What Jobs are available for Financial Modeling in Charlotte?

Job Description
This Team supports the entire enterprise for our telecom client and oversees capital investments and operating expenses (headcount & expense). This is a Business Planning role, so someone who has FP&A background, possibly a Financial or Sr Financial Analyst with more than 5 years' experience. This individual will be responsible for creating forecasts, budgets, variance analysis, Etc. SAP, Essbase/Hyperion experience helpful.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Provide operational and financial planning and analysis for the region
- Serve as business partner across functional leaders to raise awareness of financial performance, development of annual planning process (using Oracle Hyperion Planning), quarterly forecast and drive cost efficiencies.
- Analyze and prepare monthly accruals and commentary of the Region's financial results.
- Summarize financial and operational results (including Headcount analysis) to provide insights, key driver trends, recommendations, and best practices to make effective resource allocation decisions.
- Develop, produce, and track key capital metrics to promote long term value creation.
- Perform strategic & tactical business decision support to drive improved decision making and performance.
- Developed key metric and tracking for capital reporting for functional leaders. - Essbase/Hyperion experience is helpful

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This role is responsible for defining the strategy for financial planning in alignment with Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop the strategy for financial planning including is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables.
2. Selection of technology and platform to execute on the strategy - determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams
3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality
4. Lead a team of Financial Planning Strategic Consultants
5. Establish personal and team goals and ensure they are achieved
6. Hire, manage, coach and retain top talent
7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions.
8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning
9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset
10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution
11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Nat'l Sales Content and Marketing groups
12. Business reporting and analytics to track progress toward planning goals and business impact.
13. Execute with appropriate controls, compliance and risk mitigation
Qualifications:
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Knowledgeable in financial planning, related planning platforms, and industry trends.
2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing "hands on" implementation support.
3. Ability to influence across constituents with differing priorities, adept at managing ambiguity and conflicting priorities
4. Able to lead and inspire a team to successful outcomes; may be called on to be a player/coach
5. College degree
6. Expert communication, facilitation and presentation skills.
7. 8-15 years of leadership experience in financial planning, practice management, coaching, product or similar wealth management experience
8. Exceptional leadership and interpersonal skills, including excellent professional presence, effective at building relationships with colleagues across multiple business lines, coaching and development, and team members to ensure success of business initiatives.
9. Ability to function as member of a team and comfortably interact with Fortune 100 managers and executives
10. Ability to adapt to multiple and changing priorities, multi-tasking
Preferred Qualifications:
1. Specialist level knowledge of financial planning, practice management, consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning.
2. Uses a consultative approach to customer's business needs, is able to develop and present appropriate recommendations and consistently provides solutions for performance issues and goals.
3. Strong applicable business knowledge and experience, both strategic and tactical
4. Assist management in the evaluation of program effectiveness.
5. Ability to work independently and proactively with quantitative and qualitative problem solving skills
6. Specialist level knowledge of change management, adult learning theories and facilitation techniques.
7. Client service techniques and sales concepts sufficient to inspire more sales of appropriate products.
8. Proficiency with MS Word, Excel, and PowerPoint.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (

**Our Mission**
As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Senior Manager will serve as a strategic manager and mentor within the FP&A team, acting as a business partner to the Go-to-Market (GTM) organization. This role is accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. Success in this role comes from influence, thought leadership, and mentorship.
**Responsibilities**
+ **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations. Anticipate needs, frame trade-offs, and provide insights that guide scalable, profitable growth.
+ **Driver-Based Modeling & Forecasting:** Head the design and application of driver-based models to help OPEX, headcount, and investment conclusions. Build and promote scenario analysis frameworks that enable proactive planning.
+ **Insight & Storytelling:** Translate financial results and forecasts into compelling narratives, memos, and executive-ready recommendations. Ensure FP&A delivers clear _"so-what / now-what"_ insights that drive action.
+ **Enablement & Self-Serve:** Advocate for standardized dashboards, central process documentation, and self-service tools. Mentor peers and contributors on how to use these effectively, reducing ad-hoc asks.
+ **Mentorship & Influence:** Coach analysts and managers on advanced modeling, storytelling, and decision-maker management engagement. Steer by example through thought leadership, innovation, and cross-functional engagement.
+ **Innovation & Process Improvement:** Identify opportunities to automate manual processes, embed AI/analytics, and scale FP&A capabilities. Inspire the team to experiment, adopt new tools, and continuously improve.
+ **Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and strategic framing.
**Skills/Competencies**
+ 7 - 10 years in FP&A, corporate finance, consulting, or investment banking, with evidence of strategic partnership and influence.
+ Advanced financial modeling and forecasting expertise, including driver-based and scenario review.
+ Skilled in BI tools, self-service platforms, and automation (SQL, Tableau/Looker, EPM, AI co-pilots).
+ Excellent communication and storytelling skills, able to distill complex insights into executive-level narratives.
+ Proven track record of leading without direct authority - mentoring peers, shaping conclusions, and driving outcomes through influence.
**Salary Range Transparency**
Austin 122,000 - 182,000 USD per year
NYC Metro Area 137,000 - 179,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
**Benefits - Health, Work/Life Harmony, & Wellbeing**
We care about what you care about. We have a multitude of benefits to support Indeedians, as well as their pets, kids, and partners including medical, dental, vision, disability and life insurance. Indeedians are able to enroll in our company's 401k plan, as well as an equity-based incentive program. Indeedians will also receive open paid time off, 11 paid holidays a year and up to 26 weeks of paid parental leave. For more information, select your country and learn more about our employee benefits, program, & perks at Opportunities and Accommodations Statement**
Indeed is deeply committed to building a workplace and global community where inclusion is not only valued, but prioritized. We're proud to be an Equal Employment and Affirmative Action employer seeking to create a welcoming and inclusive environment. All qualified applicants will receive consideration for employment without regard to disability, status as a protected veteran, or any other non-merit based or legally protected grounds.
Indeed is dedicated to providing reasonable accommodations to qualified individuals with known disabilities to participate in the employment application process. To learn more about requesting an accommodation, please visit In the request for an accommodation, please inform us of the nature of your request and your contact information. If you are requesting accommodation for an interview, please reach out at least one week in advance of your interview.
For more information about our commitment to equal opportunity/affirmative action, please visit our ESG home page ( & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
**Indeed's Employee Recruiting Privacy Policy**
Like other employers Indeed uses our own technologies to help us find and attract top talent from around the world. In addition to our site's user and privacy policy found at , we also want to make you aware of our recruitment specific privacy policy found at .
**Agency Disclaimer**
Indeed does not pay placement fees for unsolicited resumes or referrals from non-candidates, including search firms, staffing agencies, professional recruiters, fee-based referral services, and recruiting agencies (each individually, an "Agency"), subject to local laws. An Agency seeking a placement fee must obtain advance written approval from Indeed's internal Talent Acquisition team and execute a fee agreement with Indeed for each job opening before making a referral or submitting a resume for that opening.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Reference ID: 46291

Our client is seeking a highly accomplished and strategic Director of Financial Planning & Analysis (FP&A) to oversee financial operations in Charlotte, North Carolina . This key role will be responsible for driving the company's financial planning, forecasting, budgeting, and analysis processes. You will lead a team of finance professionals, providing critical insights and strategic guidance to support executive decision-making and long-term business objectives. The ideal candidate will possess a strong background in corporate finance, a deep understanding of financial modeling, and extensive experience in financial reporting and performance management. You will play a crucial role in developing sophisticated financial models, conducting variance analysis, and identifying key drivers of financial performance. Responsibilities include managing the annual budgeting process, developing rolling forecasts, and preparing comprehensive financial reports for senior management and the board of directors. You will also be responsible for evaluating investment opportunities, performing financial due diligence, and advising on strategic initiatives. The ability to translate complex financial data into actionable business insights is paramount. This position requires exceptional leadership, analytical, and communication skills, as well as the ability to collaborate effectively with various departments across the organization. This role offers a significant opportunity to shape the financial strategy and drive profitability for a growing enterprise.

Responsibilities:

• Lead the FP&A function, overseeing budgeting, forecasting, and long-range planning.
• Develop and maintain robust financial models to support strategic decision-making.
• Analyze financial performance, identify trends, and provide actionable insights.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Manage the annual budgeting process and rolling forecast cycles.
• Evaluate business cases for new initiatives and investments.
• Collaborate with business leaders to understand financial drivers and support their objectives.
• Ensure accuracy and integrity of financial data.
• Drive process improvements within the FP&A function.
• Mentor and develop the FP&A team.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred.
• 8+ years of progressive experience in financial planning and analysis.
• Demonstrated expertise in financial modeling, forecasting, and budgeting.
• Strong understanding of financial statements and accounting principles.
• Proven ability to analyze complex financial data and provide strategic recommendations.
• Excellent leadership, communication, and presentation skills.
• Proficiency in financial software and ERP systems (e.g., Hyperion, SAP, Oracle).
• Experience in a dynamic and fast-paced business environment.
• Ability to manage multiple priorities and meet deadlines.
• Experience with data visualization tools is a plus.

Our client, a leading financial services organization, is seeking a dedicated and detail-oriented Financial Analyst to join their dynamic team. As a Financial Analyst, you will support the Liquidity Risk Management department, contributing to critical processes that ensure the organization's financial health and compliance. The ideal candidate will demonstrate strong analytical skills, excellent communication, and a proactive mindset, aligning seamlessly with the organization's commitment to excellence and continuous improvement.
**Job Title:** Financial Analyst
**Location:** Charlotte, NC
**Pay Range: Competitive**
**What's the Job?**
+ Become a liquidity subject matter expert ("SME") on the Liquidity Risk Assessment ("LRA") process used to evaluate the liquidity risk of new products.
+ Partner closely with the Global Liquidity Management ("GLM") Product Risk Management Lead to oversee and manage the pipeline of LRAs.
+ Coordinate and ensure the timely and high-quality completion of LRA documentation across key stakeholders.
+ Perform ongoing quality assurance of LRA documentation to ensure compliance with established processes, procedures, and standards.
+ Conduct ad hoc analysis and produce reports on the LRA population, supporting informed decision-making.
**What's Needed?**
+ Ability to manage multiple stakeholders across different organizations effectively.
+ Strong analytical skills with high attention to detail and accuracy.
+ Excellent time management skills, capable of meeting deadlines and managing multiple priorities.
+ Exceptional written and oral communication skills.
+ Proficiency with Microsoft Office tools (Excel, Word, PowerPoint).
+ At least 3 years of financial and/or data experience within a financial institution.
+ Bachelor's Degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.
**What's in it for me?**
+ Opportunity to develop expertise in liquidity risk management within a reputable organization.
+ Engagement in meaningful projects that impact organizational stability and compliance.
+ Collaborative work environment that fosters professional growth.
+ Potential for career advancement in financial analysis and risk management.
+ Supportive team culture committed to diversity and inclusion.
**Upon completion of waiting period, consultants are eligible for:**
+ Medical and Prescription Drug Plans
+ Dental Plan
+ Vision Plan
+ Health Savings Account
+ Health Flexible Spending Account
+ Dependent Care Flexible Spending Account
+ Supplemental Life Insurance
+ Short Term and Long Term Disability Insurance
+ Business Travel Insurance
+ 401(k), Plus Match
+ Weekly Pay
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells.**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.

**Who is Foodbuy?**
We are the industry leader in procurement and supply chain solutions. We are the subsidiary to the 6th largest company in the world (Compass Group PLC), yet Foodbuy has the feel of a small entrepreneurial Company. We pride ourselves on our ability to source and provide a variety of products and services that help our customers more easily, and cost effectively, run their businesses. We work with clients in the Hospitality, Restaurant, Healthcare, Education, Entertainment, and Gaming industries, and of course we support Compass Group-- which is the world's largest contract food and support services provider.
**Why Foodbuy?**
We care about our associates, our clients, and our community. We think big, encourage innovation and debate, and seek out game changers. Our benefits and PTO offerings are strong. Our compensation packages are competitive. And we are constantly growing, and we want our associates' careers to grow along with us. We have an open and modern work environment, believe in flexibility, and promote a collaborative open door environment.
Additionally, we follow a value system called **People FIRST** , which stands for **F** lexibility, **I** nclusion, **R** esults, **S** ustainability and **T** ransparency. **People FIRST** is the foundation for everything we do at Foodbuy. It is how we connect and interact with our clients, business partners and fellow associates.
**_This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the 'job search' in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on 'referral tracking.' For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email **
**Job Summary:**
Foodbuy is the foodservice industry's leading Group Purchasing Organization (GPO) focused on lowering purchasing and product costs for foodservice organizations. We offer a great opportunity for career development and growth as a **Senior Financial** **Analyst** . **_This position is hybrid- work remote and in office (Charlotte, NC)._**
**Responsibilities:**
+ Overall responsibility is to maximize cash collection of accounts receivables, minimize bad debt losses and develop effective customer relationships.
+ Senior Financial Analyst is to monitor and manage a portfolio of suppliers and distributors in accordance with established policies and procedures.
+ Consistently review past due accounts and take appropriate actions to bring them current.
+ Submit weekly cash applications and bi-monthly billing adjustments to keep the A/R aging clean and accurate.
+ Identify, analyze, and report invoice discrepancies in a timely manner.
+ Serve as the main point of contact for financial topics related to the A/R aging.
+ Keep management apprised of changes within the assigned group of accounts and provide recommendations that will minimize risk and improve DSO.
+ Change customer behavior to improve payment patterns by establishing positive cross-functional relationships to formulate and implement strategy.
+ Review customer payment habits and contract terms to find opportunities to improve working capital.
+ Special projects as assigned.
**Qualifications:**
+ Bachelor's degree in Business Administration required, concentration in Finance or Accounting preferred.
+ 3+ years of related business experience.
+ Strong analytical and problem-solving skills.
+ Detail-oriented with excellent follow-up practices.
+ Highly proficient in MS Office applications, particularly Excel (advanced formulas, pivot tables, macros, etc.). Access experience is helpful.
+ SAP experience is a plus.
+ Ability to work independently and multi-task in a fast-paced environment.
+ Ability to Partner across all levels of the organization.
+ Excellent written and verbal communication skills.
+ Strong organizational and planning skills with ability to set goals, objectives, and timelines to efficiently meet deadlines.
**Apply to Foodbuy today!**
_Foodbuy is a member of Compass Group USA_
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.**
**Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.**
Applications are accepted on an ongoing basis.
Foodbuy maintains a drug-free workplace.
**Associates at Foodbuy are offered many fantastic benefits.**
+ Medical
+ Dental
+ Vision
+ Life Insurance/ AD
+ Disability Insurance
+ Retirement Plan
+ Paid Time Off
+ Paid Parental Leave
+ Holiday Time Off (varies by site/state)
+ Personal Leave
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.
**Req ID:**
Foodbuy
MARIANA SMITH
((req_classification))

**Description**
**No sponsorship or visas will be provided for this opportunity**
**Location:** On site in Memphis, TN or Charlotte, NC
**Overview**
Growth oriented Corporate Treasury team looking to add an experienced financial analyst to help build and run FHN's liquidity risk management function. To be effective in this high visibility role the analyst must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic.
**Top candidates must be able to demonstrate history of:**
+ Constructing well controlled, governed, and documented processes for financial analysis, data management, and reporting
+ Summarizing key findings and preparing succinct presentations for senior management and the Board of Directors
+ Meeting deadlines while independently taking initiative to drive complex projects to completion
Exciting opportunity to join a high caliber team! Top performers will be rewarded with considerable exposure to key leaders across multiple departments and opportunities for formal and informal mentorship.
**Key Responsibilities Include**
+ Develop and maintain reporting tools required to assess liquidity position including dashboards for KRI monitoring and cash flow forecasts
+ Support growth initiatives to comply with large financial institution regulatory requirements and reporting (for example: LCR, NSFR, and 2052a)
+ Enhance liquidity stress testing capabilities including development of scenarios, assumptions, and back-testing
+ Analyze internal and external data to support all liquidity risk management functions including peer benchmarking analysis
+ Perform economic, industry, and regulatory research
+ Review proposed regulations and provide impact analysis
+ Partner with risk management, internal audit, and model validation to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines
+ Assist other teams in the Corporate Treasury department on ad-hoc projects covering asset/liability management, loan and deposit pricing, and capital planning
**Qualifications Include**
+ Bachelor's degree; advanced degree and/or certification such as CFA or CPA preferred
+ Experience in the banking industry (Finance, Risk, Audit, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills
+ Ability to generate high quality work product with strong attention to detail
+ Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
+ Team orientation and excellent interpersonal skills
+ Ability to self-identify process gaps and weaknesses
+ Strong organization, time management, and multi-tasking skills to manage responsibilities described above
+ Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus.
+ Experience with database reporting and programming tools such as SQL, Python, R, etc. a plus
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance.
The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions.
*What you'll be doing:*
* Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more.
* Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation.
* Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making.
* Directly influence product strategy and insights that drive long-term growth
* Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities.
* Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep.
* Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights.
*What we look for in you:*
* Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech.
* Strong analytical and modeling skills, with the ability to distill complex data into actionable insights.
* Proven ability to influence and partner with senior leaders across functions.
* A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action.
* Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy.
Job #: P72988
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$148,835-$175,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com

Quantitative Financial Analyst
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
**Responsibilities:**
+ Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
+ Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
+ Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
+ Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
+ Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
+ Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
**Required Qualifications:**
+ Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
+ 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
+ Familiar with regulations and regulatory guidance on model risk management
**Desired Qualifications:**
+ Master's degree or above
+ Prior auditing background preferred
**Skills:**
+ Critical Thinking
+ QuantitativeDevelopment/Validation
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Collaboration
+ Problem Solving
+ Risk Management
+ Data Modeling and Trend Analysis
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.