3,090 Finance Associate jobs in the United States
Investment Banking - Leveraged Finance - Associate

Posted 15 days ago
Job Viewed
Job Description
As an Associate in Leveraged Finance, you will work with experienced professionals at one of the world's leading global investment banks. You will focus on analyzing and identifying optimal and marketable capital structure solutions for the client. You will be responsible for deal coordination efforts across internal and external parties including coverage, credit, legal and client teams.
Job Responsibilities:
+ Performing financial modeling and financial statement analysis
+ Determining cash flow and asset-based debt capacity based on a wide range of business models
+ Driving the preparation of customized term sheets, capital markets and credit approval packages and marketing materials
+ Preparing presentation materials and participating in client/investor meetings
+ Conducting extensive due diligence on companies, industry and product research as well as comparable analysis
+ Coordinating communication across numerous internal and external parties
+ Reviewing all work prepared by analysts including financial models
Required qualifications, capabilities, and skills
+ 3+ years of experience in Investment Banking, Credit Risk, Big Four experience or related field
+ Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutionsAbility to work in a team environment
+ Outstanding written and verbal communication skills
+ Well organized and able to efficiently manage projects with minimal supervision
+ Ability to work well under pressure, multi-task and meet time sensitive deadlines
+ Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm
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**
New York, NY $175,000.00 - $225,000.00 / year
Finance Associate

Posted 1 day ago
Job Viewed
Job Description
The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling of local payments, deposits, managing petty cash, will call transactions, scanning of supporting documentation, and local regulatory compliance. This Finance role is responsible for performing selected Finance and accounting duties that are transactional or administrative.
**RESPONSIBILITIES**
+ Performing deposits of all cash/manual payments that come directly to the OpCo (operating company)
+ Scanning of back up support for checks, remittances, and other customer documents.
+ Responsible for managing petty cash fund and replenishments
+ Responsible for scanning invoices and receiving packets at the OpCo.
+ Responsible for reporting issues within quality control and providing documentation to the SBS processing teams.
+ Work closely with the quality control teams to ensure claims are submitted to obtain supplier credits
+ Responsible for maintaining and reporting regulatory compliance (i.e. USDA, food safety documentation, etc.).
+ Responsible for handling will call transactions involving payments from customers and employees. Includes processing of employee purchases.
**QUALIFICATIONS**
**Education**
+ High School diploma required
**Experience**
+ 2+ years of finance and/or administration experience focused on document flow and handling transactional processing with deposit processing experience preferred
**Professional Skills**
+ Ability to write routine reports and correspondence.
+ Ability to speak effectively before groups of customers or associates of an organization.
+ Must have exemplary listening skills to facilitate effective two-way communication.
+ Strong problem-solving skills.
+ Strong verbal and written communication skills.
+ Excel proficient.
**Physical Demands**
+ While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.
+ The employee is frequently required to sit and reach with hands and arms.
+ The employee must occasionally lift and/or move up to 20 pounds.
AFFIRMATIVE ACTION STATEMENT:
Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
Finance Associate

Posted 1 day ago
Job Viewed
Job Description
The salary range for this position is up to $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to
The two biggest things on people's minds right now: 'Street Festival season is just around the corner!' and 'Where can I find a fresh start?'. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.
Job Description
+ Responsible for the financial reporting processes of the firm's Middle Market Direct Lending private credit funds Monthly performance estimates
+ Close packages/NAVs reviews
+ Expense accruals and allocations
+ Fee calculations
+ Fund return and performance attribution/driver analytics
+ Annual audit support
+ Regulatory filings (Form PF, ADV, AIFMD, etc.)
+ Investor Reporting and communications
+ Liquidity management and cash forecasting Manage capital calls/share issuances and distributions, including coordinating with investor services and the Funds' administrator
+ Help manage fund leverage facilities, including draws/paydowns, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting
+ Assist in investment allocations to the appropriate Funds and leverage facilities
+ Initiate wires for expense payments and intercompany settlements
+ Provide input and support to the Fund investment valuation process
+ Liaise with external service providers (fund administrator, auditor, leverage providers, etc.) on a regular basis
+ Coordinate and communicate with internal stakeholders (tax, legal/compliance, investor services, treasury, IT, etc.) as needed
+ Manage the fund administrator in the preparation of investor reporting deliverables, including portfolio exposure reports, investor letters, capital statements and customized investor analytics
+ Monitor accounting guidance and recent accounting pronouncements to assess the impact to the Fund's accounting treatment and disclosures
+ Produce due diligence requests and other ad hoc investor reporting requirements
+ Produce management reporting for internal stakeholders
Requirements
Requirements:
+ BS/BA in Accounting
+ 2-3 years of experience Public Accounting Audit and/or Private Fund background
+ Private Fund/Investment company experience preferred
+ CPA preferred
+ Bank Debt/Credit product knowledge a plus
+ Advent Geneva general ledger experience a plus
To apply to this hybrid role please send your resume to
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 ( .
Finance Associate

Posted 1 day ago
Job Viewed
Job Description
The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. This Finance role is responsible for performing selected Finance and accounting duties that are transactional or administrative.
**Duties and Responsibilities:**
+ Support the Region finance team is the monthly close process
+ Collaborate with FP accounting in the monthly process to ensure a timely accurate close
+ Develop, and deploy tools and processes across the organization as business defines
+ Provide support cross-functionally with all departments on both local and corporate initiatives
+ Perform other duties as assigned
**Education Required:**
+ Bachelor degree preferred
**Technical Skills and Abilities:**
+ Demonstrates strong communication and leadership skills
+ Root-cause analysis skills for solving customer disputes
+ Proficiency with Microsoft Office and accounting / finance software ERP Systems (e.g., Workday) or workflow systems
+ Ability to collaborate and work cross functions within Sysco and with GPOs
**Physical Demands:**
+ Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this job.
+ The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this job.
+ While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms.
**Work Environment:**
+ The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this job.
+ The noise level in the work environment is usually moderate.
AFFIRMATIVE ACTION STATEMENT:
Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
Finance Associate

Posted 1 day ago
Job Viewed
Job Description
Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Due Diligence, M& A Associate at an advisory firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule.
This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.
Responsibilities
+ Analyze financial statements, cash flows, and overall financial health of target companies.
+ Work closely with both junior and senior team members to manage projects.
+ Build financial models and prepare deliverables using Excel.
+ Handle multiple projects simultaneously and adapt to new challenges.
+ Provide clear financial insights and prepare presentations for clients.
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 3+ years of experience in audit or financial due diligence. NO EXCEPTIONS
+ CPA or Progress toward CPA (at least 2 exams passed).
+ Strong knowledge of financial statement analysis and GAAP.
+ Advanced skills in Excel and PowerPoint (Power BI or Alteryx a plus).
+ Strong analytical, organizational, and communication skills.
+ Ability to work in a fast-paced environment and solve problems independently.
+ Attention to detail and eagerness to learn.
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration.
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.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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 ( .
Finance Associate
Posted 2 days ago
Job Viewed
Job Description
**Job Title:** Finance Associate
**Location:** Milwaukee, WI (Hybrid -3 days onsite)
**Pay Range:** $30 - $36 per hour (depending on experience)
**What's the Job?**
+ Set up project budgets in Dynamics SL.
+ Record accounts payable and set up payables invoicing.
+ Manage accounts receivable and close-out projects in Dynamics SL.
+ Handle various ad hoc assignments as team continues to improve processes.
+ Collaborate with team members to identify areas for improvement and implement clean-up initiatives.
**What's Needed?**
+ Experience with Microsoft Dynamics and/or PeopleSoft is preferred but not required.
+ Intermediate skills in Microsoft Excel, including pivot tables and VLOOKUPs.
+ A degree is preferred but not mandatory.
+ A willingness to learn and adapt in a changing environment.
+ Strong questioning skills to drive process improvements.
+ Strong ability to think strategically and "Out of the Box."
**What's in it for me?**
+ Opportunity for professional growth within the team or in other areas.
+ Engagement with a team that values open-mindedness and collaboration.
+ Potential for contract-to-hire based on performance or possibility to be hired on directly for the right candidate.
**Upon completion of waiting period consultants are eligible for:**
+ Medical and Prescription Drug Plans
+ Dental Plan
+ Vision Plan
+ Health Savings Account
+ Health Flexible Spending Account
+ Dependent Care Flexible Spending Account
+ Supplemental Life Insurance
+ Short Term and Long-Term Disability Insurance
+ Business Travel Insurance
+ 401(k), Plus Match
+ Weekly Pay
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
Finance Associate
Posted 13 days ago
Job Viewed
Job Description
The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling of local payments, deposits, managing petty cash, will call transactions, scanning of supporting documentation, and local regulatory compliance. This Finance role is responsible for performing selected Finance and accounting duties that are transactional or administrative.
**RESPONSIBILITIES**
+ Performing deposits of all cash/manual payments that come directly to the OpCo (operating company)
+ Scanning of back up support for checks, remittances, and other customer documents.
+ Responsible for managing petty cash fund and replenishments
+ Responsible for scanning invoices and receiving packets at the OpCo.
+ Responsible for reporting issues within quality control and providing documentation to the SBS processing teams.
+ Work closely with the quality control teams to ensure claims are submitted to obtain supplier credits
+ Responsible for maintaining and reporting regulatory compliance (i.e. USDA, food safety documentation, etc.).
+ Responsible for handling will call transactions involving payments from customers and employees. Includes processing of employee purchases.
**QUALIFICATIONS**
**Education**
+ High School diploma required
**Experience**
+ 2+ years of finance and/or administration experience focused on document flow and handling transactional processing with deposit processing experience preferred
**Professional Skills**
+ Ability to write routine reports and correspondence.
+ Ability to speak effectively before groups of customers or associates of an organization.
+ Must have exemplary listening skills to facilitate effective two-way communication.
+ Strong problem-solving skills.
+ Strong verbal and written communication skills.
+ Excel proficient.
**Physical Demands**
+ While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.
+ The employee is frequently required to sit and reach with hands and arms.
+ The employee must occasionally lift and/or move up to 20 pounds.
AFFIRMATIVE ACTION STATEMENT:
Applicants must be currently authorized to work in the United States. We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law. This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
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Investment Banking - Investment Grade Finance - Associate
Posted 13 days ago
Job Viewed
Job Description
As an Associate in Investment Grade Finance (IGF), you will function as a fully-integrated team member, in a flat structure that allows for direct client interaction. Team members will rely on the Associate to drive processes, including deal executions and pitching
The IGF team is responsible for originating, structuring and executing bond issuances, syndicated bank facilities, and liability management transactions. J.P. Morgan is the leader in Investment Grade Finance, leading offerings for clients across industries and geographies. We address both broad corporate finance topics as well as detailed execution advice for our clients
Job Responsibilities
- Monitor global rate and credit market dynamics and how they affect our clients' debt portfolios and funding decisions
- Analyze market data, investment grade deal flow and thematic events to provide information to internal teams and external clients
- Prepare client pitches that address capital needs
- Participate in the structuring and marketing of bond and loan executions as well as loan amendments and liability management
- Coordinate with investment banking coverage, interest rate/FX risk management to provide clients with holistic corporate finance and capital structure solutions
- Develop industry specific knowledge of the client base and awareness of key decision makers (i.e. CFOs, Treasurers, Capital Markets Directors)
- Maintain direct dialogue with client coverage officers, debt and equity partners as well as banking syndicate
Required qualifications, capabilities, and skills
- 2+ years prior work experience in an investment banking front office role or the equivalent
- Excellent accounting, finance, quantitative and business writing skills
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Understands transaction cycle and the steps in the process and is execution oriented
- Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
- Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverable
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
New York,NY $175,000 - $225,000 / year
Solar Finance Associate
Posted 2 days ago
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Solar Finance Associate works as part of the Equipment Finance Solar Tax Equity origination team. The Associate serves as the primary analytical and execution support for bankers in the origination and management of solar finance projects. The associate works across the organization and with third-party consultants and experts in delivering the solar tax equity product to customers.
Primary Responsibilities
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Conducts extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
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Ensures high quality of client deliverables by having strong written communication skills and attention to detail
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Prepares written material, including pitches, proposals, clientmaterials and associated supporting analyses
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Maintains proprietary databases through monitoring news, current events, transactions and financial information for clients, prospects, and other industry participants
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Understands client needs and identifies Regions' products and services, or other unique, actionable ideas that can help clients achieve their goals
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Provides expert service with a high sense of urgency in the coordination between the coverage team of bankers and partners to ensure alignment with our mission of delivering the whole bank to the client with speed, certainty, and creativity
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Supports Solar Finance team with call planning coordination, production/pipeline management, and ensuring quality reporting across all sales performance applications and measurement systems
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Works in multiple roles and on multiple projects, both independently and as part of a team
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
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Bachelor's degree in accounting, finance, or related field with proven record of high achievement
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Two (2) years of related experience performing detailed financial analyses in a corporate banking role or similar position with a renewable energy company
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Advanced user of Excel, PowerPoint, and Word
Preferences
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Experience in tax equity and/or energy project finance transactions
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Strong knowledge of tax equity and debt structures in the renewable energy space
Skills and Competencies
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Ability to assume a substantial amount of responsibility
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Ability to be a self-starter and exercise good judgment
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Ability to manage multiple priorities simultaneously
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Ability to work in a team environment when applicable
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Advanced skills in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
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Curiosity and desire to learn
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Strong attention to detail
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Strong verbal, written communication, and organizational skills
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Strong work ethic and self-motivation
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$93,550.96 USD
Median:
$119,112.00 USD
Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
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Paid Vacation/Sick Time
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401K with Company Match
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Medical, Dental and Vision Benefits
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Disability Benefits
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Health Savings Account
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Flexible Spending Account
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Life Insurance
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Parental Leave
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Employee Assistance Program
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Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Location Details
Charlotte Uptown
Location:
Charlotte, North Carolina
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Accounting & Finance Associate

Posted 1 day ago
Job Viewed
Job Description
The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to
You know what's awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.
Job Description:
This individual will assist the Controller in all fund and company-related accounting and reporting duties. The qualified candidate must have demonstrated experience in general ledger maintenance, understanding of GAAP accounting principles, and the ability to work both independently and as part of a busy team.
Responsibilities:
- Monitor cash balances of multiple Funds, GPs, and the management company
- Initiate wire transfers and ACH payments to vendors, investors, and employees
- Assist with quarterly financial statement packages to investors
- Assist in managing audit and tax engagements
- Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs
- Review monthly bills for payment and calculate allocation of expenses
- Create bills for quarterly monitoring fees and portfolio company reimbursements
- Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships
- Compile monthly cash transfer logs (external, internal and wire confirmations)
- Create monthly restricted stock list and other compliance related items
- Maintain various files and records, ensuring organization and relevance
Requirements
Minimum Qualifications:
- Bachelor Degree in Accounting. CPA or CPA candidate is preferred.
- Accounting software. Quickbooks and Dynamo are a plus.
- 2+ years of professional experience, preferably with both public accounting and private industry background, specifically in the private equity industry.
- Knowledgeable of principals of private equity partnership accounting, understanding of U.S. GAAP accounting principles is a must.
- Hands-on experience with full-cycle general ledger and intercompany accounting.
- Basic understanding or exposure to various partnership tax aspects.
- Excellent organizational, analytical and time-management skills, as well as an ability to motivate and communicate effectively with other members within the company.
- Detail oriented with the ability to continually monitor processes and procedures to optimize effectiveness of group.
- Strong knowledge of Excel on an intermediate to advanced level.
- Motivated individual with the proven ability to work in a fast-paced environment and handle multiple projects at one time while meeting demanding deadlines.
- Ability to work with minimal supervision.
To apply to this hybrid role please send your resume to
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 ( .