7,186 Deal Origination jobs in the United States

Corporate Finance Associate Full-Time The Woodlands, TX

Industry: Oil and Gas
Employment Type: Full-Time
Location: Onsite with Hybrid Flexibility (One Remote Day Per Week)
Pay: Depends on experience; $92K-$161K

Job Summary

Our client seeks a Corporate Finance Associate to support financial planning, budgeting, forecasting, capital markets, M&A, risk management, and financial analysis. The role involves working closely with leadership and departments to drive strategic financial initiatives. Ideal candidates will have experience in oil & gas and investment banking.

Key Responsibilities

• Develop and manage financial models for planning, sensitivity analysis, and capital allocation.
• Perform budgeting, forecasting, and variance analysis .
• Support capital markets, M&A, and risk management strategies.
• Analyze company performance, revenue, expenses, and cash flow.
• Collaborate with operations, treasury, investor relations, and marketing teams.
• Prepare financial presentations and reports for leadership and external stakeholders.
• Manage general and administrative expenses.
• Conduct peer benchmarking and industry analysis.
• Assist with treasury, hedging, and financial risks .
• Support investor relations with financial data.
• Participate in other finance projects as assigned.

Required Qualifications

• Bachelors in Finance, Accounting, Economics or related field.
• Experience in oil & gas, investment banking, private equity, or FP&A.
• Strong financial modeling and Excel skills.
• Advanced PowerPoint skills.
• Excellent communication skills.
• Ability to handle multiple priorities and work cross-functionally.
• MBA or CFA preferred, not required.

Work Schedule

• Full-time, 40 hours/week.
• Hybrid with one remote day/week.
• Occasional travel to field locations.

Benefits & Additional Info

• Competitive salary and benefits.
• Background check and drug screening required.

Keywords: corporate finance, financial modeling, capital markets, M&A, budgeting, forecasting, FP&A, treasury, risk management, Excel, investment banking, private equity, hybrid roles, The Woodlands.

Ibotta is seeking a Corporate Finance Associate to join our innovative team and contribute to our mission to Make Every Purchase Rewarding. This person will be responsible for driving enterprise value at Ibotta by conducting research, analyzing data, and generating actionable insights to help us improve our financial performance. This role will also be responsible for developing and maintaining financial models, and preparing reports and presentations for senior management.

This position is located in Denver, Colorado as a hybrid position requiring 3 days in office, (Tuesday, Wednesday, and Thursday). Candidates must live in the United States.

What you will be doing:

• Partner with Senior Leadership, cross-functional business leads, and external stakeholders across a range of strategic initiatives to create and structure financial models needed to drive special project execution and related financial analyses.

• Capture the entirety of financial implications across the companys P&L, balance sheet and cash position.

• Build investor-facing materials, including investor presentations, models, and data.

• Develop and drive deeper understanding of our KPIs across the company and implications on performance, strategic initiatives and valuation.

• Participate in monthly, quarterly, annual and long range P&L forecasts leveraging cross-functional partnerships.

• Ad hoc financial modeling and analysis.

• Understand Ibottas strategy, financial performance and competitive positioning to assess company priorities and outside opportunities.

• Display a high degree of integrity, trustworthiness, and professionalism at all times.

• Embrace and uphold Ibottas Core Values: Integrity, Boldness, Ownership, Teamwork, Transparency, & A good idea can come from anywhere

What we are looking for:

• 4+ years of experience in Finance or related field

• Experience in investment banking, private equity or FP&A / Strategic Finance at high-growth technology company preferred

• Proven experience in supporting complex financial deals

• Advanced skills in financial modeling & analyses, forecasting, budgeting, scenario analyses and performance measurement.

• Proven ability to drive process enhancements and improve reporting accuracy

• Exceptional Communication and Collaboration Skills across teams and departments

• Readily identify problems and instinctively seek solutions, and communicate complex financial data to non-financial stakeholders

• Capable of managing multiple priorities in a fast-paced environment, while maintaining high-quality output under pressure

• Self-driven, proactive, and committed to excellence

• Required Education: Bachelor's Degree

About Ibotta ("I bought a.")

Ibotta (NYSE: IBTA) is a leading performance marketing platform allowing brands to deliver digital promotions to over 200 million consumers through a network of publishers called the Ibotta Performance Network (IPN). The IPN allows marketers to influence what people buy, and where and how often they shop all while paying only when their campaigns directly result in a sale. American shoppers have earned over $1.8 billion through the IPN since 2012. The largest tech IPO in history to come out of Colorado, Ibotta is headquartered in Denver, and is continually listed as a top place to work by The Denver Post and Inc. Magazine.

Additional Details:

• This position is located in Denver, CO and includes competitive pay, flexible time off, benefits package (including medical, dental, vision), Lifestyle Spending Account, Employee Stock Purchase Program, and 401k match. Denver office perks include paid parking, snacks, and occasional meals.

• Base compensation range: $04,000 - 119,000. This role also includes a variable component in addition to base salary that will increase total earnings.

• Ibotta is an Equal Opportunity Employer. Ibottas employment decisions are made without regard with race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected status

• Applicants must be currently authorized to work in the United States on a full-time basis.

• For the security of our employees and the business, all employees are responsible for the secure handling of data in accordance with our security policies, identifying and reporting phishing attempts, as well as reporting security incidents to the proper channels.

Recruiting Agency Notice
Ibotta does not accept agency resumes and is not responsible for any fees related to unsolicited resumes. Please do not forward resumes to any Ibotta employees.

#LI-Hybrid

#BI-Hybrid

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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners
• Develop pitch materials including industry specific and general economic information
• Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls
• Generate customized industry-specific content for internal and external purposes
• Take ownership of basic client follow up activities as appropriate
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy
• Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation, and a growing level of comfort with client interaction
• Effectively work with partners and teammates with little oversight, able to take ownership of projects
• Provide strategic perspective around industry expertise and initiatives that drive business growth

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelors degree
• Three years of related financial services work experience
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• Strong analytical skills and attention to detail
• Strong written and verbal communication skills
• Competitive drive and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

• Minimum GPA: 3.0

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the LawPay Transparency Nondiscrimination ProvisionE-Verify

Corporate Finance - Associate page is loaded

• Participate meaningfully in all aspects of transaction development and execution

• Develop and present analyses and presentations in client and prospect meetings

• Identify strategic and financial buyers and sellers

• Participate in M&A strategy development discussions

• Draft information memoranda and management presentations

• Coordinate and support due diligence

• Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis

• Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information

• Mentor and develop staff (Analysts)

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Some travel may be required to client sites during engagements

Required education and experience

• Bachelor's degree in finance, economics, or a related field

• 3 5 years of experience in investment banking

Preferred education and experience

• Master's degree in finance, economics, or a related field

• Series 7, 79, and/or 63 designations

• Any FINRA licenses, CFA charters, and other industry-specific designations

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

UHY is one of the nations largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

UHY is one of the nations largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

Enjoy a collaborative and supportive work environment where teamwork is valued.

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Overview:
An established law firm is seeking a Corporate Finance Associate Attorney with 2 to 6 years of experience in commercial finance transactions. The ideal candidate will handle complex lending matters and represent both borrowers and lenders in middle-market transactions. The position offers an excellent opportunity to work on a wide range of secured and unsecured financing deals, including cross-border transactions, and to build expertise in Uniform Commercial Code (UCC) matters.

Location:

Duties:

Represent clients in middle-market commercial lending transactions

Provide legal counsel on secured transactions under the Uniform Commercial Code

Advise on structuring and execution of:

Term loans

Letters of credit

Draft and negotiate equipment leasing and finance agreements

Manage legal aspects of secured and unsecured cross-border credit facilities

Collaborate with colleagues across legal disciplines on transaction matters

Requirements:

2 to 6 years of experience in commercial finance law

Demonstrated ability to manage complex transactional matters independently

Experience representing both lenders and borrowers preferred

Strong attention to detail and organizational abilities

Education:

Juris Doctor (J.D.) from an accredited U.S. law school

Certifications:

Active bar membership in good standing in New York or eligibility for admission by waiver

Skills:

Strong legal drafting and negotiation skills

In-depth knowledge of UCC Article 9 and commercial lending practices

Sound legal judgment and analytical thinking

Ability to work collaboratively within multidisciplinary legal teams

Medical, dental, and vision coverage

Life and long-term disability insurance

Flexible spending accounts

Pension plan

Paid Time Off (PTO)

Additional firm-specific programs and support resources

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (
Fax : (

We are looking for associates Classes of 2022 - 2018 to join our Corporate Finance Department in DC or NY as follows:

• Leverage finance experience with a focus on borrower side.
• Fund Finance experience.

The Firm pays market salaries to our attorneys. As such, below is the current associate base salary scale:

1. 1st year: $225,000
2. 2nd year: $35,000
3. 3rd year: 260,000
4. 4th year: 310,000
5. 5th year: 365,000
6. 6th year: 390,000
7. 7th year: 420,000
8. 8th year: 435,000

Salary Range 235,000 - 390,000 USD. The actual salary offered will be based on a number of factors including but not limited to the qualifications of the applicant, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.

Language Fluency: English (Required)

Work Shift:

Job Grade:

Please review the following job description:

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Conduct industry and company research using available resources to source prospect names, develop and refine prospect lists in coordination with industry coverage team and partners
• Develop pitch materials including industry specific and general economic information
• Contribute industry relevant material for internal deal discussions i.e. org calls and credit screens and take leadership role in such calls
• Generate customized industry-specific content for internal and external purposes
• Take ownership of basic client follow up activities as appropriate
• Track calling and marketing efforts to clients and prospects, reinforce proper use of CRM system with the coverage team, assisting as needed
• Develop enhanced understanding of the market, credit, and products; continue to develop relationship management skills with appropriate autonomy
• Demonstrate a continuously increasing knowledge of assigned industry, proactive creativity around idea generation, and a growing level of comfort with client interaction
• Effectively work with partners and teammates with little oversight, able to take ownership of projects
• Provide strategic perspective around industry expertise and initiatives that drive business growth

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelors degree
• Three years of related financial services work experience
• FINRA licenses: Securities industry Essentials Exam (SIE), Investment Banking Series Exam (79) and the Uniform Securities Agent State Law Exam (63) or ability to attain within 120 days of start date.
• Strong analytical skills and attention to detail
• Strong written and verbal communication skills
• Competitive drive and high work ethic, self-starter, team-oriented
• Solid leadership and interpersonal skills
• High level of adaptability and flexibility with strong organizational and time management skills
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

• Minimum GPA: 3.0

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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Job Summary

The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.

Job Summary

The Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Associates are responsible for overseeing Analysts on project teams and providing senior M&A professionals with support and various deal materials.

Job Description

• Participate meaningfully in all aspects of transaction development and execution
• Develop and present analyses and presentations in client and prospect meetings
• Identify strategic and financial buyers and sellers
• Participate in M&A strategy development discussions
• Draft information memoranda and management presentations
• Coordinate and support due diligence
• Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis
• Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information
• Mentor and develop staff (Analysts)
  
  

• None
  
  

• Work is conducted in a professional office environment with minimal distractions
  
  

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time
  
  

• Some travel may be required to client sites during engagements
  
  

• Bachelor's degree in finance, economics, or a related field
• 3 5 years of experience in investment banking
  
  

• Master's degree in finance, economics, or a related field
• Series 7, 79, and/or 63 designations
• Any FINRA licenses, CFA charters, and other industry-specific designations
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Accounting

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Location
New York City, NY, United States

Posted on
May 13, 2025

Profile

A law firm seeks an experienced Corporate Finance Associate to join its dynamic team in New York. This position is ideal for associates with a background in corporate finance, particularly those with experience in borrower-side leverage finance and fund finance. The successful candidate will be involved in high-profile transactions and provide legal counsel on sophisticated finance matters.

Duties:

• Provide legal support on borrower-side leverage finance and fund finance transactions.
• Draft, negotiate, and review complex financing agreements.
• Advise clients on various aspects of corporate finance, including structuring and restructuring deals.
• Collaborate with senior attorneys and clients to navigate complex financial transactions.
• Conduct due diligence and manage risk assessment throughout the transaction process.
• Work closely with clients to ensure compliance with relevant laws and regulations.
• Contribute to team efforts on high-value financing projects, ensuring timely and efficient deal execution.

Requirements:

• Between 3 to 7 years of experience in corporate finance law, with a focus on borrower-side leverage finance and/or fund finance.
• Experience handling sophisticated financial transactions and advising clients in corporate finance matters.
• Strong understanding of corporate finance regulations and industry trends.
• Ability to work effectively both independently and as part of a team.
• Strong communication skills with the ability to interact with clients, partners, and other stakeholders.
• Detail-oriented and adept at managing complex transactions under tight deadlines.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Active membership in the NY State Bar.

Skills:

• Expertise in leverage finance and fund finance transactions.
• Strong drafting, negotiation, and transaction management skills.
• Proficiency in conducting legal research and due diligence.
• Excellent written and verbal communication skills.
• Ability to provide strategic legal counsel and risk assessment.
• Highly organized with the capacity to handle multiple complex projects simultaneously.
• Competitive compensation package.
• Comprehensive benefits include health, dental, and vision insurance.
• Paid time off and sick leave.
• Retirement plan options, including 401(k).
• Professional development opportunities and a supportive team environment.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (
Fax : (

I am the recruiting partner at Seward & Kissel LLP (S&K). I have been actively involved in recruiting and the summer program in official capacities for the past three years and in unofficial capacities since joining the firm. I .

I am the recruiting partner at Seward & Kissel LLP (S&K). I have been actively involved in recruiting and the summer program in official capacities for the past three years and in unofficial capacities since joining the firm. I .

I am the recruiting partner at Seward & Kissel LLP (S&K). I have been actively involved in recruiting and the summer program in official capacities for the past three years and in unofficial capacities since joining the firm. I .