Finance Consultant Jobs in Denville, NJ

Responsibilities Evaluate opportunities through extensive research and primary diligence. Perform detailed market analyses and draft investment memorandums. Source investment opportunities through outreach, attending conferences, meetings, etc. Review legal deal documentation and assist in the deal making process, including working with lawyers, accountants, and consultants. Assist with other matters relating to the fund including investor relations, marketing, and operations. Required Experience Up to 2 years of experience from either investment banking, consulting, equity research, or buy-side investing. Bachelor's degree with top grades Data-driven, detail-oriented, and intellectually curious Strong project management, organizational skills, and process management Ability to work in a collaborative environment with other members of the team and thrive in a fast-paced entrepreneurial environment More Details Full-time Small-team, entrepreneurial environment Office is based in Summit, New Jersey area Hybrid work with 1-2 days in office

Garry Executive Search is seeking an experienced Certified Financial Planner (3-10 years) for a well-established, fee-only registered investment advisor located in central New Jersey. This full-time position provides the opportunity to engage in all aspects of wealth management, including investment management, financial planning, and direct client advisory work. The successful candidate will serve initially as a secondary client contact and quickly transition to a primary advisory role for a select group of the firm's clients. Key Responsibilities Support senior advisors in developing wealth management solutions, including investment proposals, financial projections, estate planning reviews, and insurance needs assessments. Transition into a primary advisor role, conducting client meetings and delivering comprehensive financial and investment guidance. Serve as a secondary contact and support for existing clients, handling inquiries related to portfolio performance, market insights, retirement planning, and other key financial objectives. Assist with estate planning, college funding goals, and insurance needs, collaborating with clients' attorneys or insurance providers as necessary. Engage with prospective clients, supporting proposal development and assisting in client onboarding. Qualifications Education: Bachelor's degree from a four-year accredited institution; business-related majors preferred but not required. Certifications: CFP designation required. Experience: 3-10 years of professional experience within wealth management, financial planning, or a related client-service role. Technical Skills: Proficiency in Microsoft Office and experience with eMoney, Tamarac, Salesforce, or similar platforms. Soft Skills: Excellent written and verbal communication, attention to detail, and strong time management abilities. Why Join Our Client's Team? This RIA offers a competitive compensation package, including: A generous 401(k) match. Comprehensive medical and dental benefits. Employee Stock Ownership Program. Recognized by NJBiz as one of the Best Places to Work in NJ. Business casual dress code, daily lunch provided, and an open, team-oriented environment with a hybrid schedule (two remote days per week). Our client prides itself on its cutting-edge technology, personalized service, and dedication to managing high-net-worth portfolios with integrity and transparency. How to Apply: If you are ready to take the next step in your financial advisory career and work for a client-focused, growth-oriented RIA firm, Garry Executive Search invites you to apply. Please submit your resume and cover letter via LinkedIn or email to *****************************. Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.

Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our support High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills Desire for continuous learning What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 3+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Job Title: Quantitative Developer / Analyst Duration: 6+ Months (Extension Possible) Skills & Experience Needed: 5+ years of working experience and must have 3+ years of hands-on experience in quantitative models, research, with deep understanding in fixed income and/or market risk. Fixed income market and product knowledge and SQL experience are highly preferred. Fluent in at least one high level programming language (Python, C++, Java, etc.). Knowledge of treasury securities and/or mortgage-backed securities pricing and VaR modeling a big plus Responsibilities: Maintain and enhance in-house fixed income risk models Design and produce model performance metrics and reports to support communications with both internal model users and external supervisors Independently format and validate analysis results to ensure quality. Desired Skills and Experience Fixed income, SQL, Quantitative analysis, Quantitative development, financial systems, financial models, Python Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

For over 175 years, New York Life Insurance Company has been dedicated to helping people put love into action. As a mutual company, we uphold the highest standards of transparency, objectivity, and integrity. Committed to improving local communities through giving and volunteerism, our New York Life Foundation supports these efforts. Role Description This is a full-time on-site role as a Financial Services Professional located in Edison, NJ. The role involves tasks such as financial planning, retirement planning, communication, and providing financial services to clients. Qualifications Financial Planning, Retirement Planning, and Finance skills Strong Communication skills Experience in Financial Services Bachelor's degree in Finance, Business, or related field Excellent interpersonal skills Certifications such as CFP or CFA are a plus

Certified Financial Services, a boutique financial planning firm based in Paramus, NJ and Farmington, CT, is expanding its team! Supported by the resources of The Guardian Life Insurance Company, we deliver comprehensive financial services including insurance, investment strategies, and personalized financial planning. Our unique structure enables us to provide the advantage of a large firm while maintaining the personal touch and dedication of a local presence. We are looking for highly driven candidates who are ready to take on a challenge. Experienced advisors, college graduates, and career changers are all welcome and encouraged to apply. Role Description As a Financial Advisor at Certified Financial Services, you will play a vital role in helping clients achieve their financial goals. This full-time role includes: · Creating tailored financial and retirement plans. · Offering investment advice and financial guidelines. · Building and maintaining long-term client relationships. This is an opportunity to build a career that aligns with your entrepreneurial spirit and values, supported by a high-performing team and the resources of a Fortune 250 company. Build your own practice with the support you need to be successful with the help of CFS's training and mentorship program. Qualifications We are seeking candidates with: · Strong interpersonal and communication skills. · Analytical and problem-solving abilities. · Time management skills. · A Life and Health license or the ability to obtain one. · Ability to obtain Series 7 and Series 66 licenses (preferred within the first year). Why Certified Financial Services? CFS offers a unique and rewarding career in financial services to highly motivated entrepreneurs, recent college graduates, people experienced in other careers, as well as financial professionals looking to offer more holistic financial planning opportunities to their clients. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening, and I know I'm prepared." Protecting our families, planning for the future, and having the confidence to know that no matter what life may have in store, we are prepared. We offer a collaborative environment, robust training programs, and the opportunity to create a meaningful impact in your clients' lives. Whether you are looking to grow your career or are new to the financial services industry, CFS provides the tools and support to help you succeed. With Certified Financial Service's proven professional development process, you have the opportunity to grow into a successful financial professional. We provide the required resources, weekly trainings, and personal mentorship to shape you both professionally and personally into a thriving Financial Advisor. Take the first step towards a career with CFS and unlock your full potential today! Certified Financial Services is an Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 7657874.1 exp 2/2027

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisorswho proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. TheVirtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients financial needs and goals. The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the clients information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the clients circumstances. The Virtual Financial Advisorstrives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include Focus on clients: Aspire to deliver world-class customer service Drive sales: Analyze the clients investment needs and achieve sales growth goals by delivering an exceptional virtual experience Build book of business: Proactively seek ways to develop and expand client relationships Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills Qualifications, Education, Certifications and/or Other Professional Credentials Active Series 7, 66 (65 and 63),and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies Location: Hybrid Schedule Pay Transparency The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ************************************** . Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. RequiredPreferredJob Industries Accounting & Finance

About our Company: Transcend delivers innovative, modular technology solutions that solve the financial industry's most complex challenges - within each business and across the enterprise. Our mission is to help financial firms completely redefine how they manage and think about collateral, leading to increased liquidity, lower costs and greater compliance. Job Description: Transcend is a growing company that thrives on collaboration, innovation, and efficiency. As we continue to expand, we are looking for a motivated and detail-oriented Financial Analyst to join our team. The ideal candidate will play a key role in managing financial processes, improving operational efficiency, and supporting administrative functions to ensure smooth day-to-day operations. In addition to core FP&A duties, you will also have an opportunity to have a direct impact on the growth of the business, as you help us improve our business processes and contribute to our business development efforts. You will learn a lot from us - and hopefully teach us a thing or two as well! Responsibilities: The Financial Analyst will be responsible for assisting with the management of our financial systems, including QuickBooks, reporting, accounts payable and receivable, and general company administration. This person will work closely with management to ensure accurate and timely financial reporting and contribute to improving the efficiency of business operations. In addition to these core responsibilities, the analyst will be expected to take on various ad-hoc tasks as needed. Financial Reporting: Assist with financial reporting, ensuring accurate and timely preparation of financial statements. Manage the day-to-day use of QuickBooks for general ledger entries, financial reconciliations, and reporting. Collaborate with management to analyze financial performance and provide insights to inform business decisions. Accounts Payable & Receivable: Process and manage accounts payable (AP) and accounts receivable (AR), ensuring accuracy and timely payments. Monitor aging reports and follow up on overdue accounts. Help streamline AP/AR processes for improved efficiency. Company Administration: Assist with various administrative tasks related to finance, such as preparing documentation for audits or maintaining vendor relationships. Help ensure compliance with company policies and relevant regulations. Support in managing payroll and other employee-related finance matters. Ad-hoc Projects: Assist with special projects and analysis as needed. Provide operational support for business process improvements and efficiency initiatives. Perform any other ad-hoc tasks that arise in the course of company operations. Key Qualifications: 8+ years of experience in a fast-paced environment, ideally a start-up Bachelor's Degree in a Business Administration or Finance related disciple and/or related experience. Additional accounting certifications (i.e. CPA) is a plus Proficiency with QuickBooks, Excel, and other financial tools. Strong analytical and numerical skills. Experience with accounting practices & methodologies such as GAAP Tech savvy with tools (Microsoft Office Suite outlook, PowerPoint, excel, etc.) Ability to work onsite in our Piscataway, NJ location 3x per week. Successful candidates will be: Highly organized and very focused on attention to detail Possess strong problem-solving capabilities, the ability to anticipate upcoming challenges and present multiple scenarios and solutions; An outstanding work ethic, with exceptional multi-tasking and organizational skills paired with a can-do attitude. An ability to learn quickly; picking up the pace and delivering projects on time with minimal supervision and errors; A strong sense of accountability and ownership, with a willingness to learn and lead others; highly resourceful A passion for the role, the business and running things efficiently Excellent judgment, emotional intelligence and an ingrained sense of urgency and priority Friendly attitude with the ability to fit into a strong teamwork-oriented organization. Strong written and verbal communications skills Flexible, motivated and team-oriented The highest levels of integrity and discretion

Akkodis is seeking a Quantitative Analyst for a 06 Months Contract position with our Direct Client located in Jersey City, NJ (Hybrid). Ideally looking for applicants who are having experience in creating and maintaining project, program and portfolio schedules. Pay Range: $80 - $83/hr on W2; The rate may be negotiable based on experience, education, geographic location, and other factors. Primary Responsibilities: Maintain and enhance in-house fixed income risk models Design and produce model performance metrics and reports to support communications with both internal model users and external supervisors Independently format and validate analysis results to ensure quality Qualifications: 5+ years of working experience and must have 3+ years of hands-on experience in quantitative models, research, with deep understanding in fixed income and/or market risk. Fluent in at least one high level programming language (Python, C++, Java, etc.). Familiarity with SQL is a plus. Knowledge of treasury securities and/or mortgage-backed securities pricing and VaR modeling a big plus Strong analytical and problem-solving skills Excellent communication skills, both oral and written Master's degree or above in a quantitative field of study. If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, please contact Ayush Garg at ************ or ***************************. Equal Opportunity Employer/Veterans/Disabled Benefit offerings include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits, and a 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs which are direct hire to a client. To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ****************************************** The Company will consider qualified applicants with arrest and conviction records.

Title - Business / Financial Analyst - Duration - 12 + Months and Possibility Extension write and understand SQL code for validation of revenue for the business partners A Master's in Business Administration, Accounting, Finance, or Economics. · Experience in the technology and/or telecommunications industry. · A professional certification (e.g. CPA, CFA, CMA). · A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision. · Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations. · An advanced understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes. · Demonstrated in depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis. · Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting. · Demonstrated experience in continuous improvement initiatives, root cause analysis and project management. · Proficiency in Python, SQL, Tableau, Essbase, Smart View, Hyperion Planning, or Hyperion Strategic Finance. · Experience leading large and complex team projects with minimal direct supervision

Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add a Wealth Advisor - CFP to their team. This will be a unique opportunity to work in a collaborative environment to service clients' financial needs with a reputable RIA. The ideal candidate has strong communication skills and solid financial planning and investment acumen. This individual will provide superior client service to the firm's current client base. Responsibilities: Responsible for attending client meetings and working collaboratively with Senior Advisors to support client relationships. Over time, move into a primary contact role for a segment of the firm's existing clients. Responsible for developing and communicating holistic financial plans and long-term investment strategies. Assist with estate planning, insurance policies, education funding, and retirement planning. Handle client-related requests and account service inquiries. Assist clients with implementation of recommended and agreed-upon strategies. Generate reports and other deliverables for both client-facing and back-office needs. Work with clients to ensure action items are thoroughly executed and documented. Responsible for ad hoc special projects for clients and across the firm. Requirements: 3-6 years of experience creating financial plans for HNW clients. CFP required. Bachelor's degree. Prior experience with eMoney, Tamarac, Salesforce or similar platforms. Ability to provide high level of authentic service and compassion to client relationships. Detail-oriented focus and a professional demeanor. Compensation: Competitive base salary, bonus, and benefits Location: Martinsville, New Jersey

Equitable Advisors is a reputable Financial Services firm committed to providing personalized financial solutions and exceptional client service. The candidate will be responsible for providing financial advice and guidance to clients, such as investments and retirement planning, and will need excellent interpersonal skills.

Elevate your career at Marotta Controls, a New Jersey Top Workplace three years running! Dedicated to innovation, quality and excellence, we deliver cutting edge control systems for the Aerospace & Defense industry. At Marotta, we value bold thinking and teamwork, and we empower our employees to push boundaries while delivering top-tier solutions to our customers. Our team fosters a fun, collaborative culture where creativity and technical excellence thrive! Your next big opportunity starts here. Be part of a company where your work supports a mission that makes a difference-apply today! Senior Cost and Financial Analyst Overview: Reporting to the Business Unit Finance Manager, the Senior Cost and Financial Analyst will be responsible for monthly EVM requirements as well as various forms of programmatic support. This position will also be responsible for costing and pricing activities by incorporate estimates from Functional Groups into costing and pricing templates and prepare cost positions for bids and negotiations. Additionally, the Senior Cost and Financial Analyst will provide the appropriate financial reporting and analysis to both Internal and External Customers. Primary / Key Responsibilities: Gather inputs from subject matter experts for Estimates to Complete (ETCs) and Estimates at Complete (EACs) in support of Earned Value for select programs associated within the Business Unit. Pricing lead on customer RFPs/RFQs, in both FAR regulated and competitive environment for new products, existing products, assemblies, spare parts, and repairs. Interfaces with various members of the proposal team (Business Development, Operations, Engineering, Quality, etc.) regarding all elements of quotes and supporting logic. Maintains historical database of quotes. Assist Program Management on a daily basis with programmatic financials. Responsible for reporting and analyzing program financial data to support weekly, monthly and annual reviews. Prepare monthly cost type billings for invoice to customers. Maintain Program Master List. Perform Price and Cost Analysis (PCA) on sole source subcontracts greater than $2 Million with Supply Chain team. Review make vs. buy decisions with subject matter experts in Program Management, Manufacturing, Operations, and Supply Chain. Review costed bills of material for consistency and best value with Supply Chain, Program Management, and other subject matter experts. Assist the engineering and production teams by analyzing cost drivers on new and historical designs as part of variance analysis and bid and proposal activities. Support both customer and DCAA/DCMA audits serving as Marotta Finance Lead for the bid / proposal under audit. Analyze program performance with Program Management to identify risks and opportunities in connection with development and production program execution. Assists the operations team with cost analysis of production data. Additional Duties / Responsibilities: Bring initiatives and activities to closure in a timely manner through effective interaction with individuals, both internal and external to the Marotta organization (as required). Abide by all safety, quality, housekeeping and company policies/procedures to ensure compliance to all regulatory and internal system requirements. Contribute to a positive and cooperative work environment through effective communication at all levels internal and external to the organization. Actively participate in team meetings, improvement initiatives/programs, etc. and support actions to drive company initiatives/goals. Assist in the training of personnel to perform required technical tasks (as directed). Consistently demonstrate commitment to company values. Keep management informed of area activities and of any significant problems. Assume responsibility for related duties as required or assigned. Ensure that work area is clean, secure, and well maintained. Complete special projects and miscellaneous assignments as required. Ability to manage conflicting priorities Excellent communication, teamwork, analytical, and leadership skills. Continuous process improvement. Basic Qualifications: 5 to 10 years of relative experience B.S. Finance, Accounting, or other technical discipline Strong EVMS background Experience working on government contracts in following capacities, and not limited to the following: Contracts Management Pricing / Proposals Business Mgt. Experience in supporting audits Customer negotiations Performing Program Financial Metrics such as EAC's, ETC, as well as EVMS (CPI / SPI) Experience in supporting audits (Internal / External (DCAA)) Superior Microsoft Excel skills Knowledge of ERP systems. Strong verbal/written communication skills required for multi-faceted interactions with all levels of personnel within the organization, as well as any and all outside agents/agencies Highly computer literate, with MS Office/PC expertise, and demonstrated experience with applicable systems, programs, equipment, etc. Ability to multitask and manage multiple assignments simultaneously within a short period of time. Must be a US Citizen This position is at our Parsippany, NJ office location.

Bilingual Role! Native/Bilingual Korean Speaking is required for this role. The proposed position will take the responsibility to provide assistance with financial reporting and analysis. This position will participate in financial report, managing budgetary expenses and overhead expenses, month-end closing, expense forecasting and provide detailed expense analysis to the senior manager. Essential Duties and Responsibilities Prepare and perform month-end closing, financial forecasting, reporting, and operational metrics tracking to help senior management make well-informed decisions. Prepare monthly Profit and Loss data for CE service division and consolidate P&L data for CSD monthly leadership meeting Assist in analyzing actual operating results at Month-end, Quarter-end, year-end and compare to the forecasted monthly/annual plan and present findings to the upper managements. Prepare various financial and operation monthly report and communicate to each expense requestors for incorrect expense posting text format (Service expense compile data, Head Count Report, Social Meal Tracker, SCR report, and etc.) Keep track of KPI data of CE Service division for the monthly report for leadership Allocate expenses to each business area by sales related call volume and reclassify GL account information for budget management Allocate budget to each cost center and GL after expense approval. Follow up with service asset modification activities such as Inventory Scrap, Refurbishment (R/B) and Free of Charge (FOC) orders. Assist finance related inquiries and establish guidelines and policies to support regarding budget, expense, travel and Etc. Prepares Executive SCR Reports to assist in the decision making of Division leadership team. Make manual journal entries for the G/L allocation monthly, and budget adjustments for the responsible Cost centers, and G/L. Background/Experience English and Korean Bilingual is must. Both must be fluent or native 0-2 years of professional experience in related area (Accounting or Finance) Bachelor's degree in accounting or related financial discipline; flexible w/ major if candidate has sufficient professional experience in related area Advanced skills in Excel - heavy use of Excel in this role SAP experience Data mining and analysis experience is a must - w/ ability to produce ad hoc reports for use by direct supervisor and leadership

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

VACO Boston has partnered with a Historical Financial Services Firm in Jersey City, NJ who is looking for an entry level candidate to join their team. Working in their Custodial Banking Operation these roles offer training and opportunity for growth. We have many success stories of our candidates becoming permanent employees and advancing to managerial roles. If the investment world and financial services has been of interest to you this could be a great way to gain experience. Position Summary: This financial services position will support all aspects of day to day accounting for assigned mutual funds and assist with daily reporting requirements. Responsibilities include: Assist with mutual fund operation tasks. Monitor and record security transactions including trade, interest payments, maturities and corporate actions. Prepare cash reconciliations. Calculate and report on fund Net Asset Values on a daily basis. Assist with management reporting activities. Assist with client service activities and inquiries. Monitor and manage cash flows and expenses. Analyze fund requests and manage fund distributions. Candidate Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience. Knowledge of Microsoft Excel. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco notes the salary range for the role as follows: $26/hr. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Our client is seeking a Business / Financial Analyst to join their team! This position is located in Basking Ridge, New Jersey. Develop and analyze financial models, tools and corresponding assumptions used to evaluate the profitability of business cases within the Growth & Revenue team Independently partner with the business to develop costing/profitability models and reports to ensure linkage between business case and business transformation teams Update financial models with current financial reporting trends and review assumptions to ensure accurate modeling results, incorporate new functionality into the models, and troubleshoot the models Develop and assess business cases for investment decisions, providing insights, recommendations and support to the business Prepare financial presentation materials and formal business case documents for use with senior leadership Present and communicate findings and recommendations to all levels of leadership Partner with teams throughout the business to leverage digital finance tools to disseminate insights and to create better informed business cases Effectively write and understand SQL code for validation of revenue for the business partners Interpret and evaluate monthly analysis of business trends, including budget variance of financial results and Key Performance indicators to identify areas of risk and opportunities and provide recommendations Manage Capital requirements, develop capital plan and provide recommendations on capital allocation Desired Skills/Experiences: Bachelors degree in Finance, Accounting, Economics, Statistics, Math or 4+ years of work experience 6+ years of relevant work experience Financial analysis and modeling experience Experience in the technology and/or telecommunications industry Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations Proficiency in Python, SQL, Tableau, Essbase, Smart View, Hyperion Planning, or Hyperion Strategic Finance Advanced understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $40.00 - $58.00 (est. hourly rate)

Key Responsibilities: Design and develop ServiceNow solutions, including workflows, integrations, and customizations, with a focus on HRSD or case management. Develop governance frameworks for Application Management Services (AMS), covering case intake, triaging, resolution, and escalation processes. Implement Agile methodologies to manage and deliver projects. Lead continuous improvement initiatives to enhance ServiceNow solutions and processes. Create and maintain documentation for ServiceNow configurations and processes.. Stay up-to-date with the latest ServiceNow features and updates. Qualifications: Proven experience as a ServiceNow Consultant or similar role, with a focus on HRSD or case management. 7+ years of professional experience Experience in developing governance frameworks for AMS. Strong knowledge of Agile methodologies. Excellent problem-solving and analytical skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team. ServiceNow certifications (e.g., Certified System Administrator, Certified Implementation Specialist) are a plus. Good to Have: Understanding of global delivery models. Excellent stakeholder management skills. Experience working with multiple vendors.