VP, Financial Reporting
07632 Englewood Cliffs, New Jersey
NBC Universal
Posted 4 days ago
Job Viewed
Job Description
NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our theme parks and consumer experiences. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, NBC Local Stations, Bravo, USA Network, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through Universal Filmed Entertainment Group and Universal Studio Group, and have world-renowned theme parks and attractions through Universal Destinations & Experiences. NBCUniversal is a subsidiary of Comcast Corporation.
Our impact is rooted in improving the communities where our employees, customers, and audiences live and work. We have a rich tradition of giving back and ensuring our employees have the opportunity to serve their communities. We champion an inclusive culture and strive to attract and develop a talented workforce to create and deliver a wide range of content reflecting our world.
Comcast NBCUniversal has announced its intent to create a new publicly traded company ('Versant') comprised of most of NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel along with complementary digital assets Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. The well-capitalized company will have significant scale as a pure-play set of assets anchored by leading news, sports and entertainment content. The spin-off is expected to be completed during 2025.
Responsibilities:
+ Oversee the company's financial reporting processes including the monthly close and consolidation process, as well as external reporting functions as a key leader in Chief Accounting Officer organization.
+ Oversee overall period end financial close and consolidation process, partnering with business unit and functional Controllership teams to ensure that transactions are recorded, documented, reviewed and supported in accordance with company policies, generally accepted accounting principles and SOX controls.
+ Manage preparation and filing of quarterly financial reports with U.S. Securities and Exchange Commission, partnering closely with Investor Relations, Treasury, Legal and Finance teams in carrying out disclosure controls and procedures.
+
+ Participate in monthly/quarterly Controllership activities, with responsibility for key entity level controls, including financial statement reviews (i.e. Balance Sheet, Income Statement and Cash Flows).
+ Monitor changes in financial reporting standards and regulations, assessing their impact on the company and implementing necessary adjustments.
+ Assess control environment through review of control activities; identify and concentrate on improvement opportunities in key, high risk areas.
+ Oversee overall process to ensure that operational and design effectiveness of internal controls over financial reporting is maintained and oversee all aspects of Sarbanes-Oxley (SOX) compliance
+ Assist Chief Accounting Officer and Corporate Controller with materials and presentations for Audit Committee
+ Manage all corporate debt and equity accounting, reporting and related analysis
+ Manage external audit relationship and compliance with related rules and regulations
+ Collaborate with controllership team and IT on reporting system enhancements
+ Utilize Workiva environment by using software to develop financial statements and manage user access
+ Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results
Qualifications & Experience:
+ Bachelor's degree in Accounting, Finance, or a related field; CPA or CFA preferred.
+ 12+ years of progressive experience in financial reporting, accounting, or audit, with at least 5 years in a senior leadership role.
+ Exceptional knowledge of SEC regulations, U.S. GAAP, IFRS (if applicable), and SOX compliance.
+ Experience working in a publicly traded company or a Big 4 accounting firm is preferred.
+ Excellent analytical, leadership, and communication skills.
+ Ability to collaborate and influence across multiple levels of the organization.
+ High attention to detail and a commitment to accuracy and transparency.
+ Proficiency in financial reporting software and ERP systems.
Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on Manager discussion or business need.
This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks. Learn more about the benefits offered by NBCUniversal by visiting the Benefits page ( of the Careers website. Salary range: $180,000 - $240,000 (bonus and long-term incentive eligible).
As part of our selection process, external candidates may be required to attend an in-person interview with an NBCUniversal employee at one of our locations prior to a hiring decision. NBCUniversal's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.
If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to
Although you'll be hired as an NBCU employee, your employment and the responsibilities associated with this job likely will transition to Versant in the future. By joining at this pivotal time, you'll be a part of this exciting company as it takes shape.
Our impact is rooted in improving the communities where our employees, customers, and audiences live and work. We have a rich tradition of giving back and ensuring our employees have the opportunity to serve their communities. We champion an inclusive culture and strive to attract and develop a talented workforce to create and deliver a wide range of content reflecting our world.
Comcast NBCUniversal has announced its intent to create a new publicly traded company ('Versant') comprised of most of NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel along with complementary digital assets Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine. The well-capitalized company will have significant scale as a pure-play set of assets anchored by leading news, sports and entertainment content. The spin-off is expected to be completed during 2025.
Responsibilities:
+ Oversee the company's financial reporting processes including the monthly close and consolidation process, as well as external reporting functions as a key leader in Chief Accounting Officer organization.
+ Oversee overall period end financial close and consolidation process, partnering with business unit and functional Controllership teams to ensure that transactions are recorded, documented, reviewed and supported in accordance with company policies, generally accepted accounting principles and SOX controls.
+ Manage preparation and filing of quarterly financial reports with U.S. Securities and Exchange Commission, partnering closely with Investor Relations, Treasury, Legal and Finance teams in carrying out disclosure controls and procedures.
+
+ Participate in monthly/quarterly Controllership activities, with responsibility for key entity level controls, including financial statement reviews (i.e. Balance Sheet, Income Statement and Cash Flows).
+ Monitor changes in financial reporting standards and regulations, assessing their impact on the company and implementing necessary adjustments.
+ Assess control environment through review of control activities; identify and concentrate on improvement opportunities in key, high risk areas.
+ Oversee overall process to ensure that operational and design effectiveness of internal controls over financial reporting is maintained and oversee all aspects of Sarbanes-Oxley (SOX) compliance
+ Assist Chief Accounting Officer and Corporate Controller with materials and presentations for Audit Committee
+ Manage all corporate debt and equity accounting, reporting and related analysis
+ Manage external audit relationship and compliance with related rules and regulations
+ Collaborate with controllership team and IT on reporting system enhancements
+ Utilize Workiva environment by using software to develop financial statements and manage user access
+ Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results
Qualifications & Experience:
+ Bachelor's degree in Accounting, Finance, or a related field; CPA or CFA preferred.
+ 12+ years of progressive experience in financial reporting, accounting, or audit, with at least 5 years in a senior leadership role.
+ Exceptional knowledge of SEC regulations, U.S. GAAP, IFRS (if applicable), and SOX compliance.
+ Experience working in a publicly traded company or a Big 4 accounting firm is preferred.
+ Excellent analytical, leadership, and communication skills.
+ Ability to collaborate and influence across multiple levels of the organization.
+ High attention to detail and a commitment to accuracy and transparency.
+ Proficiency in financial reporting software and ERP systems.
Hybrid: This position has been designated as hybrid, generally contributing from the office a minimum of three days per week. Subject to change based on Manager discussion or business need.
This position is eligible for company sponsored benefits, including medical, dental and vision insurance, 401(k), paid leave, tuition reimbursement, and a variety of other discounts and perks. Learn more about the benefits offered by NBCUniversal by visiting the Benefits page ( of the Careers website. Salary range: $180,000 - $240,000 (bonus and long-term incentive eligible).
As part of our selection process, external candidates may be required to attend an in-person interview with an NBCUniversal employee at one of our locations prior to a hiring decision. NBCUniversal's policy is to provide equal employment opportunities to all applicants and employees without regard to race, color, religion, creed, gender, gender identity or expression, age, national origin or ancestry, citizenship, disability, sexual orientation, marital status, pregnancy, veteran status, membership in the uniformed services, genetic information, or any other basis protected by applicable law.
If you are a qualified individual with a disability or a disabled veteran and require support throughout the application and/or recruitment process as a result of your disability, you have the right to request a reasonable accommodation. You can submit your request to
Although you'll be hired as an NBCU employee, your employment and the responsibilities associated with this job likely will transition to Versant in the future. By joining at this pivotal time, you'll be a part of this exciting company as it takes shape.
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0
Financial Reporting Manager
Jamaica, New York
Greater Jamaica Development Corp
Posted today
Job Viewed
Job Description
Greater Jamaica Development Corporation (GJDC), founded in 1967, is one of the nation's first community development corporations and a model for economic transformation. GJDC drives responsible public and private investment in Jamaica, Queens to expand opportunity and improve quality of life. Through high-impact programs and cross-sector partnerships, we revitalize the community and strengthen the region.
The Financial Reporting Manager is responsible for overseeing the preparation, analysis, and reporting of the organization's financial activities. This role ensures compliance with accounting standards, supports audit and budgeting processes, and provides strategic financial insights to the Controller and senior management. The Finance Reporting Manager plays a critical role in maintaining the integrity of financial data and driving informed decision-making across the organization.
FUNCTIONS AND RESPONSIBILITIES:
• Financial Reporting:
. ead the preparation of Quarterly and Year-End Financial Statements, including Budget vs. Actual analysis, GAAP compliance, Variance Analysis, and Notes to Financial Statements (Year-End only).
o Develop and review Information and Tax Return Work-Papers to ensure accuracy and compliance.
General Ledger Oversight:
• M nage reconciliations for Payroll, Bank Accounts, Harvest Room, Farmer's Market EBT, Investments, and Gala Reporting.
• O ersee Fixed Asset maintenance and reporting to ensure proper tracking and depreciation.
Investment Analysis and General Ledger Management:
• P rform detailed analysis of investment activities, including portfolio performance and returns.
• E sure accurate and timely recording of investment transactions in the general ledger.
• R concile investment accounts and provide variance analysis to identify discrepancies or trends.
• C llaborate with the Controller to align investment reporting with organizational financial goals.
Audit Coordination:
• F cilitate audit processes, including Financial Statement audits, A-133 audits, and insurance-related audits (Worker's Compensation, Security, General Liability).
• E sure timely and accurate preparation of audit documentation.
Budgeting and Financial Projections:
• C llaborate with the Controller to develop annual budgets and financial forecasts.
• P ovide insights and recommendations to improve financial planning and resource allocation.
Regulatory and Compliance Reporting:
• P epare and submit RPIE and TC Forms in compliance with regulatory requirements.
• M nage JFP Reporting, including Monthly Parking Operation Variance Reports and Analysis.
• O ersee GJLDC Revolving Loan Fund Reporting and ensure compliance with program guidelines.
Strategic Financial Analysis:
• G nerate ad-hoc financial reports to support organizational decision-making and strategic initiatives.
• P ovide detailed variance analysis and recommendations to improve financial performance.
ORGANIZATIONAL RELATIONSHIPS: Reports directly to the Controller and works closely with senior management across departments.
KNOWLEDGE, SKILLS, AND QUALIFICATIONS:
• B chelor's degree in accounting or finance; or advanced certification preferred.
• M nimum of 5 years of progressive experience in financial reporting and analysis.
• E pertise in GAAP compliance and audit preparation.
• S rong analytical skills with the ability to interpret complex financial data.
• E cellent communication and leadership skills to effectively collaborate across departments.
• P oficiency in Microsoft Office and advanced knowledge of accounting software, including Sage Intacct.
Salary Range $75K - $90K
Apply online at ,
Emails can be sent to
Resumes can be mailed to: GJDC – 9004 161st Street, 7th Floor, Jamaica NY 11432
Greater Jamaica Development Corporation is an Equal Opportunity Employer
The Financial Reporting Manager is responsible for overseeing the preparation, analysis, and reporting of the organization's financial activities. This role ensures compliance with accounting standards, supports audit and budgeting processes, and provides strategic financial insights to the Controller and senior management. The Finance Reporting Manager plays a critical role in maintaining the integrity of financial data and driving informed decision-making across the organization.
FUNCTIONS AND RESPONSIBILITIES:
• Financial Reporting:
. ead the preparation of Quarterly and Year-End Financial Statements, including Budget vs. Actual analysis, GAAP compliance, Variance Analysis, and Notes to Financial Statements (Year-End only).
o Develop and review Information and Tax Return Work-Papers to ensure accuracy and compliance.
General Ledger Oversight:
• M nage reconciliations for Payroll, Bank Accounts, Harvest Room, Farmer's Market EBT, Investments, and Gala Reporting.
• O ersee Fixed Asset maintenance and reporting to ensure proper tracking and depreciation.
Investment Analysis and General Ledger Management:
• P rform detailed analysis of investment activities, including portfolio performance and returns.
• E sure accurate and timely recording of investment transactions in the general ledger.
• R concile investment accounts and provide variance analysis to identify discrepancies or trends.
• C llaborate with the Controller to align investment reporting with organizational financial goals.
Audit Coordination:
• F cilitate audit processes, including Financial Statement audits, A-133 audits, and insurance-related audits (Worker's Compensation, Security, General Liability).
• E sure timely and accurate preparation of audit documentation.
Budgeting and Financial Projections:
• C llaborate with the Controller to develop annual budgets and financial forecasts.
• P ovide insights and recommendations to improve financial planning and resource allocation.
Regulatory and Compliance Reporting:
• P epare and submit RPIE and TC Forms in compliance with regulatory requirements.
• M nage JFP Reporting, including Monthly Parking Operation Variance Reports and Analysis.
• O ersee GJLDC Revolving Loan Fund Reporting and ensure compliance with program guidelines.
Strategic Financial Analysis:
• G nerate ad-hoc financial reports to support organizational decision-making and strategic initiatives.
• P ovide detailed variance analysis and recommendations to improve financial performance.
ORGANIZATIONAL RELATIONSHIPS: Reports directly to the Controller and works closely with senior management across departments.
KNOWLEDGE, SKILLS, AND QUALIFICATIONS:
• B chelor's degree in accounting or finance; or advanced certification preferred.
• M nimum of 5 years of progressive experience in financial reporting and analysis.
• E pertise in GAAP compliance and audit preparation.
• S rong analytical skills with the ability to interpret complex financial data.
• E cellent communication and leadership skills to effectively collaborate across departments.
• P oficiency in Microsoft Office and advanced knowledge of accounting software, including Sage Intacct.
Salary Range $75K - $90K
Apply online at ,
Emails can be sent to
Resumes can be mailed to: GJDC – 9004 161st Street, 7th Floor, Jamaica NY 11432
Greater Jamaica Development Corporation is an Equal Opportunity Employer
PI276609430
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1
Finance associate
11210 Brooklyn, New York
Goodwin Recruiting
Posted 4 days ago
Job Viewed
Job Description
We are looking to add a Finance Associate to the team. You will be forward facing with clients and vendors while playing an important part on the financial team. If you have experience with AP/ AR and like working with people, please send your resume Associate, Finance, Banking, Staffing
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2
Finance Associate
11553 Uniondale, New York
Abacus Group
Posted 12 days ago
Job Viewed
Job Description
Get AI-powered advice on this job and more exclusive features.
This range is provided by Abacus Group, LLC. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$75,000.00/yr - $0,000.00/yr
Our client is a financial services firm. They seek a Finance Associate to join their Uniondale, NY office.
Responsibilities
- Design the monthly, quarterly, and annual FP&A process
- Complete journal entries, balance sheet reconciliations, and variance analysis
- Draft annual financial statements, including financial statements footnotes
- Prepare presentations to report performance to management regularly
- Review offshore accounting work and liaise with external auditors
- Pay monthly debt service including interest, principal, and applicable fees
- Produce required banking covenant analysis
- Maintain and update financial records for a portfolio of properties
- Liaise with property managers to ensure monthly accounting deadlines are met
- Work with the Director of Capital Markets on ad hoc projects for clients
Requirements
- Previous finance experience
- Public accounting background
- Open to industry experience
- Organized and detail-oriented
- Advanced Excel skills
JobID: 47331
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance
- Industries Investment Advice and Financial Services
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3
Finance Manager
07631 Englewood, New Jersey
CBRE
Posted 2 days ago
Job Viewed
Job Description
Finance Manager
Job ID
234040
Posted
15-Aug-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Englewood - New Jersey - United States of America
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
+ Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees.
+ Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
+ Oversee the budgeting process, forecasting process, strategic planning process, and standard management reporting.
+ Review balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
+ Review and approve basic monthly journal entries.
+ Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
+ Coordinate research, development, and preparation of accounting policy and procedures.
+ Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
+ Influence parties of shared interests to reach an agreement.
+ Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
+ Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
+ Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
**What You'll Need:**
+ Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
+ Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
+ Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Extensive organizational skills with a strong inquisitive mindset.
+ Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
CBRE is the leader in our field. We offer excellent compensation and benefits, to include overtime pay, bonus eligibility, PTO, medical and dental benefits, 401K, and comprehensive training for professional growth.
Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Finance Manager position is $110k and the maximum salary for the Finance Manager position is $120k. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
234040
Posted
15-Aug-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Englewood - New Jersey - United States of America
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
+ Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees.
+ Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
+ Oversee the budgeting process, forecasting process, strategic planning process, and standard management reporting.
+ Review balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
+ Review and approve basic monthly journal entries.
+ Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
+ Coordinate research, development, and preparation of accounting policy and procedures.
+ Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
+ Influence parties of shared interests to reach an agreement.
+ Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
+ Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
+ Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
**What You'll Need:**
+ Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
+ Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
+ Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
+ In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
+ Extensive organizational skills with a strong inquisitive mindset.
+ Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
CBRE is the leader in our field. We offer excellent compensation and benefits, to include overtime pay, bonus eligibility, PTO, medical and dental benefits, 401K, and comprehensive training for professional growth.
Residents: CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Finance Manager position is $110k and the maximum salary for the Finance Manager position is $120k. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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4
Senior Financial Reporting Analyst
07652 Paramus, New Jersey
Veolia North America
Posted 4 days ago
Job Viewed
Job Description
**Company Description**
A subsidiary of Veolia group, Veolia North America (VNA) is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has more than 10,000 employees working at more than 350 locations across the continent. Description**
**Position Purpose:**
The Senior Financial Reporting Analyst will assist in the US GAAP and IFRS consolidation process and help prepare all aspects of the monthly, quarterly and annual consolidated financial statements and analyses in accordance with GAAP, IFRS and Veolia Environnement accounting principles. In addition, the Senior Financial Reporting Analyst will assist in the preparation of quarterly unaudited financial statements and annual audited financial statements for Veolia Utility Resources LLC and Subsidiaries ("VUR") and Veolia Utility Parent, Inc. and Subsidiaries ("VUPI"). This position interacts with executives, peers and subordinates on key financial matters, financial planning processes and information technology issues, and acts as a primary liaison with counterparts at Veolia Environnement.
**Primary Duties/Responsibilities:**
+ Assist in the monthly closing process of VUPI, VUR and other affiliated companies under US GAAP and IFRS, including preparing and posting monthly consolidating and eliminating entries.
+ Prepare and analyze quarterly and annual financial statements and associated footnote disclosures for VUR and VUPI which includes coordination with various stakeholders within the business Liaison between the external auditors and the business on various aspects of the external audit.
+ Prepare the quarterly Board of Directors reporting package.
+ Prepare monthly, quarterly and annual consolidated Vector (consolidation tool) reporting in IFRS for submission to parent company.
+ Maintain the FCCS-based Vector reporting system.
+ Collaborate with counterparts at Veolia Environnement on accounting and reporting matters.
+ Establish, evaluate, and continually improve process, practice, and policy documentation.
+ Research technical accounting matters on an ad-hoc basis.
+ Assist in ensuring the accuracy of financial statements and technical compliance to US GAAP, IFRS, internal controls, and company policies.
+ Perform key account analysis and/or prepare account reconciliations.
+ Participate in special projects as assigned by management.
**Qualifications**
**Education/Experience/Background:**
+ Bachelor's Degree in Accounting/Finance or related field.
+ Minimum 4-5 years of related accounting, consolidations and financial reporting experience.
+ Familiarity and/or experience with utility regulations and practices preferred.
+ Public accounting experience preferred.
+ Experience in corporate and/or multi-subsidiary environments preferred.
+ Experience with data visualization and robotic process automation a plus.
**Knowledge/Skills/Abilities:**
+ Good interpersonal skills and ability to interact with all levels of management, both internally and externally.
+ Strong knowledge of US generally accepted accounting principles (US GAAP); familiarity with International Financial Reporting Standards (IFRS) a plus.
+ Strong accounting skills, including in particular a strong understanding of consolidation concepts.
+ Strong financial & management reporting and analytical skills.
+ Ability to effectively communicate in writing and preparing technical memos.
+ Ability to work under pressure and within deadlines.
+ Proficiency in Microsoft Office products and Google Workspace.
+ Familiarity with PeopleSoft and UiPath systems a plus.
**Required Certification/Licenses/Training:**
CPA preferred.
**Additional Information**
**Pay Range:** $9000 to a maximum of $114000 Per Year.
**Benefits:** Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement.
Sick leave - 56 hours; Observed Holidays - 11 days; Vacation - Flexible Time Off
Eligible for up to 10% Annual Performance Bonus.
We are 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 or protected veteran status.
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
A subsidiary of Veolia group, Veolia North America (VNA) is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has more than 10,000 employees working at more than 350 locations across the continent. Description**
**Position Purpose:**
The Senior Financial Reporting Analyst will assist in the US GAAP and IFRS consolidation process and help prepare all aspects of the monthly, quarterly and annual consolidated financial statements and analyses in accordance with GAAP, IFRS and Veolia Environnement accounting principles. In addition, the Senior Financial Reporting Analyst will assist in the preparation of quarterly unaudited financial statements and annual audited financial statements for Veolia Utility Resources LLC and Subsidiaries ("VUR") and Veolia Utility Parent, Inc. and Subsidiaries ("VUPI"). This position interacts with executives, peers and subordinates on key financial matters, financial planning processes and information technology issues, and acts as a primary liaison with counterparts at Veolia Environnement.
**Primary Duties/Responsibilities:**
+ Assist in the monthly closing process of VUPI, VUR and other affiliated companies under US GAAP and IFRS, including preparing and posting monthly consolidating and eliminating entries.
+ Prepare and analyze quarterly and annual financial statements and associated footnote disclosures for VUR and VUPI which includes coordination with various stakeholders within the business Liaison between the external auditors and the business on various aspects of the external audit.
+ Prepare the quarterly Board of Directors reporting package.
+ Prepare monthly, quarterly and annual consolidated Vector (consolidation tool) reporting in IFRS for submission to parent company.
+ Maintain the FCCS-based Vector reporting system.
+ Collaborate with counterparts at Veolia Environnement on accounting and reporting matters.
+ Establish, evaluate, and continually improve process, practice, and policy documentation.
+ Research technical accounting matters on an ad-hoc basis.
+ Assist in ensuring the accuracy of financial statements and technical compliance to US GAAP, IFRS, internal controls, and company policies.
+ Perform key account analysis and/or prepare account reconciliations.
+ Participate in special projects as assigned by management.
**Qualifications**
**Education/Experience/Background:**
+ Bachelor's Degree in Accounting/Finance or related field.
+ Minimum 4-5 years of related accounting, consolidations and financial reporting experience.
+ Familiarity and/or experience with utility regulations and practices preferred.
+ Public accounting experience preferred.
+ Experience in corporate and/or multi-subsidiary environments preferred.
+ Experience with data visualization and robotic process automation a plus.
**Knowledge/Skills/Abilities:**
+ Good interpersonal skills and ability to interact with all levels of management, both internally and externally.
+ Strong knowledge of US generally accepted accounting principles (US GAAP); familiarity with International Financial Reporting Standards (IFRS) a plus.
+ Strong accounting skills, including in particular a strong understanding of consolidation concepts.
+ Strong financial & management reporting and analytical skills.
+ Ability to effectively communicate in writing and preparing technical memos.
+ Ability to work under pressure and within deadlines.
+ Proficiency in Microsoft Office products and Google Workspace.
+ Familiarity with PeopleSoft and UiPath systems a plus.
**Required Certification/Licenses/Training:**
CPA preferred.
**Additional Information**
**Pay Range:** $9000 to a maximum of $114000 Per Year.
**Benefits:** Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement.
Sick leave - 56 hours; Observed Holidays - 11 days; Vacation - Flexible Time Off
Eligible for up to 10% Annual Performance Bonus.
We are 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 or protected veteran status.
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.
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5
Financial Reporting Vice President
07308 Jersey City, New Jersey
SMBC
Posted 4 days ago
Job Viewed
Job Description
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
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 $92,000.00 and $175,000.00. 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**
SMBC is seeking a Financial Reporting Vice President. This position will support Americas Division's Financial Accounting Control which is responsible for preparing the consolidated financial statements of SMBC Americas Holdings, Inc. and its subsidiaries (BHC), including but not limited to day-to-day accounting operations, monthly book closing, financial reporting controls, balance sheet substantiation, general ledger and chart of accounts governance and etc.
**Role Objectives: Delivery**
+ Review account reconciliations and journal adjustments throughout the month-end and quarter-end closings; ensure the financial data are accurate for the reporting period
+ Support intercompany and consolidation review process and provide suggestions for process improvements; investigate breaks with the subsidiaries' accounting teams and ensure elimination activities are well supported and documented
+ Contribute to analytical review of significant variances for the monthly and quarterly BHC Balance Sheet and Income Statement
+ Draft and coordinate preparation of the annual BHC consolidated financial statement footnotes; responsible for internal or external auditors' requests
+ Manage and support various projects related to general ledger and financial controls framework enhancement across the Controllers group, including implementation of new ERP system
+ Assist in annual budgeting and forecasting processes by collaborating with the legal entity controllers; provide analytics and rolling forecasts to support quarterly reporting
+ Lead the monthly monitoring process on CUSO financial reporting key risks indicators (KRIs)
+ Support balance sheet substantiation process in BHC; identify GL account ownership, perform risk ranking, incorporate materiality considerations, document reconciliation break thresholds, obtain certification and attestation, and etc.
+ Coordinate monthly meetings with the subsidiaries and communicate accounting and reporting issues; review legal entity financials and monthly results presentation to ensure significant variances on Balance Sheet and Income Statement are accurately explained
+ Maintain general ledger and chart of accounts: new account opening and mapping changes
+ Assist in special projects and perform other duties as assigned
**Qualifications and Skills**
+ 8+ years of relevant experience in corporate accounting or financial reporting
+ Prior experience with Oracle Cloud and/or Oracle EBS, including SmartView and/or Essbase will be an added advantage
+ Bachelor's degree in Accounting, MBA or CPA highly preferred
+ 5+ years of relevant experience in financial services sector, financial institutions or public accounting experience is preferrable
+ Proficiency with Microsoft Office applications - Excel including Pivot Tables and V-Look Ups, Word, Access and PowerPoint, Alteryx, SmartView is a plus
+ Solid knowledge of US GAAP
+ Proven capabilities in time management, critical thinking and problem-solving
+ Ability to work effectively and independently with shifting priorities
+ Excellent verbal and written communication skills and the ability to manage relationship across various legal entities and work with various stakeholders
+ Detail oriented and well organized
+ Strong data analytic skills
+ Capable of multi-tasking
**Additional Requirements**
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
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 $92,000.00 and $175,000.00. 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**
SMBC is seeking a Financial Reporting Vice President. This position will support Americas Division's Financial Accounting Control which is responsible for preparing the consolidated financial statements of SMBC Americas Holdings, Inc. and its subsidiaries (BHC), including but not limited to day-to-day accounting operations, monthly book closing, financial reporting controls, balance sheet substantiation, general ledger and chart of accounts governance and etc.
**Role Objectives: Delivery**
+ Review account reconciliations and journal adjustments throughout the month-end and quarter-end closings; ensure the financial data are accurate for the reporting period
+ Support intercompany and consolidation review process and provide suggestions for process improvements; investigate breaks with the subsidiaries' accounting teams and ensure elimination activities are well supported and documented
+ Contribute to analytical review of significant variances for the monthly and quarterly BHC Balance Sheet and Income Statement
+ Draft and coordinate preparation of the annual BHC consolidated financial statement footnotes; responsible for internal or external auditors' requests
+ Manage and support various projects related to general ledger and financial controls framework enhancement across the Controllers group, including implementation of new ERP system
+ Assist in annual budgeting and forecasting processes by collaborating with the legal entity controllers; provide analytics and rolling forecasts to support quarterly reporting
+ Lead the monthly monitoring process on CUSO financial reporting key risks indicators (KRIs)
+ Support balance sheet substantiation process in BHC; identify GL account ownership, perform risk ranking, incorporate materiality considerations, document reconciliation break thresholds, obtain certification and attestation, and etc.
+ Coordinate monthly meetings with the subsidiaries and communicate accounting and reporting issues; review legal entity financials and monthly results presentation to ensure significant variances on Balance Sheet and Income Statement are accurately explained
+ Maintain general ledger and chart of accounts: new account opening and mapping changes
+ Assist in special projects and perform other duties as assigned
**Qualifications and Skills**
+ 8+ years of relevant experience in corporate accounting or financial reporting
+ Prior experience with Oracle Cloud and/or Oracle EBS, including SmartView and/or Essbase will be an added advantage
+ Bachelor's degree in Accounting, MBA or CPA highly preferred
+ 5+ years of relevant experience in financial services sector, financial institutions or public accounting experience is preferrable
+ Proficiency with Microsoft Office applications - Excel including Pivot Tables and V-Look Ups, Word, Access and PowerPoint, Alteryx, SmartView is a plus
+ Solid knowledge of US GAAP
+ Proven capabilities in time management, critical thinking and problem-solving
+ Ability to work effectively and independently with shifting priorities
+ Excellent verbal and written communication skills and the ability to manage relationship across various legal entities and work with various stakeholders
+ Detail oriented and well organized
+ Strong data analytic skills
+ Capable of multi-tasking
**Additional Requirements**
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
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6
Financial Reporting - Vice President
07308 Jersey City, New Jersey
SMBC
Posted 4 days ago
Job Viewed
Job Description
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
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 $122,000.00 and $170,000.00. 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.
**Overview**
SMBC is seeking a Vice President position to work in the Bank Accounting Department located in Jersey City, NJ. This Vice President will help to initiate, plan, execute, monitor, and close large-scale projects across the Controllers Group by driving defined projects/workstreams; serving as a supporting personnel to the key primary contact and working closely with key business and technical stakeholders to identify and monitor project requirements, activities, milestones, and deliverables. This Vice President will have a strong desire to build and maintain relationships across SMBC along with exemplifying strong written/verbal communication, problem solving skills, and critical thinking.
**Responsibilities**
+ Ability to develop and maintain Project Plans and Project Documents (e.g., Project Charter, Stakeholder Register, Issue Log) in accordance with the Project Life Cycle (i.e., Initiation, Planning, Executing, Monitoring & Controlling, & Closing).
+ Coordinate and consolidate workstream status reports, track workstream schedules and milestones, risks, issues, and observations that needs management's attention within a program/project.
+ Ability to create and maintain budget and resource plans for project execution and fiscal year planning.
+ Conduct periodic meetings (e.g., daily, weekly, and monthly basis) for the Controllers Group.
+ Coordination with external and internal auditors for the audit related activities.
+ Coordination and negotiation with external consulting firms and vendors.
+ Prepare and edit Weekly Project Status Reporting materials including concise and clear visual artifacts to support management understanding.
+ Track cross-workstream dependencies, milestones, and serve as the facilitator and note taker of cross-workstream meetings and other project related meetings with relevant stakeholders.
+ Assist with the creation and management of the project management plan.
+ Ability to identify, escalate, and mitigate project issues and risks across workstreams and projects.
+ Provide oversight for project management artifacts, such as project plans, project charters, business cases, and status reports.
+ Understand the challenges/issues/goals that business departments are facing and swiftly consider appropriate solutions.
+ Draft, review, and edit business requirement documents by gathering and analyzing business user requirements from key stakeholders.
+ Draft test plans to perform and conduct Quality Assurance / User Acceptance Testing.
+ Coordinate and support Quality Assurance / User Acceptance Testing calls including overview and test execution.
+ Support the creation and maintenance of business workflows, procedure manuals, and monthly/quarterly accounting analyses.
+ Draft and deliver training materials for end users.
**Qualifications:**
+ Bachelor's Degree in Business, Accounting, Finance, Computer Science, Engineering, or related business fields.
+ 5+ years of industry experience (i.e., financial industry experience highly preferred)
+ Excellent verbal and written communication skills.
+ PMP Certification preferred but not required.
+ Proficiency in Microsoft applications and other applications, such as Excel, Word, PowerPoint, and Microsoft Project.
+ Excellent project management skills, including the ability to work collaboratively across functional teams.
+ Ability to prioritize multiple tasks and work with shifting priorities.
+ Strong analytical, problem-solving, and documentation skills.
+ Detail oriented and well organized.
+ Ability to work independently as well as within a group setting.
+ Ability to balance and prioritize critical responsibilities to meet all necessary deadlines timely.
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
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 $122,000.00 and $170,000.00. 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.
**Overview**
SMBC is seeking a Vice President position to work in the Bank Accounting Department located in Jersey City, NJ. This Vice President will help to initiate, plan, execute, monitor, and close large-scale projects across the Controllers Group by driving defined projects/workstreams; serving as a supporting personnel to the key primary contact and working closely with key business and technical stakeholders to identify and monitor project requirements, activities, milestones, and deliverables. This Vice President will have a strong desire to build and maintain relationships across SMBC along with exemplifying strong written/verbal communication, problem solving skills, and critical thinking.
**Responsibilities**
+ Ability to develop and maintain Project Plans and Project Documents (e.g., Project Charter, Stakeholder Register, Issue Log) in accordance with the Project Life Cycle (i.e., Initiation, Planning, Executing, Monitoring & Controlling, & Closing).
+ Coordinate and consolidate workstream status reports, track workstream schedules and milestones, risks, issues, and observations that needs management's attention within a program/project.
+ Ability to create and maintain budget and resource plans for project execution and fiscal year planning.
+ Conduct periodic meetings (e.g., daily, weekly, and monthly basis) for the Controllers Group.
+ Coordination with external and internal auditors for the audit related activities.
+ Coordination and negotiation with external consulting firms and vendors.
+ Prepare and edit Weekly Project Status Reporting materials including concise and clear visual artifacts to support management understanding.
+ Track cross-workstream dependencies, milestones, and serve as the facilitator and note taker of cross-workstream meetings and other project related meetings with relevant stakeholders.
+ Assist with the creation and management of the project management plan.
+ Ability to identify, escalate, and mitigate project issues and risks across workstreams and projects.
+ Provide oversight for project management artifacts, such as project plans, project charters, business cases, and status reports.
+ Understand the challenges/issues/goals that business departments are facing and swiftly consider appropriate solutions.
+ Draft, review, and edit business requirement documents by gathering and analyzing business user requirements from key stakeholders.
+ Draft test plans to perform and conduct Quality Assurance / User Acceptance Testing.
+ Coordinate and support Quality Assurance / User Acceptance Testing calls including overview and test execution.
+ Support the creation and maintenance of business workflows, procedure manuals, and monthly/quarterly accounting analyses.
+ Draft and deliver training materials for end users.
**Qualifications:**
+ Bachelor's Degree in Business, Accounting, Finance, Computer Science, Engineering, or related business fields.
+ 5+ years of industry experience (i.e., financial industry experience highly preferred)
+ Excellent verbal and written communication skills.
+ PMP Certification preferred but not required.
+ Proficiency in Microsoft applications and other applications, such as Excel, Word, PowerPoint, and Microsoft Project.
+ Excellent project management skills, including the ability to work collaboratively across functional teams.
+ Ability to prioritize multiple tasks and work with shifting priorities.
+ Strong analytical, problem-solving, and documentation skills.
+ Detail oriented and well organized.
+ Ability to work independently as well as within a group setting.
+ Ability to balance and prioritize critical responsibilities to meet all necessary deadlines timely.
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
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7
Structured Finance Analyst
06925 Stamford, Connecticut
Altus Power, Inc.
Posted 7 days ago
Job Viewed
Job Description
Position: Structured Finance Analyst
About Altus Power
Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers.
In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies.
We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future.
About the Position
Altus Power is currently seeking a qualified professional to join its Investment and Structured Finance team.
Responsibilities:
•Structure and execute tax equity and debt transactions to fund the company's solar investments
•Negotiate major financing transaction documents including securitization credit agreements, tax equity partnership agreements, Holdco credit agreements, etc.
•Coordinate due diligence, consultant reports, rating agencies, legal processes, and all other stakeholders to drive financing deal closings
•Interfacing with tax equity investors and lenders during deal marketing, closing, and on-going facility management
•Develop and maintain financial models associated with structured finance transactions
•Collaborate with internal teams, including development, construction, legal, and operations, to ensure efficient project execution
•Monitor and report on the financial performance of existing facilities including coordination with Altus' operations team
Requirements:
•Undergraduate degree with exceptional academic record
•5 years or more of experience as an investment professional or an investment banker
•Exposure to the infrastructure industry is a plus
•Superior financial modelling and due diligence capabilities
•Strong negotiation and relationship management skills with internal and external stakeholders
•Organized and detail-oriented
•Ability to work in situations with changing priorities and multiple simultaneous assignments
•Excellent verbal and written communication; experience presenting analyses to senior leaders and ability to lead and drive initiatives.
•Ability to work independently and proactively in a fast-paced environment
•Outstanding attention to detail
•Highly self-motivated with strong integrity
•Ability to clearly communicate ideas, both verbally and in writing
•A collaborative team player
Work Life at Altus
Our team is the asset we are most proud of. We aim to create a positive work-life balance.
Here are a few of the benefits we offer:
•Health and Dental Insurance (100% of premium paid of Company's standard policy)
•Participation in 401k Plan
•Paid cell phone service on Company's plan
•Ability to participate in Company's employee share plan
•Company paid lunch in the office
Altus is unequivocally committed to the principles of equal employment.
About Altus Power
Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers.
In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies.
We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future.
About the Position
Altus Power is currently seeking a qualified professional to join its Investment and Structured Finance team.
Responsibilities:
•Structure and execute tax equity and debt transactions to fund the company's solar investments
•Negotiate major financing transaction documents including securitization credit agreements, tax equity partnership agreements, Holdco credit agreements, etc.
•Coordinate due diligence, consultant reports, rating agencies, legal processes, and all other stakeholders to drive financing deal closings
•Interfacing with tax equity investors and lenders during deal marketing, closing, and on-going facility management
•Develop and maintain financial models associated with structured finance transactions
•Collaborate with internal teams, including development, construction, legal, and operations, to ensure efficient project execution
•Monitor and report on the financial performance of existing facilities including coordination with Altus' operations team
Requirements:
•Undergraduate degree with exceptional academic record
•5 years or more of experience as an investment professional or an investment banker
•Exposure to the infrastructure industry is a plus
•Superior financial modelling and due diligence capabilities
•Strong negotiation and relationship management skills with internal and external stakeholders
•Organized and detail-oriented
•Ability to work in situations with changing priorities and multiple simultaneous assignments
•Excellent verbal and written communication; experience presenting analyses to senior leaders and ability to lead and drive initiatives.
•Ability to work independently and proactively in a fast-paced environment
•Outstanding attention to detail
•Highly self-motivated with strong integrity
•Ability to clearly communicate ideas, both verbally and in writing
•A collaborative team player
Work Life at Altus
Our team is the asset we are most proud of. We aim to create a positive work-life balance.
Here are a few of the benefits we offer:
•Health and Dental Insurance (100% of premium paid of Company's standard policy)
•Participation in 401k Plan
•Paid cell phone service on Company's plan
•Ability to participate in Company's employee share plan
•Company paid lunch in the office
Altus is unequivocally committed to the principles of equal employment.
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8
Strategic Finance Associate
11368 Corona, New York
Lindblad Expeditions
Posted 10 days ago
Job Viewed
Job Description
Strategic Finance Associate
Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world's most remote and pristine locations on our fleet of 21 ships, and are committed to ensuring our guests experience the "Exhilaration of Discovery".
Essential Duties- Develop and maintain comprehensive financial and operating models for budgeting, forecasting, and long-range financial planning.
- Develop and maintain financial models for various business units and strategic initiatives.
- Model potential financial outcomes under different operational, economic, and strategic scenarios to inform decision making.
- Drive the monthly financial reporting process. Conduct detailed variance analysis with a focus on going beyond the numbers to understand underlying trends and identify opportunities for improvement.
- Partner with business units with analyses of business performance, providing data-driven insights to support budgeting, business planning, and financial and operational improvements.
- Provide analytical support for the evaluation of potential investments, mergers, and acquisitions.
- Prepare monthly, quarterly, and annual presentations for executive leadership and the board on financial results, budgets, forecasts, long-range planning and strategic initiatives.
- Continuously improve financial processes and systems to enhance efficiency and accuracy
- 3-5 years of experience in financial planning and analysis, corporate finance, management consulting, investment banking or a similar role
- Exceptional, demonstrable analytical skills and strong attention to detail
- Deep understanding of how to use operational and financial data to build forecasts and financial analyses
- Ability to break down complex financial data and identify key insights
- Effective communicator who can distill conclusions into actionable commercial insight for senior management and other stakeholders
- Proficiency in Microsoft Office (Excel, Word, PowerPoint), and/or other presentation applications and financial database and data visualization applications
- Knowledge of accounting principles and financial statement analysis
- Bachelor's degree in finance, accounting, or a related field, or comparable professional experience
- The ability to work Tue/Wed/Thu onsite in our NYC office
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively in a fast-paced environment
- Proactive in identifying issues and developing effective solutions
- Natural curiosity around business results and insights while consistently identifying ways to improve
$100,000 - $130,000 a year. This role is eligible for an annual bonus, based on performance.
Our Benefits- Travel benefits for employees and their family
- Health insurance including Medical, Dental, Vision
- 401(k) plan with employer match
- Long-Term Disability, Life & AD&D Insurance
- Flexible Spending Account (FSA) to be used for out-of-pocket medical and dependent care
- Pre-Tax Commuter Benefit
- 7-8 Paid Holidays
- 2-3 Floating Holiday Options (pro-rated per start date)
- Up to 15 days of vacation (pro-rated per anniversary year)
- Parental Leave
- Sick/personal days per city & state ordinance
- Pet Insurance discount
Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor.
While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms.
Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living.
For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant's location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay.
At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong.
Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.
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