Finance Analyst Jobs in Marlboro, NJ

Job Title: Associate, Healthcare Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Responsibilities: The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients. • Coordination of various processes, including capital raises and advisory transactions • Preparation of offering memoranda, proposals and other written materials for meetings with clients • Perform research and various analyses in support of new business generation • Organize and participate in marketing and client meetings • Leading and participating in drafting sessions for underwriting assignments • Conducting industry and company-specific due diligence related to transactions • Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: • Bachelor's degree • MBA or equivalent graduate degree in a financial discipline • Current or recent experience in an investment banking role or equivalent position • Current or recent healthcare industry experience Preferred Qualifications: • Outstanding academic record • Exceptional communication skills, both verbal and written • Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools • Demonstrable commitment to and experience with working in teams • Demonstrated interest in finance and financial markets • Demonstrated interest in healthcare / medical field through professional and/or academic experience • Series 63 and 79 certified Educational Qualifications: • Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst • MBA or equivalent graduate degree in a financial discipline Salary: $ 175,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Company: David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable. This is a compelling opportunity to join an exciting new food brand as we enter a critical growth stage. David is led by CEO Peter Rahal, the Cofounder and Former CEO of RXBAR ($600M exit to Kellogg in 2017). We have strong aspirations to become the most popular high-protein bar in North America and beyond. Role and Responsibilities: The Strategic Finance Manager will play a key role in driving strategic financial decisions at David. You will leverage expertise related to finance, strategic planning, and data-driven analysis to support the company's growth. This includes owning the company operating model and forecast, which requires acting as a strategic planning partner to all key functions, including Growth, Retail, and Supply Chain. Further, you will contribute to corporate development initiatives, including capital raising, M&A activities, and investor relations. More broadly, you will work closely with the Director of Finance to carry out the Finance team's goal of partnering cross-functionally to drive strong business outcomes at David. Financial Forecasting and Strategic Planning Own and iterate on the company operating model, driving insights across demand forecasts, P&L performance, and cash flow projections to support critical business decisions. Lead deep-dive analyses to continuously refine key performance indicators, uncover growth opportunities, and optimize financial outcomes. Act as a cross-functional business partner, seamlessly bridging key functions, such as Growth, Retail, and Supply Chain to align financial strategies with operational execution. Shape long-term strategic initiatives, influencing business decisions that drive sustainable growth and operational excellence. Assist in the creation of monthly and annual financial statements and reports. Corporate Development Support M&A activities, including market research, financial modeling, valuation analysis, due diligence, and post-deal integration. Partner with company leadership on all capital raising efforts, preparing investor materials, building financial models, and managing due diligence. Assist in the creation of periodic investor and board update materials. Conduct strategic analyses of industry trends and competitive landscapes to inform company strategy and identify new growth levers. Treasury Monitor cash balances to ensure sufficient liquidity for company operations. Project short-term and long-term cash flows to anticipate funding needs and optimize surplus cash for growth efforts. Support the management of key relationships with corporate and investment banking partners. Assist in optimizing the company's capital structure through a variety of debt and equity initiatives. What you'll bring: 3+ years in Investment Banking, Private Equity, or Strategic Finance. Expert Excel and financial modeling skills. Bachelor's degree in finance, accounting, business, or economics. Strong sense of ownership and meticulous attention to detail. High IQ/intellectual horsepower. A self-starting attitude with a love for executing on ideas and moving quickly. Humble, self-aware, and curious. A desire to help build an early-stage CPG company with a mission to create tools to increase muscle and decrease fat. Practicalities / Benefits: We work in the office 5 days per week in New York City - when culture lines up, it is fun to be in the office together. This is a full-time role. Salary: $150 - $200k per year, inclusive of cash bonus based on attainment of company targets Company equity opportunity 100% covered Health, Vision, Dental Insurance 401(k) + Match Additional perks, such as covered gym and commute expenses Substantial and required PTO Application Process: Applications will be evaluated on a rolling basis. The target start date for this role is winter / spring 2025.

WHO WE ARE: The FoundRae Collection is more than jewelry. The pieces are modern heirlooms, ones that allow the wearer to express something of themself to the world. The Foundrae collection is intended to become part of the wearer, a second skin, to be an expression of identity and of personal values. The collection is founded on a lexicon of archetypal, mythological and classical symbols with the intention of inspiring the wearer to take the wisdom passed down through generations and apply that to one's own life. Foundrae is a reminder, one we wear against our hearts or on our hands, of our capacity for change and growth. When you wear one of these pieces, you are announcing to yourself and to the world that everything you want and everything you want to be is already inside you - all you have to do is claim it. WHO WE ARE LOOKING FOR: Senior Manager, Financial Planning and Analysis POSITION SCOPE: The Senior Manager, Financial Planning and Analysis (FP&A) will play a key role in the company's growth by providing insightful financial analysis and strategic planning. This role will be responsible for utilizing Business Intelligence (BI) tools to create reporting and analysis across various functions of the business, including but not limited to inventory and demand planning, digital advertising, revenue and product selling analysis and pricing analysis in addition to all budgeting and forecasting. The Senior Manager, FP&A will report into the CFO and requires both a hands-on and strategic approach to create and execute financial objectives. This role will focus on creating, analyzing and reporting results to management as well as developing the models/tools necessary to meet deadlines and provide information in a manner that is clear and usable. RESPONSIBILITIES: Business Intelligence & Reporting: Utilize BI tools to provide accurate and timely reporting and analysis Develop and maintain dashboards to monitor key performance indicators (KPIs) and financial metrics Ensure data accuracy and integrity in all financial reports Financial Analysis: Inventory/Demand Planning: Analyze inventory levels and demand forecasts to optimize stock levels and minimize costs Digital Advertising Effectiveness: Evaluate the performance of digital advertising campaigns to maximize ROI Revenue/Product Selling Analysis: Conduct detailed revenue and product sales analysis to identify trends and opportunities for growth Pricing Analysis: Analyze pricing strategies to ensure positioning and profitabili Budgeting and Forecasting: In conjunction with the CFO lead the annual budgeting process, work closely with the leadership team to develop and consolidate budgets Prepare regular forecasts, updating assumptions based on current trends and business insights Provide monthly variance analysis and explanations for deviations from budget and forecasts Identify areas for cost savings and improvement Strategic Planning: Support long-term strategic planning initiatives by providing financial modeling and scenario analysis Collaborate with leadership team to develop and implement financial strategies that align with business goals Identify potential risks and opportunities impacting the company's financial performance Cross-Functional Collaboration Work closely with different departments to gather data, provide financial insights, and support decision-making Present findings and recommendations to senior leadership in a clear and concise manner Support the Finance and Leadership team with any ad hoc reporting or special projects REQUIREMEN Bachelor's Degree in Finance, Economics or related area - Masters Degree preferred Minimum of 4 years previous experience within luxury/retail Previous experience with Power BI or other data visualization tools Experience with NetSuite and Shopify strongly preferred Microsoft Office; must have advanced excel skills Experience with AI a plus Effective attention to detail and a high degree of accuracy High level of integrity, confidentiality, and accountability Sound analytical thinking, planning, prioritization, and execution skills Excellent teamwork and team building skills Strong problem identification and problem resolution skills The appointed candidate will be offered an annual salary between $120,000 - $140,000 as well as an opportunity for a bonus, a comprehensive benefits package including: medical, short and long-term disability, various paid time off programs, employee discount/perks and retirement plan. Our Company's Values: We value people: we want each other to be the best versions of who we can be We value our relationships with our employees, suppliers and community We value diversity and promote inclusivity with our words, actions and images We value professional development and personal growth We value community service and philanthropy We value and foster creativity and self-expression We value accountability for ourselves and the collective and show integrity through all our interactions We value storytelling and reading.

Group Description The Consumer & Retail Group operates within BBVA's Corporate & Investment Banking (CIB) division, covering global clients in the U.S. and abroad. The team provides a full suite of advisory, capital markets, and global transaction banking solutions to Consumer & Retail companies with an international footprint. Our product offerings include M&A advisory, debt advisory, corporate lending, structured finance, bonds, FX/swaps, trade finance, working capital solutions, and cash management, among others. Position: Associate - Consumer & Retail Group The Consumer & Retail Group is seeking an Associate to join our New York office and support our coverage efforts. This position plays a key role in a client-facing team, working with colleagues across multiple geographies and supporting senior bankers on various sub-sectors and transactions. Key responsibilities: As an Associate in the Consumer & Retail Group, you will take on significant responsibilities in pitching and executing advisory, capital markets, and transaction banking deals for both public and private clients. Your role will include: Preparing pitch materials and participating in presentations to existing and prospective clients Conducting financial analysis, including valuation, M&A modeling, and broader financial modeling. Performing company and industry research using sources such as company filings, equity and credit research reports, and industry databases, summarizing findings for client-facing materials Managing internal approval processes, including credit requests and approval process for new transactions, amendments, annual reviews, among others. Coordinating closely with bankers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams. Analyzing risk/return metrics on all stand-alone transactions and client relationships Tracking key client and prospect activity and maintaining revenue budgets. We are a flat and growing team, providing direct and frequent interaction with clients and BBVA's senior management. Qualifications Bachelor's degree with 2+ years of investment banking experience Strong foundation in financial modelling and valuation analysis in a professional setting Prior credit training, structured credit and / or M&A experience preferred Demonstrated record of academic excellence Strong analytical and quantitative skills Team-oriented, self-motivated and entrepreneurial mindset “Can-do / can-learn” attitude with a proactive approach to problem-solving and adaptability in a fast-paced environment Detail oriented with a complete focus on quality results/deliverables Strong communication skills, both verbal and written Ability to work independently while thriving in a team environment Ability to work under pressure and manage multiple projects under tight deadlines Advanced proficiency Microsoft Office (Excel, PowerPoint, Word) Experience with CapitalIQ (or Factset), Bloomberg, and Euromonitor is preferred SIE, Series 7, and Series 63 licenses required (or ability to acquire within 6 months of hire) All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

GROUP DESCRIPTION: Jefferies Global Healthcare Group provides a full suite of advisory and capital markets capabilities to clients across several sectors, including biotechnology, healthcare services, medical technology, life science tools and diagnostics, healthcare technology, and pharmaceuticals. The Healthcare Group consists of a team of approximately 120+ bankers focused on providing services to clients in these sectors in North and South America, Europe, and Asia. POSITION: The Global Healthcare Group is actively looking for an experienced Investment Banking Associate for our New York or Palo Alto, California office that will support our Biotech and Specialty Pharma team. PRIMARY RESPONSIBILITIES: Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions Perform financial valuation, discounted cash flow, pro forma merger, precedent transaction, and comparable companies' analyses Prepare pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations, and prospectuses Analyze detailed corporate and financial information, as well as conduct due diligence Build financial operating models and valuation models Conduct industry and product research These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Associates are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Equity Capital Markets, Leveraged Finance, Private Capital Advisory, and Restructuring teams, collaborating to develop and execute solutions to meet client needs. REQUIREMENTS / DESIRED EXPERIENCE Bachelor's degree from an accredited college or university Currently living in Palo Alto, California, or willing to relocate 2+ years of investment banking experience ideally in a Healthcare (biotech/biopharma) coverage or in a M&A product team Detail-oriented with exceptional critical thinking and problem-solving abilities Ability to manage a variety of transactions and projects simultaneously Resourceful self-starter; able to work autonomously and a team player Excellent interpersonal skills Strong technical, written and verbal communication skills

Metis is partnered with a global leading commercial real estate and investment management company, who are looking for highly motivated Analysts to join their Real Estate Investment Banking team. In this role, you will support transaction execution, assist with client presentations, and contribute to business development efforts. The ideal candidate will possess strong financial and analytical skills, a genuine passion for real estate finance, and the ability to thrive in a fast-paced environment. While prior experience in Real Estate Investment Banking is preferred, candidates with a background in other Investment Banking sectors will also be considered, provided they demonstrate a strong interest in real estate. Applicants without prior investment banking experience are kindly requested to refrain from applying. Key Responsibilities: Support transaction execution and preparation of client materials. Conduct financial M&A analysis, valuations, and market research. Collaborate with senior bankers to identify new business opportunities. Assist in managing risk and ensuring compliance with firm policies. Qualifications: Bachelor's degree in Finance, Economics, or related field. Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting and interest in real estate finance. Previous investment banking experience from a leading firm (Real Estate focus preferred). SIE & Series 79 & 63 licensed

Senior Investment Professional, Distressed Private Equity Established private equity fund is seeking an experienced senior investment professional to join investment team. The firm adopts a private equity style approach to special and distressed situations. They make control investments and often take an operationally hands-on role in transactions, including driving financial restructuring, turnaround, and leading strategic operational initiatives. The Fund is seeking a highly experienced Managing Director (will consider current senior Principals) to lead private equity investment efforts in distressed and special situations. This individual will be responsible for sourcing, evaluating, executing, and managing complex investment opportunities, working closely with senior leadership to develop and execute turnaround strategies and financial restructurings. Key Responsibilities: Act as a Deal Team Captain - lead team of junior investment professionals on deal execution. Manage due diligence on potential investments, including commercial and financial due diligence, transaction structuring, bank financing and transaction documentation. Manage capital structure and credit issues, restructuring dynamics, turnaround initiatives. Develop and implement turnaround and value-creation strategies for portfolio companies. Engage with portfolio companies and management teams, support value creation planning and play a central role in the ongoing monitoring of financial and operational performance. Represent the firm with investors, lenders, and other key stakeholders externally. Qualifications: 10+ years of experience in private equity, special situations investing, or distressed debt. Strong track record of executing and managing distressed investments with successful turnarounds. Undergraduate degree with GPA >3.5 MBA preferred but not required.

About: My client is a premier global investment bank dedicated to serving innovative technology, media, and digital companies. They provide specialized advisory services in mergers and acquisitions, private placements, and strategic financial consulting. Job Summary: You will play a critical role in supporting senior bankers in executing transactions and providing strategic advisory services to the bank's clients. You will be involved in all aspects of deal execution, including financial analysis, modeling, due diligence, and preparation of presentation materials. Key Responsibilities: Conduct detailed financial analysis and valuation of companies. Develop and maintain complex financial models. Assist in the preparation of pitch books, presentations, and other marketing materials. Perform industry and market research to support transaction execution and business development. Participate in due diligence processes, including data room management and coordination with clients and other advisors. Support senior bankers in client meetings and presentations. Monitor and analyze market trends and developments relevant to our clients and industry sectors. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field. 2-3 years of experience in investment banking, private equity, or a related financial services role. Strong financial modeling and analytical skills. Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Excellent written and verbal communication skills. Ability to work in a fast-paced, team-oriented environment. High level of attention to detail and strong organizational skills. Preferred Qualifications: Experience in the technology, media, or digital sectors. Knowledge of M&A processes and transaction structures. CFA designation or progress towards CFA certification. What They Offer: Competitive salary and performance-based bonuses. Comprehensive benefits package, including health, dental, and vision insurance. Opportunities for professional growth and development. Collaborative and entrepreneurial work environment. Interested candidates should submit their resume detailing their qualifications and interest in the Investment Banking Analyst - Technology Position. Applications will be reviewed on a rolling basis.

Title / Role M&A Analyst Company M&A Advisory Firm - focused on advising private market investment companies: private equity; private credit; real estate; infrastructure and related firms. Experience The position requires sound financial modeling skills, sophisticated PowerPoint ability, along with a basic understanding of the M&A advisory process. We are flexible with the extent of work experience ranging from related internship exposure to more experienced analysts, as we have commensurate opportunities for the right candidate. Accelerated advancement for direct experience advising private markets investment firms. Key Responsibilities • The Analyst will support Associates on M&A advisory projects in all respects • Develop PowerPoint pitch presentations • Negotiate NDA's and Engagement letters • Manage information requests • Track target lists and create target profiles • Prepare CIM presentations • Produce client / target valuation models • Preparing process letters • Scheduling and attending management meetings • Running financial operating model calls with clients and counter-parties • Preparing transaction models: accretion/dilution; IRR; NPV; yield; payback metrics • Facilitate and respond to counter-party Q&A • Create bid analysis summaries • Prepare term sheets • Coordinate due diligence • Infrastructure support: The analyst will maintain comparable deal databases; public company statics, company profile updates, industry research and analytical support. Mindset This is a newer firm led by highly experienced partners. The right candidate will have an interest in developing the foundational presentations and analytical tools used as the firm continues to establish itself. There is substantial upside in development and career advancement opportunities for dedicated professionals. Culture We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, collaborative environment. We intend to recruit and develop people seeking professional and personal growth.

Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers and acquisitions, public and private capital offerings, insurance-linked security (ILS) offerings and other financial advisory services for our clients. Analysts on the HCMA team will be heavily involved in the following tasks: Preparation of company valuations including using various methodologies including discounted cash flow, leveraged buyout, trading comparables and transaction comparables; Preparation of company marketing documents and client presentations in addition to performing research and various analyses in support of new business generation; Participate in the origination and execution of M&A, equity, debt and ILS transactions; Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions; Prepare presentation materials for use in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance; Participate in all stages of transaction executions, from the pitch phase through closing. Analysts / Associates develop their skills through broad and frequent exposure to both other junior and senior bankers. You will gain a strong career foundation in financial services. Our analysts / associates are the anchors of each team and are expected to make a personal impact right from the start. You will work on some of the biggest deals in insurance investment banking, interact with clients almost immediately, travel for the firm and handle increasingly important responsibilities. Qualifications: The ideal candidate will have (i) an enduring work ethic and track record of success; (ii) the ability to function equally well in both a team setting and on a self-directed basis; and (iii) excellent mathematical, writing, verbal and computer skills. Key required qualifications include: Prior investment banking experience Demonstrated academic achievement and excellence outside of academics; Excellent written and verbal skills; Ability to work independently and as part of a team; Demonstrated ability to work in a time sensitive environment and under pressure with tight deadlines; Ability to multi-task with strong attention to detail; Ready to assume a high level of responsibility; Bachelor's Degree required; well-rounded academic background, with coursework in finance, economics, mathematics, or actuarial science is preferred; Demonstrated leadership abilities; Solid interest in the financial sector; Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must; Legally authorized to work in the United States. The expected base salary range for this role is $105,000-115,000. The base salary range is based on level and does not include other types of compensation such as discretionary bonus or benefits. EEO Statement: We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. Howden North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Howden North America will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please submit Resume and Cover Letter (combined PDF) via LinkedIn Application. Dimension Energy is a leading developer of distributed solar, with a focus on community solar markets and distributed energy storage. Dimension brings together an experienced team, leading energy investors, and a strong capital position in order to navigate complex markets and deliver long term value to all project stakeholders. We are building a leading distributed generation IPP platform and bringing solar access to all. Summary of Functions The Project Finance Analyst, reporting to the Project Finance Manager, will be responsible for financial modeling, supporting the Company's debt and tax equity transactions, and supporting ongoing capital calls as well as portfolio management. Essential Duties and Responsibilities Manage and maintain tax equity and debt models required for the company's ongoing capital raising efforts Collaborate with Dimension's development team, engineers, and accounting professionals to develop appropriate assumptions for project finance models Assist in due diligence processes for tax equity, construction, and term loan capital raises Create and maintain investment memos, lender presentations, and project summaries for Dimension's portfolios Develop and maintain project finance related intelligence (tax equity terms, property and sales tax information, local subsidies, RECs, etc.) Support the Asset Management team with ongoing operating reports and draw requests Qualifications We are looking for experienced and motivated individuals who want to be part of a fast-paced and fluid company poised for growth in one of the country's most rapidly changing industries. This role requires forward-thinking, innovative approaches and comfort with complexity and uncertainty. We are looking for individuals eager to move quickly with us. Desire to work in a growing company in the renewable energy field Bachelor's degree in finance, economics, or related field At least 1-2 years of experience in finance, banking, or power industry Demonstrated ability to work with complex financial models in Excel Experience with tax equity and/or term debt transactions in renewables sector preferred Exceptional analytical and quantitative problem-solving skills Excellent verbal and written communication skills Possesses self-starter qualities with the ability to work independently Ability to work collaboratively in a team and prioritize a number of concurrent tasks in a fast-paced environment Physical Demands Though Dimension believes in long term work/life balance, we also believe in short term imbalances. Long hours will be needed from time to time as dictated by deal flow and project deadlines. Location New York, NY Benefits We offer competitive compensation and a generous benefits package.

Direct Client: Metropolitan Transportation Authority Job Title: Financial Analyst Duration: 9+Months Contract Hours Per Week: 37.5Hr Interview Type: In-person or Webcam Ceipal ID: MTA_FA654_MA Job ID: 4654-1 I. SUMMARY OF THE FUNCTION/ROLE The Telecom Expense Management Unit team provides financial management support for the MTA IT. The incumbent candidate will assist in establishing and optimizing processes for the Telecom Expense Management Unit, including but not limited to, establishing processes for management and monitoring spending, analysis, forecasting, financial planning, invoice and expense analysis, variance reporting and analysis, forecasting procurement requirements for new purchases, contract modifications, and vendor payments. II. MAJOR RESPONSIBILITIES/ACCOUNTABILITIES • Establish/Optimize process for the preparation and maintenance of monthly budget variances/ expense reports for the department; Analyze report for data integrity. • Establish/Optimize process to Review Cost Benefit Analyses (CBAs) and ROI. • Establish/Optimize process to Analyze vendor expenses and compare to funding of contract. • Establish/Optimize process to Prepare budget expense variances reports • Establish/optimize preparation of reports, and analyses in areas such as budgets, forecasts, expense reports, and business forecasts • Establish/Optimize preparation status reports on in-process and completed projects. To indicate if projects are within budget parameters from both a dollar and time perspective. • Establish/Optimize process to prepare and evaluate mid-year and year-end forecasts, monitor spending, and secure rollover of unspent funds • Establish/Optimize process to track planned and actual expenses in support of the annual budget process • Establish/Optimize process to Investigate and resolve project budget variances RISKS • Normal office environment and not subject to any additional risk III. QUALIFICATIONS • BS degree in Finance, Accounting or Economics preferred • Experience with project-based financial management budgeting/forecasting and or auditing a plus • Ability to independently compile, research and perform in-depth analysis of projects • Excellent problem-solving skill and analytical capabilities • Prior forecasting and reporting experience required • Strong communication, analytical and data organization / interpretation skills • Proven ability to multi-task, work under pressure, and meet tight deadlines • Attention to detail and accuracy is required • Superior skills with Microsoft Office applications (Excel, PowerPoint, Word, Outlook) • Outstanding organizational and quantitative skills as well as experience managing and resolving complex resource allocation problems • Ability to perform high-volume work accurately and independently • Ability to gather business requirements and outline business needs • Ability to perform financial analysis using various financial system • Excellent written and oral communications skills • Basic knowledge of PeopleSoft Finance Modules • Basic Knowledge of ServiceNow Reporting Modules V Group Inc. is an IT Services company which supplies IT staffing, project management, and delivery services in software, network, help desk and all IT areas. Our primary focus is the public sector including state and federal contracts. We have multiple awards/contracts with the following states: AR, CA, DE, FL, GA, IL, KY, MD, ME, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA, and WA. If you are considering applying for a position with V Group, or in partnering with us on a position, please feel free to contact me for any questions you may have regarding our services and the advantages we can offer you as a consultant. Please share my contact information with others working in Information Technology. Website: ***************** Twitter: VGroupITServices@VGroupITService Facebook: *************************

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $105,000.00 and $115,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Providing support to senior team members related to the origination, structuring, and execution of transactions within the Structured Finance Group, primarily Middle Market and BSL CLO products and Private/Bank Securitizations. Role Objectives: The job responsibilities are described herein: Work as a member of a deal structuring and execution team e.g. financial modeling, market update calls, due diligence, and structuring Assisting in the preparation of marketing materials for existing and prospective clients, including analysis of reporting models and data in order to provide insightful commentary and recommendations with regards to structural and commercial terms Resourcefully leverage various information sources to help contribute to group's understanding of market trends, deal comparisons, and structural recommendations Developing an understanding of deal-based analysis using internal and external rating and returns models utilized in CLO structuring Engage with clients through calls, discussions, certain client visits with a senior members of the team Prepare pitch books and set up internal/external meetings with clients. Prepare any ad hoc research and reports as necessary, under the direction of senior members of the team Qualifications and Skills Banking experience in financial analysis and credit structuring at a corporate or investment bank Bachelor's degree in Economics, Finance, Business or Accounting preferred or equivalent education and training. Licenses / Certifications / Registrations - SIE, Series 7, 79 & 63 Software Systems / Programming Languages - Microsoft Office, Word, Excel, PowerPoint Strong understanding of corporate finance and analytical and critical thinking skills Strong verbal and written communication skills with an ability to present well, organize thoughts and clearly articulate points and to communicate and propose complex capital solutions, including excel based financial models, to a sophisticated client base in a concise manner. Self-driven and motivated; takes personal ownership of specific assignments. Desire to learn and grow in the area of corporate finance. Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. Able to quickly learn internal policies, processes, and other systems. Demonstrate an intellectual curiosity and interest in continuous learning with an ability to adapt to a culturally diverse and team-oriented environment.

Collateral Corporate Analyst Client: Banking Duration: 6 months + possible extensions Work Schedule: Hybrid, 3 days onsite/ 2 days remote per week Key Responsibilities: Operations Corporate Analyst (Consultant) - This position is within the MAS / Shared Services function as a member of the collateral management team. Depending on your specific function within Operations you may be responsible for, but not limited to: COLLATERAL: Inspect system generated collateral calls for accuracy prior to making margin calls. Communicate directly with counterparties ensuring the proper collateral is being exchanged. Post system entries in internal and industry platforms to recognize and settle the agreed calls. Investigate and escalate disputes and discrepancies. Settle months end collateral margin interest with counterparties. Perform reconciliations between custodians, counterparties, and the Bank. Prepare daily and periodic data and metrics for reporting and monitoring requirements. Experience and Skills required: BA/BS in Finance or Accounting. 3-7 years' experience. Excellent computer skills and attention to detail. Good written and verbal communication skill.

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: Must be able to scan the supporting documents and forward to shared service team. Must be able to support shared service team in obtaining proper approvals, providing supporting documents, guiding relevant GL codes & Dept codes. Must cut checks and obtain signatories and mail checks to vendors Must make sure no past due invoices of vendors and clean AP Ageing report. Must review aged AP ageing report once in a week and follow up with shared service team for up to date. Must reconcile AP Ageing and GL. Responsible for posting COGS / Inventory entries Must support monthly MIS reports for internal management Must assist with month end closing Must maintain detailed listings of the contents of all balance sheet accounts Must assist with auditors with journal entry examinations Must provide supporting documentation for audits QUALIFICATIONS: Bachelor's degree 4+ years of experience in Accounts payable, inventory and General accounting Must be proficient with Microsoft skills Experience in Oracle financial preferred

Reporting to the Controller, Global Finance Director, the Senior Financial Analyst is responsible for assisting the finance team in media relations financial operations, A/R management and financial reporting and analysis. The ideal candidate will also have a strong understanding of finance and accounting principles. Responsibilities Media Relations Financial Operations: · Financial business partner to the Media Relations and Digital divisions. · Oversee client billing and collections including handling all client related questions/issues regarding retainer and OOP invoices. · Review and approve budgets submitted by Public Relations and Digital team members. · Liaise with legal for financial review and analysis of all contracts relating to Media Relations. · Manage the client agreement process including approving budgets/SOWs and offering recommendations for process improvement. · Ensure events are closed timely, recognized properly in the general ledger within the reporting period. · Analyze event and retainer profitability and offer recommendations to improve future profitability. Accounts Receivable: Drive semi-monthly finance meetings providing updates on client A/R position and recommendations for delinquent accounts. Prepare monthly aged receivables reporting for management team driving action plan to improve cash flow. · Collaborate closely with interdepartmental teams to resolve customer billing issues and disputes. · Communicate appropriately with client representatives regarding any collection needs. Financial Reporting & Analysis: · Assist in monthly close, performing an in-depth review/reconciliation and analysis of key financial accounts and statements. · Prepare monthly variance analysis report on general ledger activities ensuring profit and expense goals are met, reporting any material variance. · Assist in preparation of weekly, monthly, quarterly financial statements and ad hoc management reporting. · Assist with client contract administration, reviewing financial terms for adequacy and profit maximization. · Participate in year-end audit with the agency's CPA firm as well as all government and regulatory agency audits as needed. · Assist with preparation and maintenance of annual operating budget and monthly forecasts. Qualifications · Bachelor's degree in accounting or finance required · 3+ years of experience in accounting/finance · Advanced skill level with Microsoft Excel and financial software (Sage preferred) · Industry experience within media relations/creative production in fashion & luxury retail space a plus · Demonstrated initiative and the ability to work effectively within time constraints · Ability to work beyond the presented issues to problem solve in a fast-paced environment · Success in partnering with all levels within the organization and with clients · Must continually improve processes for maximum efficiency · Certified Public Accountant or MBA a plus · Strong technical accounting and understanding of Generally Accepted Accounting Principles (GAAP) · Excellent interpersonal, verbal, and written communication skills

Jefferies is a leading global investment bank delivering strategic financial advisory, capital markets, and asset management services to clients worldwide. We are committed to providing exceptional insights and innovative solutions to help clients navigate the complexities of the financial markets. As we expand our footprint in Israel, we seek dynamic professionals to join our growing investment banking team. Jefferies Israel Coverage: Jefferies Investment Banking Israel Coverage Group provides a full suite of advisory and capital markets capabilities to clients in Israel and US corporations of Israeli origin or with strong Israeli affiliation. Jefferies Israel Coverage Group is a leading advisor to Israeli companies with an extensive track-record of M&A advisory, IPOs and raising capital. Since January 2021, Jefferies Israel Group has advised on 55 transactions with a total value of over $53B across Capital Markets and M&A. Jefferies was the top investment bank in Israel in 2024 based on market share, total fees and number of transactions (Dealogic data). With team members strategically located in both Tel Aviv and New York, we successfully advised on 22 Israeli transactions in 2024, mostly cross border, representing a total value of $12B across Capital Markets and M&A. Jefferies hosts the largest institutional investor tech conference in Israel each year. Jefferies Tech Trek 2023 included ~1,000 registrants and 100 of Israel's most exciting Public and Private Tech Companies. Position Summary: We are looking for a highly motivated and detail-oriented Investment Banking Analyst to join our Israel Investment Banking Team. The role offers a unique opportunity to gain exposure to cross-border M&A, capital markets, and strategic advisory transactions. The position is ideal for a candidate seeking to work at the intersection of Israel's vibrant tech, industrial, and financial markets while being part of a premier global platform. Candidates can initially be based in New York or Tel Aviv with the role permanently transitioning to Tel Aviv in ~6-9 Months. Key Responsibilities: Transaction Support: Assist in the execution of M&A, equity, and debt financing transactions, including financial modeling, valuation analysis, due diligence, and preparation of client deliverables. Market Research: Conduct comprehensive research on industries, market trends, and target companies, with a focus on Israel's technology, life sciences, and industrial sectors. Client Engagement: Prepare materials for client meetings and participate in strategic discussions with senior management teams. Financial Analysis: Build detailed financial models to support investment recommendations and valuation assessments. Presentation Preparation: Develop pitch materials, investment memos, and board presentations to support deal origination and execution efforts. Cross-Border Collaboration: Work closely with Jefferies' global teams, including sector and product specialists, to provide integrated solutions for Israeli and international clients. Qualifications and Skills: Educational Background: Bachelor's degree in finance, economics, accounting, or a related field; advanced degrees or professional certifications (e.g., CFA) are a plus. Experience: 1-3 years of experience in investment banking, at a global investment bank Technical Proficiency: Strong financial modeling and valuation skills; proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet). Global Perspective: Understanding of both Israeli and international markets, with an interest in cross-border transactions. Language Skills: Fluency in both Hebrew and English is required. Citizenship : Israeli Citizenship is required. Dual Citizenship is a preferred. Analytical Skills: Exceptional problem-solving abilities with attention to detail and accuracy. Communication Skills: Strong verbal and written communication skills with the ability to present complex information clearly. Cultural Adaptability: Willingness to relocate to Israel permanently and adapt to the local market environment. Team Player: Ability to thrive in a collaborative, fast-paced environment with a strong work ethic. About Us Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a diverse workforce and encourages applicants from all backgrounds to apply. This includes applicants from historically underrepresented groups, including women, racial and ethnic minorities, members of the LGBTQ+ community, military veterans, and individuals with disabilities or who are neurodiverse. Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.

Metis Search are currently mandated by a leading Global Investment Bank who are adding Analysts, Associates and Vice Presidents to their Healthcare group in New York. We are keen to connect with candidates matching the below specification requirement: Minimum 1-2 years experience in Healthcare Investment Banking; Strong, previous M&A transaction experience; Authorized to work in the U.S. without sponsorship of work visa; Ideal candidate should have an outstanding academic track record from a recognized US college or university; Major in finance, accounting, economics, and mathematics preferred. Tier-1 modelling and Excel skills including strong accounting skills; Strong written and oral presentation skills; Ability to work independently in a fast-paced environment; Strong work ethic, attention to detail, and a passion for excellence.

Job Title: Analyst, Healthcare Investment Banking Cantor Fitzgerald L.P., with over 12,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Coordination of various processes, including capital raises and advisory transactions Preparation of offering memoranda, proposals, and other written materials for meetings with clients Perform research and various analyses in support of new business generation Organize and participate in marketing and client meetings Leading and participating in drafting sessions for underwriting assignments Conducting industry and company-specific due diligence related to transactions Interact with corporate clients, private equity firms, venture capital firms and senior bankers Qualifications: 2-3 years of relevant work experience Self-motivated individuals who display initiative, drive, and leadership Excellent grasp of corporate finance, valuation, and financial accounting Strong communication skills, both written and oral Educational Qualifications: Bachelor's Degree required, preferably from a top-tier school Minimum cumulative GPA of 3.5/4.0 Salary: $90,000 - $110,000 The expected base salary for this position ranges from $90,000 to $110,000.The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).