6,664 Financing jobs in the United States

Financial Planning Analysis / Sr Financial Planning & Analysis

Missouri, Missouri Transact Campus

Posted 2 days ago

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Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Continue with Google Continue with Google Join to apply for the Financial Planning Analysis / Sr Financial Planning & Analysis role at Transact Campus Who we are: Transact and CBORD have joined forces as industry leaders to bring the best integrated technology solutions to education, healthcare, and business campuses worldwide. Be a part of this exciting new partnership, committed to transforming organizations and improving the lives of people doing mission-critical work. Why join our team: We strive to provide the very best customer experience in the industry and have succeeded with a single, strong motivating principle: We serve our user community. Our success and growth are directly attributed to our people. Our newly combined companies are dedicated to fostering a culture of integrity, respect, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem-solving, and learning agility drive our day-to-day actions. We are currently searching for a Sr Financial Planning & Analysis to support the Services business for Transact+CBORD. Please see the details for the position below. Title: Sr Financial Planning & Analysis Location: Remote within the US Key Responsibilities Support strategic business decision making through financial modeling and analysis, including ad-hoc modeling and analysis to achieve business and company goals. Maintain financial budgets and forecasts for the business and track key variances. Design and create monthly, quarterly dashboards to help monitor and identify key business trends. Develops financial plans and reports for organizational leaders. Enhance and maintain key KPIs to drive better investment decisions, such as return on spend at the program or initiative level. Constantly improve accuracy by understanding the underlying business drivers. Update assumptions with inputs from operational business improvements. Variance reporting (forecast vs. actuals) and analysis. Provide inputs to monthly reporting packages, and monthly and quarterly business reviews. Requirements BA/BS in Finance, Accounting, Business Administration, Economics. Three (3) or more years of experience in financial planning & analysis, management consulting, or public and managerial accounting. Excellent Excel skills. Have a rigorous attention to detail. Excellent communication and organization skills. Work well under pressure. Highly organized and can work on multiple projects at once. A high level of analytical ability and accuracy. Ability to work independently and complete tasks with minimal supervision. Experience in an Enterprise SaaS environment is a plus. Experience with Datarails, Microsoft Dynamics D365 or Power BI is a plus. Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity, or commissions. Transact + CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race, gender, age, color, religion, national origin, marital status, disability, sexual orientation, protected military/veteran status, or any other protected factor. As of Aug. 20, 2024, Transact and CBORD have merged to drive innovation and operational excellence across education, healthcare, and corporate markets. You can read more about the merger here: Transact News or CBORD Newsroom. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Transact Campus by 2x Get notified about new Senior Financial Planning Analyst jobs in St Louis, MO . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Director, Equipment Financing

60290 Chicago, Illinois Mesirow

Posted 13 days ago

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Job Description

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Due to the continued growth of our Credit Tenant Lease and Structured Debt Products platform, we are now actively recruiting for a senior level banker focused on equipment-based financing with a proven track record in origination and deal execution with an emphasis on credit and collateral considerations, specifically within the corporate, non for profit (i.e., healthcare, higher education) and public sector entities (federal, state, and local level). The successful candidate will have the opportunity to work in a truly independent, entrepreneurial and innovative environment, alongside industry leading experts, while benefiting from the power of our integrated capital markets platform and distribution capabilities. Our Credit Tenant Lease and Structured Debt Products business has been ranked in the top 10 of U.S. private placement transactions for seven of the past eight years. To learn more about our capabilities and the team, please clickhere . Responsibilities: In partnership with Senior Leadership, you will be responsible for the development and implementation of a robust business strategy to enhance our equipment financing capabilities and achieve target revenue goals. Develop and sustain robust relationships with key external clients and prospects and act as the primary interface to targeted client groups. Maintain a transparent pipeline and tracking of new clients and prospects. Management and oversight on the origination, structure, and execution on equipment financing opportunities. Providing necessary guidance and support to junior team members as necessary. Maintain an in-depth knowledge and awareness of marketplace products, practices, and industry trends. Visible presence externally, representing the firm at industry events, conferences and develop a robust network of contacts and referral sources. Requirements: Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred. At least 10 -15 years of experience in equipment financing origination and deal execution, with a successful track record of generating $2mm - $mm plus in fees annually. Extensive knowledge of the equipment financing sector and the regulatory landscape. Fluency in Microsoft Excel and other Microsoft applications, including PowerPoint. Proficiency in complex financial modeling. Ability to form client relationships, market and successfully bring in new business. Strong professional communication and inter-personal skills, and the ability to succinctly express complex ideas both orally and in writing. Proficiency in managing multiple project-oriented tasks effectively and in a timely manner with exceptional attention to detail. Ability to work independently while being team-oriented; prioritize tasks, react to changes, and solve critical issues. Qualified candidates must possess a high level of motivation, initiative, and leadership potential. In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between 100,000 and 150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a discretionary bonus and the Mesirow benefit program . #J-18808-Ljbffr

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Director, Project Financing

60290 Chicago, Illinois Gotion

Posted 13 days ago

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Gotion Inc. is based in Silicon Valley, CA, currently building a Manufacturing facility in Manteno, IL and has R&D centers in Ohio, China, Japan and Europe. We innovate in the next generation electric vehicle and energy storage technologies (lithium batteries and related systems) with the aim to accelerate electrified transportation and achieve sustainable development. Gotion is powered by a leading power battery technology company that provides solutions for vehicles including the world's first mass commercial e-bus route. Gotion is a career destination - we are not simply attempting to just fill another job, but to pursue a dream of global green energy together! We offer outstanding opportunities to individuals seeking an exciting and challenging working environment. Everyone is highly valued and plays a vital role in the growth of our organization. We are seeking a dynamic and experienced Director of Project Finance to lead financing efforts for our solar and green energy projects. This role is critical in structuring and securing project financing, managing investor relationships, and ensuring financial viability across multiple renewable energy projects. The ideal candidate will have a strong background in project finance, renewable energy investments, and financial modeling, with a proven track record of closing complex financial transactions. Responsibilities Lead the financing strategy for solar and green energy projects, including debt, tax equity, and other investment structures. Develop and execute financial models to support project valuation, risk assessment, and funding decisions. Structure project finance deals, including power purchase agreements (PPAs), tax equity investments, and loan agreements. Negotiate and secure financing from banks, private investors, and institutional lenders. Develop and maintain relationships with banks, investment funds, private equity firms, and other financial institutions. Lead due diligence efforts and coordinate with legal, engineering, and development teams to support project execution. Represent the company in financing discussions, investor meetings, and industry conferences. Conduct financial analysis on potential and ongoing projects to ensure profitability and risk mitigation. Monitor financial performance metrics, market trends, and industry regulations that impact project financing. Work with internal teams to optimize project costs, pricing structures, and financing mechanisms. Qualifications & Experience Bachelor's degree in Finance, Business, Economics, or a related field. MBA or CFA preferred. 10+ years of experience in project finance, investment banking, or financial structuring, with a focus on renewable energy. Proven track record of successfully closing financing deals for solar, wind, or other renewable energy projects. Strong understanding of tax equity financing, debt structuring, and PPA negotiations. Proficiency in financial modeling, risk assessment, and investment analysis. Knowledge of federal and state renewable energy incentives, regulatory policies, and market dynamics. Excellent negotiation, communication, and leadership skills. Preferred Qualifications Experience working with Independent Power Producers (IPPs) or Renewable Energy Developers. Understanding of tax equity structures such as ITC (Investment Tax Credit) and PTC (Production Tax Credit). Familiarity with green bonds, ESG (Environmental, Social, and Governance) financing, and impact investing. Experience working with international renewable energy projects (if applicable). Base pay is one part of our total compensation package at Gotion, and is determined within a range. This provides you with the opportunity to progress as you grow and advance your career at Gotion. The base pay range for this role is shown below, and will depend on your skills, qualifications, experiences, and location. Expected Pay Range $180,000 - $225,000 USD Gotion Inc. is proud to be an equal opportunity employer. We are dedicated to fostering a diverse workforce that reflects the communities we serve, cultivating a culture of inclusion and belonging, and ensuring equal employment opportunities for all. We provide equal opportunity to all individuals regardless of race, creed, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related conditions (including breastfeeding), parental status, criminal histories consistent with legal requirements, or any other characteristic protected by law. At Gotion Inc., we strive to create an environment where everyone feels valued, respected, and empowered to thrive. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website 1. Are you currently eligible to work in the United States of America? * Select. 2. Do you now or in the future require visa sponsorship to continue working in the US? * Select. If you answered "Yes" to both Questions 1 and 2 above: What is the basis of your current work authorization? When does that work authorization expire? If you answered "No" to Question 1 and "Yes" to Question 2: What is your current immigration status? #J-18808-Ljbffr

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Sr Financing Analyst

70647 Iowa, Louisiana Principal Financial Services, Inc.

Posted today

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Job Description

What You'll Do

Were looking for a Sr Financing Analyst to join our Commercial Finance Consulting team. In this role, youll analyze and complete all aspects of commercial real estate financing transactions to meet client investment strategies. You'll assist in the implementation of marketing strategies to build brand and reputation in the market and meet profit targets!

  • Analyze and assess risks of transaction due diligence.
  • Draft, negotiate and make decisions regarding terms and conditions of legal documentation.
  • Manage transaction process by coordinating information delivery between internal and external parties.
  • Assist in developing and maintaining business relationships with property owners, developers and investment brokers.
  • Assist in researching developments in commercial real estate financing transactions and assist in formulating appropriate protocols.
  • Perform other job-related duties or special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

  • Bachelor's degree with background in business, law or economics
  • 5+ years experience in commercial real estate is required with at least 4 years experience dealing with financing issues and structures
  • Strong analytical, negotiation, decision making and problem-solving skills
  • Must possess strong communication skills including verbal, written, listening and negotiating skills
  • Ability to work independently, be results oriented and exhibit excellent attention to detail and accuracy
  • Ability to interpret and analyze legal documentation and complex legal structures and issues, assess risk and make decisions based on independent analysis
  • Must also have strong organizational, project management, planning skills and the ability to meet deadlines and manage multiple, competing priorities
  • Must be able to demonstrate skills in marketing and customer relations

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$86450 - $116850 / year
Time Off Program

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided.
Pension Eligible

No
Additional Information

Work Environments

This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in our Des Moines, IA office.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant WorkersandGreen Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees individually and all of us together. Explore our core values, benefits and why were an exceptional place to grow your career.

Principal 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 veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
Original Posting Date

7/18/2025
Most Recently Posted Date

7/18/2025
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Sr Financing Analyst

50319 Des Moines, Iowa Principal Financial Group

Posted 2 days ago

Job Viewed

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Job Description

What You'll Do:

Were looking for a Sr Financing Analyst to join our Commercial Finance Consulting team. In this role, youll analyze and complete all aspects of commercial real estate financing transactions to meet client investment strategies. You'll assist in the implementation of marketing strategies to build brand and reputation in the market and meet profit targets!

  • Analyze and assess risks of transaction due diligence.
  • Draft, negotiate and make decisions regarding terms and conditions of legal documentation.
  • Manage transaction process by coordinating information delivery between internal and external parties.
  • Assist in developing and maintaining business relationships with property owners, developers and investment brokers.
  • Assist in researching developments in commercial real estate financing transactions and assist in formulating appropriate protocols.
  • Perform other job-related duties or special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are:
  • Bachelor's degree with background in business, law or economics
  • 5+ years experience in commercial real estate is required with at least 4 years experience dealing with financing issues and structures
  • Strong analytical, negotiation, decision making and problem-solving skills
  • Must possess strong communication skills including verbal, written, listening and negotiating skills
  • Ability to work independently, be results oriented and exhibit excellent attention to detail and accuracy
  • Ability to interpret and analyze legal documentation and complex legal structures and issues, assess risk and make decisions based on independent analysis
  • Must also have strong organizational, project management, planning skills and the ability to meet deadlines and manage multiple, competing priorities
  • Must be able to demonstrate skills in marketing and customer relations


Salary Range Information:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range:
$86450 - $116850 / year

Time Off Program:
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees dont accrue a bank of time off under FTO and there is no set number of days provided.

Pension Eligible:
No

Additional Information:

Work Environments

This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in our Des Moines, IA office.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors positions, youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees individually and all of us together. Explore our core values, benefits and why were an exceptional place to grow your career.

Principal 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 veteran status.

Posting Window:
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Date First Posted (TTF):
7/18/2025

Latest Post Date: Careers - US:
7/18/2025
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Sr Financing Analyst

50381 Des Moines, Iowa Principal Financial Group

Posted 6 days ago

Job Viewed

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Job Description

**What You'll Do**
We're looking for a Sr Financing Analyst to join our Commercial Finance Consulting team. In this role, you'll analyze and complete all aspects of commercial real estate financing transactions to meet client investment strategies. You'll assist in the implementation of marketing strategies to build brand and reputation in the market and meet profit targets!
+ Analyze and assess risks of transaction due diligence.
+ Draft, negotiate and make decisions regarding terms and conditions of legal documentation.
+ Manage transaction process by coordinating information delivery between internal and external parties.
+ Assist in developing and maintaining business relationships with property owners, developers and investment brokers.
+ Assist in researching developments in commercial real estate financing transactions and assist in formulating appropriate protocols.
+ Perform other job-related duties or special projects as required.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
**Who You Are**
+ Bachelor's degree with background in business, law or economics
+ 5+ years experience in commercial real estate is required with at least 4 years experience dealing with financing issues and structures
+ Strong analytical, negotiation, decision making and problem-solving skills
+ Must possess strong communication skills including verbal, written, listening and negotiating skills
+ Ability to work independently, be results oriented and exhibit excellent attention to detail and accuracy
+ Ability to interpret and analyze legal documentation and complex legal structures and issues, assess risk and make decisions based on independent analysis
+ Must also have strong organizational, project management, planning skills and the ability to meet deadlines and manage multiple, competing priorities
+ Must be able to demonstrate skills in marketing and customer relations
**Salary Range Information**
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
**Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)**
$86450 - $116850 / year
**Time Off Program**
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.
**Pension Eligible**
No
**Additional Information**
**Work Environments**
This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in our Des Moines, IA office.
**Work Authorization/Sponsorship**
At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers ( and Green Card for Employment-Based Immigrants ( Code of Ethics**
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
**Experience Principal**
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values ( , benefits ( and why we're an exceptional place ( to grow your career.
**Principal 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 veteran status.
**Posting Window**
We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.
**Original Posting Date**
7/18/2025
**Most Recently Posted Date**
7/18/2025
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Director Customer Financing

07950 Morris Plains, New Jersey Honeywell

Posted 3 days ago

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Job Description

The Director Project Financing is a critical role within the Honeywell Building Automation (BA) team. This position is responsible for supporting the growth of the Sustainability and Energy sectors in the U.S. regions. The successful candidate will play a key role in maintaining the team's capacity to manage key financing programs and support the overall strategic objectives of the business.
**Key Responsibilities:**
+ Support the sales efforts of Honeywell Project Financing Orders Targets across all strategic business groups.
+ Work closely with the Honeywell sales team to identify opportunities and support their efforts.
+ Conduct cashflow analysis, NPV, PV, and IRR calculations.
+ Develop an annual sales and marketing plan in alignment with the organizational strategy and objectives.
+ Demonstrate a strong understanding of project finance and infrastructure transactions.
+ Stay up-to-date with various financial products and rebates, and their impact on energy efficiency projects for schools and municipalities.
+ Utilize financial products such as SaaS, project financing structures, municipal leases, IRA Funding, operating leases, finance leases, and loan and security agreements to enable sales for the business unit.
+ Manage key customer account relationships within Honeywell.
+ Research and understand competitor product offerings.
+ Identify, assess, and qualify new business opportunities.
+ Develop relationships with potential customers and partners of Honeywell.
+ Seek out, target, and initiate contact with prospective customers.
+ Prepare and submit expressions of interest, prequalification questionnaires, and proposals/bids for suitable opportunities.
**YOU MUST HAVE**
+ Bachelor's degree in a relevant field (e.g., Finance, Business, Economics).
+ Proven experience in sales and project financing.
+ Strong understanding of financial analysis and calculations (cashflow analysis, NPV, PV, IRR).
+ Experience working with global banks and EX-IM Banks is helpful.
+ Excellent communication and interpersonal skills.
+ Ability to work well within a team environment and share ideas.
+ Strong organizational and time management skills.
+ Ability to work under pressure and meet deadlines.
+ Proficiency in Microsoft Office Suite.
+ Knowledge of the Sustainability and Energy sectors is a plus.
**We Value**
+ Strong knowledge of credit risk assessment and financing control practices
+ Experience in evaluating customer creditworthiness and establishing financing terms
+ Proficiency in financial analysis and interpretation of financial statements
+ Excellent understanding of financing terms and conditions
+ Ability to analyze credit reports and other relevant financial information
+ Strong negotiation and dispute resolution skills
+ Excellent communication and people-oriented skills
+ Attention to detail and strong analytical skills
+ Proficiency in using financing management software and tools
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
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Fund Financing - Associate

10176 New York, New York JPMorgan Chase

Posted 3 days ago

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Job Description

The Global Financing Solutions team is a structuring desk that originates and executes diverse financing solutions for large institutional investors and sponsors. The team partners with coverage teams and with trading desks globally to offer best-in-class product knowledge and grow businesses across J.P.Morgan's Markets financing franchises.
**Job summary:**
As an Associate in Global Financing Solutions, you will have the opportunity to work across the Global Financing team within the Global Structuring business. We are a small, close-knit team that holds a leadership role in the full life cycle of credit (private and public) and fund financing transactions. You will be identifying the opportunity set, marketing the business, and providing a transaction-focused center of expertise through the deal lifecycle. This role requires you to closely coordinate with Trading partners, Sales partners, Investment Banking, and the Private Bank.
**Job responsibilities:**
+ Marketing and execution of fund financing products, with a particular focus on private equity funds, secondary private equity funds, subscription finance, semi-liquid funds and management company lines
+ Negotiate term sheets and legal documentation on identified opportunities in close alignment with trading partners
+ Develop market knowledge and personal brand that increases the firm's understanding of and reputation in the fund financing market
+ Understand and contribute to the broader Global Structuring organization across institutional structuring, financing, and solutions teams
**Required qualifications, capabilities, and skills:**
+ A strong understanding of asset managers and institutional investors, particularly private funds
+ 3 plus years of work experience
+ Strong communication skills, work ethic, attention to detail and team-oriented mentality
+ Demonstrated interest and aptitude for reviewing and analyzing legal documentation
+ Resilience across lengthy negotiations and patience with long lead-time marketing
**Preferred qualifications, capabilities, and skills** :
+ 3 plus years of experience in a related field (preferably credit, structuring, financing or corporate finance)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $135,000.00 - $200,000.00 / year
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Patient Financing Admin

12260 Albany, New York Aspen Dental

Posted 3 days ago

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Job Description

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members with close to 1,500 health and wellness offices across 50 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale?
Our continued growth has created an opportunity to join our TAG Patient Finance team as an **Patient Financing Administrator.**
**Job Summary**
We are seeking an upbeat, patient-centric, operations-minded self-starter, who brings a positive attitude and a passion for working across internal teams to resolve patient financing related items. This position will correspond remotely with our office teams to improve their knowledge and execution of third-party financing, improving access to care and the overall user and patient experience across TAG Brands.
**Responsibilities:**
+ Become a Subject Matter Expert on patient financing products and procedures across the TAG brands.
+ Support and answer Field Operations questions pertaining to patient financing products, procedures, and policies.
+ Must be able to communicate effectively through phone, e-mail, Zoom, Microsoft Teams, and the Department ticketing system.
+ Ownership of Patient Financing Tickets and resolution:
+ Provide a first level same-day response.
+ Resolve in 1-3 business days depending on the issue.
+ Engage appropriate Teams for a timely resolution.
+ Effectively communicate all updates and open items to the Office and/or applicable Teams.
+ Track and maintain company Internal Compliance.
+ Complete the Lender Required Compliance requirements.
+ Guide offices for all collateral audits and maintain accurate office inventory.
+ Run all New Office Opening Calls for Patient Financing specific Training.
+ Partner in updating and creating training resources.
+ Assist with product changes, rollouts, and general education communications.
+ Help drive company compliance through report management and field communications.
+ _*Position may require limited travel for training opportunities*_
**Requirements/Qualifications:**
+ Associate degree, or related experience equivalent
+ Proficiency with Microsoft Office (Word, PowerPoint, Excel, Outlook)
+ Excellent customer service skills
+ Excellent communication skills, including written, verbal and presentation skills.
+ Experience creating, maintaining, and analyzing reports and data.
+ Working knowledge of healthcare and dental industry (preferred, but not required)
+ Experience with Excel macros (preferred, but not required)
+ Experience assisting in the training of multiple levels of experienced attendees preferred.
+ On call as needed for Saturdays/Sundays & Holidays
Hourly Rate Starting at $24.00/hr.
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Legal Counsel - Financing

Chicago, Indiana Jupiter Power

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Job Description

Job Description

Job Description

Salary:


Jupiter Power is an energy infrastructure company focused on the development, construction, and operation of energy storage assets in wholesale electricity markets. Formed in 2017, the company is a national leader in energy storage deployment, utilizing its proprietary dispatch optimization applications to support both merchant and contracted structures. Backed by BlackRocks Diversified Infrastructure business, Jupiter Power has a strategic and established portfolio of787.5 MW/1375 MWh of utility-scale energy storage projects operating or in construction in the U.S., with a leading pipeline of over 11,000 MW in active development.

Jupiter seeks to grow its team with the recruitment of a highly motivated attorney, reporting to the Chief Legal Officer. The ideal candidate will have experience in a broad range of legal disciplines, including project development and finance, associated agreements and transactional work, preferably in energy storage, renewable energy and/or power markets. The successful candidate will be able to work on a range of legal issues for the company, as well as business and strategy matters.

This role will be based out of one of our three Company offices (Austin, TX; Houston, TX; Chicago, IL) and be subject to our return-to-office policy which currently requires that employees come in a minimum of three days per week.

Key Responsibilities

Work across teams within Jupiter Power to support execution of key tasks including those listed below.

  • Advise and lead all financing transactions including construction, project finance, and tax credit monetization transactions. Such responsibilities include directing due diligence efforts, review, draft and effectively negotiate transaction documents (loan agreements, promissory notes, security agreements, and ancillary documents), manage closing and advising on post-closing covenants. Ability to spearhead and implement internal processes to maximize efficiency in aforementioned areas is crucial.
  • Advise and lead tax credit monetization transactions and tax equity compliance, challenges and audits, and dispute matters arising from time to time.
  • Advise and manage financing covenant compliance including implementation of internal processes.
  • Advise and provide legal support development, transmission and origination departments on project development related matters including interconnection matters, permitting and governmental contracts, ISO market participant matters, and origination RFP submittals.
  • Manage and finalize late-stage development action items for projects to ensure finance readiness.
  • Supervise and mentor transactional support personnel.
  • Advise and work on other areas of legal matters as needed including garden variety contracts such as professional services agreements, licenses, confidentiality agreements and similar contracts.
  • Hire and manage outside legal counsel and billings.
  • Collaborate with, and advise, cross-functional teams to ensure legal compliance and risk management including the companys development, finance, construction, market operations and asset management departments related to the financing, construction, and operation of battery storage projects.

Requirements

  • Bachelors and JD required.
  • Must be licensed to practice law in the jurisdiction of applicable office location.
  • At least 5 years of legal experience required.
  • In-house experience preferred.
  • Expertise in a variety of financing transactions including construction, project finance, and tax credit monetization transactions.
  • Comfortable with ambiguity and making business decisions with limited information.
  • Eager to wear multiple hats depending on business needs and project priorities.
  • High comfort level with leading and supervising teams, with the curiosity and enthusiasm to innovate and formulate new ideas and motivate co-workers.
  • Must be able to take ownership and initiative, in order to be to be effective within a highly motivated, fast-moving team and complete tasks in a timely manner including directing the business units as necessary.
  • Will often require work outside of normal business hours, especially during financing closings.
  • (Preferred) Familiarity with energy storage, renewable energy technologies and deployments, and generation, transmission and power markets.

Compensation & Benefits

Salary Range: $150,000 - $200,000

This pay range reflects the minimum and maximum target salary for the position. Jupiter Power considers a number of factors when determining starting compensation such as the position requirements and the candidate's qualifications.

In addition to base pay, the total annual compensation package may also include eligibility to participate in our bonus and equity programs. Jupiter Power offers a variety of other benefits including paid time off, 401k with limited matching, health benefits (medical, dental, and vision), life insurance, disability insurance, and flexible spending accounts.

Jupiter Power does not discriminate based on a candidate's race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, disability, or any other protected class.

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