areas including market, team, product, financial and capital needs. Able to make well-reasoned conclusions and recommendations regarding new investment opportunities, relative to specific transaction execution and portfolio management situations. Practical understanding and application of financial statements and Excel skills. Project Management: Able to effectively manage multiple, competing projects at varying stages of maturity. Ability to be flexible and adapt the workstyle to meet the needs of the project and stakeholders. Able to rapidly assess project needs and next steps. Strong Communication: Highly professional with excellent verbal, written, and presentation skills. Seeks win-win opportunities and supports current and future portfolio companies. Effectively communicate project updates across the organization. Detail-oriented Self-Starter: Able to take high level direction and distill down to actionable steps in order to achieve the end goal. What's in it for you? Collaborative work environment at one of the Best Places to Work in Columbus Access to exciting tech startups and trends in the national arena Competitive compensation package, including performance-based incentives Generous paid time off 401(k) matching Health, dental, and vision benefits Schedule: Full-time Location: In Person, Rev1 Ventures - Columbus, Ohio Applicants must be eligible to work in the United States and able to work 8am-5pm Monday - Friday with some night and weekend availability to attend related events. COVID-19 Vaccinations are mandatory and are a condition of employment at Rev 1 Capital. Reasonable accommodations will be considered. As an equal opportunity employer, Rev1 Ventures does not discriminate in hiring or terms and conditions of employment because of an individual's race, color, religion, gender, national origin, age, disability, sexual orientation, or marital status. To apply, please complete the Culture Index survey **************************************** and submit your cover letter and resume to: ************************

Job Title: Lead Cat Risk Analyst About the Company: Our client is a leading carrier in the insurance industry, renowned for their innovative solutions and commitment to excellence. They are seeking a highly skilled Lead Cat Risk Analyst to join their dynamic team in Nashville, TN. Job Description: Position Overview: The Lead Cat Risk Analyst will play a pivotal role in assessing and managing catastrophe risk for the company. This position requires a deep understanding of risk modeling, data analysis, and the ability to develop strategies to mitigate potential losses from catastrophic events. Key Responsibilities: Conduct comprehensive risk assessments and analyses of natural and man-made catastrophes. Develop and implement catastrophe risk models to predict potential impacts on the company's portfolio. Collaborate with underwriting, actuarial, and claims teams to integrate risk insights into business decisions. Monitor and report on emerging risks and trends in the catastrophe risk landscape. Provide leadership and mentorship to junior analysts within the team. Communicate findings and recommendations to senior management and stakeholders. Qualifications: Bachelor's degree in a related field (e.g., Risk Management, Actuarial Science, Statistics, Engineering). Minimum of 5 years of experience in catastrophe risk analysis or a related role. Proficiency in risk modeling software and data analysis tools. Strong analytical and problem-solving skills. Excellent communication and presentation abilities. Ability to work effectively in a hybrid work environment. Benefits: Comprehensive health, dental, and vision insurance. Retirement savings plan with company match. Professional development opportunities. Flexible work schedule with remote work options.

The Credit Agricole CIB Sustainable Investment Banking (SIB) team is dedicated to servicing CACIB clients and business lines on all ESG and sustainable finance matters. As one of most experienced ESG banks with a longstanding history of pioneering the sustainable finance market dating back to 2009, the team leads sustainable transactions across all investment banking products (bonds, loans, supply chain finance etc.) working alongside CACIB originators, syndicates and sales team members and advises on latest developments in the space. The Sustainable Investment Banking team sits within Investment Banking Coverage but works closely alongside product teams including debt capital market, leveraged finance and loan syndications. Key Responsibilities The SIB Analyst will be in charge of supporting senior SIB bankers in structuring sustainable finance transactions and pitches. The main tasks will therefore be to: Structure sustainable debt transactions, frameworks and highly customized in depth researched pitches with a focus on ESG materiality and climate scenario models across various corporate sectors as well as sovereign clients Take ownership of ESG market update materials and client pipeline tracking Maintain a highly proactive approach to elevating ESG dialogue with clients via creating bespoke materials leveraging client ESG disclosure and industry benchmarks (SBTi, TPI) as well as level of ambition of use of proceeds or KPIs for sustainable finance transactions Structure and execute the mandates originated, in partnership with the concerned Business Lines Possess and maintain an excellent level of expertise and knowledge on the sustainable finance market, so as to maintain CACIB as one of the major actors in the market Role Requirements Fluency in English Qualifications/Education Required Bachelor's Degree from top university Concentration in sustainability/environmental science or display of interest via extracurriculars strongly preferred Experience Required 0-2 years of relevant work experience with above average performance results in ESG investment banking / debt capital markets, responsible investing, and/or sustainability consulting Very strong motivation for ESG finance, and a particular interest in maintaining the knowledge on the sustainable finance market Strong attention to detail is a must with advanced PowerPoint, Excel and data skills Ability to multi-task in a fast-paced environment and problem solve independently with resourcefulness Experience Desired Series 7, 63, 79 preferred but not required Competencies Required Highly motivated with a positive attitude Entrepreneurial, self-starter, all hands on deck attitude Works well under pressure with multi-tasking capabilities Strong attention to detail Ability to work as a team but also independently Resourceful problem solver and analytical thinker Consistently asking “why?” and “how can I make this better” attitude Excellent problem solving, oral and written communication skills and ability to process new information quickly and effectively Commercial instinct and ability to perform under pressure and tight deadlines Analytical, quantitative, adaptive, hungry, a self-starter and team player, a multitasker and results oriented individual Skills and Knowledge Requirements Be highly business oriented (pedagogy, reactivity, etc.) Organizational flexibility and willingness to be personally involved Willingness and ability to work with multiple stakeholders within the Bank, operating in various environment (in terms of products, geography or clients) Other Relevant Information In office (NYC) in person three days a week required; up to two days a week work from home

CONSU012879_1 Who We Are NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** This full-time position requires review of day-to-day financial reporting and analysis for select clients. The position includes reviewing data for accuracy and creating client specific reports for analysis and review. The position requires strong critical thinking, active listening, presentation and communication skills, Additionally, the Consulting Financial Analyst will serve as a mentor to a Junior Analyst. Essential Duties and Responsibilities: To perform this job successfully, individual must be able to execute each essential duty satisfactorily: Review self-funded, financial reports and provide comments to Account Management team for monthly or quarterly discussions Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process Develop self-funded renewal projections, assist in the preparation of financial renewal summary, prepare alternate funding options Prepare stop loss sensitivity analysis for self-insured clients Review client IBNR reserve analysis templates prior to actuarial review Proof exhibits created by Level 1 Analysts for mathematical, formulaic, spelling, grammatical and branding errors and ensure they are client-ready Update excel-based templates/models to improve the reporting or renewal process Attend seminars or educational activities to stay updated on the latest developments, trends and regulations in the marketplace Attend client meetings on an as-needed basis to review financial reports Maintain confidentiality, HIPAA and GDPR compliance with all client information obtained in the course of work Build and maintain solid relationships with carrier sales representatives and Account Management teams Collaborate with Account Management teams and clients to design, create and deliver analytic results that drive strategic decision-making and demonstrate the value provided by products and services purchased Contribute to the development and enhancement of analytic deliverables; actively participate in department, team and client meetings Additional duties as assigned Knowledge, Skills, And/or Abilities Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate Strong Presentation/Speaking Skills - Effectively communicating with others in an individual or group environment to articulate the items or information needed. Explain technical details, relevance, and implications of analytic results to diverse audiences. Incorporates feedback to improve content and format of deliverables. Ensures analytic results are insightful and actionable Time Management - Manage multiple projects with competing deadlines by prioritizing deliverables in collaboration with team and department leadership. Coordinate with teammates to ensure efficient creation of deliverables, track work, and provide regular progress updates. Take ownership of projects and see them through to completion with complex problem-solving skills and exceptional time management Contributes to development and enhancement of analytic deliverables. Actively participates in department and team meetings. Completes trainings to maintain and enhance knowledge, skills, and abilities Strong knowledge of health insurance products and industry, including trends and drivers of population health status, utilization, costs, and quality Ability to correspond on all financial issues in a clear, concise and persuasive manner Ability to effectively establish rapport, present information and respond to questions from managers, clients and coworkers Ability to work independently Strong communication (both verbal and written) and analytical skills Education And/or Experience Four-year college or university degree. Finance/Statistics/Mathematics is preferred or 6+ years of equivalent work experience 3-5 years of related experience and/or training with a carrier, consultant or broker Intermediate to Advanced Microsoft Excel skills required Microsoft Access and Microsoft Fabric, Power BI skills preferred CERTIFICATES, LICENSES, REGISTRATION Employees required to possess or obtain the Ohio Life and Health License within four months of employment Ongoing Education: CE Requirements What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $94,000 to $117,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer.

Overlay Capital is an alternative investment manager focused on opportunities and advancements in the built environment. We focus on unique opportunities in private markets, from innovation to infrastructure. Our strategy targets critical areas of the built environment, including buildings/construction, waste and materials, and energy infrastructure. At Overlay Capital, we value high-performing individuals eager to make an impact in a dynamic, collaborative, and fast-paced workplace. Our culture fosters collaboration across experience levels, encouraging continuous learning, idea generation, and career growth. About the Role As a Senior Investment Analyst, you will play a key role in researching, analyzing, and presenting investment opportunities primarily within the waste and materials sectors, with some exposure to broader built environment strategies. Your work will include markets research, company competitive analyses, qualitative and quantitative assessments of target companies, financial pro formas for potential investments and overall risk assessments. This is an exciting opportunity to contribute to a growing platform and take on increasing responsibilities. Key Responsibilities Conduct research on investment opportunities within targeted sectors to identify potential transactions. Maintain organized pipelines of opportunities, managing workflows effectively. Analyze waste/materials markets and emerging technologies and companies in this sector, presenting findings to management. Research and evaluate emerging opportunities in materials sorting, reclamation, reuse and resale markets. Conduct policy research to identify relevant programs and opportunities. Monitor the progress of investments and provide periodic updates to management and team. Analyze private market valuations, transactions and key funders in target sectors. Maintain organized records for private investment research and portfolio holdings. Qualifications and Experience Bachelor's degree (required). 2-5 years of professional experience. Proficiency in Excel, with strong financial modeling, presentation and written communication skills. Atlanta-based with limited remote work flexibility (office is in Alpharetta) Self-motivated, collaborative, and able to work independently. Team-oriented and willing to take on ad hoc tasks as needed. What We Offer A chance to grow your career in a dynamic and supportive environment. Opportunities to work on meaningful projects within a growing investment platform. Competitive compensation with health care, PTO, and 401k benefits 10 - 15% target annual bonus Relocation not provided. Local candidates preferred.

Job Title: Asset Protection Analyst Duration: 3 Months Job Type: Contract Work Type: Hybrid Payrate: $ 23.00 - 23.00/hr. TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. The below job opportunity is to one of Our clients who is a global leader in personal care and home fragrance, including top-selling collections for fine fragrance mist, body lotion and body cream, 3-wick candles, home fragrance diffusers and liquid hand soap. Job Description: Primary Role: Conduct background checks for distribution operations candidates in a high volume, fast paced environment. Core responsibilities include accessing local public record sites to access background check information and using 3rd party background software system. Responsible for reviewing company adjudication guidelines, updating documents as needed and connecting with various business partners. Additional core responsibilities include: Support the 7 county background check process Background adjudication process once background report returns and provide results to background vendor and Talent Acquisition partner Update case management system and close cases once employment decision is made by business partners Submit Motor Vehicle Report background checks and communicate results to the business partners in a timely manner Secondary responsibilities include: Security Alarm Permits and False Alarm Resolution program support Troubleshoot repetitive false alarms, place work orders as needed and provide follow up Digitize false alarm fines and permit applications Fill out Alarm Permit applications, renewals, and submit documentation to the AP Specialist as needed Catalog permit information so reapplication dates can be identified and met on time Identify which locations are required to have a permit on file Send alarm fines received to AP Specialist to invoice Fill out New Vendor Forms/ upload to DocuSign to be reviewed/signed by AP Specialist and Senior Asset Protection Mgr Education: Associates degree or equivalent work experience TekWissen Group is an equal opportunity employer supporting workforce diversity.

Benefits: 30 days waiting period for benefits Family-oriented culture with open communication PTO: 13 days for the first 4 years, 11 paid holidays, including 1 floating holiday of your choice Room for growth as the company is expanding Must Haves: Bachelor's degree in accounting or finance 1-3 years of experience (internships count) Budgeting and cost analysis skills Proficiency in Excel (Pivot tables) Strong organizational skills and attention to detail Ability to multi-task and set priorities effectively Teamwork and solid organizational skills Excellent verbal and written communication skills Strong work ethic and a desire for excellence Plusses: Experience with Cognit Strong mathematical and logic skills Day to Day: Under the direction of the Accounting Manager, the Financial Analyst will: Perform professional accounting work, including auditing, analyzing, and verifying fiscal records and reports Work directly with senior management to prepare financial forecasts and year-end budgets Perform monthly analysis of the profit and loss statement to ensure accuracy of reporting Assemble highly confidential and sensitive information Ensure compliance with applicable laws and regulations Duties and Responsibilities: Experience with journal entries, adjusting entries, and assisting in the preparation of monthly financial statements Advanced user of Excel and familiar with computer software accounting systems Ensure accuracy of reporting through variance analysis and generate on-time financial statements Update and distribute monthly budget-to-actual departmental statements Prepare and review quarterly forecast updates to reflect actual progress throughout the year Work with senior management under the direction of the Accounting Manager to create a 3-year budget forecast Prepare, review, and submit quarterly forecast updates and final annual budgets Cross-train to assist each position in the accounting department with various tasks as back-up Assist/support the Accounting department as needed to maintain timeliness and accuracy of monthly reporting Maintain a current working knowledge of accounting software and how it can be utilized more effectively Interact with internal and external auditors

Under general supervision, the Financial Administration Intermediate Analyst (“Intermediate Analyst”) will analyze, monitor, implement budgets for our clients, and ensure timely payment of fund expenses. Intermediate Analysts will also review monthly and annual excise distributions, along with reporting such as Total Returns, Board reporting and year-end tax reporting requirements. Additionally, Intermediate Analysts may collaborate with other members of Financial Administration to support the preparation of quarterly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements. Review and/or update vendor information and payment instructions for fund expenses Perform initial review of monthly and annual excise distributions, and monthly total return calculations Prepare quarterly Board reports Assist in fund year-end tax reporting Support the preparation and review of financial statements and perform an initial review of SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.) Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets Respond proactively to internal and external client inquiries Host training sessions and prepare training materials, create and maintain procedures, participate in process improvement committees and/or initiatives. Work on special projects, other regulatory filings and ad hoc requests as assigned Qualifications Job Specifications: Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience 3-5 years accounting or reporting experience in the registered investment company or financial services industry Intermediate experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: Ability to apply accounting and financial concepts Strong time management skills Strong communication skills High quality customer service to internal and external clients Ability to produce high quality results independently Willingness to work outside of normal work hours when necessary, particularly during peak production cycles Strong technical writing skills Ability to work with and assist other associates in meeting common goals Initiative in self-development Ability to work towards creating a positive working environment Intermediate organization and project management skills Ability to identify and implement process improvements Complete daily work in compliance with internal controls and procedures necessary to ensure quality products Strong attention to detail

Columbus, OH - Hybrid 12-month Contract-to-Hire The Budget Analyst will provide accounting support to the Markush, Reactions, and Global Sourcing and Partnerships department. Responsibilities include bookkeeping, monthly close, business system data entry, customer service, and general business system services. The role involves coordinating spending projects, tracking allocation changes, forecasting, and adjusting work plans to meet spending targets. The majority of work is performed using MS Excel, MS Power Suite (including PowerBI), and Outlook. Job Responsibilities: Maintain accurate bookkeeping, reconciliations, and financial updates, ensuring compliance with policies and deadlines. Perform month-end close tasks, including accrual entries and financial reporting in line with GAAP. Manage accounts payable, invoice matching, and delinquent payments for Content Operations projects. Support budgeting, forecasting, and financial tracking to meet business projections. Communicate and resolve financial inquiries with internal and external stakeholders. Analyze financial performance, review accounting procedures, and drive process improvements. Job Requirements: Education and Experience Minimum of an Associate's degree or equivalent experience in bookkeeping and/or accounting. Experience with computerized general ledger, accounts payable, variance analysis, balance sheets, and expense accounts. Knowledge of Content Operations processing is helpful. Technical Skills High level of skill with MS Excel (including macros, XLOOKUP, and creation of novel calculators and reports). Demonstrated experience with MS Office applications (specifically Outlook and Word). Familiarity with PowerBI, Power Platform, and MS Dataverse preferred. Working knowledge of accounting/bookkeeping required. Interpersonal and Organizational Skills Excellent interpersonal communication skills and the ability to interact effectively with staff and management. Strong problem-solving and organizational skills. Well-organized and detail-oriented approach. Independent and self-motivated.

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Economics, or Finance or equivalent experience 1 - 3 years' financial analysis and modeling experience Advanced knowledge of Excel

We are seeking a Financial Investment Specialist to enhance operational efficiency and support a growing practice with $5.2 billion in assets under management. This role is integral to ensuring seamless day-to-day financial operations, maintaining compliance, and providing exceptional client service. The base salary is up to $70,000 plus a bonus, but it may be negotiable based on experience. Key Responsibilities: Trade Execution & Cash Flow Management: Oversee trade activities, monitor transactions, and facilitate seamless money movements while ensuring accuracy and regulatory compliance. Client Transaction Support: Provide timely and professional communication as the primary point of contact for trade requests, fund transfers, and transaction confirmations. Investment Research & Advisory Assistance: Support financial advisors by conducting market research, analyzing trends, and providing data-driven insights to aid in investment decisions. Portfolio Development: Assist in designing customized investment portfolios aligned with client financial objectives while incorporating risk management principles. Market Monitoring: Track U.S. and global market indexes, economic events, and key financial trends to provide relevant insights. Compliance & Risk Oversight: Ensure all transactions adhere to regulatory and internal risk policies, upholding fiduciary responsibilities. Client Communication: Willing to engage in long-term client interactions over the phone, ensuring consistent and high-quality service. General Operations & Compliance: Adhere strictly to policies, participate in compliance initiatives, and support operational excellence. Additional Duties: Take on other responsibilities as assigned while keeping leadership informed of any significant matters. Key Competencies: Passion for Investments: Follows the stock market closely and aspires to earn a CFP certification. Client Service Excellence: Proactively manage complex client interactions with professionalism and responsiveness. Effective Communication: Speak clearly and persuasively while actively listening and addressing concerns thoughtfully. Collaboration & Teamwork: Foster a cooperative work environment, balancing individual and team objectives. Ethical Integrity: Uphold organizational values, maintaining trust and adherence to compliance standards. Strategic & Organizational Skills: Demonstrate strong time management, task prioritization, and problem-solving abilities. Adaptability & Reliability: Thrive in fast-paced environments, managing shifting priorities while maintaining consistency. Attention to Detail: Highly organized with strong accuracy in transaction processing and financial analysis. Preferred Skills & Qualifications: Strong time management and ability to prioritize effectively. Proven experience handling high-volume workloads with accuracy. Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, XLOOKUP, nested IF functions). Bachelor's degree or equivalent combination of education and experience. SIE or Series 7 license is highly preferred. Commitment to ongoing professional development and industry engagement. Growth Potential: This role offers significant compensation increases with the completion of certifications such as the CFA and CFP. The right candidate will have opportunities for advancement within a high-performing financial practice.

Grow your career as a Financial Analyst for an innovative global bank in Columbus, OH. Contract role with strong possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. Will analyze, monitor, implement budgets for our clients, and ensure timely payment of fund expenses. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you. Required Skills & Experience • 3-5 years of Accounting or Reporting experience in a registered investment company or financial services industry • Ability to apply accounting and financial concepts • Strong Excel skills and proficiency with other standard MS Office applications • Experience with financial analysis • Familiarity with regulatory reporting • Experience supporting quarterly and annual reporting and other financial reports • Experience with GAAP and SEC filings • High quality customer service to internal and external clients • Intermediate organizational and project management skills • Strong attention to detail • Ability to identify and implement process improvements • Complete daily work in compliance with internal controls and procedures necessary to ensure quality products • Willingness to work outside of normal work hours when necessary, particularly during peak production cycles • Strong time management & communication skills • Ability to work with and assist other associates in meeting common goals • Strong technical writing skills • Initiative in self-development • Ability to work towards creating a positive working environment Desired Skills & Experience • Prefer a Bachelor's Degree in Accounting, Finance, or related business area What You Will Be Doing • Will analyze, monitor, implement budgets for our clients, and ensure timely payment of fund expenses • Will also review monthly and annual excise distributions, along with reporting such as Total Returns, Board reporting and year-end tax reporting requirements • May collaborate with other members of Financial Administration to support the preparation of quarterly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”) and Securities and Exchange Commission (“SEC”) requirements • Review and/or update vendor information and payment instructions for fund expenses • Perform initial review of monthly and annual excise distributions, and monthly total return calculations • Prepare quarterly Board reports • Assist in fund year-end tax reporting • Support the preparation and review of financial statements and perform an initial review of SEC filings (e.g. N-CSR, N-CEN and 24F-2, N-1A etc.) • Demonstrate an intermediate understanding of investment types, mutual funds, ETFs, and financial markets • Respond proactively to internal and external client inquiries • Host training sessions and prepare training materials, create and maintain procedures, participate in process improvement committees and/or initiatives • Work on special projects, other regulatory filings, and ad hoc requests as assigned

Apply Here: https://secure4.entertimeonline.com/ta/6143013.careers?CareersSearch=&lang=en-US Base Pay: $85000.00 - $96000.00 / Year Job Category: Finance, Full-Time Industry: Nonprofit, Social Enterprise Monday through Friday, Standard Business Hours Employee Type: Employee (W2 Exempt - FT) Manage Others: No Contact information Name: Recruiting Department Phone: 503-261-1266 Email: careers@relayresources.org Description Disabled people / people with disabilities and neurodivergent people are strongly encouraged to apply. Relay Resources is an Equal Opportunity Employer that strives to create a diverse workforce and an inclusive culture and believes each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. ESSENTIAL FUNCTIONS Financial Planning & Budgeting - 40% Support the annual budgeting process, partnering with department leaders to gather inputs and validate assumptions. Prepare quarterly forecasts and conduct scenario modeling. Maintain and improve budget templates, planning tools, and reporting dashboards. Financial Analysis & Reporting - 30% Conduct monthly budget-to-actual analysis, identify key drivers of variance, and present findings to stakeholders. Develop and maintain financial models to support initiatives and investment decisions. Create and distribute internal financial reports and performance scorecards. Cross-Functional Business Support - 15% Collaborate with Operations, HR, and other departments to understand business trends and recommend data-driven improvements. Act as a finance partner to department leaders, supporting initiatives with financial impact analysis. Systems & Process Improvement - 10% Contribute to ongoing enhancements in reporting systems and financial workflows. Assist in ERP/reporting tool optimization and data integrity efforts (e.g., NetSuite, Abila, NetSuite Analytics Warehouse). Other - 5% Assist with monthly and quarterly financial presentations and board reporting as needed. Support financial audits and ensure GAAP-compliant reporting standards are upheld. Requirements MINIMUM QUALIFICATIONS Bachelor's degree in finance, Accounting, Economics, or a related field. 4-6 years of experience in financial planning & analysis, corporate finance, or business analysis. Demonstrated experience supporting organization-wide budgeting and forecasting processes. Experience preparing financial reports and variance analyses for departmental or executive review. Strong proficiency in Microsoft Excel, including pivot tables, lookups, and model-building. Familiarity with ERP and financial systems, with a strong preference for NetSuite and Abila MIP. Ability to work effectively across diverse teams, including operations, program leaders, and administrative functions. Strong alignment with Relay Resources' mission and values, including a commitment to disability inclusion, equity, and continuous improvement. Ability to operate with a high degree of accountability and independence in a flexible and remote-friendly environment. Excellent verbal and written communication skills, with an ability to translate financial information into clear, actionable insights. PREFERRED QUALIFICATIONS Familiarity with business intelligence tools like Tableau, Power BI, and/or NetSuite Analytics Warehouse (NSAW). Exposure to nonprofit or mission-driven organizations. Demonstrated ability to translate complex financial data into business insights. Effective communicator who can engage both technical and non-technical audiences. KNOWLEDGE, SKILLS, AND ABILITIES Advanced Excel and financial modeling capabilities. Knowledge of financial reporting standards and GAAP. Strong problem-solving and critical thinking skills. Ability to manage multiple priorities and meet tight deadlines. Team player with strong interpersonal and collaboration skills. Commitment to Relay Resources' values: Justice, Equity, Strengths, Impact, and Growth. SCOPE & ACCOUNTABILITY Performs duties with moderate supervision and growing autonomy. Prepares work that is reviewed by senior staff for accuracy and clarity. SUPERVISORY RESPONSIBILITY None, but may mentor junior cross-functional staff members on projects as needed. WORK ENVIRONMENT & PHYSICAL DEMANDS Office environment. Remote work flexibility available. Must be able to attend periodic in-person meetings. More about us Relay Resources is a nonprofit organization based in Portland, OR, that employs more than 700 people, the majority of whom are people with disabilities. We cultivate meaningful work through services we provide to business and government customers, which include janitorial, landscaping, document services, and supply chain solutions. We also own and manage more than 900 units of affordable housing. We create value for our community by delivering quality services to our customers, good jobs to our employees, and affordable homes to our residents. Equal Opportunity Relay Resources is proud to be an Equal Opportunity Employer and we welcome everyone to our team/to apply. We are committed to a people-first, inclusive culture that benefits our employees, customers, and residents. Relay encourages a diversity of applicants of all backgrounds and identities including disability, race, color, religion, gender identity, national origin, political affiliation, sexual orientation, military service, marital status, parental status, age, and individuals with a Preferred Worker Card. Let us know if you need a reasonable accommodation during the application or interview process, or to perform the job you are applying for. Be the first to know about job openings! Sign up for our weekly job openings newsletter: https://relayresources.us14.list-manage.com/subscribe?u=a32c31aff84dac3640371a04f&id=5ea0cab7af

Investment Banking Associate - Leveraged Finance Portfolio Management Bethesda, MD (Hybrid) This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender. With over $50 billion in capital committed this group provides financial solutions for acquisitions, growth capital, leveraged buyouts, and refinancing to meet the needs of private equity and middle-market companies. This individual will join a team of industry professionals and will support underwriting, management of existing investment activity, capital markets, and strategic relationships with portfolio companies. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. Candidates who meet the below criteria and functional interest are encouraged to apply for immediate consideration. Job Description Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis. Underwrite and/or manage existing investment activity and maintain relationships with portfolio companies. Gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation. Frequent interact with clients and senior management on financial strategy and performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations. Requirements 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity Bachelor degree in accounting, finance, or related fields of study. A strong quantitative and analytical background. Knowledge of and experience with basic accounting and financial principles is required. Excellent oral and written communication skills.

Full-time MUST: 4 years of full time experience as a Financial Analyst MUST: 2-3 days onsite at Teaneck office, NJ per week Who we are, who we are looking for and why are we interested in you: We are Behaviorally the #1 global market leader in digital shopper marketing. With decades of experience and category expertise in shopper research, we apply our unique behavioral framework and a digital-first approach to help clients navigate the uncertainty of a changing retail environment. We help brands make better shopper marketing decisions by defining and diagnosing the digital and physical behaviors that drive shopper growth. As we tackle our ambitious growth goals, behaviorally is looking for exceptional people who can join our passionate research teams helping some of the world's largest brands to understand, predict and influence consumer choice. What You Will Do as a Key member of our Team: As a financial analyst, we'd like you to: Prepare monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with accounting principles. Create and maintain financial models to analyze business performance and predict future outcomes. Lead the annual budgeting process and periodic reforecasting. Work closely with departments to identify opportunities for cost savings and efficiency improvements. Review and support cash flow projections. Assist with monthly, quarterly, and year-end closings tasks. Handle weekly Revenue Recognition meetings with regional Financial Business Partners and Managing Directors where needed to ensure accuracy. Discuss with Managing Directors and Business Partners any discrepancies in GM OR AR aging accounts. Prepare journal entries as requested. Assist Controller with special projects as required. Provide insights into cost-saving opportunities and revenue growth strategies. Identify opportunities to improve financial processes, systems, and reporting tools. Implement best practices to enhance efficiency and accuracy in financial planning and reporting. Ensure compliance with financial regulations, internal policies, and external reporting requirements. Assess and mitigate financial risks associated with company operations and investments. Desired skills and experience To qualify and succeed, in the fast-growing environment we do business in, you will need: BA/BS degree in finance, business finance, accounting, Economics or related field 4+ years' experience working in a corporate environment within reporting, financial analysis, planning, or accounting roles. Natural problem solver, with the inclination to ask questions, analyze data, find relationships, and provide recommendations to senior members Proactivity and good business sense to find solutions before questions are asked Natural communicator to tell the story behind the data Proven experience with budgeting, forecasting, and financial modeling. Strong analytical and problem-solving skills with attention to detail. Excellent communication and presentation skills to convey complex information clearly. Advanced proficiency in Microsoft Excel Skills (pivot tables, lookups, macros) and reporting tools. Highly organized, self-starter, that excels in collaborative work environments and team first attitude yet can work independently and deliver results. We are growing fast, and this means we are figuring things out as we move on, thus proven experience working in very dynamic environments at a fast pace is a plus. Capacity to think logically and proactively. Bias to action and inclination to present recommendations. This is because we have a learning culture, and we understand great ideas come from all the team members, independent of seniority. We love people that speak many languages (because we are growing everywhere) thus this is a plus as well, yet not mandatory. We love to coach and develop teammates, thus even if you don't have all the skills listed above yet but have interest in learning as you grow in your career, we'd like to hear from you. Note: we view the above section as a guide, not a checklist. We encourage you to apply even if you do not satisfy every single bullet on this list! And tell us other things you have done, leading up to this opportunity, like internships and extracurricular activities that demonstrate you are the exact right candidate one for us! What Else Can We Tell You? Additional things to keep in mind when considering a career opportunity at Behaviorally: We are transparent about what matters to us. Our progress against our mission, values, goals, accountability metrics and KPIS all the way up to our senior leaders are visible and available for everyone, anytime, anywhere. You will always know where we (and you) stand. You will feel taken care of, whether it is competitive benefits, personalized training, development and mentorship or those important additional factors that some may take for granted (competitive wages and benefits, flex time or remote working policies etc.) We know how much this matters when you are choosing a place in which you will spend most of your time, building your career. You will feel part of a team that welcomes, feels, and behaves like you. We take great care recruiting someone like you, so you can rest assured that we have done the same with the team you are joining. They too are bright, curious, reliable, candid, optimistic, and supportive of each other. The team you join is as dedicated to seeing you succeed as they are committed to the goals of the company and the clients we serve. We hire not only based on technical skills, but very much on personal traits. We are growing fast, so we are determined, energetic, with a bias to action, humble and constant learners. In addition, we are the market leader, on cutting edge technology, working with the most powerful brands out there, thus we focus on driving results, on a very high quality and speed. If have these traits in your journey, we want to hear about it The chosen candidate will work within our Result Orientated Work Environment (ROW) and be offered a generous benefits and compensation package which includes the following: Medical, Dental, Vision Life Insurance & Short-Term and Long-Term Disability FSA for both Health and Dependent Care Commuter/Parking Benefits Company Matched 401k Retirement Plan Paid Time Off (PTO) Unlimited Sick Time Annual Bonus Incentives Tuition Reimbursement We also recognize our employees through Employee Recognition Programs and Company Sponsored Events. Our ethical commitment to you and all our employees: At Behaviorally, we are committed to a work environment that is inclusive to all and free of discrimination. It is our policy to be an equal opportunity employer without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran status, citizenship status or any other factors prohibited by law.

NewGen is a dynamic, growing consulting firm that helps utilities deliver vital services such as water, energy, and waste management. We seek a detail-oriented analyst who loves working with data, thrives on problem solving, and is eager to make a difference. The successful candidate will work directly with senior colleagues and clients to estimate the costs of operating utilities, financing vital investments in infrastructure, and ultimately determining utility rates charged to residents and businesses. Our work is meaningful, challenging, and exciting. Our company is focused on growth, innovation, and teamwork, and in this role, you will have an impact on not only your fellow coworkers and the company, but on utilities and communities across the country. Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models Create understandable data visualizations using charts and user-friendly dashboards Clearly communicate results to clients in written reports and PowerPoint presentations Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field 1 to 3 years of experience in a finance or data related role Strong working knowledge of Microsoft Excel Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.) Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI Experience in the utilities industry Knowledge of programming languages for data analysis, such as Python, R, or SQL Experience with spatial analysis, e.g., using ArcGIS or QGIS Qualities Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!) Exceptional attention to detail Excellent written and verbal communication skills Highly organized, with the ability to self-manage multiple priorities and deadlines Ability to transform, combine, analyze, and summarize large (and often messy) data sets Ability to think critically and solve problems A collaborative team player What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities. Annual bonuses of 8%, contingent on personal and company performance 401K plan with matching contributions Medical and dental insurance Paid vacations and holidays Paid maternity and paternity leave Meaningful opportunity for career progression within the organization Flexible work schedules (while being mindful of client deadlines) Ongoing training Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days a week, after training period. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Financial Analyst Remote Role-Local Phoenix Arizona Candidates Only Responsibilities: Generate reports from financial database and use Microsoft Excel for further analysis Aid in the capital budgeting and expenditure planning processes Prepare and analyze budget variance reports Work closely with the accounting team to ensure accurate financial reporting Prepare financial performance data for regulatory agencies Develop improved automated reporting, reporting methods, and distribution Provide ad-hoc projects and analysis Job Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 1 plus years experience in Financial Analysis and/or Audit Strong excel background Benefits and Perks: Full Remote Amazing work life balance Amazing opportunities for growth

100% remote opportunity to join an already profitable SaaS company on a fast track. Be part of world class FP&A function. Drive financial performance and strategic decision making while partnering with various business units. Target candidate will have a few years of financial analysis foundation, preferably with a software company