Associate - Corporate Restructuring Financial Advisory
Finance Associate Job 40 miles from Ridge
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 Greenwich, CT):
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 Greenwich, CT 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 ****
Associate - Strategic Finance
Finance Associate Job 37 miles from Ridge
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.
Entry Level Financial Representative
Finance Associate Job 41 miles from Ridge
Looking to get off to a fast start in the Financial Industry post-graduation? Join our team in Garden City, NY!
We are looking for individuals who are recent college graduates looking to begin their careers with extensive support and training. You do not need to have a background in finance to get started. Because we provide award-winning training and development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through NM's National Training Program
“Financial Planning Academy”
and partner with industry experts until you're ready to do it on your own.
You are in business for yourself but not by yourself!
Financial Representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities. You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future. Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes.
By joining our team, you will get started in a challenging, yet lucrative and rewarding career.
How do you get paid?
This is a commission based career. However, we understand that it may take some time to get your practice off the ground which is why we provide “startup” compensation in the first year to help you transition into the business, and higher commissions for the first three years. With Northwestern Mutual, you control your earning potential. What you put in, is what you get out. To give you an idea, our Financial Advisors in the first year average between $90-100k and advisors 5+ years in the business earn on average $624k.
What do we provide for you?
Sponsorship of Licensing/Credentialing; Life Accident and Health License, SIE, Series 6 or 7 and Series 63, CFP and more!
Uncapped Income Potential
One-on-one coaching and mentorship
Flexibility of your schedule - you determine your own calendar.
Leadership Opportunities
Training and development to elevate your career and move into a Wealth Management Advisor role
Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Administrative Support
Why join Northwestern Mutual?
FORTUNE 500 Rank: No. 111
“World's Most Admired” Company in our Industry (FORTUNE Magazine, 2024)
Unsurpassed Financial Strength Rating amongst all major credit agencies
TOP 5 Independent Broker Dealer (Financial Advisor Magazine and Investment News)
Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
Recipient of the 2024 APEX Award from
Training
Magazine
Best Places to Work (Glassdoor, 2021)
America's Best Employers for Diversity (Forbes, 2023)
LOCAL candidates only. Must live in NYC area or already plan to be moving here.
Job Type: Full-time
Pay: $90,000.00 - $178,000.00 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Retirement plan
Vision insurance
Finance Manager
Finance Associate Job 38 miles from Ridge
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 *********** .
Part-time Finance role
Finance Associate Job 28 miles from Ridge
This newly developed role is for a seasoned / experienced individual (entry level need not apply).
Our client based in Fairfield County, CT has been experiencing tremendous growth. The incoming Finance Associate will have the opportunity to support the company's corporate Finance department.
The chosen candidate will earn a competitive base salary and be eligible for benefits. S/he will benefit from a part-time schedule, which equates to 32 hours per week over four days. Experience in the areas of AP/AR, client invoicing, audit & compliance, reporting, taxes, payroll & revenue budgeting will lead to success in this role. Prior experience with Intacct, as well as financial services industry preferred.
Please apply via LinkedIn including resume - thank you!
(THIS ROLE IS LOCATED IN CONNECTICUT - please only apply if you currently live locally.)
Financial Planning Specialist/Financial Planner, CFP
Finance Associate Job 28 miles from Ridge
Who We Are
JJ Burns & Company, LLC. is an independent, boutique firm that provides a full range of wealth management services while giving individual attention to every client, at the highest standards. The firm is comprised of a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions. Our mission is to help clients plan and build the life they want through a process built on collaboration, communication, and trust.
Summary: The Financial Planning Specialist will collaborate with our Planning Team and Senior Advisors to develop customized Financial Plans. This role will play a vital part in our planning process to help our clients achieve their goals by analyzing cash flow, developing retirement projections, assessing risk management needs, coordinating their estate plan and other complex planning techniques. Additionally, the FPS will work with our Investment and Trading team to analyze and develop customized investment portfolios.
JJ Burns & Company is looking for an experienced candidate who is highly motivated, has a strong attention to detail, good written and verbal communication skills, and can work independently.
Primary Responsibilities:
Analyze client data to assess financial planning gaps
Develop customized and comprehensive financial plans
Consult with Advisors and planners on complex financial planning scenarios
Conduct training for planners and Advisors on financial planning topics and changes to legislature
Knowledge, Skills, and Core Strengths:
Strong interpersonal, writing, and analytical skills with the ability to present
Highly motivated, takes initiative, and collaborative team player; strong desire to learn
Strong attention to detail and accuracy
Excellent organizational and time management skills
Comprehensive knowledge of topics related to financial planning
Ability to adapt quickly within an evolving firm and industry
Qualifications:
CFP certification required.
5+ Years experience
Experience with financial planning software preferred (eMoney, MoneyGuide Pro)
Benefits:
Competitive salary and performance-based bonuses
Positive work environment
About Our Culture:
Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.
Please visit our website to learn more about who we are and our values.
***************
Strategic Finance Manager
Finance Associate Job 37 miles from Ridge
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
Financial Analyst Investment Banking
Finance Associate Job 40 miles from Ridge
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.
Financial Analyst
Finance Associate Job 30 miles from Ridge
Summary of role
The Financial Analyst is responsible for the reconciliation of Insurance Carriers cash receipts related to unpaid Medicare policies.They will support the proper establishment of policy-level receivables for carrier commissions and related performance bonuses and establish the process of reviewing, reconciling, and maximizing carrier commission cash receipts.
Department: Finance
Duties/Responsibilities:
Reconcile the carrier cash receipts against Medicare policy details
Prepare the monthly audit reports from prior years cash collections on all open/cancelled policies and communicate with Carriers for the details.Resolve any open questions from Carriers in order to follow up for missing payments
Engage cross functionally with Operations teams to ensure all policy details are reconciled in the Subledger
Update the Carrier payment tracker daily and pull the relevant commission statement from the Carrier portals
Maintain the monthly cash reporting for the Subsidiaries Book of Business
Perform other related duties as required
Required Skills/Abilities:
Bachelor's degree in Accounting, Finance or related field
3 years of Finance experience
Audit experience
Strong oral and written communication skills
Ability to manage confidential data with discretion
Ability to prioritize and complete projects in a timely manner
Ability to work with multiple groups within the organization
Strong analytical and problem solving skills
Highly organized, exceptional attention to detail, and possess the ability to handle multiple tasks simultaneously.
Strong working knowledge of Excel
Preferred Skills/Abilities:
• Health insurance sector experience
• Knowledge of the Xactly commissions platform/technology
Financial Services Representative
Finance Associate Job 31 miles from Ridge
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
Personal Banker
Finance Associate Job 27 miles from Ridge
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.
Senior Financial Analyst (FP&A)
Finance Associate Job 18 miles from Ridge
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
Project Finance Specialist
Finance Associate Job 37 miles from Ridge
Solar/Renewables Project Sourcing Lead - establish relationships and originate projects
Needs a strong understanding in Project Finance / Tax Equity + Interpersonal skills
Can come from an Investment Bank or IPP
Westport CT
2-4 years of experience
140,000 Base + ~80% bonus
Equity Trader Position
Finance Associate Job 36 miles from Ridge
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
ERCOT Trader
Finance Associate Job 37 miles from Ridge
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis
: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution
: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management
: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development
: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration
: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization
: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement
: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
ERCOT Trader
Finance Associate Job 37 miles from Ridge
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be the solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us!
Job Description
Statkraft trades energy products in more than 20 countries and is active on 13 energy exchanges. Proprietary trading takes place mainly from trading rooms in Oslo, Düsseldorf, London and the Unites States. Statkraft trades power, natural gas, carbon certificates, dry bulk products, metals, oil and petroleum products in the global markets.
The Proprietary Trading department at Statkraft is known for its innovative and data-driven approach, and our team members are expected to have strong analytical and problem-solving skills, as well as a passion for renewable energy. Collaboration is a key part of the culture in Trading and employees work closely with other teams within the company. Working in Proprietary trading at Statkraft offers opportunity to be part of a dynamic and growing company that is at the forefront of the energy transition, while gaining valuable experience in the fast-paced and exciting world of energy trading.
We are seeking an experienced ERCOT trader with a proven track record. You will be analytically minded and subject matter expert within the ERCOT market and work well in a collaborative, team environment.
This will be a full time position based in Stamford, Connecticut, reporting into the Head of Power & Gas. You will support the growth of our business whilst owning the following responsibilities:
Market Analysis: Conduct thorough analysis of the ERCOT market, including supply and demand forecasts, price trends, and market fundamentals.
Trading Execution: Execute trades in the real-time and day-ahead markets, optimizing portfolios to maximize profitability while managing risks.
Risk Management: Identify, assess, and mitigate trading risks. Ensure adherence to risk management policies and procedures.
Strategy Development: Develop and implement trading strategies based on market analysis and forecasts. Continuously improve strategies to adapt to market changes.
Collaboration: Work closely with other members of the team to ensure aligned strategies and compliance. Communicate market insights and trading performance to senior management.
Technology Utilization: Utilize trading platforms, analytical tools, and software to support trading activities. Stay updated on technological advancements in the market.
Continuous Improvement: Monitor market developments and industry trends.
Qualifications
University degree in Mathematics, Economics, Science or similar
Proven track record in fundamental analysis of the Power markets
Strong analytical and quantitative skills.
Proficiency in trading platforms and analytical tools.
Excellent understanding of ERCOT market rules and regulations.
Ability to make quick decisions under pressure.
Strong communication and interpersonal skills.
Detail-oriented with strong organizational skills.
Coding skills (python) is a plus
Additional Information
What we offer
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
This includes:
Unlimited learning opportunities at various levels of the organisation
The chance to grow your career alongside a truly global network of experts, leaders, specialists and graduates from different countries and backgrounds.
The opportunity to work somewhere with pride, and to be able to honestly say “My work is contributing to saving the planet”.
Being part of a company proudly certified as a ‘Great Place to Work'.
Statkraft offers competitive terms of employment and benefits schemes, and we're a trusted employer that puts the safety of our people first. We believe that a safe and healthy working environment is a matter of choice, not chance.
Statkraft manages critical infrastructure and services in several countries. The applicant must be eligible for security clearance and authorisation.
Summer Intern - Corporate Finance
Finance Associate Job 37 miles from Ridge
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.
Intern, Corporate Finance
Finance Associate Job 42 miles from Ridge
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
College Financial Representative
Finance Associate Job 28 miles from Ridge
*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
Personal Banker
Finance Associate Job 42 miles from Ridge
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.