Finance Associate Jobs in Colonia, NJ

Project Finance US/Canada Summary of Responsibilities: The Associate will be part of the team responsible for the origination, structuring, and execution of Project Finance debt transactions at BBVA New York, mainly in the Energy and Infrastructure sectors. The candidate's primary responsibility will be to support the team on the origination of new deals, execution of transactions, portfolio monitoring and other ad hoc deliverables. Among the tasks the candidate will be requested to perform are preparing presentations, credit proposals, debt sizing and reviewing and performing sensitivities on financial models. Major/Essential Job Duties: Supporting senior bankers in underwriting, due diligence, and financial analysis of Project Finance opportunities mainly in Energy and Infrastructure, including Renewables, Clean-Tech, LNG, Core Infrastructure and Telecoms; Take ownership of allocated workstreams to complete tasks within requested timelines and in line with expected quality standards; Preparation of marketing materials for client pitches; Preparation of credit proposals; Financial model analysis including debt sizing and sensitivity analysis; Completing transaction due diligence with direction from senior bankers; Preparation of Information Memos and Lender Presentations for lead arranger mandates; Assisting with and managing the internal approval process; Assisting with and managing the transaction closing process; Assisting with and managing the Portfolio, including working on waivers, amendments and other ad hoc requests; Internal reporting; Assisting with the training of Analysts and Interns. Skills, knowledge, and abilities/competencies expected of a successful candidate: Degree in Finance, Economics, Accounting, Engineering or related field; Experience working on Project Finance transactions at a bank or as developer/Sponsor; Formal credit training is a strong plus; Fluency in Spanish is a plus, but not required; Communication and presentation skills; Ability to work in a team environment and under tight deadlines; Strong understanding of financial statements analysis and of financial modeling; Proficiency with Microsoft Office suite, especially MS Word, MS Excel and MS PowerPoint; Knowledge of the Bloomberg Terminal is a plus. 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 $140,000. 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

Alliance Global Partners, A full-service firm with offices throughout the country, is looking for seasoned fixed income sales professionals to join our growing institutional / SMA and retail fixed income teams. Candidates should have established relationships with either Funds, RIAs, Banks, and have transferable book of business. Candidates are expected to maintain / expand our institutional customer base relationships. The firm has a strong presence in IG/HY Corps, Munis, Agencies, EM and ABS. Positions available in NYC and remote. Offering competitive payouts (Commission/Draw) and benefits. Call us or email us. Mike Pena ******************* ************

I'm working on a new opportunity with a leading Hedge Fund which is growing out their CT/New York office extensively. The business is looking for an operations professional to join the team and handle full life cycle of mandatory and voluntary corporate actions, dividends, income and proxy, across all asset classes. You will interact directly and manage relationships with all functional teams from front office to Prime Brokers/Fund Administrators. Qualifications: 4-8 years experience working within ops/middle office an alternative asset manager Knowledge of fixed income Ability to automate/enhance processes is a plus

Quantitative Trader - Digital Assets I'm delighted to partner with an elite boutique proprietary trading firm, looking to bring on Digital Assets Quantitative Traders and Portfolio Managers. The role The firm is interested in both employer/employee and SMA models, so you could work with them exclusively or non-exclusively depending on your preference You will be responsible for designing, deploying and optimizing systematic strategies within the digital assets trading space You will have access to the firm's technology, market data, and capital in order to execute profitable strategies The firm A tight-knit team of quantitatively minded individuals HFT capabilities and very strong complementary infrastructure Offices in NYC About you 2+ year track record in 100% systematic digital assets trading Transferable IP; Sharpe ratio 4+ preferred Great capacity for producing continued results If you're interested in having a conversation about this role, please apply directly or reach out to me at *******************************

Associate, Specialty Finance Overview of the Opportunity Our client is a premier global investment firm managing approximately $50 billion in assets. Their Credit Funds business includes a dedicated Asset-Based Credit Group, which is seeking an Associate to join its New York team. This is a dynamic, high-impact role offering full transaction lifecycle exposure-candidates will be involved from initial deal review to structuring and execution. The position is highly data-driven, requiring sophisticated financial modeling in Excel, and provides significant interaction with both internal teams and external clients. Why This Role? Broad Market Exposure: Work across consumer and small business finance, covering sectors like auto loans, credit cards, BNPL, equipment leasing, and more. Deep Transaction Involvement: No sourcing required, but direct engagement in diligence, structuring, and execution. High-Impact Analytics: Develop custom financial models to assess asset performance, risk, and returns. Global Collaboration: Join a team with strong NYC & London presence, offering cross-border deal exposure. Compelling Compensation: Base salary of $145K - $155K with total comp potential reaching $300K. Key Responsibilities Conduct first-level reviews of new investment opportunities and determine viability for further analysis. Perform asset performance analysis, structuring, and sophisticated financial modeling. Access data rooms, analyze company and asset-level data, and synthesize findings into actionable insights. Develop structured investment proposals, assess potential returns, and support strategic decision-making. Engage in due diligence, legal documentation review, and ongoing portfolio management. Ideal Candidate Profile 2-4 years of experience in investment banking, asset-based finance, or ABS portfolio management. Strong quantitative skills with expertise in Excel-based financial modeling. Backgrounds from both sell-side and buy-side are welcome. Exceptional interpersonal skills-ability to interact with clients and work effectively within a highly collaborative team. Candidates with asset-backed finance (ABF) or residential asset experience are strongly encouraged to apply.

Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED*** (100%) CPA license REQUIRED Compensation: $120,000 to $140,000 base salary (commensurate with experience) plus competitive bonus potential and benefits ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in New York, NY): CPA (Certified Public Accountant) license REQUIRED ; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits. Summary: The Firm is currently hiring Associates for the New York, NY office. In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries. Responsibilities of Associate, Corporate Restructuring: Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations Qualifications for Associate, Corporate Restructuring: CPA license REQUIRED Education: strong academic record from a leading undergraduate / graduate program Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable. Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal Proficient with financial/data analytics Familiarity with the US Bankruptcy code is a plus Highly detail-oriented with strong organizational skills Action-oriented ***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****

CION Investment Group, LLC is looking to hire an Associate Financial Analyst with 1-3 years of experience in financial, planning, and analysis, to assist in our day-to-day operations and analyzing certain financial data. This position will report directly to the Director of Financial Operations. We are looking for a proactive, detail oriented, hardworking individual who can work in a fast-paced, entrepreneurial environment and assist in the management of the daily activities of the Company's operations. This individual will be expected to have strong analytical skills, attention to detail and maintain the ability to balance multiple tasks with the assistance of others while working well with multiple teams. This individual will also be involved in many aspects of the business operations and help analyze the investment portfolio. This job is based in NYC. Principal Duties Include: - Maintain the Company's financial forecast and quarterly projections; - Assist in preparation of flux analyses; - Ability to organize and analyze data from multiple sources - Assist in preparation of management reporting materials, including monthly P&L, balance sheet actuals, and more - Create and maintain ad-hoc analysis to support the Financial Operations team Skills and Requirements: Must be proficient with Microsoft Excel, including pivot tables and vlookups. Basic understanding of financial accounting and analysis. Education: 4 year degree required, preferably in Accounting / Finance. Bonus Opportunity: Discretionary

Structured Finance Associate and Analyst Opening Viridan Group is representing a leading developer and operator of distributed generation and community solar projects across the U.S., driving the clean energy transition with a 300+ MW portfolio. Through strategic partnerships and a focus on sustainable, community-focused solutions, this company is making a lasting impact on the renewable energy landscape. Position Overview: The Structured Finance Associate will play a key role in driving the financial success of solar and battery storage projects by developing sophisticated financial models, leading deal execution, and managing due diligence processes to secure funding. This position offers the opportunity to be a founding member of the structured finance team, reporting to the CFO and collaborating across internal and external teams to advance project opportunities. Key Responsibilities: Evaluate solar and battery storage project investment opportunities, assessing key financial drivers and project economics. Develop and maintain complex financial models to support project financing and M&A activities. Lead deal execution, including cross-functional coordination, risk assessment, and transaction management. Prepare presentations and materials for executive management and external financing partners. Manage due diligence processes, ensuring timely completion of transaction milestones. Collaborate with internal teams across tax, accounting, legal, and project development to ensure seamless project financing. Support corporate financing activities and evaluate potential M&A opportunities. Qualifications: BA/BS degree required; MBA or relevant graduate degree preferred. 2-6 years of finance experience, with exposure to renewable energy, project finance, or infrastructure preferred. Strong understanding of tax equity structures in the solar sector. Advanced financial modeling, credit analysis, and quantitative skills. Proven ability to manage multiple projects under tight deadlines with meticulous attention to detail. Strong communication, presentation, and problem-solving abilities. High level of integrity, initiative, and ability to thrive in a collaborative environment. Interest in advancing to a leadership role in solar and storage project finance. Compensation & Benefits: Competitive base salary with a generous bonus structure. 7% 401(k) contribution. Unlimited PTO. Cost-free healthcare coverage. This is an exciting opportunity to join a dynamic and mission-driven team, contributing to the financial success and growth of impactful renewable energy projects.

Title: Associate Project Finance Job Type: Full-Time Staffing Opportunities Solutions Inc. is partnered with a top renewables client who develops, finances, and operates integrated solar and battery storage solutions across the country. They are looking to hire at both the Analyst & Associate levels to support increased growth of development & M&A platforms. They offer tops benefits and extremely competitive compensation packages. They boast a dynamic and truly autonomous work environment that allows for limitless professional development. The ideal background would be someone with proven finance experience in investment banking, private equity, principal investing, structured/project finance, corporate development, and/ or corporate finance/ FP&A Responsibilities: Project and portfolio valuation and modeling Support various aspects of project financing including diligence, term sheets, appraisal/cost segregation, and closing activities Monitor the debt and tax equity markets for appropriate valuation and pricing Assist in the development of client-facing financial analysis Interact with Sales, Development, Engineering and Design, Legal, Construction, and Project Funding teams Present project analysis to CEO/CIO Assist with the consolidation, detailed review, and organization of project-level information from various internal and external groups Qualifications: Bachelor's degree in a related field 2-6+ years relevant experience including accounting, structured finance, and/or tax equity Advanced Excel based modeling Personable with high energy and action-oriented work style Strong organizational skills with attention to detail

About the Company: This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the technology industry. The investment bank has approximately 75 professionals and has offices in midtown Manhattan and other senior team members located throughout the country. The firm's three Managing Partners each have approximately 30 years of investment banking and related Wall Street experience having been responsible for the origination, negotiation, structuring and closing of M&A transactions and equity and debt securities placements at the Firm. The firm's Managing Directors' former employers include Goldman Sachs, Morgan Stanley, Bank of America, JP Morgan, Bear Stearns and Deutsche Bank. The firm focuses on providing sell-side and buy-side M&A services and raising equity & debt capital primarily for privately owned and lightly traded publicly listed midsize companies across a variety of industries including consumer products, business services, technology / software, healthcare and industrial / manufacturing. The firm's clients are primarily U.S. based. The firm, which has been featured in many industry league tables and has been the recipient of numerous "deal of the year" awards over the years, has completed over 300 transactions with cumulative transaction values in excess of $3 billion. The firm has excess deal flow and is looking for seasoned bankers who can immediately help execute these deals as well as originate new ones. The firm's compensation structure features an attractive participation in the fee income earned by the firm (both a share of retainer payments and success fees) for its senior professionals who originate and / or execute client transactions while at the same time, providing significant resources to its team members and fostering a highly collaborative work environment. About the Role: The firm is seeking senior bankers with the following profile: Responsibilities: 10+ years experience as an investment banker (ideally with some of that time frame at other boutique firms); A track record of: (a) sourcing deals (including the ability to originate leads, distinguish compelling deals from also-ran transactions, market the firm to the potential client and manage the engagement letter negotiation process), (b) marketing deals (the candidate will have strong communication skills both oral and written and a willingness to personally contact potential counterparties for deals), and (c) completing transactions (the candidate will have strong execution skills including compiling marketing materials, structuring transactions, and negotiating transactions including bringing deals back on track when they run into the inevitable road blocks); Capable of effectively leading multiple day-to-day client relationships with the CEOs / business owners over long periods of time and multiple client engagements; Effective at marketing transactions to private equity, hedge funds, banks, strategic buyers, etc. (ideal candidate also has strong existing relationships with said parties but not mandatory) Self-motivated, personable (both with clients and colleagues) and enjoys networking; Strong work ethic Qualifications: Education details Required Skills: N/A Preferred Skills: N/A Pay range and compensation package: N/A Equal Opportunity Statement: Include a statement on commitment to diversity and inclusivity.

Alcova Capital is an investment manager specializing in mid-market commercial real estate bridge loans. Since its inception in 2016, the firm has invested over $800 million across 17 major U.S. markets, and also engages in opportunistic preferred equity, joint venture equity, and Opportunity Zone equity investments. This position offers the opportunity to contribute to key financial, operational, and investor relations functions while working closely with a collaborative team. Key Responsibilities: Assist with monthly financial reporting and quarter-end closings for investment entities Support investment valuations and NAV (Net Asset Value) calculations Perform fund-level analytics, benchmarking and ad hoc data analysis Execute operational tasks including, but not limited to, cash reconciliations, investor allocations and outgoing wire processing with strong attention to detail Maintain and update the investor CRM database and portal Assist with the preparation of investor communications including management updates and project performance updates Oversee maintenance of marketing materials for limited partner investor relations Collaborate with the CFO, external fund administrator and compliance consultants to ensure accuracy across firm deliverables Identify opportunities to streamline finance and accounting processes while adhering to GAAP standards Qualifications: Bachelor's degree in Accounting, Finance or a related field 2-4 years of relevant financial experience, with a background in real estate or private equity preferred Strong analytical and problem-solving skills Proficiency in Microsoft Office and CRM software (Salesforce is a plus) Highly adaptable and self-motivated, with the ability to work independently and collaboratively in a dynamic and fast-paced environment High level of integrity and trustworthiness Collaborative team player capable of building strong working relationships within a small company environment Compensation: Base salary ranging from $85,000-$115,000, depending on experience Performance-based bonuses Comprehensive benefits package This role offers an exciting opportunity to contribute meaningfully to the financial operations of a growing investment management firm while gaining exposure to diverse aspects of real estate investments.

Our client, a leading hospitality investment firm is seeking Financial Analysis & Reporting Associate to join their team and play a pivotal role in shaping the financial future of their investment and reporting functions. This position offers the opportunity to work closely with key teams like Investments, Investor Relations, and Finance, while contributing to the development and update of financial models and reporting for both internal management and external investors. Responsibilities Performance modeling and liquidity calculation Budgeting, financial planning, and analysis Capital raising projections and integration Fund performance tracking and reporting Quarterly valuation analysis and fair value methodology Valuation review and alignment with investment objectives Presentation development for investors and internal management Timely reporting and cash tracking management Analytical support for special projects Investor inquiry response and reporting Qualifications: 2-3 years of experience in Investment Banking, Real Estate/Hospitality sector, or a combination of Investment Banking, Real Estate Finance, Investor Relations, or Corporate Development Extensive experience with financial modeling and performance reporting Strong proficiency in Excel and financial modeling tools ID: 43588

Looking for an exceptional Portfolio Finance Equity Trader to liaise with trading/financing desks, counterparties, exchanges, prime brokers, and custodians to assist in the lifecycle of a trade. ·Bachelor's degree in Finance, Economics, or a related field. ·Minimum 6 years in financial services (buy or sell side experience) working with equity products. ·Experience with financing, accounting principles and procedures as well as financial markets and instruments.

Finance Manager Client: Large Academic Medical Center Location: New York City - onsite for first 6 months; opportunity to be remote 1 day a week after the 6-month contract period Duration: 6-month contract- intent to hire long term (CTH) Core Responsibilities: Financial Oversight & Reporting Monitor and review monthly financial reports, ensuring compliance for grants and contracts. Manage personnel salary allocations and effort tracking for all staff and faculty. Act as the primary financial liaison for departmental leadership, division heads, and central finance teams. Business & Strategic Management Support faculty recruitment by providing financial inputs for business plans and evaluating budget implications. Collaborate with division leaders to allocate salaries, practice costs, and administrative or research support in line with agreements and contracts. Compliance & Policy Implementation Ensure adherence to internal policies and external regulations governing compliance, budgeting, and spending. Stay updated on policy changes and create communication plans to educate the department on new procedures. Team Development & Training Develop resources and training tools to onboard new analysts and enhance the skills of existing team members. Coordinate finance-related workshops and lectures to improve cross-departmental collaboration and efficiency. Staff Management Oversee financial analysts, directing day-to-day tasks including reconciliations, grant management, pre- and post-award processes, purchasing, and other financial operations. Data Analytics & Insights Create financial reporting tools to provide timely and actionable insights for decision-making. Collaborate with internal teams to identify workflow inefficiencies and design scalable reporting solutions. Build datasets and models to improve financial, operational, and clinical outcomes and develop data-driven insights to support departmental growth. Additional Duties Generate custom financial reports and assist with special projects as requested by leadership. Conduct monthly profit and loss reviews to resolve discrepancies, address budget variances, and ensure accuracy. Prepare annual budgets for operations, discretionary funds, programs, and endowments. Foster a culture of collaboration, innovation, and professional growth within the team by mentoring and supporting staff. Qualifications: Required: Bachelor's degree in Accounting, Finance, or a related field with 5+ years of relevant experience. Strong background in accounting or finance and familiarity with grant policies. Advanced proficiency in Excel and data visualization tools (e.g., Tableau, Power BI). Preferred: Familiarity with programming languages such as SQL, Python, or R. Understanding of general ledger processes, journal entries, accounts payable/receivable, and month-end procedures. Experience in not-for-profit, healthcare, or public accounting environments. Exceptional analytical and communication skills, with the ability to translate complex data into actionable insights. Proven ability to work independently in a dynamic, fast-paced setting while managing multiple priorities. Proficiency in finance systems, with a preference for familiarity with PeopleSoft.

Financial Analyst Pay Range: $41 - $47 per hour on W2 Contract Duration: 6 months Responsibilities: Provide support on Operational and Production Accounting related matters, such as development cost spending, overhead controls, real estate, responding to Tax Dept. requests, fixed asset accounting, banking etc., Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports. Oversee the accounting activities performed by the CG, such as accounts payable and bank reconciliations. Work with Accounting on ensuring costs are reported in S4/Hana (SAP) in an IFRS-compliant manner. Support preparation of quarterly forecasts, annual budget and mid-range plan. Perform ad-hoc analysis at management request. Develop and implement processes to leverage existing tools and streamline workflows. Complete special projects for operations and finance as necessary. Requirements: BS/BA degree with accounting/finance focus required 4+ years public accounting or Entertainment industry finance/accounting experience Strong knowledge of accounting / IFRS Qualified Accountant preferred (CPA, ACA, CIMA or equivalent) Experience in the entertainment experience is a plus SAP knowledge preferred, with experience in S/4 HANAH and BPC Strong MS Excel skills required (vlookups, pivot tables, macros) Ability to quickly grasp new concepts and problem solve Detail-oriented with strong organizational, analytical and PC skills Proven ability to meet deadlines Ability to prioritize and be flexible in work content levels and volumes Must be able to work as part of a team

Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 700,000 individuals to the $1.7 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, Masterworks achieved unicorn status raising $110M in its Series A fundraising round at a valuation exceeding $1 billion. Our 200+ employees are based out of our offices at Brookfield Place in the Financial District of New York City. With an entirely in-office team, there are endless opportunities for collaboration, innovation, and learning. Why Masterworks? Do you thrive on disruption? Do you want to live at the cutting edge of finance, technology, and art? Are you passionate about democratizing alternative investments? Do you enjoy meaningful work that has a noticeable impact on business performance? If you answered “Yes” to any of the above, we'd love to hear from you! Position Overview Masterworks is looking for Financial Sales Consultants to do outbound work to potential investors by phone, igniting their interest in investing in art, and scheduling them to speak with one of our Senior Financial Advisors. We are seeking passionate individuals to educate investors about art as an asset class. Our ideal candidate has 1-5 years of sales or advisory experience within an education in finance or experience in the financial services industry. Responsibilities Outbound dials to prospective customers Speaking to the inner workings of Masterworks, explaining art as an asset class Scheduling investor appointments with the Senior Investment Advisor team Requirements Or Skill Sets 1-5 years of sales, advisory, or financial services experience Finance or Business degree Strong interest in alternative assets, financial markets, and macroeconomics Interest in art is a plus Experience using CRM tools is a plus Highly organized, results-driven, competitive personality Excellent verbal and written communication skills Additional Requirements Must be able to work full time out of our New York City office Must be eligible to work in the US - no exceptions Benefits At Masterworks Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options PTO and 401k Discounted Equinox membership Happy hours, company outings, social clubs, and more! How does Masterworks think about compensation? The on-target earnings for this role are between $80,000 - $90,000 (including commission). The advertised pay scale reflects the good faith salary range for this role and is not a promise of a particular wage for any specific employee. Specific compensation offered to a candidate may be dependent on factors such as education, experience, qualifications, and alignment with market data. Exceptional candidates may receive salaries outside of the posted ranges. The advertised title for this role was selected to attract candidates with the level and type of experience we are looking for in the role, but the actual title of the position may differ from the advertised title.

Financial Advisor - North Jersey Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales? A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training. We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele. Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions. Manage your client's financial plans to help them achieve their goals, and grow relationships to support them through every stage of life. Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. You could be right for this opportunity if you have: Strong work ethic & motivated Sales and business development skills Entrepreneurial ambitions Strong leadership and communication skills History of success in relationship-building or client-facing roles Desire for ongoing learning Knowledge of financial products and services Legal authorization to work in the US without sponsorship The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success. Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals. Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner designation support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Fortune 500 company (June 2024) Forbes' Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner

Job Title: Financial Analyst Company Overview: We are an industry-leading company, backed by a global leader in utility-scale solar and storage. With 24 operational projects and a 3 GW+ pipeline, we are committed to driving decarbonization across North America. Our expert-led team brings over 15 years of leadership and deep collaboration with investment and trading teams to deliver profitable, high-impact energy solutions. We pride ourselves on engineering leadership and ensuring seamless project execution from planning to design. As we continue to grow, we are looking for a Financial Analyst to join our team and contribute to the success of our mission. Position Overview: We are seeking a highly motivated and detail-oriented Financial Analyst to support our financial and operational teams in analyzing and optimizing the performance of our utility-scale solar and Battery Energy Storage System (BESS) projects. This position will provide critical financial analysis, modeling, and forecasting to help guide decision-making and ensure the profitability and sustainability of our projects. The role is hybrid, based out of Newark, NJ, and offers competitive compensation, including base salary and long-term incentives. Key Responsibilities: Build FULL Financial Models to evaluate new and existing projects, including project cost forecasting, financial performance assessments, and valuation analysis. Project Analysis & Coordination: Perform timely and accurate analysis of potential target projects and other internal and external business opportunities. Coordinate project evaluations with various stakeholders. Memorandums & Presentations: Create detailed memorandums and presentations to clearly communicate evaluation results, assumptions, and recommendations to senior management and external stakeholders. Support Transaction Execution: Assist in the execution of construction debt, term debt, and/or tax equity transactions, ensuring alignment with financial goals and strategies. Investor Relations: Maintain ongoing relationships with investors, supporting them with presentations, diligence requests, and other communication needs to build strong, long-term partnerships. Cross-Functional Financial Support: Collaborate with development, construction, and asset management teams to provide financial and risk analysis that supports key decisions throughout the project lifecycle. Board & Investor Presentations: Assist in the preparation of presentations for board meetings and investor communications, including reports on financial performance and key project milestones. Business Case Development: Manage transactional deal flow and research emerging market opportunities, developing business cases to support growth in new areas of the renewable energy market. Budget Development: Support the development of accurate budgets based on departmental and business unit plans to ensure financial targets are met across multiple projects. Qualifications: Educational Requirements: Bachelor's Degree in Math, Economics, Finance, Engineering, or a related field is required. Advanced academic or professional qualifications are a plus. Experience: 1-3 years of experience working in renewables or investment banking, with a strong preference for candidates who have financial modeling experience in the energy sector. Technical Skills: Advanced proficiency in Microsoft Excel for financial modeling and analysis, as well as PowerPoint for presentations and report preparation. Organizational Skills: Detail-oriented with the ability to manage multiple priorities effectively in a fast-paced environment. Strong organizational skills and the ability to work on multiple projects simultaneously. Communication Skills: Strong written and verbal communication skills with the ability to present complex financial data clearly to non-technical stakeholders. Analytical Abilities: Proven ability to conduct detailed financial and risk analysis and develop actionable insights from data to guide decision-making. Collaboration: A team player with the ability to collaborate effectively with internal teams and external partners in a dynamic and growing company.

About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience