127 Financial Development jobs in the United States
Financial Advisor Development Program
Posted 4 days ago
Job Viewed
Job Description
Career changers are encouraged to apply!
Our team is expanding, and we are currently looking for a new candidate to join our top team. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals, as well as be placed on a fast track to the Partner position should that career make sense for the individual. We need highly motivated and goal-oriented professionals who want to be in charge of their own career path.
Responsibilities
We are looking for future leaders in our office to join one of the company's top-producing teams. This is a full-time Hybrid Financial Advisor role located in Pittsburgh, Pennsylvania. The right individual will be provided with superior resources and industry-leading training to help ensure their career goals are attainable.
•The successful candidate will be responsible for financial planning, life protection, disability coverage, retirement planning, and providing financial services to clients.
•The candidate will also be responsible for effective communication with clients and colleagues.
•Coachable and competitive people who thrive among collaborative and motivated individuals in a team setting are highly successful within our industry.
Qualifications
•Excellent Communication Skills
•Leadership Characteristics
•Willingness to obtain Series 6/7 & 63 within your first 12 months
•Must obtain Life and Health License
•Self-motivated, competitive individuals
•Candidates looking to have defined career paths with great income potential and opportunities are ideal
Financial Advisor Development Program
Posted 12 days ago
Job Viewed
Job Description
This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$82,000.00/yr - $30,000.00/yr
Direct message the job poster from Northwestern Mutual
Executive Recruiting & Sales Leader @ Northwestern Mutual | Passionate About Scaling High-Performance TeamsFinancial Advisors at Northwestern Mutuals Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Build Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs.
Pay structure is mostly commission based but includes:
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
History of success in sales, athletics, military, client services, or client-facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Are you ready to change your life and the lives of your clients? Apply now!
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Planners are valued partners, and proud business owners. We value an inclusive and belonging environment where everyones different view points bring new successes!
Forbes' Best Employers for Diversity (2018-2020)
#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
224 billion3 (retail investment client assets held or managed)
1 Ranking for Northwestern Mutual Investment Services,LLC. Sources: FinancialAdvisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria.Details at fortune.com
3 Combined clientassets of NMIS and NMWMC as of June 30, 2021
- Northwestern MutualFinancial Representatives are Independent Contractors whose income is based solelyon production.
- Seniority level Associate
- Employment type Full-time
- Job function Finance, Sales, and Business Development
Referrals increase your chances of interviewing at Northwestern Mutual by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
Pension plan
Disability insurance
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Sign in to set job alerts for Financial Advisor roles. Asset & Wealth Management, Private Wealth Management, Equity Structuring, Analyst - New York New York Life - Management Fast Track ProgamManhattan, NY 60,000.00- 150,000.00 4 days ago
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#J-18808-LjbffrSenior Financial Accountant, Development & Construction
Posted 2 days ago
Job Viewed
Job Description
Key Tower - 127 Public Square
Job Description
We Are Brookfield Properties:
The Senior Financial Accountant focuses on the generation, preparation, and communication of information that is complete and accurate to support effective decision-making, management, internal controls, and financial reporting. The successful candidate will take the initiative to work independently and work as a driven and results oriented member of the Accounting team. Senior Financial Accountants are responsible for completing a wide range of general accounting, real estate & construction accounting and reporting activities under the guidance and supervision of Accounting Managers or Supervisors. Senior Financial Accountants may be responsible for projects and/or property portfolios and/or corporate/service/management entities. Responsibilities reflect varying levels of capabilities and are expected to evolve as relevant experience is acquired, and greater accountability is demonstrated.
Role & Responsibilities:
+ Maintain accurate general ledger and trial balance integrity, including oversight of cash, prepaid expenses, fixed assets, and development cost accruals in compliance with US GAAP/IFRS
+ Prepare and post recurring, non-recurring, and adjusting journal entries with appropriate documentation and support
+ Develop monthly, quarterly, and year-end audit workpapers, account reconciliations, and intercompany transaction tracking
+ Perform detailed variance analysis on G&A expenses and project overhead against budgets and business plans
+ Reconcile project cost systems to trial balance and support equity/investment account analysis
+ Prepare third-party financial reporting packages for lenders, partners, asset owners, and internal management
+ Collaborate cross-functionally with development and investment teams to forecast project cash flows and net operating income (NOI)
+ Review and update monthly/quarterly cash flow forecasts, and coordinate capital calls to lenders and asset owners
+ Support compliance with internal controls and SOX requirements through ongoing monitoring and documentation updates
+ Liaise with external auditors during audits, providing financial data and explaining business processes and controls
+ Research and interpret GAAP/IFRS standards and complex project or partnership agreements as needed
+ Calculate construction and development management fees, ensuring alignment with contractual agreements
+ Participate in automation initiatives, system upgrades, and process improvement projects across the accounting function
+ Provide ad hoc financial analysis and reporting to support management decision-making and special projects
+ Attend interdepartmental meetings to share insights, provide accounting guidance, and enhance communication between teams
Your Qualifications:
+ A bachelor's degree with a focus in Accounting, Finance, or related discipline from an accredited college or university is required
+ CPA or candidate preferred
+ At least 2-3 years experience in public accounting with audit exposure and/or real estate operating/development accounting is preferred
+ Desire to develop advanced accounting capabilities is essential
+ Solid knowledge of general accounting principles and processes
+ Advanced ability to perform quality assurance reviews and communicate issues
+ Experience with advanced accounting concepts such as equity method of accounting, variable interest entities and consolidations is a plus
+ Experience with project costing and operational accounting systems and reports considered an asset
+ Basic people management and development skills
+ Ability to prioritize and adapt to changes in objectives and portfolio of responsibilities
+ Strong attention to detail and the ability to handle multiple projects and tasks simultaneously
+ Advanced skills in Microsoft Office Suite (Word, Excel, PowerPoint)
+ Exposure to financial & project cost systems is a plus (PMWeb,Yardi)
Your Career @ Brookfield Properties:
At Brookfield Properties, your career progression is important to us. As a successful employee, you will have the opportunity to grow within your team, department, and across the Brookfield organization. Our leadership teams are dedicated to the accomplishments of their employees. We also invest time into training and developing our people. We take pride in knowing that 70% of our employees have more than 5 years of tenure.
End your job search and find your career today, at Brookfield Properties.
Why Brookfield Properties?
We imagine, create, and operate on a foundation of values to build a better world, together. Brookfield Properties strives to create spaces where going to work never feels routine. As a Brookfield Properties employee, you will enjoy many benefits such as 401K matching, tuition reimbursement, summer Fridays, paid maternity leave and more. There is also a generous employee referral program because we want our existing team members to help us build a more diverse workplace through their networks.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
#BPUS
At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 390 million square feet of real estate across the globe. It's a feat that wouldn't be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don't simply meet the needs of our tenants, residents, and communities - but exceed them, every day.
National Account Executive - Financial Business Development
Posted 16 days ago
Job Viewed
Job Description
Job Overview: This position is responsible for assigned territory (currently AK, AZ, CA, CO, HI, IA, ID, KS, MN, MO, MT, ND, NE, NM, NV, OR, SD, UT, WA, and WY) in U.S. marketplaces and will report to the SVP- National Financial Business Development for overall performance and results.
Key Responsibilities:
- Prospect and develop key decision-maker relationships with assigned banking and retail industry accounts within an assigned geographic territory.
- Implement established sales strategy and business plan to achieve quota goals.
- Plan for and profitably sell strategic solutions that include ATM, Armored, Cash Vault Processing and/or other services to these assigned accounts.
- Act as a consultant to develop solutions that support differentiated value within the financial supply chain to the customer.
- Coordinate actions with and communicate frequently to Branch and District staffs and various corporate personnel.
- Make calls and presentations to and network with senior Loomis personnel and teammates.
- Other duties as assigned.
Primary Qualifications:
- Minimum 7 years sales experience, preferably with large regional or national accounts within the banking industry.
- Consultant experience in the financial, banking, supply chain, or service sector would be a plus.
- Experience in both the sales and delivery of consultant services. Focus on improvement portfolio design, total cost and service enhancement using technology and process improvement techniques.
- Financial or accounting experience focusing on value proposition design; unit cost, total cost, EVA, and service improvements. Analytical approach in presenting business solutions.
- Ability to maintain constructive, collaborative working relationships within District Vice Presidents, Branch and Corporate personnel.
- Financial industry, experience a plus.
- Degree in Business, Financial or like field, preferred.
- Ability to travel up to 25% to meet with clients and business partners.
Individual Skills & Competencies:
- Ability to think strategically with a customer-centric approach.
- Ability to effectively communicate with individuals at various levels in the organization and external business contacts.
- Demonstrated ability to build and maintain strong client relationships.
- Proficient with Microsoft Office Suite, and other related software.
- S trong time management skills and attention to detail to provide quality service with accuracy.
- Ability to act with integrity, professionalism, and confidentiality.
Financial Analyst - Corporate Development
Posted 3 days ago
Job Viewed
Job Description
Overview
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
- Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
- Prepare presentations, reports, and documentation for department and corporate management
- Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
- Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
- Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
- Maintain and update systems used to track acquisition activity and key information
Requirements
- 2+ years of prior experience or relevant experience
- Experience with budgeting and planning methodologies and tools
- Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
- High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
- Familiarity with accounting financial statements
- Ability to work independently
- Analytical and problem-solving skills
- Bachelor's in Accounting, Finance, or in a related field
- Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Recommended Qualifications
- Experience working with SAP or other large ERP systems
- Experience working with advanced reporting tools such as Power BI
- Familiar with SQL and relational databases
#LI-Onsite
#LI-JH2
Total Rewards
Esri's competitive total rewards strategy includes industry-leading health and welfare benefits: medical, dental, vision, basic and supplemental life insurance for employees (and their families), 401(k) and profit-sharing programs, minimum accrual of 80 hours of vacation leave, twelve paid holidays throughout the calendar year, and opportunities for personal and professional growth. Base salary is one component of our total rewards strategy. Compensation decisions and the base range for this role take into account many factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
A reasonable estimate of the base salary range is $69,680$95,160 USDThe Company
At Esri, diversity is more than just a word on a map. When employees of different experiences, perspectives, backgrounds, and cultures come together, we are more innovative and ultimately a better place to work. We believe in having a diverse workforce that is unified under our mission of creating positive global change. We understand that diversity, equity, and inclusion is not a destination but an ongoing process. We are committed to the continuation of learning, growing, and changing our workplace so every employee can contribute to their life's best work. Our commitment to these principles extends to the global communities we serve by creating positive change with GIS technology. For more information on Esri's Racial Equity and Social Justice initiatives, please visit our website here.
If you don't meet all of the preferred qualifications for this position, we encourage you to still apply!
Esri is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you need reasonable accommodation for any part of the employment process, please email and let us know the nature of your request and your contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.
Esri Privacy Esri takes our responsibility to protect your privacy seriously. We are committed to respecting your privacy by providing transparency in how we acquire and use your information, giving you control of your information and preferences, and holding ourselves to the highest national and international standards, including CCPA and GDPR compliance.
#J-18808-LjbffrFinancial Analyst Corporate Development
Posted 3 days ago
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Job Description
Join to apply for the Financial Analyst Corporate Development role at Esri
Join to apply for the Financial Analyst Corporate Development role at Esri
Get AI-powered advice on this job and more exclusive features.
Overview
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Overview
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
- Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
- Prepare presentations, reports, and documentation for department and corporate management
- Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
- Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
- Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
- Maintain and update systems used to track acquisition activity and key information
- 2+ years of prior experience or relevant experience
- Experience with budgeting and planning methodologies and tools
- Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
- High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
- Familiarity with accounting financial statements
- Ability to work independently
- Analytical and problem-solving skills
- Bachelors in Accounting, Finance, or in a related field
- Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
- Experience working with SAP or other large ERP systems
- Experience working with advanced reporting tools such as Power BI
- Familiar with SQL and relational databases
Esris competitive total rewards strategy includes industry-leading health and welfare benefits: medical, dental, vision, basic and supplemental life insurance for employees (and their families), 401(k) and profit-sharing programs, minimum accrual of 80 hours of vacation leave, twelve paid holidays throughout the calendar year, and opportunities for personal and professional growth. Base salary is one component of our total rewards strategy. Compensation decisions and the base range for this role take into account many factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
A reasonable estimate of the base salary range is
$69,680-$5,160 USD
About Esri
At Esri, diversity is more than just a word on a map. When employees of different experiences, perspectives, backgrounds, and cultures come together, we are more innovative and ultimately a better place to work. We believe in having a diverse workforce that is unified under our mission of creating positive global change. We understand that diversity, equity, and inclusion is not a destination but an ongoing process. We are committed to the continuation of learning, growing, and changing our workplace so every employee can contribute to their lifes best work. Our commitment to these principles extends to the global communities we serve by creating positive change with GIS technology. For more information on Esris Racial Equity and Social Justice initiatives, please visit our website here.
If you dont meet all of the preferred qualifications for this position, we encourage you to still apply!
Esri is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you need reasonable accommodation for any part of the employment process, please email and let us know the nature of your request and your contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.
Esri Privacy Esri takes our responsibility to protect your privacy seriously. We are committed to respecting your privacy by providing transparency in how we acquire and use your information, giving you control of your information and preferences, and holding ourselves to the highest national and international standards, including CCPA and GDPR compliance.
Requisition ID: 2025-2911
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Software Development, IT Services and IT Consulting, and Technology, Information and Internet
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#J-18808-LjbffrFinancial Analyst, Property Development
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Financial Analyst, Property Development role at Ross Stores, Inc.
Join to apply for the Financial Analyst, Property Development role at Ross Stores, Inc.
Our values start with our people, join a team that values you!
Bring your talents to Ross, our leading off-price retail chain with over 2,100 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high-quality brands and on-trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience.
As Part Of Our Team, You Will Experience
- Success. Our winning team pursues excellence while learning and evolving
- Career growth. We develop industry leading talent because Ross grows when our people grow
- Teamwork. We work together to solve the hard problems and find the right solution
- Our commitment to Diversity, Equity & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community.
General Purpose
The Financial Analyst will assist in managing core financial processes for the Property Development team including month-end close, forecast, budget, and long-term planning. The position will also perform other analysis and reporting as needed. This position reports to the Senior Manager of Property Development Finance.
Ross Stores has a hybrid work model; this position will be in the Dublin Corporate office at least 2 days each week.
The base salary range for this role is $8,640 to 97,450. The base salary/pay range is dependent on factors including, but not limited to, experience, skills, qualifications, relevant education, certifications, seniority, and location. The range listed is just one component of the total compensation package for employees. Other rewards vary by position and location.
Essential Functions
- Prepare journal entries in compliance with GAAP and the company's policies and procedures. Support entries with proper documentation and approvals.
- Maintain expense tracking, forecasting, and support month-end and quarter-end reporting processes
- Responsible for assigned account reconciliations and variance analysis of specific accounts, potentially including Lessor Charges (Common Area Maintenance/ Insurance / Real Estate Tax), Rent, Property Taxes, and various Store Fixed Expense accounts.
- Responsible for reporting of retail, non-retail, and/or subtenant locations.
- Assist in the creation of the Property Development annual budget and 5-Year Plan, building budget models that accurately predict costs and timing of spend, sharing insights, and loading budget data.
- Develop and maintain effective process documentation that others can use to complete this role's deliverables and responsibilities as needed.
- Partner with relevant stakeholders in Property Development and other departments as needed to inform forecast and budget changes
- Communicates Effectively
- Ensures Accountability & Execution
- Manages Work Processes
- Drive for Results
- Collaboration
- Analysis and Judgement
- Leading by Example
- Plans, Aligns & Prioritizes
- Bachelor's degree required, (preferably in an analytical field such as Finance, Accounting, Economics, etc.)
- Prefer 1-3 years of relevant work experience with planning and forecasting experience desirable
- Strong analytical skills must be able to synthesize data, solve problems using data, and error check and reconcile own work
- Must have a strong understanding of basic financial and accounting principles
- Good oral and communication skills including the ability to share finding and implications of analysis
- Proficiency in Excel with an ability to learn financial systems (Hyperion, Peoplesoft, PowerBI, etc.)
- Results & detail oriented, with a strong emphasis on accuracy and timeliness.
- Ability to work independently or as a team member, dealing with multiple tasks and changing priorities while delivering accurate work product
Job requires ability to work in an office environment, primarily on a computer.
Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc.
Consistent timeliness and regular attendance.
Vision requirements: Ability to see information in print and/or electronically.
This role requires regular in-office presence, including to engage in in-person team interaction, meetings and collaboration, mentoring, coaching, and/or feedback. However, this role can perform duties effectively using a combination of in-office and remote work.
Job requires ability to work in an office environment, primarily on a computer.
Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc.
Supervisory Responsibilities
None
DISCLAIMER
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion.
Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.
Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Retail
Referrals increase your chances of interviewing at Ross Stores, Inc. by 2x
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About the latest Financial development Jobs in United States !
Financial Analyst, Corporate Development
Posted today
Job Viewed
Job Description
ANDMORE is a wholesale marketmaker that fuels opportunities for wholesale buyers and sellers to connect, grow and prosper through physical markets, design centers, and digital channels. We are unique in that we own and operate the largest wholesale showroom buildings in the world where retailers and designers come to purchase products for their stores or clients – like a shopping mall for wholesalers. We also recognize that purchasing happens all year long, not just during market weeks, so we provide digital opportunities for buyers and sellers to connect anytime, anywhere as customer needs dictate. What You’ll Do The Financial Analyst will play a crucial role in supporting Corporate Development activities by running financial models, preparing presentations, and assisting with various analytical tasks. The analyst will summarize and review diligence on potential deals, providing essential support to senior team members in making data-driven decisions. The role is key in ensuring the timely preparation of materials for internal and external stakeholders. Responsibilities Assist with financial modeling and scenario analysis to evaluate potential deals. Prepare and maintain detailed presentations for board meetings and other strategic discussions. Summarize and review due diligence materials to provide insights and support decision-making processes. Prepare decks and reports, ensuring accuracy and clarity in communicating financial data. Support and collaborate across various departments, including our Executive Leadership Team by providing financial insights and delivering timely, high-quality presentations Qualifications Strong experience in M&A and corporate finance. Proficiency in PowerPoint and Excel for creating presentations, financial models, and reports. Experience with JIRA, JD Edwards, Python, and applying AI to current workflows is a plus Strong analytical skills, with the ability to interpret complex data and communicate findings effectively. Detail-oriented and capable of managing multiple tasks under tight deadlines. Junior-level experience, with an eagerness to learn and grow in a dynamic team environment. Bachelor's degree in Finance, Accounting, Economics, or a related field. Each of the items listed is considered an essential function of the position. However, the duties, responsibilities and requirements presented in this job description are intended to be broad-based and high level and should not be construed as an exhaustive list of all roles or responsibilities for the position. The Company reserves the right to alter the duties and responsibilities of the position. Why you’ll love working at ANDMORE Our Team Members are our most critical asset. The foundation for our success is built on teamwork, talent, creativity, hard work, and dedication. Together, we truly have a transformational opportunity to positively impact the industries in which we work. We are pleased to offer a wide array of comprehensive benefit programs and services that you would expect to see at a great company like ANDMORE including competitive medical, dental, vision, EAP, FSA, and 401k Retirement Match to name just a few. There are also a few differentiators like unlimited PTO, paid parental leave, BYOD (cell phone compensation), tuition reimbursement, Workplace Rewards providing discounts to a wide variety of consumer products and services, a “seed” grant of at least $750 annually into your Value HSA Plan, and considerably more! Diversity creates a healthier atmosphere: ANDMORE is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. About ANDMORE ANDMORE is an wholesale market maker that fuels opportunities for wholesale buyers and sellers to connect, grow and prosper through physical markets, design centers, and digital channels. We are unique in that we own and operate the largest wholesale showroom buildings in the world where retailers and designers come to purchase products for their stores or clients – like a shopping mall for wholesalers. We also recognize that purchasing happens all year long, not just during market weeks, so we provide digital opportunities for buyers and sellers to connect anytime, anywhere as customer needs dictate. ANDMORE is a Blackstone and Fireside Investments portfolio company. For more information, visit . Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. About the company Notice Talentify 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, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: . NYC applicants may request an alternative process or accommodation at or 407-000-000. #J-18808-Ljbffr
Financial Analyst, Corporate Development
Posted today
Job Viewed
Job Description
Who We Are ANDMORE is a wholesale marketmaker that fuels opportunities for wholesale buyers and sellers to connect, grow and prosper through physical markets, design centers, and digital channels. We are unique in that we own and operate the largest wholesale showroom buildings in the world where retailers and designers come to purchase products for their stores or clients – like a shopping mall for wholesalers. We also recognize that purchasing happens all year long, not just during market weeks, so we provide digital opportunities for buyers and sellers to connect anytime, anywhere as customer needs dictate. What You’ll Do The Financial Analyst will play a crucial role in supporting Corporate Development activities by running financial models, preparing presentations, and assisting with various analytical tasks. The analyst will summarize and review diligence on potential deals, providing essential support to senior team members in making data-driven decisions. The role is key in ensuring the timely preparation of materials for internal and external stakeholders. Responsibilities Assist with financial modeling and scenario analysis to evaluate potential deals. Prepare and maintain detailed presentations for board meetings and other strategic discussions. Summarize and review due diligence materials to provide insights and support decision-making processes. Prepare decks and reports, ensuring accuracy and clarity in communicating financial data. Support and collaborate across various departments, including our Executive Leadership Team by providing financial insights and delivering timely, high-quality presentations Qualifications Strong experience in M&A and corporate finance. Proficiency in PowerPoint and Excel for creating presentations, financial models, and reports. Experience with JIRA, JD Edwards, Python, and applying AI to current workflows is a plus Strong analytical skills, with the ability to interpret complex data and communicate findings effectively. Detail-oriented and capable of managing multiple tasks under tight deadlines. Junior-level experience, with an eagerness to learn and grow in a dynamic team environment. Bachelor's degree in Finance, Accounting, Economics, or a related field. Each of the items listed is considered an essential function of the position. However, the duties, responsibilities and requirements presented in this job description are intended to be broad-based and high level and should not be construed as an exhaustive list of all roles or responsibilities for the position. The Company reserves the right to alter the duties and responsibilities of the position. Why you’ll love working at ANDMORE Our Team Members are our most critical asset. The foundation for our success is built on teamwork, talent, creativity, hard work, and dedication. Together, we truly have a transformational opportunity to positively impact the industries in which we work. We are pleased to offer a wide array of comprehensive benefit programs and services that you would expect to see at a great company like ANDMORE including competitive medical, dental, vision, EAP, FSA, and 401k Retirement Match to name just a few. There are also a few differentiators like unlimited PTO, paid parental leave, BYOD (cell phone compensation), tuition reimbursement, Workplace Rewards providing discounts to a wide variety of consumer products and services, a “seed” grant of at least $750 annually into your Value HSA Plan, and considerably more! Diversity creates a healthier atmosphere: ANDMORE is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. About ANDMORE ANDMORE is an wholesale market maker that fuels opportunities for wholesale buyers and sellers to connect, grow and prosper through physical markets, design centers, and digital channels. We are unique in that we own and operate the largest wholesale showroom buildings in the world where retailers and designers come to purchase products for their stores or clients – like a shopping mall for wholesalers. We also recognize that purchasing happens all year long, not just during market weeks, so we provide digital opportunities for buyers and sellers to connect anytime, anywhere as customer needs dictate. ANDMORE is a Blackstone and Fireside Investments portfolio company. For more information, visit . Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
Business Development Financial Analyst
Posted 4 days ago
Job Viewed
Job Description
Gastro Health is seeking a full-time Business Development Financial Analyst to join our team! Gastro Health is a great place to work and advance in your career. You'll find a collaborative team of coworkers and providers, as well as consistent hours.
This role offers:
- A great work/life balance
- No weekends or evenings Monday thru Friday
- Paid holidays and paid time off
- Rapidly growing team with opportunities for advancement
- Competitive compensation
- Benefits package
As the Business Development Financial Analyst Director at Gastro Health, your role is crucial in driving strategic growth and financial analysis. You will evaluate opportunities, conduct financial assessments, and provide insights for decision-making. With your expertise, you will support the organization's financial strategies and contribute to its growth and success.
Duties you will be responsible for:
- Working with the Business Development M&A team to build financial forecasting models used in the valuation of target physician practices
- Working with target practices to gather and organize the documentation needed to build financial models and complete the due diligence process
- Facilitating the flow of due diligence information between target physician groups and various functional groups within the organization
- Working with the on-boarding team and communicating with newly acquired groups to facilitate the integration of the practice into the organization
- Developing and maintaining the deal pipeline database
- Contacting physician offices and ambulatory surgery centers to scout for potential M&A opportunities
- Working with physicians and others in the organization to request referrals and leads for new prospects
- Checking and verifying information for potential M&A opportunities
- Arranging meetings and conference calls with prospective physician groups
- Coordinating reservations for flights, hotels and restaurants for trade show exhibitions and dinner meetings with target physician groups
- Regular attendance in conformance with the standards, which may be established from time to time, is essential to the successful performance of this position. Employees with irregular attendance will be subject to disciplinary action up to, and including, termination of employment.
Minimum requirements:
- Possess Bachelor's or master's degree in Business, Accounting or Finance.
- 1-3 years of experience in public accounting or in a finance role at a reputable organization.
- Understanding of finance and accounting concepts; Financial and business acumen
We offer a comprehensive benefits package to our eligible employees:
- 401(k) retirement plans with employer Safe Harbor
- Harbor Non-Elective Contributions of 3%
- Discretionary profit-sharing contributions of up to 4%
- Health insurance
- Employer contributions to HSAs and HRAs
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Voluntary life insurance
- Voluntary disability insurance
- Accident insurance
- Hospital indemnity insurance
- Critical illness insurance
- Identity theft insurance
- Legal insurance
- Paid time off
- Discounts at local fitness clubs
- Discounts at AT&T
Additionally, Gastro Health participates in a program called Tickets at Work that provides discounts on concerts, travel, movies, and more.
Gastro Health is the one of the largest gastroenterology multi-specialty groups in the United States, with over 130+ locations throughout the country. Our team is composed of the finest gastroenterologists, pediatric gastroenterologists, colorectal surgeons, and allied health professionals. We are always looking for individuals that share our mission to provide outstanding medical care and an exceptional healthcare experience. We offer a comprehensive benefits package to our eligible employees.
Gastro Health is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, gender, disability, protected veteran, military status, religion, age, creed, national origin, gender identity, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
We thank you for your interest in joining our growing Gastro Health team!