Finance Consultant Jobs in Hialeah, FL

Ascendo is thrilled to present an incredible opportunity in the ever-evolving world of private wealth management! This is your chance to step into a high-impact role with a boutique firm that's growing fast and delivering big on personalized financial strategies. We're looking for a forward-thinking investment pro to join a tight-knit team driving real results for high-net-worth clients. If you're passionate about market trends, client success, and strategic portfolio growth-this could be your next big move! Responsibilities: This role is ideal for a sharp, analytical thinker who can thrive in a fast-paced environment and take ownership of portfolio decisions, client conversations, and strategic market insights. You'll be working closely with senior advisors to elevate portfolio performance and guide investment strategy through: Designing and refining takeover analyses for prospective clients Executing complex trades and overseeing day-to-day portfolio optimization Implementing index-based strategies and identifying rebalancing opportunities Conducting in-depth research on equities, fixed income, and mutual funds Collaborating on model building and financial forecasting for investment proposals Contributing to strategic planning meetings and sharing actionable investment insights Engaging directly with clients to provide market commentary and advice Monitoring market activity and adjusting risk exposure accordingly Desired Qualifications: We're looking for a seasoned professional with deep experience in private wealth management and a strong command of investment tools and principles. Ideal candidates will bring: Active CFA designation Series 7 license Proven expertise in individual stock analysis, mutual funds, and asset allocation Familiarity with portfolio modeling and performance tracking tools A keen eye for financial reporting and market trends Exceptional communication and interpersonal skills Ability to work autonomously and contribute to high-level strategy Confidence in presenting to clients and handling market downturn discussions ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees. Primary Responsibilities Evaluating new investment opportunities, including modeling, industry research, and meeting with management teams Preparing and presenting analysis and materials for the firm's investment committee Monitoring the firm's existing portfolio companies Assisting in firm's business development efforts, such as attending industry conferences, meeting with Private Equity Firms and Bankers Desired Skills & Experience 2-4 years experience in investment banking, buyside transaction advisory or at a similar Lender or Private Equity Fund. Will NOT consider candidates without Investment Banking, Buyside Transaction Advisory or Lending/Private Equity backgrounds Strong academic record Excellent financial modeling skills Considerable deal execution experience Ability to work independently Willingness to travel Preference given to candidates currently residing in or that have demonstrable ties to the Fort Lauderdale area NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes. Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.

Are you a dynamic, client-focused financial professional with a passion for helping individuals achieve their financial dreams? Valais Wealth Management is seeking an experienced Financial Advisor to join our dedicated team in Miami. If you have at least 10 years of experience, a Series 65 license, CFP designation and are proficient in financial planning software and asset management, we want to hear from you. This is an opportunity with tremendous upside potential as we are seeking individuals who can really help develop the firm and build out our Miami presence. Job Description: As a Senior Financial Advisor at Valais Wealth Management, you will play a crucial role in assisting our clients in achieving their financial objectives. You will work closely with clients to provide personalized financial guidance and create tailored financial plans. You will utilize cutting-edge financial planning software and asset management tools to optimize clients' portfolios and make informed recommendations. Key Responsibilities: Engage with clients to understand their financial goals and objectives. Create comprehensive financial plans that align with clients' needs. Utilize financial planning and Estate planning software, analyze and implement investment strategies. Manage asset allocation, portfolio rebalancing, and investment decisions. Provide ongoing client support and maintain strong client relationships. Stay up-to-date on market trends, financial products, and industry regulations. Collaborate with the team to deliver outstanding financial services. Requirements: Minimum of 10 years of experience as a Financial Advisor. Series 65 license and CFP designation preferred, or an intent to complete. Proficiency in financial planning, estate planning software and asset management tools. Strong interpersonal and communication skills. Ability to analyze complex financial data and provide clear recommendations. Detail-oriented and highly organized. Client-centric approach and a passion for helping clients achieve their financial goals. Demonstrated talent development experience, as well as training and mentoring new staff. Portable book of business is an advantage. A commitment to ethical and transparent financial practices. Why Valais Wealth Management: Valais Wealth Management is committed to excellence in financial advisory services. We offer a dynamic and supportive work environment, ongoing professional development, and a competitive compensation package, performance-based bonuses and equity potential in the firm for the right candidate. Pre-qualified leads are provided with 5 to 10 new appointments arranged for you each week. Join our team and make a meaningful impact on the financial success of our clients while advancing your career in the financial services industry. If you meet the requirements and are ready to take your career to the next level, we invite you to apply for the Senior Financial Advisor position at Valais Wealth Management. Please submit your resume and a cover letter outlining your relevant experience and why you're the right fit for our team. Valais Wealth Management is an equal opportunity employer and encourages applications from candidates of all backgrounds.

About the Role: Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts play an essential role in developing and managing our client relationships. The Investment Banking Analyst will play a critical role in supporting senior bankers in executing a wide range of transactions within the technology sector, including mergers and acquisitions, capital raising and strategic advisory assignments. Key Responsibilities: Conduct comprehensive financial analysis, including financial modeling, valuation, and scenario analysis Assist in the preparation of pitch materials, presentations, and marketing materials for client engagements Conduct industry and company-specific research to identify market trends, competitive landscapes and potential transaction opportunities Support due diligence efforts by analyzing financial statements, conducting market research and preparing diligence materials for transactions Collaborate with cross-functional teams, including legal, accounting, and other advisors, to facilitate the execution of transactions and ensure seamless project management Participate in client meetings and calls, providing analytical support and contributing insights to discussions Assist in the drafting of transaction-related documentation, including offering memorandums, management presentations, and transaction agreements Stay abreast of market developments, regulatory changes, and industry trends affecting the technology sector, and incorporate relevant insights into client deliverables and strategic recommendations Contribute to the overall success of the team by actively participating in team meetings, sharing knowledge and best practices, and supporting junior team members as needed Qualifications: 1-2 years of relevant experience in investment banking, with a focus on the technology sector preferred, but not required An extremely ambitious and dynamic player who is competitive with a strong desire to achieve goals and able to work independently with limited direction A high degree of self-motivation, intellectual curiosity and process-orientation Professional verbal and written communication skills are required Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques Proven ability to manage multiple tasks simultaneously, prioritize effectively, and meet tight deadlines in a fast-paced, dynamic environment Detail-oriented with a high level of accuracy and diligence in work product Team player with a positive attitude, strong work ethic, and willingness to learn and grow in a collaborative team environment BS/BA required

Our Boca Raton office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. In the spirit of pay transparency, we are excited to share that the base salary range for this position is $130,000-$150,000, exclusive of bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program. WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity Facilitate the financial planning process Discover a prospect or client's values, goals and objectives Understand their current financial situation Engage them in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Source and close prospective clients Proactively follow up with clients who have not implemented financial plan Close leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Manage client relationships and client service as needed Assist the Financial Advisor during client meetings and with follow-up Take meeting notes and promptly enter into the CRM Present financial advice or plan to client with the Financial Advisor Meet with client to obtain additional planning information, or to clarify/confirm information provided Analyze client's current investments and insurance policies Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing Education/Qualifications Requires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses 4+ years of experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community

Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just awarded our parent company, Destiny Wealth Partners, the 2024 RIA Team of The Year and this is your chance to play a key role in the future success of our fast-growing organization! The Wealth Advisor plays a pivotal role in attracting and retaining clients. If you have a relentless, burning desire to succeed as a wealth advisor and share our vision, then we would love to hear from you. Description The Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients. With financial planning responsibility for the firm's clients, the Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of Nichols Wealth Partners. Responsibilities & Activities · Develops new client relationships. · Sources prospective client opportunities by capitalizing on networking and referrals. · Follows up on firm-generated leads. · Guides prospective clients through sales process · Services and delivers financial planning to client base. · Assists in research. · Assists in developing client presentations. · Services client needs and requirements as determined through client interaction. Proactively communicates with clients. · Promotes the firm's wealth enhancement and planning services. · Promotes established investment models and strategies that are suitable for our targeted clients. · Adheres to all company and industry supervisory guidelines and policies. · Participates in required meetings, training, and continuing education requirements. · Assists the Firm's Principal Wealth Advisor as requested. · Performs other duties as assigned. Industry Experience Requirements · Sales experience · At least three to five years of financial planning and/or investment advisory experience, especially working with high-net-worth clients. · Active Series 7 and 63 licenses. · Active Series 65 or 66. · Life, Health, and LTC Licenses. · Clean U-4 and U-5 history. · Certified Financial Planner (CFP) (preferred but not necessary) Knowledge, Skills, & Abilities: · Requires: · Excellent verbal, written, presentation, and interpersonal communication skills. · Excellent relationship management skills. · Superior business development skills. · Excellent attitude and an extraordinary client service orientation. · A genuine interest in serving and caring for clients. · Excellent organizational and time management skills. · A burning desire to succeed. · Proficiency with Microsoft Office Suite/Emoney/Morningstar · Bachelor's degree or higher strongly preferred. We also offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals in the greater Miami area. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and quarterly bonus programs Fully paid insurance pre-licensing course, SIE, Series 6, Series 63, 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: ********************************

Senior Manager of Finance Salary: $140,000 - $160,000 + 15% annual bonus An exciting opportunity is available for a Senior Manager of Finance with a leading global brand in the hospitality industry, known for delivering unforgettable travel experiences. This role is focused on the information technology sector of the business, overseeing the financial operations of key areas including technology infrastructure, information security, and business services. If you're passionate about technology and finance and want to drive strategic initiatives within a world-class company, this could be the perfect role for you. Why This Role: Focus on the information technology sector, including technology infrastructure, information security, and business services across the organization. Join a well-established, innovative company with a global presence in the hospitality industry. Lead the charge in optimizing forecasting processes, implementing data-driven financial strategies, and driving change within the information technology space. Key Responsibilities: Lead financial oversight of the information technology sector, including infrastructure, information security, commercial products, and services. Manage financial business cases and strategic roadmaps, ensuring they align with the organization's operational goals and objectives. Oversee and track financial forecasts for global cost centers, ensuring timely and accurate reporting of financial health. Collaborate closely with operational leadership to ensure financial initiatives are in line with corporate and departmental strategies. Provide financial insights during contract negotiations, identifying opportunities for cost optimization and improved efficiencies. Lead and mentor a team of finance professionals, guiding them through the execution of key projects and high-profile operations. Ensure compliance with SOX and corporate financial policies, ensuring the integrity of financial reporting and analysis. Qualifications: 8+ years of experience in finance and business analysis, with a focus on the information technology sector or technology-related roles. Strong understanding of accounting principles, capital activities, and expense management. Proven leadership experience, with a track record of managing teams and delivering successful financial business cases. Experience with financial modeling, data analytics, and tools such as Oracle is a plus. Excellent communication skills, with the ability to present confidently to senior leadership and cross-functional teams.

Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we're looking for... We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. Human guidance When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We're proud of our financial strength. • A++ Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) We're proud of the training we offer. • Training Magazine's APEX Award for 2022 We're proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index • Forbes 2022: America's Best Employers for Diversity • Latino Leaders 2022 Best Companies for Latinos to Work For We're proud of the help we've provided and continue to provide our clients. • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products. • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed. • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life. If you are interested in becoming a financial professional, please contact me at: ********************** or ************

Responsibilities: Support the structuring, negotiation, and execution of project finance transactions, including debt and tax equity financing for renewable energy projects. Develop and maintain financial models to evaluate project feasibility, returns, and risk analysis. Conduct due diligence, working closely with legal, technical, and development teams. Prepare investment memos, presentations, and reports for internal and external stakeholders. Assist in managing relationships with investors, lenders, and financing partners. Monitor financial performance of projects post-financing, identifying risks and opportunities. Stay up to date with market trends, regulatory developments, and financing structures in the renewable energy sector. Requirements: Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA a plus). 2-5 years of experience in project finance, investment banking, private equity, or infrastructure finance. Strong proficiency in financial modeling (Excel) and valuation techniques. Knowledge of renewable energy project finance structures, tax equity, and debt financing. Excellent analytical, problem-solving, and communication skills. Ability to work collaboratively in a fast-paced, high-growth environment.

Job Description: Financial Advisor Noesis Capital Management is a Registered Investment Advisor (RIA) firm specializing in personalized, cross-border financial solutions for high-net-worth clients. With offices in the U.S. and Europe, we provide comprehensive wealth management services, including investment planning, portfolio management, generational planning, family office support, and more. We are seeking a proactive and dedicated Financial Advisor to join our team in Boca Raton, FL, and contribute to our continued growth and client success. Learn more about us by visiting *********************** Position Overview: As a Financial Advisor at Noesis, you will be responsible for managing and growing existing client relationships, fostering new business opportunities, and maintaining strong connections with Schwab Advisor Network (SAN) branches. You will provide strategic financial guidance while ensuring transparency, integrity, and personalized client service. Key Responsibilities: Manage Existing Clients: Maintain and grow existing client relationships by providing clear and transparent ongoing communication. Financial Planning & Advisory: Develop financial plans & investment strategies tailored to clients' needs. SAN Relationship Management: Maintain and enhance relationships within the Schwab Advisor Network, including domestic, national, and international partner branches. Schwab Branch Visits: Conduct regular visits to Schwab domestic branches to build and maintain collaborative relationships. Qualifications & Requirements: Requisites for Schwab/SAN System: Must meet the qualifications necessary for acceptance into the Schwab Advisor Network system. Proactive & Self-Motivated: Demonstrates a proactive approach to client management and business development. Commitment to Learning: Willingness to continuously expand knowledge among variety of subjects from financial markets to artificial intelligence. Transparency & Integrity: Maintains high ethical standards with a commitment to transparent financial advice. Team Player with Strong Social Skills: Excellent interpersonal and communication skills, fostering collaboration within the team and with external partners. Location Requirement: Must be based in the Boca Raton, FL area or willing to relocate. Preferred Designations: CFP designation (or applicant). Work Experience: Ideally 5+ years in financial services industry. Why Join Noesis Capital Management? Collaborative Culture: Be part of a dynamic team with a strong emphasis on collaboration and continuous learning. Unique Expertise: Opportunity to work with international clients and complex cross-border financial strategies. Competitive Compensation Package: Base salary with comprehensive benefits and professional development support. How to Apply: Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the position to **************************. Please include “Financial Advisor - Boca Raton” in the subject line.

ARE YOU…? …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals? …exhausted by making money for a large corporation with no equity to show, versus building your own practice and legacy? …wanting a work-life balance culture, as opposed to punching a timeclock and being micromanaged? If you answered “YES” to any of the above, we may be the ideal home for you! Evershore Financial Group specializes in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded with client-facing certainty. Our Advisors have access to a dedicated support staff who help process business more efficiently and thoroughly, along with a multitude of competitive products and services including insurance, investments, and fee based financial planning. There are no proprietary product sales requirements. We have locations in Palm Beach Gardens, Boca Raton, and Orlando/Maitland. At Evershore Financial, you will work with individuals who walk the walk and have successful, growing practices. We don't hire for numbers; we have an incredibly strong culture within our tight-knit offices. We look for unique individuals who are worth devoting significant time and resources toward helping them grow - open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgement to help real advisors take their practice to the next level. We cater to each individual and will customize a compensation package based on your experience. What does this mean for you? We specialize in practice growth and the ability to help advisors become more sophisticated in their practice. Onboarding with comprehensive training and education from actual practitioners, not a cold ‘read the book' experience. You will receive unmatched mentoring relationships, joint work, support, and collaboration. We start with the end in mind and practice what we preach, so our advisors have access to succession planning tools and a guided future. ARE YOU THE RIGHT FIT FOR US; DO YOU HAVE….? …the desire to be and think like a business owner - matching work ethic, growth ambition, and capability to execute business initiatives? …the ability and willingness to cultivate long-term client relationships? …the goal of building equity in your career, opposed to growing a corporate bottom line? …a combination of confidence, competitiveness, humility, and willingness to learn from others? …the strong commitment to success - for you, the team, and most importantly - your clients? …or are you able to obtain your FINRA licenses (Series 7 and 66) and advanced designations such as Certified Financial Planner? Again, if you answered “YES” to any of the above - CLICK TO APPLY NOW! Your successful career with Evershore awaits! Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 990, Palm Beach Gardens, FL 33410. ******************

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 Miami, FL): 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 Miami, FL 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 ****

Responsibilities Accurately update systems to actual results, forecasts, and budgets Ensure compliance with internal and external accounting standards and financial policies Conduct in-depth financial analysis and reporting Perform cash flow analysis and provide recommendations for improvement Utilize advanced Excel functions including pivot tables for data analysis Collaborate with cross-functional teams to drive financial performance Present findings and recommendations to senior management Utilize tools such as Power BI for data visualization and reporting Qualifications Bachelor's degree or equivalent in Finance or Accounting 4+ years' of relevant experience Proficient in Microsoft Excel and Power BI Strong quantitative financial skills and skilled in creating models

The ideal candidate will be responsible for assisting upper-leadership with the annual budget process as well as various ad hoc projects. At month end, you will be responsible for budget, projection, and actual variance commentary. Responsibilities Assist with financial forecasting, reporting, and operational metrics tracking. Analyze past results, perform variance analysis, identify trends, communicating recommendations for improvements to Senior Director. Assist with month-end closing, account reconciliations, and variance analysis. Support cross-functional projects focused on improving data workflows and system efficiency. Qualifications Bachelor's degree or equivalent in Finance, Accounting, or Engineering 4+ years' of relevant experience Proficient in Microsoft Excel Strong quantitative financial skills

We are seeking a motivated and detail-oriented Entry-Level Finance Associate to join our growing finance team. This role is ideal for someone looking to build a strong foundation in finance within a fast-paced pharmaceutical R&D business. The successful candidate will support financial operations by compiling and analyzing data, coordinating payments, and potentially handling cashier responsibilities. Essential Duties and Responsibilities: Financial Data Management: Collect, organize, and analyze financial data to support budgeting, forecasting, and reporting. Payment Coordination: Assist in processing vendor invoices, employee reimbursements, and other payment transactions while ensuring accuracy and compliance with internal policies. Cash Handling (if applicable): Perform cashier duties, and ensure proper documentation of cash transactions. Reconciliation & Reporting: Support account reconciliations, financial reports preparation, and variance analysis. Process Improvement: Assist in improving financial processes and controls for efficiency and accuracy. Collaboration: Work closely with internal teams and external vendors to ensure smooth financial operations. Compliance & Documentation: Maintain accurate financial records and support audit requirements. Qualification Requirements: Bachelor's degree in Finance, Accounting, Economics, or a related field. Strong analytical and numerical skills with attention to detail. Proficiency in Microsoft Excel and familiarity with financial software is a plus. Ability to handle sensitive financial information with discretion and integrity. Strong communication and organizational skills. Willingness to learn and adapt in a dynamic environment. Why Join US: We are a fast-growing pharmaceutical startup dedicated to innovation and improving patient outcomes. Join us to gain hands-on experience in a growing pharmaceutical business, get exposure to various finance functions with opportunities for career development and work in a collaborative and supportive work environment. If you are an ambitious finance professional eager to learn and grow in a fast-paced environment, we encourage you to apply!

Sabadell is a global financial institution headquartered in Barcelona, Spain and one of Europe's oldest and most successful banking groups since its founding in 1881. Sabadell covers all areas of the financial business sector under a common denominator: professional performance and quality. In the United States, Sabadell has operated with an International Full Branch since 1993. We offer Corporate Banking services to international companies in the American market, and Private Banking services primarily to Latin American high net worth individuals and families. Job Description Banco Sabadell is seeking to add an Analyst to the Americas Corporate Lending team. The Corporate Lending team seeks to deploy the bank's capital into corporate syndicated loans, including Term Loan A's, Term Loan B's, and Revolving Credit Facilities. Responsibilities Perform full credit analysis, including company business model, financial performance, industry dynamics and trends, capital structure, loan terms and conditions, and financial projections including sensitivity analysis, among others Meet regularly with Credit Analysts and Manager in order to discuss potential deals in pipeline. Maintain order and attention to deadlines to ensure that assignments are completed timely, that loan proposals are submitted complete and in a timely manner. Evaluate potential transactions in strict adherence to Sabadell's risk appetite and underwriting policies Requirements Minimum 2 years' experience in Corporate Finance, Investment Banking, Credit or Corporate Banking; credit analysis experience is preferred but not required Bachelor's degree in finance, economics, accounting or related field Bilingual in Spanish and English Chartered Financial Analyst (CFA) or progress towards designation is preferred but not required Sabadell is an Equal Employment Opportunity Employer

Financial Analyst: Healthcare/Hospital Industry experience is a must and needs to be local. Insightful Talent is supporting a client who is looking for a Financial Analyst to join their team! In this role you will analyze financial status by collecting, monitoring, and studying data and recommending actions. Primary areas of focus are budgeting, forecasting and treasury analysis with an emphasis on accurate, timely deliverables, utilization of systems for automation and being able to solve problems and identify issues to escalate to management. What's in it for you: Work for a PE backed full-service practice management company partnering with providers who specialize in dermatology and aesthetic medicine. Be a part of a high performing team with opportunities for growth. Competitive compensation package - base comp, benefits and 401K plan. Hybrid schedule - 3 days onsite. What you'll be doing: Assist in preparing the annual budget and monthly rolling forecast for the company at the division and practice level. Assist in preparing daily, weekly, monthly treasury and cash analysis reports for all bank accounts. Assist in mergers and acquisitions diligence and analysis. Takes initiative to improve and automate processes (reduce cycle time) in conjunction with the data warehouse team. Interface independently with other internal departments to coordinate timing and accuracy of recurring data requirements. Assist in monthly revenue recognition and AR reconciliation. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconcile transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials. Protect operations by keeping financial information confidential. Contributes to team effort by accomplishing related results as needed. What you need to bring: Bachelor's degree in business or analytical field. Healthcare experience in a high transaction multi-site healthcare services environment preferred. A minimum of 2-3 years of prior analyst experience. Ability to think analytically and to provide in-depth analysis and recommendations using critical thinking and sound judgment. Advanced Excel skills are required and will be tested by Power Users. Experience with Microsoft NAV, Business Central, Jet, SQL or other database tools is preferred. Demonstrated ability to communicate in a clear and concise manner both verbally and in writing. “Self-starter” who works with enthusiasm to manage responsibilities with a sense of urgency. Insightful Talent LLC is an equal opportunity employer and prohibits discrimination and harassment of any kind. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable laws.

We're seeking a detail-oriented Financial Analyst to support our organization's financial health through in-depth data analysis, performance reporting, and cross-functional collaboration. This role is ideal for someone with a solid financial background who thrives in a dynamic manufacturing setting and enjoys optimizing processes for accuracy and efficiency. Key Responsibilities: Below are primary duties associated with the position, though responsibilities may evolve based on business priorities: Conduct analysis of financial and production cost data to detect patterns, variances, and areas for cost savings. Generate and maintain dashboards and reports using performance indicators to guide strategic decision-making. Evaluate financial KPIs to support operational cost efficiency and workflow improvements. Partner with departments such as operations, supply chain, and QA to assess financial implications of business activities. Contribute to monthly reporting cycles by identifying and explaining key financial trends and deviations. Analyze and track capital spending, depreciation schedules, and lease agreements. Examine product costing, manufacturing variances, material usage, and scrap data to uncover opportunities for process refinement. Use ERP systems like NetSuite to build reports and support insights-driven decisions. Support inventory valuation and costing activities to ensure accurate financial reporting. Assist with initiatives related to financial systems upgrades and automation projects. Participate in ad hoc financial projects and assignments as directed by leadership. Required Competencies: Advanced Excel skills (including VLOOKUP, PivotTables, and multi-sheet functions); experience with data visualization tools like Power BI is a plus. In-depth knowledge of GAAP and cost accounting principles. Hands-on experience with ERP systems (NetSuite preferred not a must). Strong analytical thinking, attention to detail, and a solution-oriented mindset. Ability to manage multiple deadlines and prioritize effectively. Strong interpersonal skills; comfortable working independently and in team settings. Proficiency in working with large datasets in high-paced environments. Preferred Qualifications: Bachelor's degree in Finance, Accounting, or related discipline (Master's degree is a plus). 2-4 years of experience in financial analysis, ideally within a manufacturing or pharmaceutical company.