2,285 Deal Structuring jobs in the United States

Manager of Technical Accounting and Deal Analysis

22212 Arlington, Virginia Robert Half

Posted 4 days ago

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Description
Our client, a very well capitalized, private equity backed company that is in high acquisition mode with a number of current nationwide targets, is recruiting for their Manager of Technical Accounting and Deal Analysis to join their world class team. Based in the Washington, DC area, this is a ground floor opportunity for a talented Technical Accounting Manager to take their career to the next level quickly with a great amount of career runway as this company rapidly builds their finance team and overall infrastructure. This newly created Manager of Technical Accounting position will work with a tenured Controller support their talented CFO closely. This opportunity offers a chance to work in a dynamic environment, where your skills in public accounting, business combinations, and financial reporting will be highly valued. This role will oversee the preparation of opening balance sheets for acquisitions, ensure compliance with relevant accounting standards, and support the Controller in various technical accounting tasks.
In addition, this role will provide accounting leadership and technical guidance for the corporate team and their acquisition integrations. Duties for this this exciting Manager of Technical Accounting and Deal Analysis position will include the following:
- Supporting ongoing acquisitions including preparation of opening balance sheets and support technical accounting matters related to the transaction
- Performing financial analysis to support deal structuring, including purchase price allocation and post-transaction adjustments.
- Calculating working capital by entity and ensure compliance with relevant accounting standards, such as ASC 805 for business combinations.
- Supporting the Controller's group with account reconciliations and accounting for intercompany transactions.
- Compiling cash forecasts and reporting relating to acquisitions
- Assisting with the maintenance of technical accounting standards such as ASC 805, 606 and 842
- Supporting the continued implementation of their new ERP systems
- Preparing workpapers and month-end reconciliations for balance sheet accounts and select income statement accounts.
- Identifying and valuing tangible and intangible assets, liabilities, and goodwill.
- Assisting to integrate acquired entities into the consolidated financial reporting systems
- Support the company's annual audits and tax filings.
Our client offers healthcare benefits as part of their total compensation package.
Please submit your resume in confidence to Raj Khanna, Senior Vice President at Robert Half or directly via LinkedIn for immediate consideration for this or one of our other active career opportunities in the Washington Metro area.
Requirements
- 4 years of more years of financial audit experience. Experience within a Big 4 or national level accounting firm is preferred
- prior experience with supporting Mergers & Acquisitions (M& A) and business combinations
- proven skills in technical accounting matters and financial reporting
- experience in a Big 4 or national firm transaction advisory services practice or M& A experience in a corporate setting is desired
- Certified Public Accountant (CPA) is desired
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Principal , Deal Strategy and Structuring, Kuiper Government Solutions

98052 Redmond, Washington Washington Staffing

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Principal - Tech Business Development Lead

Are you aspiring to be part of Amazon's mission to launch a constellation of Low Earth Orbit satellites to provide low-latency, high-speed broadband connectivity to unserved and underserved communities around the world? It's Day 1 for Amazon's next multi-billion-dollar business and the Kuiper Government Solutions (KGS) team is looking for a seasoned Principal - Tech Business Development Lead to join us. KGS is seeking to hire a technical business development (BD-T) into the Global Technology Solutions (GTS) team. GTS is responsible for envisioning the next generation of Kuiper products and services to drive business growth and enhance the value proposition for customers and partners globally. If you are passionate about building go-to-market strategies, deal strategies and structures, orchestrate and execute plans cross-functionally to deliver run rate revenue for the business, then this is the answer to your calling. This role engages with KGS US and International Sales, Product, and Program teams to define the product, go-to-market, and deal strategy; business and partner models; deal structures and constructs to close private pricing contracts. This role engages directly with KGS leadership to drive closure of strategic, large, complex, and/or highly competitive deals to accelerate growth, increase adoption, and unlock new business capabilities. The scope is to enable government segments across Defense, National Security, Federal Civil, and State, Local, and Education (SLED) opportunities globally. These engagements may also involve Pan-Amazon and KGS go-to-market opportunities involving partnership with Kuiper Commercial, AWS, Devices, and other Amazon entities. You will inspire and influence KGS customers, sales executives, and other internal stakeholders to address customer challenges through innovative strategies and business models. You will create actionable strategies, develop and shape opportunities, and drive large, complex, or highly competitive deals to enable negotiations and closure. This highly visible role will own alignment with C-level executives and multiple lines of business to achieve business outcomes, increase the adoption of KGS services, and build scalable ways to sell.

Key Job Responsibilities

  • Write bar raising customer and business facing CXO level proposals and documents to influence and drive decision making at the highest levels of the organization.
  • Adept at thinking strategically and analytically about business, product, and technical requirements, with the ability to crystalize recommendations, and build consensus across the organization.
  • Drive voice of the customer initiatives to understand public sector customer needs, validate use cases, conduct proof of concepts, and drive adoption and retention.
  • Experience working in start-up mode building sales presentations, product and service offerings, and value propositions. Be able to navigate ambiguity, create a plan, and execute programmatically.
  • Work closely with KGS legal, regulatory, infrastructure, and engineering teams to develop targeted strategies to expand the public sector business and drive adoption of product offerings.
  • Provide regular updates and insights to KGS leadership on market trends, competitive landscape, and customer/partner feedback. Have bias for action to implement strategic initiatives based on inputs.
  • Collaborate with KGS cross-functional teams (marketing, product, solutions architecture, deal desk, sales operations, etc.) to ensure service launch readiness.
  • Work with key KGS stakeholders including finance, legal, accounting, tax, and operations to obtain approvals and consummate deals.
  • Be obsessed with customer success to operationalize specialized KGS contracts after deal closure, onboard customers, provide account and technical support, orchestrate and fulfill service orders.

Basic Qualifications

  • 7+ years of developing, negotiating and executing business agreements experience
  • 10+ years of professional or military experience
  • Bachelor's degree
  • 7+ years experience developing strategies that influence leadership decisions at the organizational level
  • 7+ years experience in scaling sales and delivering service through go-to-market strategies, business development, opportunity qualification, deal assessment, and managing the sales pipeline.
  • 7+ years experience in driving offers and contracts at high velocity, building deal frameworks, approval workflows and scalable review mechanisms through automation using customer and business insights.

Preferred Qualifications

  • Experience influencing innovation through a partner ecosystem with either solutions or programs that have demonstrated success at enterprise customers
  • Experience thinking and working creatively to develop unique joint value propositions and product strategy within a partner ecosystem

Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner. Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $158,400/year in our lowest geographic market up to $262,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external career site.

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Principal , Deal Strategy and Structuring, Kuiper Government Solutions

98073 Snoqualmie, Washington Amazon

Posted 6 days ago

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Description
Are you aspiring to be part of Amazon's mission to launch a constellation of Low Earth Orbit satellites to provide low-latency, high-speed broadband connectivity to unserved and underserved communities around the world? It's Day 1 for Amazon's next multi-billion-dollar business and the Kuiper Government Solutions (KGS) team is looking for a seasoned Principal - Tech Business development lead to join us.
KGS is seeking to hire a technical business development (BD-T) into the Global Technology Solutions (GTS) team. GTS is responsible for envisioning the next generation of Kuiper products and services to drive business growth and enhance the value proposition for customers and partners globally. If you are passionate about building go-to-market strategies, deal strategies and structures, orchestrate and execute plans cross-functionally to deliver run rate revenue for the business, then this is the answer to your calling.
This role engages with KGS US and International Sales, Product, and Program teams to define the product, go-to-market, and deal strategy; business and partner models; deal structures and constructs to close private pricing contracts. This role engages directly with KGS leadership to drive closure of strategic, large, complex, and/or highly competitive deals to accelerate growth, increase adoption, and unlock new business capabilities. The scope is to enable government segments across Defense, National Security, Federal Civil, and State, Local, and Education (SLED) opportunities globally. These engagements may also involve Pan-Amazon and KGS go-to-market opportunities involving partnership with Kuiper Commercial, AWS, Devices, and other Amazon entities.
You will inspire and influence KGS customers, sales executives, and other internal stakeholders to address customer challenges through innovative strategies and business models. You will create actionable strategies, develop and shape opportunities, and drive large, complex, or highly competitive deals to enable negotiations and closure. This highly visible role will own alignment with C-level executives and multiple lines of business to achieve business outcomes, increase the adoption of KGS services, and build scalable ways to sell.
10037
Key job responsibilities
- Write bar raising customer and business facing CXO level proposals and documents to influence and drive decision making at the highest levels of the organization.
- Adept at thinking strategically and analytically about business, product, and technical requirements, with the ability to crystalize recommendations, and build consensus across the organization.
- Drive voice of the customer initiatives to understand public sector customer needs, validate use cases, conduct proof of concepts, and drive adoption and retention.
- Experience working in start-up mode building sales presentations, product and service offerings, and value propositions. Be able to navigate ambiguity, create a plan, and execute programmatically.
- Work closely with KGS legal, regulatory, infrastructure, and engineering teams to develop targeted strategies to expand the public sector business and drive adoption of product offerings.
- Provide regular updates and insights to KGS leadership on market trends, competitive landscape, and customer/partner feedback. Have bias for action to implement strategic initiatives based on inputs.
- Collaborate with KGS cross-functional teams (marketing, product, solutions architecture, deal desk, sales operations, etc.) to ensure service launch readiness.
- Work with key KGS stakeholders including finance, legal, accounting, tax, and operations to obtain approvals and consummate deals.
- Be obsessed with customer success to operationalize specialized KGS contracts after deal closure, onboard customers, provide account and technical support, orchestrate and fulfill service orders.
Export Control - This position requires that the candidate selected be a U.S. Citizen in order to comply with U.S. government-imposed requirements related to the nature of the work and/or where it will be performed.
Basic Qualifications
- 7+ years of developing, negotiating and executing business agreements experience
- 10+ years of professional or military experience
- Bachelor's degree
- 7+ years experience developing strategies that influence leadership decisions at the organizational level
- 7+ years experience in scaling sales and delivering service through go-to-market strategies, business development, opportunity qualification, deal assessment, and managing the sales pipeline.
- 7+ years experience in driving offers and contracts at high velocity, building deal frameworks, approval workflows and scalable review mechanisms through automation using customer and business insights.
Preferred Qualifications
- Experience influencing innovation through a partner ecosystem with either solutions or programs that have demonstrated success at enterprise customers
- Experience thinking and working creatively to develop unique joint value propositions and product strategy within a partner ecosystem
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $158,400/year in our lowest geographic market up to $262,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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Principal , Deal Strategy and Structuring, Kuiper Government Solutions

22212 Arlington, Virginia Amazon

Posted 6 days ago

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Job Description

Description
Are you aspiring to be part of Amazon's mission to launch a constellation of Low Earth Orbit satellites to provide low-latency, high-speed broadband connectivity to unserved and underserved communities around the world? It's Day 1 for Amazon's next multi-billion-dollar business and the Kuiper Government Solutions (KGS) team is looking for a seasoned Principal - Tech Business development lead to join us.
KGS is seeking to hire a technical business development (BD-T) into the Global Technology Solutions (GTS) team. GTS is responsible for envisioning the next generation of Kuiper products and services to drive business growth and enhance the value proposition for customers and partners globally. If you are passionate about building go-to-market strategies, deal strategies and structures, orchestrate and execute plans cross-functionally to deliver run rate revenue for the business, then this is the answer to your calling.
This role engages with KGS US and International Sales, Product, and Program teams to define the product, go-to-market, and deal strategy; business and partner models; deal structures and constructs to close private pricing contracts. This role engages directly with KGS leadership to drive closure of strategic, large, complex, and/or highly competitive deals to accelerate growth, increase adoption, and unlock new business capabilities. The scope is to enable government segments across Defense, National Security, Federal Civil, and State, Local, and Education (SLED) opportunities globally. These engagements may also involve Pan-Amazon and KGS go-to-market opportunities involving partnership with Kuiper Commercial, AWS, Devices, and other Amazon entities.
You will inspire and influence KGS customers, sales executives, and other internal stakeholders to address customer challenges through innovative strategies and business models. You will create actionable strategies, develop and shape opportunities, and drive large, complex, or highly competitive deals to enable negotiations and closure. This highly visible role will own alignment with C-level executives and multiple lines of business to achieve business outcomes, increase the adoption of KGS services, and build scalable ways to sell.
10037
Key job responsibilities
- Write bar raising customer and business facing CXO level proposals and documents to influence and drive decision making at the highest levels of the organization.
- Adept at thinking strategically and analytically about business, product, and technical requirements, with the ability to crystalize recommendations, and build consensus across the organization.
- Drive voice of the customer initiatives to understand public sector customer needs, validate use cases, conduct proof of concepts, and drive adoption and retention.
- Experience working in start-up mode building sales presentations, product and service offerings, and value propositions. Be able to navigate ambiguity, create a plan, and execute programmatically.
- Work closely with KGS legal, regulatory, infrastructure, and engineering teams to develop targeted strategies to expand the public sector business and drive adoption of product offerings.
- Provide regular updates and insights to KGS leadership on market trends, competitive landscape, and customer/partner feedback. Have bias for action to implement strategic initiatives based on inputs.
- Collaborate with KGS cross-functional teams (marketing, product, solutions architecture, deal desk, sales operations, etc.) to ensure service launch readiness.
- Work with key KGS stakeholders including finance, legal, accounting, tax, and operations to obtain approvals and consummate deals.
- Be obsessed with customer success to operationalize specialized KGS contracts after deal closure, onboard customers, provide account and technical support, orchestrate and fulfill service orders.
Export Control - This position requires that the candidate selected be a U.S. Citizen in order to comply with U.S. government-imposed requirements related to the nature of the work and/or where it will be performed.
Basic Qualifications
- 7+ years of developing, negotiating and executing business agreements experience
- 10+ years of professional or military experience
- Bachelor's degree
- 7+ years experience developing strategies that influence leadership decisions at the organizational level
- 7+ years experience in scaling sales and delivering service through go-to-market strategies, business development, opportunity qualification, deal assessment, and managing the sales pipeline.
- 7+ years experience in driving offers and contracts at high velocity, building deal frameworks, approval workflows and scalable review mechanisms through automation using customer and business insights.
Preferred Qualifications
- Experience influencing innovation through a partner ecosystem with either solutions or programs that have demonstrated success at enterprise customers
- Experience thinking and working creatively to develop unique joint value propositions and product strategy within a partner ecosystem
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $158,400/year in our lowest geographic market up to $262,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit . This position will remain posted until filled. Applicants should apply via our internal or external career site.
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Finance Manager, US Real Estate & Development Deal Analysis

60684 Chicago, Illinois McDonald's

Posted 2 days ago

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Job Description

Job Description:
Company Description:
McDonald's is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that serve 70 million customers daily. We continue to operate from a position of strength. Our updated growth strategy is focused on staying ahead of what our customers want and realizing further growth potential. Our relentless ambition is why McDonald's remains one of the world's leading corporations after almost 70 years. Joining McDonald's means thinking big and preparing for a career that can have influence around the world.
At McDonald's, we see every day as a chance to create positive impact. We lead through our values centered on inclusivity, service, integrity, community and family. From support of Ronald McDonald House Charities to our Youth Opportunity project and sustainability initiatives, our values keep us dedicated to using our scale for good: good for our customers, people, industry and planet. We also offer a broad range of outstanding benefits including a sabbatical program, tuition assistance and flexible work arrangements.
Department Overview
Company Description:
McDonald's is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that serve 70 million customers daily. We continue to operate from a position of strength. Our updated growth strategy is focused on staying ahead of what our customers want and realizing further growth potential. Our relentless ambition is why McDonald's remains one of the world's leading corporations after almost 70 years. Joining McDonald's means thinking big and preparing for a career that can have influence around the world.
At McDonald's, we see every day as a chance to create positive impact. We lead through our values centered on inclusivity, service, integrity, community and family. From support of Ronald McDonald House Charities to our Youth Opportunity project and sustainability initiatives, our values keep us dedicated to using our scale for good: good for our customers, people, industry and planet. We also offer a broad range of outstanding benefits including a sabbatical program, tuition assistance and flexible work arrangements.
We are enjoying the flexibility of a hybrid work model, in which employees spend part of their week connecting with co-workers in our state-of-the-art headquarters. Located in the booming West Loop of downtown Chicago, it's set up to be a global hub that cultivates collaboration
About the Department
Based out of our headquarters in the West Loop of Chicago, U.S. Finance is comprised of several teams of professionals that oversee all internal financial planning and analysis activity, economic policy and franchisee financial support for McDonald's USA, LLC. The various groups within the department work together to provide in-depth financial reporting for both the Company and its franchisees, preserve the internal control environment, and plan for the various business unit's capital, G&A and operating income goals. In addition, teams provide economic analysis on new business introductions such as menu, equipment, and operating procedures and manage the investment portfolio for assets related to Company owned restaurants.
About the Opportunity
US Finance is comprised of financial professionals who lead all aspects of financial activities, including real estate and development finance; financial planning and analysis; pricing, affordability, and digital strategy; national field finance; field finance; and economic policy for McDonald's USA, LLC.
This position offers a unique opportunity to lead the Deal Analysis team. This team is a key partner to the New Construction and Reinvestment teams within Real Estate and Development, which is one of the 4-"Ds" of McDonald's Accelerating the Arches growth strategy. The U.S. Real Estate Team works across the U.S. to locate exceptional locations for New Restaurants. The individual in this role leads a team that works directly with Real Estate Teams to analyze each location using multiple data points and provide meaningful financial analysis for each site. In addition, this role works directly with each of the 10 U.S. Field Offices to provide analysis on sites that will be Rebuilt. This role offers the opportunity to be the subject matter expert in real estate finance and be a strategic thought partner to influence critical decision making for new store development and reinvestment.
Duties
+ Influence decision making at weekly Real Estate Committee Meetings through effective communication of financial returns on investments.
+ Lead team of Supervisors and Specialists that analyze economics of New Restaurants, by modeling sales, cash flow, and returns, and provide insight into the relative risks and opportunities of those transactions.
+ Enable team efforts to leverage data and analytics to build reporting that communicates key portfolio metrics to executive leadership. Reporting emphasizes insight into portfolio returns, development costs, and global development KPIs.
+ Evaluate Rebuild economics by leading the review of Incremental returns and collaborate with Global Business Services and Asset Management teams to incorporate US economic policies.
+ Partner with cross-functional stakeholders to continuously improve processes and communication between US Development, Technology, and Finance Teams.
+ Gain a deep understanding of U.S. economic policies and adapting analysis as needed to drive optimal decision making for our real estate portfolio and growth plans.
+ Lead ad hoc analysis and special projects to enhance our real estate and development finance strategies as well as opportunities for broader exposure to the U.S. Finance and U.S. Real Estate Development organizations.
+ Coach, train, and mentor members of the Deal Analysis team, aiding in their professional development and financial proficiency.
Qualifications
+ Bachelor's degree in Finance or Accounting preferred.
+ 6+ years of Finance/Accounting experience
+ Exceptional analytical skills with attention to detail for high-value decisions
+ Strong communication skills, both verbally and written, to interact with cross-functional stakeholders at various organizational levels
+ Strong interpersonal skills and ability to anticipate customer needs while building quality cross-functional relationships
+ Demonstrated ability to lead through people and desire to develop team talent
+ Strategic problem solver
+ Strong organizational skills and ability to manage competing priorities
+ Curiosity and desire to understand broader business strategy
+ Ability to operate effectively in a team environment with remote workers
+ High proficiency with Microsoft Office Suite
Compensation
Bonus Eligible: Yes
Long - Term Incentive: Yes
Benefits Eligible: Yes
Salary Range
The expected salary range for this role is $112,860.00 - $143,900.00 per year
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors.
CompetenciesExecution ProficiencyBackground & ValuesStrategic ProficiencyBuilding BlocksTalent Proficiency
Additional Information:
Benefits eligible: This position offers health and welfare benefits, a 401(k) plan, adoption assistance program, educational assistance program, flexible ways of working, and time off policies (including sick leave, parental leave, and vacation/PTO). Eligibility requirements apply to some benefits and may depend on job classification and length of employment.
Bonus eligible: This position is eligible for a bonus, calculated based on individual and company performance.
Long term Incentive eligible: This position is eligible for stock or other equity grants pursuant to McDonald's long-term incentive plan.
McDonald's is an equal opportunity employer committed to the diversity of our workforce. We promote an inclusive work environment that creates feel-good moments for everyone. McDonald's provides reasonable accommodations to qualified individuals with disabilities as part of the application or hiring process or to perform the essential functions of their job. If you need assistance accessing or reading this job posting or otherwise feel you need an accommodation during the application or hiring process, please contact Reasonable accommodations will be determined on a case-by-case basis.
McDonald's provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex, sex stereotyping, pregnancy (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), race, color, religion, ancestry or national origin, age, disability status, medical condition, marital status, sexual orientation, gender, gender identity, gender expression, transgender status, protected military or veteran status, citizenship status, genetic information, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Nothing in this job posting or description should be construed as an offer or guarantee of employment.
Requsition ID: 1779
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Financial Analysis

Premium Job
Remote QPI Healthcare Services

Posted 20 days ago

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Job Description

Part Time Temporary

Job Overview
We are seeking a skilled Financial Analyst to join our team. The ideal candidate will be responsible for analyzing financial data, creating financial models, and providing insights to support strategic decision-making.

Duties
- Conduct financial analysis to guide company investment decisions
- Develop financial models to forecast future growth and analyze trends
- Assist in budgeting and forecasting processes
- Perform quantitative research on market trends and competitors
- Provide recommendations based on data-driven insights
- Collaborate with various teams to support strategic planning initiatives

Skills
- Proficiency in math and Excel. Experience with Addepar would be helpful but not mandatory
- Experience in budgeting and corporate accounting
- Knowledge of investment banking principles
- Strong analytical skills for quantitative research
- Familiarity with business intelligence tools such as Tableau
- Ability to work with pivot tables for data analysis
- Experience in strategic planning for financial decision-making

Company Details

At QPI Healthcare Services, we specialize in DME accreditation support, Durable Medical Equipment credentialing, and full-service compliance solutions for healthcare providers across the nation. We understand that operating a Durable Medical Equipment (DME) company in today’s regulated environment is no small feat. With accreditation organizations, CMS, and multiple payers all requiring strict adherence to specific standards, many providers struggle to keep up. That’s where QPI steps in with proven systems, deep industry expertise, and a commitment to your long-term success. With over 30 years of hands-on experience in regulatory compliance, accreditation readiness, and DME startup consulting, QPI has guided thousands of providers through the complex landscape of Medicare regulations and payer enrollment processes. Our experienced team brings clarity to what can often feel like chaos so you can focus on what matters most: delivering quality care to your patients. We are proud to be a trusted partner in launching and sustaining fully compliant DME businesses. From initial credentialing and state licensing to operational policies and staff compliance, we offer step-by-step support designed to meet the highest standards in healthcare delivery. Whether you are preparing for your first site visit or addressing deficiencies in an existing operation, our experts are here to help.
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Financial Analysis Consultant

92659 Newport Beach, California Pacific Life

Posted today

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life insurance, parental leave, paid time off, 401(k) United States, California, Newport Beach Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Consultant - FP&A and Business Insights to join our Pacific Life Investments in Newport Beach, CA. How you'll help move us forward: Key Responsibilities: Continuously enhance planning and forecasting processes, tools, and methodologies to drive greater transparency, efficiency, and accuracy. Establish key relationships within PLI and external PLI (ERM, Accounting, Accounting Policy, Treasury, Divisional Finance, Enterprise FP&A) Document and maintain clear, detailed departmental procedures to support consistency, compliance, and knowledge sharing. Planning: Develop and support the annual plan process for Pacific Life Investments, including Corporate Surplus Assets. Accumulate, review, and challenge assumptions and business segment inputs to be utilized in PLI planning and forecasting processes. Develop the plan for impairments and Underwritten Equity, ensuring alignment with divisions (CMD, ID, and PLRe) for inclusion in their plans. Review and oversee investment data for reasonability, coordinating with Investment Strategy and front office. Develop "what if" scenarios to help identify trends and support informed decision-making by key stakeholders. Quarterly and Ad-Hoc Forecasting: Prepare and analyze quarterly financial forecasts, ensuring they reflect the latest business conditions and strategic priorities. Respond to ad-hoc forecasting requests from senior management and other stakeholders. Develop and present financial models and analyses to address specific business questions. Communicate forecast results and insights to stakeholders in a clear and concise manner. Performance Reporting: Produce standardized management reports and analytics for the operating units. Prepare variance and attribution analysis for internal stakeholders, highlighting key trends and performance drivers. Monitor and evaluate the performance of PLI, including the surplus portfolio, and provide feedback and development opportunities. Calculate and monitor risk-adjusted returns. Derive insights to inform investment strategies and decision-making. Management Reporting: In partnership with Investment Strategy and PLI senior leadership, assist in the preparation of quarterly board reporting and quarterly business reviews. Support effort to develop comprehensive spread analysis framework, including production of quarterly reports for review with divisions. Budgeting and Expense Management: Assist in the development of PLI's annual budget, ensuring alignment with the company's strategic goals and financial objectives. Support the preparation of updated financial forecasts, including variance analyses to inform data-driven decision-making. Monitor PLI actual expenses to ensure adherence to the approved budget, identifying and addressing any variances in a timely manner. Analyze actual, budgeted, and forecasted PLI expense data and prepare insightful reports for senior management, highlighting key trends, risks, and opportunities. Identify and recommend opportunities for cost savings and efficiency improvements. The experience you bring: 8+ years of experience of progressive experience in professional accounting, FP&A or finance. Bachelor's degree in finance, accounting, business administration, or a related field. Proficiency in financial modeling, forecasting, budgeting, and analysis. Strong technical, analytical, and problem-solving skillsto interpret complex financial data. Ability to meet and manage responsibilities under tight time frames. Strong verbal and written communication skills for effective interactions. Experience working cross-functionally with different departments. Continuous improvement mindset, collaborative and inclusive. Ability to work independently. What makes you stand out: Advances Excel skills and pr oficiency in financial systems and tools, including Oracle ERP, Oracle EPM, Tableau, Business Objects, Workiva (WDesk). Strong background in financial planning and analysis (FP&A) or corporate finance, particularly in a life and annuity insurance company. M BA, CPA. or CFA certification a plus. Understanding of investments accounting. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-JF1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. Helping all candidates find great careers is our goal. The information you provide here is secure and confidential. We are now directing you to the original job posting. Please apply directly for this job at the employer’s website. #J-18808-Ljbffr

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Financial Analysis, Associate

60684 Chicago, Illinois JPMorgan Chase

Posted 1 day ago

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Job Description

Join the Global Banking Financial Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for GB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
As an Associate in the Global Banking (GB) Financial Analysis team, you will be responsible for running business and financial analytics and reporting for senior members of the GB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions.
**Job responsibilities:**
+ Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
+ Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
+ Maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
+ Facilitating the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
+ Will have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
**Required qualifications, capabilities, and skills:**
+ At least 3 years of experience with a BA/BS in Finance, Economics, Accounting and corporate finance
+ Understands a Bank's balance sheet and P&L
+ Experience in corporate financial analytics / understanding of key drivers
+ Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
+ Excellent oral & written communication and relationship management skills
+ Strong technical and analytical skills, including Excel, PowerPoint
+ Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
+ Strong work ethic; work well in a fast-paced environment
+ Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
+ The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
+ Ability to build strong partnerships with colleagues
**Preferred qualifications, capabilities, and skills:**
+ Management Consulting, Corporate Finance and/or Accounting experience preferred
+ Prior Essbase experience preferred
**NOTE: This position is not eligible for sponsorship.**
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $99,750.00 - $40,000.00 / year; Chicago,IL 95,000.00 - 125,000.00 / year
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Director, Financial Analysis

06132 Hartford, Connecticut Travelers Insurance Company

Posted 1 day ago

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Job Description

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Finance and Accounting
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$101,300.00 - $67,000.00
**Target Openings**
1
**What Is the Opportunity?**
Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future.
As a member of the Small Commercial Finance team, this position will help support the 1.6B portfolio of Specialty Businesses including Northland Transportation, Northfield Excess & Surplus Lines, Agribusiness and Architects and Engineers. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality.
As a Director, Financial Analysis, you will design, model, and present financial reports to assigned business area(s) and proactively identify trends and impacts on the business to inform decisions. As a collaborative partner to the business, you will help advance team objectives and business outcomes by interpreting, communicating, and applying analyses in a way that resonates with the intended audience. You will also review and approve team member's interpretations of trends in business performance. This position will be responsible for managing, leading and developing a team of finance professionals.
**What Will You Do?**
+ Synthesize reports generated into impactful exhibits, insightful results/observations, and actionable recommendations to influence business partners and management, ensuring quality control/accuracy.
+ Review team members' reports and provide coaching and feedback on accuracy and presentation.
+ Execute identified analyses aligned with broad business objectives.
+ Perform testing and validation of data and analyses and identify gaps and limitations in data sets while recommending potential alternatives.
+ Prepare and present influential financial insights to senior financial leaders and/or functional teams, answering most questions.
+ Direct the creation of complex analyses to influence business strategy.
+ Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies. Push insights up to management in a timely manner and/or dive deeper into an actionable insight.
+ Lead projects that analyze and implement complex business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
+ Provide coaching, training, and mentoring.
+ As a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Bachelor's degree in Finance, Accounting, Economics, or pursuing a Master's in Business Administration with a concentration in finance or accounting or professional designations such as CPA, CMA or comparable advanced professional education.
+ Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles, preferably with some exposure to the P&C insurance industry.
+ Excellent communication skills with the ability to influence across all levels of management.
+ Proven leadership skills with the ability to mentor and develop employees.
+ Excellent analytical skills with the ability to evaluate and understand current data and systems, find opportunities, recommend changes, and translate into business impacts.
+ Experience leading and managing multiple complex projects simultaneously and follow through to ensure timely completion.
+ Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
+ Ability to quickly gain an understanding of Travelers' business strategy and plan objectives to align with enterprise goals.
**What is a Must Have?**
+ Five years of finance, financial planning, accounting, or related experience.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .
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Financial Analysis III

95054 Santa Clara, California Applied Materials

Posted 2 days ago

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Job Description

**Who We Are**
Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries of science and engineering to make possible the next generations of technology, join us to Make Possible® a Better Future.
**What We Offer**
Salary:
$106,000.00 - $146,000.00
Location:
Santa Clara,CA
At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits ( .
You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.
**Key Responsibilities**
+ Completes detailed analysis and commentary for finance and non finance executives
+ Performs required activities and analysis to complete close, flash or commit with minimal oversight on recurring tasks
+ Interacts and presents analytical findings to various stakeholders. At times, may act as a direct business partner with non finance mgmt.
+ Key participant or lead for system integration or process improvement initiatives
+ Support Annual budgeting, forecasting and long-term planning process.
+ Develop financial models to support business decisions.
+ Provide variance analysis, identifying key drivers of financial performance and making recommendations.
+ Collaborate with cross-functional teams to gather and validate financial data, ensuring accuracy and completeness.
+ Business partner with operational business leaders to provide financial insights and support strategic initiatives.
+ Highlight risks and opportunities at planning cycles.
+ Be and advisor to drive operational efficiency and cost optimization and effectiveness.
+ Monitor Key Performance Indicators (KPIs) and track financial performance against targets, ensuring alignment with business objectives.
+ Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking.
+ Identify and implement process improvements to enhance efficiency of FP&A function.
+ Develop and maintain financial reporting tools and systems ensuring data integrity and accessibility.
**Qualifications and Preferences**
+ Bachelor's degree in finance, Accounting, Business or related field (MBA degree Preferred)
+ 7-10 Years Experience in Financial Planning Analysis, preferably in High Tech
+ Advanced proficiency in financial modeling, excel and financial software (e.g. SAP, Oracle, Hyperion, Anaplan or similar)
+ Ability to manage multiple priorities in fast paced environment, with minimal supervision.
+ Excellent communication skills and the ability to present complex financial information clearly and concisely.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site ( accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at , or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
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