Explore opportunities in the finance executive sector, where leadership meets financial strategy. Finance executives are pivotal in guiding organizations toward financial success, overseeing budgeting, financial planning, and risk management. These roles demand a strong understanding of financial regulations, market trends, and economic principles.7,869 Finance Executive jobs in the United States
Lender Finance, Executive Director
Posted 14 days ago
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In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $275,000.00 and $275,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
**Role Description**
Sumitomo Mitsui Banking Corporation("SMBC") is seeking an Executive Director to join its growing Lender Finance Group's Origination and Execution team in the Securitized Products and Capital Solutions Department. The Lender Finance Group provides asset-based financing and a range of other financing products and services to asset managers that are leading credit managers in US markets.
**Role Objectives**
+ Build and maintain relationships with private credit asset managers to cultivate new prospects to win financing mandates and provide market updates and advice to clients.
+ Provide leadership in the structuring and execution of SMBC agented new issue asset-based and warehouse lending facilities focusing on private / broadly syndicated assets in corporate and project finance credit.
+ Manage deal teams and junior underwriters to conduct due diligence and relevant analyses to identify potential structure risks of proposed transactions, initiate and complete credit approval applications, and work with Credit Department to address credit concerns to secure credit approvals.
+ Oversee deal structuring and execution, coordinating with internal and external counterparties.
+ Work closely with legal counsel to draft, review, and negotiate loan agreements.
+ Stay informed about the latest market trends, regulatory changes, and investor appetite to provide strategic and up-to-date solutions to clients.
+ Collaborate with capital markets sales desk to syndicate and distribute transactions as opportunities arise.
+ Actively maintain and monitor transactions post close - including annual reviews, amendments and waivers, and partnering the
+ Collateral Management Team to address any collateral issues that might have facility level impact.
+ Oversee ad-hoc projects supporting group and division initiatives.
**Qualifications and Skills**
+ At least 10+ years of banking experience with at least 5 years of experience in lender finance.
+ Proven track record of establishing and maintaining strong client relationships in the asset management sector.
+ Extensive experience in loan securitization with strong structuring and modeling skills.
+ Experience in leading deal teams in the execution of transactions and negotiating documentation.
+ Deep understanding of regulatory environment and its impact on leveraged loans, project finance, and other securities/asset classes.
+ Excellent verbal and written communication skills with the ability to manage a variety of transactions and projects simultaneously.
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at
Accounting and Finance Executive Recruiter
Posted 15 days ago
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Accounting & Finance Executive Recruiter (Team Lead)
Posted 15 days ago
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Equipment Finance Sales Executive | Southwest
Posted 11 days ago
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Job Description
Equipment Finance Sales Executive | Southwest
Altius Search Group is recruiting for an Equipment Finance Sales Executive for one of our clients in the Equipment Finance Industry. Our Client is an equipment finance company that partners with end users, dealers, distributors and manufacturers to help provide financing solutions for their customers. This is a remote position targeting customers in Material Handling, Construction, CNC Equipment, Printing, and other various types of Industrial Equipment.
Knowledge/Skills Required:
Experience financing Industrial Equipment.
Experience developing relationships with equipment manufacturers, distributors, dealers and resellers
Account management from application through funding
Origination of new relationships while managing and growing existing accounts
Provide front-line sales and support of finance products for manufacturers and equipment resellers
Essential Job Functions :
Work with vendors and their customers to structure and present financing products for a variety of equipment
Develop and maintain relationships with end users, equipment manufacturers, distributors, dealers and/or resellers
Market services to potential customers through outbound calls and marketing materials to cultivate relationships. These customers consist primarily of regional equipment resellers (dealers) within established markets
Support existing manufacturer programs through follow-up and managing the transactions underway.
Expedite ongoing transactions
Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees
Requires knowledge of job area obtained through education and experience
Existing business relationships with equipment vendors
Requires 5 years minimum prior Industrial Equipment Finance Sales Experience
Highly competent, executive-level sales negotiating and closing skills
Strong track record of meeting or exceeding sales goals
Ability to work independently and achieve set objectives
Equipment Finance Sales Executive | Midwest
Posted 11 days ago
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Job Description
Equipment Finance Sales Executive | Midwest
Altius Search Group is recruiting for an Equipment Finance Sales Executive for one of our clients in the Equipment Finance Industry. Our Client is an equipment finance company that partners with end users, dealers, distributors and manufacturers to help provide financing solutions for their customers. This is a remote position targeting customers in Material Handling, Construction, CNC Equipment, Printing, and other various types of Industrial Equipment.
Knowledge/Skills Required:
Experience financing Industrial Equipment.
Experience developing relationships with equipment manufacturers, distributors, dealers and resellers
Account management from application through funding
Origination of new relationships while managing and growing existing accounts
Provide front-line sales and support of finance products for manufacturers and equipment resellers
Essential Job Functions :
Work with vendors and their customers to structure and present financing products for a variety of equipment
Develop and maintain relationships with end users, equipment manufacturers, distributors, dealers and/or resellers
Market services to potential customers through outbound calls and marketing materials to cultivate relationships. These customers consist primarily of regional equipment resellers (dealers) within established markets
Support existing manufacturer programs through follow-up and managing the transactions underway.
Expedite ongoing transactions
Facilitate prompt payment of invoices and monitor customer service levels to vendors and lessees
Requires knowledge of job area obtained through education and experience
Existing business relationships with equipment vendors
Requires 5 years minimum prior Industrial Equipment Finance Sales Experience
Highly competent, executive-level sales negotiating and closing skills
Strong track record of meeting or exceeding sales goals
Ability to work independently and achieve set objectives
Financial Planning Analyst
Posted today
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Job Description
Asphalt Specialists LLC and its affiliates (ASI) is a recognized national leader in the asphalt industry, known for our commitment to quality, innovation, and operational excellence. Our expertise in asphalt services, from paving to maintenance and rehabilitation, has positioned us as a trusted partner in delivering high-performance infrastructure solutions. ASI is dedicated to maximizing value for our clients while ensuring long-term durability and superior service.
We are seeking a detail-oriented and highly analytical FP&A Analyst with experience in the construction industry. This role will serve as a bridge between Accounting and Operations, providing accurate financial reporting, forecasting support, and operational metrics that drive informed decision-making.
The FP&A Analyst will support the CFO, Director of Operations, and COO by preparing financial analyses, developing performance metrics (KPIs), and improving visibility into job-level and company-wide results. A key part of this role will be helping the COO and Director of Operations become more financially savvy by explaining accounting and finance concepts in clear, practical terms, enabling stronger decision-making.
Key Responsibilities:
Financial Planning & Forecasting
- Assist in the preparation and maintenance of financial forecasts and models.
- Prepare monthly variance analysis (budget vs. actual, forecast vs. actual) and explain key drivers.
- Support budgeting processes and job-level forecasting for labor, trucking, and equipment utilization.
Operational Analytics & KPIs
- Develop and update dashboards and reporting tools to track operational and financial performance.
- Provide Operations leadership with clear, actionable data on job performance, costs, and efficiency metrics.
- Generate job-level insights that improve accountability and operational decision-making.
Cross-Functional Support & Financial Education
- Partner with Accounting and Operations to ensure consistent, accurate data across reporting systems.
- Explain financial and accounting concepts to the COO and Director of Operations, making data more accessible and actionable.
- Provide ad hoc analysis and reporting to support Operations and Finance leadership.
- Assist with standardizing reports across systems that currently do not interface.
Process & Data Improvement
- Help streamline manual reporting processes and improve efficiency in data collection.
- Support efforts to ensure integrity and alignment of data across Accounting, Jobs, and Operations.
- Recommend ways to automate reporting and improve timeliness of insights.
Other Duties
- Assist with any other financial, operational, or accounting projects as the need arises.
Qualifications & Requirements:
- Bachelor’s degree in finance, Accounting, or related field.
- Minimum of 5+ years of experience in FP&A, financial analysis, or related roles; construction industry experience strongly preferred.
- Solid knowledge of forecasting, budgeting, job costing, and financial reporting.
- Strong Microsoft Excel skills: experience with construction or accounting software is a plus.
- Strong analytical and problem-solving skills with the ability to work with large, complex data sets.
- Excellent communication skills with the ability to simplify and explain financial concepts to non-financial leaders.
- Highly organized, detail-oriented, and proactive with the ability to manage multiple priorities.
The FP&A Analyst will also possess the following attributes:
- Meets all the Company’s core values.
- Strong attention to detail and analytical rigor.
- Ability to work independently and as part of a collaborative team.
- Strong written and verbal communication skills.
- Commitment to deadlines, accuracy, and confidentiality.
- Critical thinking skills and ability to turn data into action.
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Ability to sit for prolonged periods of time.
- Ability to work at a computer for prolonged periods of time.
- Ability to work under pressure and meet deadlines.
- Ability to travel to job sites, meetings, and/or conferences as needed.
- Ability to communicate via telephone, email, video, or in-person. Ability to present to small groups.
Disclaimer:
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. You may be required to perform other or different job-related duties as requested by your supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with the Company is "at-will." The Company is an Equal Opportunity Employer.
Why Join ASI?
At ASI, we take pride in being an industry leader in asphalt services, offering cutting-edge solutions, a strong culture of safety, and a commitment to operational excellence. As an FP&A Analyst, you will have the opportunity to strengthen financial and operational collaboration, improve forecasting, and provide the data that supports smarter business decisions. You will also play a key role in educating Operations leaders on financial concepts, helping them make more informed, data-driven decisions. If you are motivated to grow in a fast-paced and dynamic construction environment, we invite you to apply.
Financial Planning Analyst
Posted today
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Job Description
The Central Financial Planning & Analysis (FP&A) group is a critical role in company success, providing senior leaders with visibility of company entities financial trajectory, advising on trade-offs, risks and opportunities and aligning financial strategies with operational goals. This role is led by the Central FP&A Manager and will work closely with FP&A and Accounting peers to deliver planning and project deliverables.
The ideal candidate is an experienced, high performing analyst that can hit the ground running in a high pressure/high performance environment, and quickly learn data structures and our business to make an impact on the planning deliverables.
Responsibilities:
- Strong technical accounting skills, applies in depth knowledge of the drivers of Profit & Loss and Balance Sheet to prepare forecasts and plans
- Proficiency with researching data in SAP (not transactional processing) and building dashboards and analyzing data in Tableau or other analytical tools
- Strong business acumen with an understanding of the marketing, accounting, decision support models, operations, leadership, and financial levers that drive sales, margin and profit and balance sheet impacts
- Deep experience with data mining, data analytics, predictive modeling, and advanced modeling techniques
- Ability to simplify and concisely communicate complex financial concepts and forecast outputs
- Business acumen to run FP&A processes for a multi-entity portfolio of companies (including commercial and operational units)
- Create high quality outputs for senior stakeholders with short turnaround time
- Ability to work independently, productively, and follow through on all responsibilities to bring projects to a successful conclusion
- Collaborating with cross-functional partners; being able to guide leaders and provide feedback / direction on investment and commercial decisions
- Ability to apply knowledge of multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
- Ability to translate business needs and goals into an analytic approach and response.
- Ability to communicate complex finance concepts effectively to non-finance leaders.
Qualifications:
- 10+ years of experience in financial planning, reporting and analysis, preferably in centralized/corporate capacity
- Technical accounting experience, e.g. auditor, accounting roles desired.
- Minimum education level: BS in Finance, Accounting, Business, or equivalent
- Desired Skills:
- MBA
- CPA, CFA or equivalent
- Strong MedTech / Industrial Goods industry knowledge preferred with understanding of various specialties we serve
Pay Rate: $55-$70/hour
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Financial Planning Analyst
Posted 1 day ago
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We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.
Responsibilities:
- Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.
- Analyze financial data to identify trends, variances, and opportunities for optimization.
- Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.
- Prepare and present financial reports and recommendations to senior leadership and stakeholders.
- Contribute to the development and implementation of financial strategies to improve operational efficiency.
- Conduct ad hoc financial analyses to address specific business challenges and opportunities.
- Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.
- Support the organization in managing multiple priorities within a fast-paced environment.
- Collaborate with cross-functional teams to ensure accurate and timely financial information.
- Assist in data mining and analysis to enhance decision-making and forecasting accuracy.
Requirements - Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 4-6 years of experience in financial planning and analysis, corporate finance, or a related role.
- Proven ability to collaborate effectively with Sales and Marketing teams for at least two years.
- Expertise in financial modeling, budgeting, and forecasting.
- Proficiency in Microsoft Excel and familiarity with financial systems like NetSuite is preferred.
- Strong communication skills, both written and verbal, with the ability to simplify complex financial concepts.
- Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.
- Solid experience in data mining techniques and variance analysis.
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 ( .
Financial Planning Analyst
Posted 15 days ago
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Job Description
We are seeking a Financial Planning Analyst based in Philadelphia, Pennsylvania. The role involves providing support to our client's advisory team, focusing on the wealth management and financial planning needs of their clients. The successful candidate will be responsible for daily account administration, investment proposal preparation, and performance review, along with assisting in preparing deliverables that cover all areas of Financial Planning.
Responsibilities:
- Compile reports on portfolio performance on a regular basis
- Monitor and update client asset allocations
- Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
- Prepare and coordinate materials for client meetings
- Compile quarterly tax projections
- Handle account creation and maintenance
- Manage money movement including wire transfers and journals
- Maintain and update the database regularly
- Conduct ad hoc project management
- Assist in portfolio performance updates
- Provide operational functions to support the Partners and their team.
Skills:
- Annual Financial Plan
- Financial Planning
- Financial Reconciliation
- Financial Services
- Personal Financial Specialist
Requirements - Possession of a minimum of one year of experience in financial planning or related roles
- Proficiency in creating and managing annual financial plans
- Demonstrated ability in conducting financial reconciliation
- Prior experience in the financial services sector
- Certification or relevant experience as a Personal Financial Specialist
- Exceptional analytical skills and attention to detail
- Strong communication and presentation skills
- Proficiency in using financial software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Accounting, or related field is preferred
- Strong ethical standards and integrity in handling financial data.
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 ( .
Financial Planning Analyst
Posted 15 days ago
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Job Description
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
Requirements
Qualified candidates will have a BA in business or related field plus a minimum of 3+ years of experience in the public accounting or financial planning field. For confidential consideration or more information, contact Jordon Heffler.
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 ( .