Finance Associate Jobs in Mount Sinai, NY

This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans. The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech. This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy. This role is based in a Stamford, CT office, 5 days per week. Requirements: 3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience Ability to build 3 statement models for a range of business types and industries Exposure to analysis of strategy and business partnering with non-finance Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

My client, a global investment management firm located in NY is looking to add to their growing team. As a Corporate Bond Execution Trader, you will be responsible for executing corporate bond trades while leveraging both macroeconomic and bottom-up data analysis to make informed investment decisions. You will play a key role in ensuring portfolio alignment with client goals, managing liquidity, and recommending trades based on both strategic and tactical needs. This role will be minimum 3 days a week in-office and the office is located in Purchase, NY. Key Responsibilities: Credit Research & Data Synthesis: Conduct comprehensive bottom-up credit analysis, integrating macroeconomic trends, policy shifts, and issuer-specific news to inform investment decisions and enhance portfolio management strategies. Market Relationship Management: Establish and sustain strong connections with brokers, dealers, and other market participants to collect relevant data, improving trade execution and decision-making processes on a day-to-day basis. Technology Integration & Efficiency: Leverage cutting-edge technology and automation tools to streamline portfolio analytics, improve operational efficiency, and drive better investment outcomes. Trade Recommendations & Portfolio Alignment: Recommend and execute trades to ensure portfolios are in line with client strategies, specifically optimizing tracking error and capital requirements for insurance clients. Portfolio Performance & Benchmarking: Prepare in-depth portfolio analyses by comparing holdings with relevant benchmarks and client liabilities, providing insights on performance, risk, and areas of improvement. Liquidity & Cash Management: Assist with cash management operations, including managing trade setups and ensuring smooth liquidity flows, while supporting the overall portfolio liquidity needs. Collaboration with Analysts & Data Teams: Work closely with Quantitative Analysts and Data Specialists to refine models and analytical tools that inform investment strategies and trading decisions. Ad-Hoc Issuer & Market Analysis: Conduct thorough analysis of individual issuers and market trends, providing actionable insights to support ongoing investment decisions and strategy shifts. Risk Hedging & Synthetic Strategy Development: Present and implement synthetic trades or hedging strategies as necessary to manage portfolio risk or enhance returns, ensuring alignment with client preferences and overarching investment strategies.

As a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their clients. Financial Advisor Benefits: * Top-Ranked Training Program * Competitive Benefits Package * Leadership Opportunities * Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) * Personalized Mentorship from Top Advisors and Industry Leaders * Exponential Earning Potential Preferred Qualifications: * Bachelor's degree from a four-year institution * Strong interpersonal and networking skills * Self-starter and highly motivated * 2 years of client facing experience * History of high achievement demonstrated by rapid growth and consistent, measurable results * Track record of outperforming peers * Ability to develop lasting, meaningful relationships as well as influence others

FP&A Manager Westbury, NY Our client is a multi-billion, global corporation in search of an experienced Manager of FP&A to join their team! This is a fantastic opportunity to join a well-established company that can offer you professional development and future advancement. Qualified candidates will have a Bachelor's or MBA in Accounting or Finance along with experience in corporate financial planning and analysis. You will be involved in budget planning and reporting across the organization, working closely with domestic and international counterparts to gather and report on operational and financial data across the business. This is an excellent opportunity to join a successful company that will give you excellent top-level exposure within an international corporation. This is a full-time, permanent position offering a salary in the range of $140,00 to $180,000 plus bonus and a comprehensive benefits package. They work are 5 days in the office, so you'd need to be comfortable with that to be considered. Responsibilities include: Report to the Director of Finance and work on the financial analysis, budget and forecast processes Manage the full P&L process from scratch Work closely with business leaders on detailed reports used in high level decision making for the company Collaborate with global finance partners in creating accurate and useful financial reports, analysis and forecasts Qualifications: Bachelor's degree in Accounting or Finance, Masters or MBA preferable Five or more years of experience, preferably a mix of accounting and corporate finance Experience in corporate financial planning and analysis within a mid-sized to large corporation Strong skills in creating and tracking multiple budgets and reporting short and long term results up to the CFO level If you would like to be considered for this or any other position posted by LHH, please email your resume to ******************* or you can visit our web site at *********** .

Coda Search is partnering with a pioneering asset managment group that is seeking to hire a Strategic Finance Manager with offices located in Stamford, CT. This is a dynamic company that has a global presence and has shown consistent growth over the course of the last few years. The Strategic Finance Manager will work closely with the leadership team and be responsible for overseeing for budgeting/forecasting, performance reporting, finacnial modeling, valuations and working on several strategic projects around M&A and fundraising activities. A dynamic company with lots of upside and working alongside a dynamic leadership group. Salary: $180-$200K base + 30-40% bonus Responsibilities: Lead all performance reporting across several entities Create financial models analyzing key performance metrics Support M&A and fundraising actvities working closely with the leadership team Lead the annual budgeting process and work closely with various department heads Analyze finacnial reportis and provide key insights to allow leadership to make informed decisions Prepare forecasts and assist with the group financial plan Assist with any special projects across the group Qualifications: Bachelors degree required/MBA would be a plus 5+ years of FP&A experience Prior experience in investment banking would be a plus Extensive experience preparing budgets, forecasts, and financial models Strong Excel skills

At Catholic Health, our primary focus is the way we treat and serve our communities. We work collaboratively to provide compassionate care and utilize evidence based practice to improve outcomes - to every patient, every time. We are committed to caring for Long Island. Be a part of our team of healthcare heroes and discover why Catholic Health was named Long Island's Top Workplace! Position Summary: Provide financial operational support to hospital leadership and department managers in support of the hospital's bi-weekly and monthly Performance Management responsibilities. Supports the standardized deployment of Performance Management processes at the local hospital level. Performance Responsibilities: Primary point-of-contact for department managers to assist with understanding of biweekly labor and monthly non-labor financial variances compared to targets Primary Strata "super-user" to provide on-site system support to end users Provide training to build financial acumen of operational end users Provide hospital-wide financial operations review and present findings to hospital senior leadership to support ongoing improvement of financial performance (including review of data from decision support platform) Administratively support the performance management review process by assisting with meeting coordination, identification of attendees and development of meeting agendas Provide ongoing support to corporate finance in the maintenance of security assignments and other system configurations of the Strata performance management system (new departments, accounts, unit-of-service review) Liaison between Hospital and Corporate Finance as it relates to consistent application of Performance Management processes and template/reporting Liaison between Corporate Finance and Hospital operations to assist end users understand accruals and create a feedback loop to enhance the monthly close process Assist end users with data "clean-up" to ensure invoices, purchase orders and employees are coded to correct departments Assist Hospital Finance with completion of forecasts and budget analysis Other financial operational needs in support of Performance Management processes POSITION REQUIREMENTS AND QUALIFICATIONS: Education: Bachelor's Degree with a major in Finance related field required Skills: PC and Excel knowledge mandatory. Knowledge of Strata software a plus. Excellent communication and organization skills. Strong analytical and root-cause review skills. Experience: 3-5 years healthcare experience preferred, 5-7 years finance experience required Salary Range USD $130,000.00 - USD $160,000.00 /Yr. This range serves as a good faith estimate and actual pay will encompass a number of factors, including a candidate's qualifications, skills, competencies and experience. The salary range or rate listed does not include any bonuses/incentive, or other forms of compensation that may be applicable to this job and it does not include the value of benefits. At Catholic Health, we believe in a people-first approach. In addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth.

Vibe Talent is excited to partner with a leading Investments / Venture Capital firm in Stamford, CT, seeking a dynamic Finance (FP&A) Manager to join their team. This firm specializes in investing in high-growth investments providing not only capital but also strategic guidance to their portfolio companies. Role Overview: The Finance Manager will play a pivotal role in financial planning & analysis (FP&A), strategic finance, and extensive financial modeling to support investment decisions and the firm's financial strategy. The ideal candidate will have a strong background in investment banking, private equity, or venture capital finance, with exceptional proficiency in Excel-based modeling and a deep understanding of financial forecasting, valuation, and portfolio management. Key Responsibilities: Develop and maintain complex financial models to analyze firm performance, fund-level returns, and portfolio company valuations. Conduct in-depth financial analysis, including scenario planning, cash flow forecasting, and capital allocation strategy. Support fundraising efforts by preparing investor presentations, fund performance reports, and economic analyses. Lead financial reporting processes, including budgeting, forecasting, and variance analysis. Assist in due diligence efforts for new investments, providing insights on financial trends, KPIs, and market benchmarks. Collaborate with investment and operations teams to optimize financial planning and strategic decision-making. Monitor fund-level performance, track capital calls and distributions, and support limited partner (LP) communications. Qualifications & Requirements: 4-7 years of experience in investment banking (M&A, capital markets, or financial sponsors), private equity, or a venture capital finance role. Exceptional Excel skills with expertise in financial modeling, valuation methodologies, and data analysis. Strong understanding of financial statements, fund structures, and venture capital economics. Experience with FP&A, forecasting, and corporate finance strategy in a fast-paced environment. Excellent communication skills and ability to present financial insights to senior stakeholders. Highly organized, detail-oriented, and capable of managing multiple priorities under tight deadlines. Familiarity with fund accounting, portfolio management software, and data visualization tools (e.g., Tableau, Power BI) is a plus.

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of financial analysis experience (DCF, Excel modeling, balance sheet analysis, lease analysis, tax analysis, fund modeling, etc.) . You will be part of a team serving our clients and supporting deals. The financial analysis positions at our firm are long-term roles and not viewed as an entry to a sales or marketing role. However, they do involve customer engagement and some travel. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel. Given our size, all staff are involved in all activities. Ideal candidate is currently an analyst at an investment bank. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. Familiarity with financial reporting is a plus.

As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.

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

The temporary person will be working in Accounts Payable Invoice Booking covering for the resignation of the employee as well as PTO during summer peak workload. Primary responsibility is assisting with processing vendor related invoices in SAP with accuracy and efficiency. Ability to review the invoice and purchase order data, ensuring accuracy and efficiency while following departmental procedures. The information related to all tasks will be delivered in a timely manner. Experience in understanding accounts payable processes and Administrative control procedures, especially in areas related to accounts payable. Experience with computers and working in an Office environment. Skills: Must have Accounts Payable & Office Experience Excellent interpersonal skills High accuracy and attention to detail Analytical competence and technical skills Interact professionally and effectively with all levels of staff Self-motivated and works independently Strong critical thinking & listening skills Education Associate's Degree - with a minimum of 3 years of relevant experience Contract Benefits: Medical, Vision, and Dental Insurance Plans 401k Retirement Fund About The Company: Our client is a leading sustainable energy company with a footprint in 24 states and $40 billion in assets. They serve 3.3 million electric and natural gas customers in the Northeast and have a diverse renewable energy portfolio. The company is committed to ethical business practices and has been named one of the World's Most Ethical Companies for three consecutive years. They are also a leader in the growing U.S. offshore wind industry and invest in charitable organizations in the communities they serve. About GTT GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. As a Native American-owned, economically disadvantaged corporation, we highly value diverse and inclusive workplaces. Our clients are Fortune 500 banking, insurance, financial services, and technology companies, along with some of the nation's largest life sciences, biotech, utility, and retail companies across the US and Canada. We look forward to helping you land your next great career opportunity! 25-19610 #gttutility

The Senior Financial Analyst will be a business oriented/business driven financial professional who utilizes their accounting/finance background to analyze business & financial information and prepare analysis and reports as needed and directed. The Ultimus FP&A team are Stewards of the business's financial performance. They will proactively provide sound business and financial information, metrics, insights and analysis that enhances decision-making, enables the business to formulate an effective business strategy, plan and goals… …that translates into actionable initiatives… ...that drives/steers the business toward its goals… …that improves Productivity, Efficiency and Profitability. Essential Duties and Responsibilities Prepare proforma pricing and profitability analysis on new business opportunities Analyze current and past financial data and performance Prepare ad hoc financial analyses and KPI reporting Prepare annual budgets and update monthly rolling forecasts of the income statement, balance, statement of cash flows and capital expenditures Create and maintain various spreadsheets and dashboards for monthly financial and KPI reporting to private equity sponsor Identify trends in financial performance and provide recommendations for improvement Prepare reports and projections based on this analysis; assist in preparing presentations for senior leadership Coordinate with members of the management team to update financial information and forecasts Prepare weekly sales and pipeline reporting out of Salesforce Prepare monthly client implementation and attrition reporting out of various source systems Assist with the preparation of quarterly board reporting Assist with the financial due diligence and risk assessment process on potential acquisitions Participate in all pre-acquisition analysis and post-acquisition validation Knowledge and Skills Advanced working knowledge of MS Excel (pivots & lookups) and MS PowerPoint Business savvy with a strong inclination to understand the what, hows and why's of the business and its financials Must be results oriented, innovative, adaptable, strong attention to detail and capable of working independently Strong interpersonal skills with ability to build working relationships with all levels of management and stakeholders Strong understanding of internal controls Working knowledge of US GAAP Experience with NetSuite ERP, NetSuite PBCS and Salesforce and databases/warehouses Ability to work with deadlines Qualifications Bachelor's degree in Accounting/Finance 5 to 10 years of combined experience in FP&A, Accounting or Finance. Minimum 3 years of Financial Services industry experience

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Your Job As an International Fiber Trader specializing in paper and fiber sales, you will join our team to maintain and expand our presence in the global recycling marketplace. Your role will involve pricing products, negotiating contracts, collaborating with internal and external stakeholders, and staying informed on market trends and regulatory changes. This fast-paced, dynamic position requires strong analytical, communication, and problem-solving skills. Location: We are seeking candidates who are based on the East Coast. This position offers the flexibility of remote work with a home base. Candidates should expect to travel 30-50% of the time, accommodating both domestic and international business requirements as needed while maintaining effective communications with stakeholders. Sponsorship is not available for this position. Our Team At GP Recycling, we are a principle-based commodities trading business that does the right thing for our customers, communities, and society while driving economic performance. Our customer-centric approach is built upon the strengths of our diverse team, leveraging their unique skills and knowledge to cultivate mutually beneficial relationships. As an International Recycled Commodity Trader, you will play a pivotal role on our sales trading team, working closely with global partners. Join us in making a positive impact through sustainable recycling solutions. Apply now and be part of our dynamic team. What You Will Do Profitably expand international trading business and grows mutually beneficial partnerships. Develop and execute effective sales strategies to sustain and grow business in the paper and fiber sales sector. Price products competitively and negotiate contracts with clients to secure favorable terms. Foster strong relationships with global partners, coordinating sales efforts and ensuring effective collaboration. Collaborate with internal teams, including operations and logistics, to ensure smooth operations and exceptional customer satisfaction. Stay updated on market trends, industry developments, and regulatory changes to identify new business opportunities. Actively maintain thorough market research and analysis to identify potential customers, understand their needs, and develop tailored sales proposals. Who You Are (Basic Qualifications) Physical commodity experience in a sales/procurement role OR experience in an international supply chain role Bachelors Degree OR additional sales, procurement, or international supply chain experience Microsoft Office experience Experience effectively communicating across an organization Experience proactively setting and managing priorities Experience collaborating cross-functionally with sales, supply chain, logistics, exports, etc. Willingness to travel 30%+ of the time, including international & domestic travel, based on business needs What Will Put You Ahead 3+ years experience in the recycling industry Experience trading recycled fiber commodities Bilingual (European, Hindi, and Mandarin represent key markets of our business) Bachelors Degree in Business, Supply Chain, or Finance For this role, we anticipate paying $100,000 - $130,000 per year depending on the candidate's qualifications and ability to create superior value within the business. This role is eligible for variable pay, issued as a monetary bonus or in another form. At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here . Who We Are Georgia-Pacific LLC is a Koch company and a leading manufacturer of bath tissue, paper towels, paper-based packaging, cellulose, specialty fibers, building products and much more, Georgia-Pacific works to meet evolving needs of customers worldwide with quality products. In addition to the products we make, we operate one of the largest recycling businesses. Our more than 30,000 employees in over 150 locations are empowered to innovate every day -to make everyday products even better. At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. #LI-LRT

Position will assist with internal control testing, flowcharts data analysis, business development, reporting, and dashboards while supporting various projects and initiatives across the team. Essential Job Functions & Responsibilities: Internal Audit Internal control testing across various business units worldwide. Communication with finance team regarding results of the control testing. Internal Audit & Finance Flowchart various finance processes after interviewing employees about the process. Learn to identify key internal controls in the flowcharted process. Data Analytics & Reporting Gather, analyze, and interpret data to support business decisions. Develop and maintain reports, dashboards, and visualizations using tools like Power BI. Identify trends and insights to drive strategic initiatives. Present data-driven recommendations to stakeholders. Nonessential Job Functions: Performs other directly related appropriate duties and assumes accountabilities as apparent or as delegated, including mutually agreed upon objectives. Minimum Educational Requirements: High School Diploma. College Degree in Finance or Accounting currently in Progress. Job Specifications/Skills: Working knowledge of accounting, finance, analytics, construction management or business a plus. Well organized with ability to handle multiple projects and priorities. Attention to detail needed. Computer: Beginner to Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) and Outlook. Excellent verbal and written communication skills. Self-starter with a high level of motivation. Good interpersonal skills. Team cooperation - maintain a positive, cooperative attitude with all employees of LATICRETE and all customers.

Global Industrial For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America. We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America. Key Responsibilities Responsibilities: * Collaborate and support Accounting Department on a daily basis * Assist Director of Finance and FP&A team for month end reporting and reconciliation * Learn weekly financial reporting metrics and suggest improvements and automation * Aid in creation and maintenance of Monthly Financial Expense reporting to be shared with business partners * Work with the FP&A team to create Budget Templates and Consolidation tools * Help Finance Director expand variance analysis to PY and Budget targets to aid in Forecasting * Partner with FP&A team on project to validate and certify all reports that contain financial information * Collaborate with other Dept. Interns to expand FP&A's support on Monthly and Annual Budget Basis Competencies and skills Qualifications: * Rising Sophomore/ Junior pursuing major in Accounting, Finance or related field. * Solid analytical skills and strong organizational skills. * Ability to effectively communicate to all levels of the organization. * Handle multiple activities simultaneously and ensure accurate and timely completion of tasks. * Proficient user of Microsoft Office Tools: Word; Advanced User Excel and Power Point. EEO/AA Statement Global Industrial 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. Nearest Major Market: Long Island Nearest Secondary Market: New York City

*ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS* An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals. Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Obtain your Life, Accident & Health License from the state of CT Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy Compensation & Benefits Commissions Development Stipends Productivity Bonuses Support for insurance licensing (life, accident, health) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 160 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored 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 Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company (2021) Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020 4.75+ million clients and growing $224 billion (retail investment client assets held or managed) Forbes' Best Employers for Diversity (2018-2020) Unsurpassed financial strength Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) YOUR SKILLS · Strong academic performance and active involvement in clubs/organizations · Devoted work ethic · Ability to work both independently, as well as part of a team · Self-motivated, driven, goal-oriented · Sociable, outgoing, enjoys meeting new people LOCATION Stamford, CT United States (Westport + Fairfield roles available too) Work Authorization · US work authorization is required

I'm partnering with an established multi strategy PE firm with portfolio companies across all different industries to find them a Strategic Finance Analyst to drive both financial and strategic goals. The team is growing and the role comes with tons of exposure to the C-suite and room for impact. This is a perfect role for someone who currently works in strategic finance, FP&A, or wants to transition in-house from I-banking or Private Equity. This role is particularly awesome because of the team - they all have different backgrounds (several of them have worked for huge multibillion dollar global brands, some of them at high growth start-ups, some in tech, some from PE, etc.) and I know them personally - they're all really impressive and development of people on their team is a top priority for them. You'll have multiple people to learn from and they all go to bat for each other (sounds cliché but it's true). The company They own subsidiaries across all different industries: Sports, Tech (SaaS & AI), Consumer Products, Health & Wellness, Energy, Manufacturing, etc. Has grown a ton over the last 5 years an The cross industry exposure keeps things interesting day-to-day, and would also set you up to be able to go in lots of different directions if you ever wanted to make another career move down the line. The role: Financial modeling & growth strategy Drive overall planning, monitoring, are reporting of financial performance (budget, forecast, strategic planning) Develop dashboards, KPIs, and build presentations for stakeholders, parent company, and c-suite Analyze performance vs. plans, forecasts, market share and competitive market analysis to bring insights to the org Who you are: 1 - 3 years of experience in Finance, FP&A, Strategic Finance, PE, or I-banking Need to be strong in financial modeling Bonus points if you've done data visualization Bonus points if you have industry experience in Health, SaaS, Energy, Sports, Engineering, etc. 💵Compensation: $110k -$130k base salary + cash bonus + benefits and flexible for the perfect candidate!

Responsibilities include, but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.