48 Finance jobs in Putnam Lake

**Description**
Are you interested in making a life-saving difference for children and adolescents? Would you enjoy being part of a team working to change the world for the better?
If you answered YES, then consider joining our Devereux Advanced Behavioral Health team!
We are seeking a Finance Specialist who is passionate about making a difference in the lives of children with learning differences and mental health/behavioral challenges. If this describes you, then look no further!
**Pay range:** $45760 - $2166.40 / year
**Schedule:** Monday- Friday 9am-5pm
**Benefits & Rewards:**
+ 24 vacation days (increases with years of service)
+ 8 sick days
+ Quality low cost benefits (you can view our plans by visiting 403(b) plan with employer match/contribution
+ Employee Assistance Program
+ Career accelerator program (ASCEND). This program includes 100% of tuition covered (up to 15k reimbursed annually for undergraduate and 25k reimbursed annually for graduate) and student loan repayment! Learn morehere
**The Glenholme School:**
For over 50 years -- The Glenholme School, part of Devereux Advanced Behavioral Health, has provided a comprehensive residential program and services for children with learning differences and special needs. Located in picturesque Washington, CT the Finance Specialist position will be part of a cohesive, passionate and dynamic team. The selected candidate will foster Devereux's mission and values of quality care as well as providing top-notch and individualized therapeutic care for our students.
**Primary Responsibilities Include:**
+ Responsible for balancing, reporting and administering Staff Advances and all other prepaid expenses.
+ Responsible for daily Accounts Payable coding and Oracle voucher input.
+ Prepare Oracle A/P month end reports.
+ Train staff to ensure proper purchasing procedures are followed.
+ Maintain system for vendor contracts, leases, maintenance agreements, W-9's, and procedures.
+ Maintain various accounting schedules; ensure internal controls are followed.
+ Process purchase orders including contacting vendors on purchases.
+ Match purchase orders with packing slips and invoices for voucher input.
+ Monitor deliveries.
+ Prepare journal entries; key entries into Oracle General Ledger; run monthly reports.
+ Process paperwork to code checks to proper general ledger accounts; make bank deposits.
+ Performs related duties, special assignments, when requested and serve as backup for any other business office functions.
+ Assist in organizing special events to ensure timely reservations, payments to vendors and tracking of expenditures.
#sponsored
**Qualifications**
Minimum Qualifications:
+ Bachelor's degree required
+ One year of related experience (payroll, accounts payable, accounting support)
+ Excellent communication and organizational skills
+ Proficient in Excel, Outlook and other Microsoft Office applications
Devereux has a zero-tolerance policy for abuse and maintains policies and procedures to systematically reduce the risk of abuse to occur in our organization. Devereux fosters a culture of reporting abuse, and will cooperate with the authorities to the fullest extent possible.
**Posted Date** _2 months ago_ _(7/3/2025 12:18 PM)_
**_Requisition ID_** _2025-45226_
**_Category_** _Finance_
**_Position Type_** _Full-Time_
**_Remote_** _No_
The employment policies of Devereux Advanced Behavioral Health are to recruit and hire qualified employees without discrimination because of race, religion, creed, color, age, sex, marital status, national origin, citizenship status, ancestry, disability, veteran status, communication ability, gender identity or expression or sexual orientation and to treat them equally with respect to compensation and opportunities for advancement - including upgrading, promotion and transfer - consistent with individual skills and the needs of Devereux.

Sr. Sales Finance Analyst, Finance Support sales forecasting and develop customer profit and loss statements Location: Shelton, Connecticut, United States Compensation: $76,000 - 105,000 USD / year Job Tags: Operations About The Role Sr. Sales Finance Analyst, Finance

Edgewell is not just a company, but a vibrant global community of 6,800 visionaries, doers, and makers. Our family of over 25 personal care brands serves people in more than 50 countries. We are dedicated to infusing joyfulness into every aspect of our work. Our pledge goes beyond our products, with our fundamental value of People First guiding us to foster a diverse, inclusive, and respectful environment where every team member can flourish and celebrate our shared achievements.

This role will be Hybrid out of our Shelton, CT office.

Position Summary

The Senior Finance Analyst, Sales will support the financial processes, systems and studies that support planning and forecasting for the US account management. This includes operational planning, quarterly forecasting, monthly outlooks & reporting business reviews. This role will be a strong partner for the Sales Directors and the broader sales team to help monitor sales forecasts, develop customer P&L, track, evaluate and optimize trade activity. In addition, the Sr. Sales Analyst will have close ties with business units and align overall deflator and sales management. In this role you will be expected to deliver timely, relevant, and accurate analysis that leads to efficient and effective commercial processes. Championing day-to-day process simplification efforts is also a critical expectation for this role.

Accountabilities:

Lead monthly trade reviews with the sales teams in alignment with audit controls, also performing monthly accounting entries for the trade accrual.

Review and interpret monthly results and projections, including risks and opportunities with appropriate business partners and finance management

Work closely with the Plato team to ensure event creation is accurate and ties to OLT. All audit requirements should be followed.

Provide input/support for the Annual Business Plan and monthly forecasts

Provide financial planning and analysis support to channel teams

Support the development of product and customer P&Ls from sales to contribution margin and use variance analysis to identify areas to optimize sales and gross margin

Support the tools and processes intended to drive improved return on investment related to deflator investments

Additional accountabilities include approval of promotional activity, preparation of adjusting entries, reconciliation of accrual accounts

Required Education, Skills and Experience

Bachelor's degree in accounting or finance

3 years of financial analytical experience

Highly proficient in Microsoft Office, Excel and Power Point

Proven ability to collaborate effectively with internal and external business partners

Strong analytical and problem-resolution skills

Ability to work under pressure in a fast-paced and changing environment

Time management skills and the ability to prioritize based on business strategies and objectives

Preferred Skills and Experience

Hyperion Planning and SAP (or other ERP) experience

Experience in the CPG industry preferred

Additional degrees of certifications preferred e.g. MBA, CPA, CMA

Work Environment

Closely collaborates with a cross functional commercial team which requires some work hour flexibility

Hybrid work environment aligned with function guidelines

The salary range for this position is $76,000-105,000. Actual base salary offered to a candidate may vary based upon factors including, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.

Edgewell is an equal opportunity employer. We do all we can to create a collaborative and diverse global team, where good ideas can thrive, and our colleagues can learn and lead. We prohibit discrimination based on age, color, disability, marital or parental status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any legally protected status in accordance with applicable federal, state and local laws. We listen deeply and speak directly to create an environment that's open to difference. We aim to bring joy to not only the products we create and the people we serve, but our colleagues across the globe too.

#J-18808-Ljbffr

**Description**
Act as key Finance Business Partner to Senior Leaders and team members of assigned BI US business and Controlling/Finance organization. Ensuring effective partnership by providing timely, accurate, transparent, financial analysis and strategic guidance; while demonstrating a business focus, being solution oriented, and a proactive communicator. In addition to the leadership responsibilities with functional business partners, the position includes strategic and operational tasks as follows:
+ Facilitate effective local and global partnerships by providing management with relevant, transparent financial and strategic guidance to facilitate decision making.
+ Effectively challenge business partners/functional units in a business focused, solution oriented, and communicative approach.
+ Partner with functional leadership and other Finance team members in development and implementation of local/global functional strategies.
+ Develop accurate and timely functional project plans, budgets and forecasts consistent with global/local strategies.
+ Manage preparation of timely and accurate financial reporting.
+ Manage the consolidated reporting process as required for the assigned US business entity.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, diversity and inclusion, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees.
This position offers a base salary typically between $115,000 and $150,000. The position may be eligible for a role specific variable or performance based bonus, relocation and or other compensation elements.
**Duties & Responsibilities**
+ Planning/Budgeting, Reporting and Forecasting
+ Support US and global functional financial reporting requirements, in close collaboration with overall Finance ' business team.
+ As required provide scenario analysis in support of the development of alternatives, including risk identification and related mitigation proposals.
+ Management Accounting (incl. Closing), Cost Analysis and Product Costing
+ Provide comprehensive, timely analysis, with business specific interpretation(written commentary) to assist in smart business decision process.
+ Complete P'L and Balance Sheet responsibility for assigned US function.
+ Responsible for all intercompany accounting and transaction management related to assigned US function.
+ Constructively challenge Business Partners, relative to market place and business trends, production volume ' capacity assumptions and business trends, for optimum decision making to achieve financial objectives/targets.
+ Provide, timely, transparent, right-first-time, management reporting and analysis related to financial performance, headcount, CAPEX, etc.
+ Participate in the verification ' approval of(standard price) calculations results (also with governmental bodies where applicable).
+ Participate in alignment and coordination with GBS where applicable
+ Partnership, Alliance ' Affiliates Controlling, International Projects
+ Lead/participate in (international)projects as needed and ensure local implementation, integration and compliance.
+ Key Finance stakeholder for assigned US BI functional projects; establishing/measuring KPIs, leading/managing planning processes, and supporting global agreements.
+ Ensure cross-functional and global alignment and adherence to goals.
+ Operations / Manufacturing
+ Support financial oversight and development of contract manufacturing agreements
+ Support local negotiations with purchasing ' local vendors
+ Participate in alignment of manufacturing schedule with forecast (optimize utilization)
+ Support execution of key operations processes like inventory count / cycle counts, contract manufacturing agreements
+ Audit / Compliance
+ Support Internal ' External audits
+ Help develop and support execution of CoSeA
+ Support periodic compliance reviews (ensure quality ' risk management compliance for commercial/operations processes)
**Requirements**
+ Bachelors, Masters or CPA from an accredited institution required in Finance, Accounting, or Engineering.
+ Four to five (4-5) years of work experience with increasing responsibility in Finance, Accounting and Operations.
+ Ability to visualize, articulate, and solve complex issues and make decisions that are sensible and based on available information.
+ Ability to use a variety of techniques to influence Business Partners at all levels of global organization (including logic, storytelling, common vision, etc.).
+ Ability to plan and manage multiple priorities under high pressure situations with tight deadlines.
+ Ability to manage Business Partner relations and expectations.
+ Ability to understand business risk and translate those risks to financial data and suggest mitigation strategies.
+ Ability to traverse the intersection of business, medicine, science, and technology.
+ This position requires strong cross functional collaboration skills, understanding of key business strategies, and interacting with the Business Partners so that financial/business advice, counsel and recommendations can be made for the purpose of meeting financial/business objectives.
+ Collaboration with functional management teams at the local and global levels required.
+ Strong project management skills required to lead or participate in special projects/assignments as requested by Finance or business leadership.
+ Requires knowledge and regular use of multiple systems and related complexities to ensure data consistency/integrity across all systems.
+ Minimum travel may be required.
Desired Experience, Skills, and Abilities:
+ Previous experience in Pharma and as a Controller with P'L and Balance Sheet responsibility desired.
Eligibility Requirements
Must be legally authorized to work in the United States without restriction.
Must be willing to take a drug test and post-offer physical (if required).
Must be 18 years of age or older.
All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.

**Description**
Provide timely, accurate, transparent, financial analysis and strategic guidance in addition to being business focused, solution oriented, and proactive communication. Provide high-level analysis and supplemental data to support the decision-making process, proactively support Accounting and Controlling function and prepare key management reports for internal U.S. Management and to parent company in Ingelheim, Germany.
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, diversity and inclusion, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees.
This position offers a base salary typically between $115,000 and $150,000. The position may be eligible for a role specific variable or performance based bonus, relocation and or other compensation elements.
**Duties & Responsibilities**
+ Leadership, Business Partnering ' Talent Mgmt:
+ Work cooperatively on a team responsible for the centralized accounting support for five legal entities, providing proactive financial and business support to various Controlling personnel and/or business partners.
+ Support the Company's vision and strategy; to drive continuous improvement ' talent development within Accounting
+ Analysis and Reporting:
+ Perform various monthly activities which include active analysis and issue resolution of various balance sheet accounts, supporting the monthly and annual financial reporting requirements in Prisma and ECCS, and providing analyses and supporting documentation for the interim and year-end external audits
+ Assume responsibility for high-level analysis and reconciliation of various Income Statement and balance sheet accounts across companies as assigned.
+ Partnership, Alliance ' Affiliates Controlling, International Projects:
+ Assume the role as key liaison and prime contact for financial processes which may include payroll, Treasury, Order to cash and/or Purchase to pay. Within this role, ensure that business financial processes are accurately captured and reported in the financial statements, ensure internal controls are in place, work with business partners to resolve issues and develop solutions.
+ Lead/participate in (international) projects as needed and ensure local implementation and integration.
+ Ensure cross-functional and global alignment and adherence to goals.
**Requirements**
+ Bachelor Finance/Accounting from an accredited institution required and/or MBA or CPA
+ This role requires extensive technical knowledge and expertise of BI accounting rules and how they apply to the US Human Pharma business.
+ Seven plus (7+) years' work experience with increasing responsibility in Finance, Accounting and Operations. Previous experience in Pharma and as an Accountant highly desired.
+ Ability to visualize, articulate, and solve complex issues and make decisions that are sensible and based on available information
+ Ability to use a variety of techniques to influence Business Partners at all levels of global organization (including logic, storytelling, common vision, etc.)
+ Ability to plan and manage multiple priorities under high pressure situations with tight deadlines
+ Ability to manage Business Partner relations and expectations
+ Ability to understand business risk and translate those risks to financial data and suggest mitigation strategies
Eligibility Requirements
Must be legally authorized to work in the United States without restriction.
Must be willing to take a drug test and post-offer physical (if required).
Must be 18 years of age or older.
All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.

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Edgewell is not just a company, but a vibrant global community of6,800 visionaries, doers, and makers . Our family of over25 personal care brands serves people in more than50 countries . We are dedicated to infusing joyfulness into every aspect of our work. Our pledge goes beyond our products, with our fundamental value ofPeople First guiding us to foster a diverse, inclusive, and respectful environment where every team member can flourish and celebrate our shared achievements.

This role will be Hybrid out of our Shelton, CT office

Position Summary

The Senior Finance Analyst, Sales will support the financial processes, systems and studies that support planning and forecasting for the US account management. This includes operational planning, quarterly forecasting, monthly outlooks & reporting business reviews. This role will be a strong partner for the Sales Directors and the broader sales team to help monitor sales forecasts, develop customer P&L, track, evaluate and optimize trade activity. In addition, the Sr. Sales Analyst will have close ties with business units and align overall deflator and sales management. In this role you will be expected to deliver timely, relevant, and accurate analysis that leads to efficient and effective commercial processes. Championing day-to-day process simplification efforts is also a critical expectation for this role.

Accountabilities:

Lead monthly trade reviews with the sales teams in alignment with audit controls, also performing monthly accounting entries for the trade accrual.

Review and interpret monthly results and projections, including risks and opportunities with appropriate business partners and finance management

Work closely with the Plato team to ensure event creation is accurate and ties to OLT. All audit requirements should be followed.

Provide input/support for the Annual Business Plan and monthly forecasts

Provide financial planning and analysis support to channel teams

Support the development of product and customer P&Ls from sales to contribution margin and use variance analysis to identify areas to optimize sales and gross margin

Support the tools and processes intended to drive improved return on investment related to deflator investments

Additional accountabilities include approval of promotional activity, preparation of adjusting entries, reconciliation of accrual accounts

Required Education, Skills and Experience

Bachelors degree in accounting or finance

3 years of financial analytical experience

Highly proficient in Microsoft Office, Excel and Power Point

Proven ability to collaborate effectively with internal and external business partners

Strong analytical and problem-resolution skills

Ability to work under pressure in a fast-paced and changing environment

Time management skills and the ability to prioritize based on business strategies and objectives

Preferred Skills and Experience

Hyperion Planning and SAP (or other ERP) experience

Experience in the CPG industry preferred

Additional degrees of certifications preferred e.g. MBA, CPA, CMA

Closely collaborates with a cross functional commercial team which requires some work hour flexibility

Hybrid work environment aligned with function guidelines

The salary range for this position is $76,000-105,000. Actual base salary offered to a candidate may vary based upon factors including, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.

#LI-JB1

Edgewell is an equal opportunity employer. We do all we can to create a collaborative and diverse global team, where good ideas can thrive, and our colleagues can learn and lead. We prohibit discrimination based on age, color, disability, marital or parental status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any legally protected status in accordance with applicable federal, state and local laws. We listen deeply and speak directly to create an environment thats open to difference. We aim to bring joy to not only the products we create and the people we serve, but our colleagues across the globe too.

#J-18808-Ljbffr

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Edgewell is not just a company, but a vibrant global community of6,800 visionaries, doers, and makers . Our family of over25 personal care brands serves people in more than50 countries . We are dedicated to infusing joyfulness into every aspect of our work. Our pledge goes beyond our products, with our fundamental value ofPeople First guiding us to foster a diverse, inclusive, and respectful environment where every team member can flourish and celebrate our shared achievements.

This role will be Hybrid out of our Shelton, CT office

Position Summary

The Senior Finance Analyst, Sales will support the financial processes, systems and studies that support planning and forecasting for the US account management. This includes operational planning, quarterly forecasting, monthly outlooks & reporting business reviews. This role will be a strong partner for the Sales Directors and the broader sales team to help monitor sales forecasts, develop customer P&L, track, evaluate and optimize trade activity. In addition, the Sr. Sales Analyst will have close ties with business units and align overall deflator and sales management. In this role you will be expected to deliver timely, relevant, and accurate analysis that leads to efficient and effective commercial processes. Championing day-to-day process simplification efforts is also a critical expectation for this role.

Accountabilities:

Lead monthly trade reviews with the sales teams in alignment with audit controls, also performing monthly accounting entries for the trade accrual.

Review and interpret monthly results and projections, including risks and opportunities with appropriate business partners and finance management

Work closely with the Plato team to ensure event creation is accurate and ties to OLT. All audit requirements should be followed.

Provide input/support for the Annual Business Plan and monthly forecasts

Provide financial planning and analysis support to channel teams

Support the development of product and customer P&Ls from sales to contribution margin and use variance analysis to identify areas to optimize sales and gross margin

Support the tools and processes intended to drive improved return on investment related to deflator investments

Additional accountabilities include approval of promotional activity, preparation of adjusting entries, reconciliation of accrual accounts

Required Education, Skills and Experience

Bachelors degree in accounting or finance

3 years of financial analytical experience

Highly proficient in Microsoft Office, Excel and Power Point

Proven ability to collaborate effectively with internal and external business partners

Strong analytical and problem-resolution skills

Ability to work under pressure in a fast-paced and changing environment

Time management skills and the ability to prioritize based on business strategies and objectives

Preferred Skills and Experience

Hyperion Planning and SAP (or other ERP) experience

Experience in the CPG industry preferred

Additional degrees of certifications preferred e.g. MBA, CPA, CMA

Closely collaborates with a cross functional commercial team which requires some work hour flexibility

Hybrid work environment aligned with function guidelines

The salary range for this position is $76,000-105,000. Actual base salary offered to a candidate may vary based upon factors including, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.

#LI-JB1

Edgewell is an equal opportunity employer. We do all we can to create a collaborative and diverse global team, where good ideas can thrive, and our colleagues can learn and lead. We prohibit discrimination based on age, color, disability, marital or parental status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any legally protected status in accordance with applicable federal, state and local laws. We listen deeply and speak directly to create an environment thats open to difference. We aim to bring joy to not only the products we create and the people we serve, but our colleagues across the globe too.

#J-18808-Ljbffr

Edgewell is not just a company, but a vibrant global community of6,800 visionaries, doers, and makers . Our family of over25 personal care brands serves people in more than50 countries . We are dedicated to infusing joyfulness into every aspect of our work. Our pledge goes beyond our products, with our fundamental value ofPeople First guiding us to foster a diverse, inclusive, and respectful environment where every team member can flourish and celebrate our shared achievements.

This role will be Hybrid out of our Shelton, CT office

Position Summary

The Senior Finance Analyst, Sales will support the financial processes, systems and studies that support planning and forecasting for the US account management. This includes operational planning, quarterly forecasting, monthly outlooks & reporting business reviews. This role will be a strong partner for the Sales Directors and the broader sales team to help monitor sales forecasts, develop customer P&L, track, evaluate and optimize trade activity. In addition, the Sr. Sales Analyst will have close ties with business units and align overall deflator and sales management. In this role you will be expected to deliver timely, relevant, and accurate analysis that leads to efficient and effective commercial processes. Championing day-to-day process simplification efforts is also a critical expectation for this role.

Accountabilities:

Lead monthly trade reviews with the sales teams in alignment with audit controls, also performing monthly accounting entries for the trade accrual.

Review and interpret monthly results and projections, including risks and opportunities with appropriate business partners and finance management

Work closely with the Plato team to ensure event creation is accurate and ties to OLT. All audit requirements should be followed.

Provide input/support for the Annual Business Plan and monthly forecasts

Provide financial planning and analysis support to channel teams

Support the development of product and customer P&Ls from sales to contribution margin and use variance analysis to identify areas to optimize sales and gross margin

Support the tools and processes intended to drive improved return on investment related to deflator investments

Additional accountabilities include approval of promotional activity, preparation of adjusting entries, reconciliation of accrual accounts

Required Education, Skills and Experience

Bachelors degree in accounting or finance

3 years of financial analytical experience

Highly proficient in Microsoft Office, Excel and Power Point

Proven ability to collaborate effectively with internal and external business partners

Strong analytical and problem-resolution skills

Ability to work under pressure in a fast-paced and changing environment

Time management skills and the ability to prioritize based on business strategies and objectives

Preferred Skills and Experience

Hyperion Planning and SAP (or other ERP) experience

Experience in the CPG industry preferred

Additional degrees of certifications preferred e.g. MBA, CPA, CMA

Work Environment

Closely collaborates with a cross functional commercial team which requires some work hour flexibility

Hybrid work environment aligned with function guidelines

The salary range for this position is $76,000-105,000. Actual base salary offered to a candidate may vary based upon factors including, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.

#LI-JB1

Edgewell is an equal opportunity employer. We do all we can to create a collaborative and diverse global team, where good ideas can thrive, and our colleagues can learn and lead. We prohibit discrimination based on age, color, disability, marital or parental status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any legally protected status in accordance with applicable federal, state and local laws. We listen deeply and speak directly to create an environment thats open to difference. We aim to bring joy to not only the products we create and the people we serve, but our colleagues across the globe too.

#J-18808-Ljbffr

**About this role:**
Wells Fargo is seeking a Senior Equipment Finance Underwriter to support a growing equipment finance platform within the Commercial Banking Group. This is a great opportunity to work with one of the top commercial banking lenders in the U.S. Learn more about the career areas and lines of business at wellsfargojobs.com. #commercialbanking
**In this role, you will:**
+ Lead or participate in research and underwrite the creditworthiness of moderately complex commercial or business loan and lease requests within Equipment Finance Underwriting functional area
+ Review and research moderately complex commercial or business loan and lease requests that require an in-depth evaluation
+ Perform periodic reviews on assigned portfolio credits
+ Maintain risk ratings and other relevant data on systems of record
+ Approve loans or leases within delegated credit authority and recommend transactions in excess of that authority
+ Collaborate and consult with Equipment Finance Underwriting peers, colleagues, and middle level managers and achieve business objectives
+ Work with internal and external business partners to gather information to make appropriate decisions
**Required Qualifications:**
+ 4+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Strong cash flow analysis skills
+ Familiarity with various collateral types
+ Document negotiation skills
+ Financial Analysis experience
+ Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
+ Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
+ Experience working on transactions >$1MM
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Willingness to work on-site at stated location on the job opening.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Job Locations:**
+ 83 Wooster Hts - Danbury, CT 06810
+ 10 S Wacker Dr - Chicago, IL 60606
+ 600 S 4th St - Minneapolis, MN 55415
+ 550 S Tryon St, Charlotte, NC 28202
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$00,000.00 - 196,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
30 Aug 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-472259