1,742 Hedge Fund Manager jobs in the United States

Hedge Fund Portfolio Manager

02298 Boston, Massachusetts CIBC LLC

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Hedge Fund Portfolio Manager page is loaded Hedge Fund Portfolio Manager Apply locations: Boston, MA | Time type: Full time | Posted on: Posted 3 Days Ago | End Date: May 14, 2025 (15 days left to apply) | Job requisition id: 2413108 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Hedge Fund Portfolio Manager, you will perform investment research across all hedge fund strategies globally. Responsibilities include conducting qualitative and quantitative due diligence on hedge fund and private credit strategies/managers, developing new investment themes, sourcing and analyzing new strategies, managing incumbent managers, and overseeing hedge fund portfolios. Innovation and continuous improvement in research are highly valued. You will work closely with relationship management and business development teams to provide sound investment management and advisory services, and contribute to new strategy and fund development. How you'll succeed Conduct extensive qualitative and quantitative due diligence on investment strategies and external managers. Develop and implement methodologies for managing and analyzing investment portfolios. Source and analyze new themes, strategies, and managers. Support senior management with research, analytical reports, and presentations. Collaborate with Relationship Managers and Business Development Officers to provide manager information and portfolio ideas. Assist in writing white papers and educational/marketing content. Manage risk by ensuring compliance with regulatory, compliance, and fiduciary controls. Promote a positive organizational culture through collaborative behaviors. Continuously seek process improvements and innovative solutions. Who you are Graduate degree (MBA preferred) in finance, math, science, or related fields. CFA designation preferred but not required. 15+ years of experience as an investment portfolio manager focusing on hedge fund strategies. Excellent communication skills. Strong analytical and problem-solving skills. Proficient with Microsoft Office, Bloomberg, FactSet, and financial data analysis. Detail-oriented with strong organizational skills. Effective project management and leadership abilities. Additional details on salary, benefits, and company culture are included, emphasizing CIBC’s commitment to employee development and inclusive environment. #J-18808-Ljbffr

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Hedge Fund - Tax Manager or Senior Manager

10261 New York, New York Landing Point

Posted 6 days ago

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Hedge Fund – Tax Manager or Senior Manager Hedge Fund – Tax Manager or Senior Manager 15 hours ago Be among the first 25 applicants A national firm with a nearly 50-year history is seeking a Hedge Fund Tax Manager or Senior Tax Manager to support its tax compliance team. RESPONSIBILITIES: Hedge fund tax compliance – review partnership tax returns and supporting forms (K-1) and schedules Tax research and analysis Partnership allocations, waterfalls, distributions Provide strategic advice on international tax concepts, including CFCs, PFICs, and a variety of forms including 1065, 1042, 5471, 1120-F, etc. Calculate taxable income and partnership allocations, wash sales, straddles, incentive allocations, and carried interest QUALIFICATIONS: 5+ years of hedge fund tax experience CPA or JD Excellent communication skills and ability to navigate complex tax concepts Familiarity with tax software, Microsoft Office, and Adobe Leadership experience with a history of accountability, achievement, and execution on strategic initiatives The post Hedge Fund – Tax Manager or Senior Manager appeared first on Landing Point. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at Landing Point by 2x Sign in to set job alerts for “Hedge Fund Manager” roles. New York City Metropolitan Area $200,000.00-$,000,000.00 1 week ago New York, NY 85,900.00- 179,500.00 2 weeks ago New York, NY 250,000.00- 250,000.00 2 weeks ago New York, NY 200,000.00- 225,000.00 1 week ago New York, NY 180,000.00- 200,000.00 2 weeks ago Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners (Opportunistic Co-Investments / Structured Products), Vice President – New York New York City Metropolitan Area $1 5,000.00- 250,000.00 1 month ago New York City Metropolitan Area 6 days ago New York, NY 150,000.00- 200,000.00 3 weeks ago L/S Equity Analyst Opportunity (Financials) L/S Equity Analyst Opportunity (Financials) New York, NY 150,000.00- 250,000.00 6 days ago New York, NY 135,000.00- 190,000.00 6 days ago New York City Metropolitan Area 150,000.00- 200,000.00 18 hours ago L/s Equity Consumer - Sub Portfolio Manager New York, NY 200,000.00- 750,000.00 1 week ago New York, NY 250,000.00- 300,000.00 4 weeks ago Asset & Wealth Management: Alternatives Capital Formation, Hedge Funds, Vice President - NY New York, NY 200,000.00- 240,000.00 4 days ago New York, NY 145,000.00- 185,000.00 2 weeks ago New York, NY 100,000.00- 250,000.00 1 week ago Credit Execution Trader for Systematic Strategies (New York or Chicago) New York, NY 115,000.00- 135,000.00 1 day ago Experienced Quantitative Portfolio Manager or Strategist New York City Metropolitan Area 1 month ago Portfolio Manager, Investment Solutions Group New York, NY 200,000.00- 250,000.00 1 day ago New York, NY 200,000.00- 500,000.00 4 days ago Hedge Fund Compliance Manager (Pathway to CCO) New York City Metropolitan Area 200,000.00- 225,000.00 13 hours ago New York, NY 120,000.00- 150,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Hedge Fund Treasury Operations Manager

92659 Newport Beach, California PIMCO

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Job Description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Overview:

PIMCO is seeking a Hedge Fund Treasury Operations Manager with at least 10 years of experience in treasury functions within a global investment bank or multi-strategy hedge fund. This role, part of the Trade Floor Operations team, will involve collaborating with Portfolio Management, Operations, and Technology to enhance the firm's global funding model for levered accounts, with potential scalability across the platform.

Key Responsibilities:

  • Treasury Management: Oversee treasury functions with a focus on hedge fund and levered vehicles, including cash management, liquidity forecasting, prime brokerage, and funding strategies to ensure optimal capital allocation.
  • Global Funding Model Development: Lead the design and execution of a best-in-class global funding model for levered accounts, partnering with global colleagues to expand funding capabilities beyond USD.
  • Cross-Functional Collaboration: Collaborate with Portfolio Management, Operations, and Technology teams to develop solutions that minimize funding costs and enhance operational efficiency in support of the firm's investment strategies.
  • Performance Analysis: Analyze treasury performance metrics and develop reports that reconcile performance and attribution systems, ensuring Portfolio Managers understand the impact of cash management and financing costs.
  • Process Optimization: Identify and implement process improvements within treasury operations, leveraging technology and best practices to enhance efficiency and effectiveness.
  • Risk Management: Identify and mitigate risks associated with treasury operations.
  • Stakeholder Engagement: Build and maintain strong relationships with internal stakeholders and external partners, including banks and financial institutions, to support the firm's treasury objectives.
  • Market Research and Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting treasury operations, providing strategic insights to the firm's leadership.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree or professional certification (CFA, CTP) preferred.
  • Minimum of 10 years of experience in a treasury role within a global investment bank or multi-strategy hedge fund.
  • Strong understanding of treasury management systems, cash management, prime brokerage and funding strategies.
  • Possess in-depth knowledge of varying asset classes such as equities, fixed income, alternative investments and derivatives (options, futures, forwards, swaps and credit).
  • Proven ability to work collaboratively across teams and influence stakeholders at all levels.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficiency in financial modeling and data analysis tools.


PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.

Salary Range: $ 215,000.00 - $ 305,000.00

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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Hedge Fund Treasury Operations Manager

92657 Newport Coast, California PIMCO

Posted 2 days ago

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Job Description

Hedge Fund Treasury Operations Manager

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

Position Overview

PIMCO is seeking a Hedge Fund Treasury Operations Manager with at least 10 years of experience in treasury functions within a global investment bank or multi-strategy hedge fund. This role, part of the Trade Floor Operations team, will involve collaborating with Portfolio Management, Operations, and Technology to enhance the firm's global funding model for levered accounts, with potential scalability across the platform.

Key Responsibilities
  • Treasury Management: Oversee treasury functions with a focus on hedge fund and levered vehicles, including cash management, liquidity forecasting, prime brokerage, and funding strategies to ensure optimal capital allocation.
  • Global Funding Model Development: Lead the design and execution of a best-in-class global funding model for levered accounts, partnering with global colleagues to expand funding capabilities beyond USD.
  • Cross-Functional Collaboration: Collaborate with Portfolio Management, Operations, and Technology teams to develop solutions that minimize funding costs and enhance operational efficiency in support of the firm's investment strategies.
  • Performance Analysis: Analyze treasury performance metrics and develop reports that reconcile performance and attribution systems, ensuring Portfolio Managers understand the impact of cash management and financing costs.
  • Process Optimization: Identify and implement process improvements within treasury operations, leveraging technology and best practices to enhance efficiency and effectiveness.
  • Risk Management: Identify and mitigate risks associated with treasury operations.
  • Stakeholder Engagement: Build and maintain strong relationships with internal stakeholders and external partners, including banks and financial institutions, to support the firm's treasury objectives.
  • Market Research and Analysis: Stay informed about market trends, economic conditions, and regulatory changes affecting treasury operations, providing strategic insights to the firm's leadership.
Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, or a related field; Master's degree or professional certification (CFA, CTP) preferred.
  • Minimum of 10 years of experience in a treasury role within a global investment bank or multi-strategy hedge fund.
  • Strong understanding of treasury management systems, cash management, prime brokerage and funding strategies.
  • Possess in-depth knowledge of varying asset classes such as equities, fixed income, alternative investments and derivatives (options, futures, forwards, swaps and credit).
  • Proven ability to work collaboratively across teams and influence stakeholders at all levels.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficiency in financial modeling and data analysis tools.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 215,000.00 - $ 305,000.00.

Equal Employment Opportunity and Affirmative Action Statement

PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

Applicants with Disabilities

PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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Financial Analysis

60290 Chicago, Illinois Bmo

Posted 2 days ago

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Job Description

Job Opportunity

Application Deadline: June 26, 2025

Address: 320 S Canal Street

Job Family Group: Commercial Sales & Service

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital.

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

Responsibilities:

  • Acts timely, efficiently and independently, taking ownership of client satisfaction.
  • May include focused calling and pipeline management activities.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Conducts thorough analysis of client capital and credit risk.
  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepares summary, present facts and offer opinions concerning credit worthiness.
  • Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides input into the planning and implementation of operational programs.
  • Builds effective relationships with internal/external stakeholders.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 3 5 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • In depth specific functional knowledge and broad business knowledge.
  • Strong analytical skills.
  • Exceptional skills in quantitative analytics and credit analysis skills.
  • Highly developed written and oral communication skills.
  • Strong proficiency in Microsoft Office products and the Internet.
  • Strong interpersonal skills.
  • Ability to work under limited supervision.
  • Basic understanding of risk management concepts
  • Ability to learn and adapt quickly.
  • Excellent capability to independently and proactively service multiple clients.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Salary: $52,800.00 - $98,400.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and 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 send an e-mail to and let us know the nature of your request and your contact information.

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Financial Analysis

60684 Chicago, Illinois BMO Financial Group

Posted 3 days ago

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Job Description

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital.
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Acts timely, efficiently and independently, taking ownership of client satisfaction.
+ May include focused calling and pipeline management activities.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Conducts thorough analysis of client capital and credit risk.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus may be on a business/group.
+ Thinks creatively and proposes new solutions.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works mostly independently.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 3 - 5 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ In depth specific functional knowledge and broad business knowledge.
+ Strong analytical skills.
+ Exceptional skills in quantitative analytics and credit analysis skills.
+ Highly developed written and oral communication skills.
+ Strong proficiency in Microsoft Office products and the Internet.
+ Strong interpersonal skills.
+ Ability to work under limited supervision.
+ Basic understanding of risk management concepts
+ Ability to learn and adapt quickly.
+ Excellent capability to independently and proactively service multiple clients.
+ Specialized knowledge from education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
**Salary:**
$54,000.00 - $99,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and 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 send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Manager, Financial Analysis

06112 Hartford, Connecticut THE TRAVELERS INDEMNITY COMPANY

Posted 1 day ago

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Job Description

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $87,400.00 - $144,400.00 Target Openings 1 What Is the Opportunity? Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality. As a Manager, Financial Analysis, you will prepare, evaluate, validate, and present financial reports to assigned business area(s), conduct analyses to identify trends and outliers, and begin to provide insights and solutions to management. Fostering key relationships, you will bring your understanding of business context to act as a liaison to translate financial results and clearly communicating the impact. You will connect with others and take action to achieve customer's needs. This position may manage finance professionals. What Will You Do? Prepare, evaluate, and validate financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy. Perform and review analysis and interpret trends and variances in business performance, interacting with cross functional peers on a frequent basis. Perform testing and validation of data and analyses having a general understanding of data limitations and gaps. Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers with the ability to answer some questions. Begin to manage the creation of complex analyses to support business strategy. Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies. Participate in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc. Provide coaching, training, and mentoring. If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition. Perform other duties as assigned. What Will Our Ideal Candidate Have? Bachelor’s degree in Finance, Accounting, Economics, or pursuing a Master’s in Business Administration with a concentration in finance or accounting or professional designations such as CPA, CMA or comparable advanced professional education. Experience with Financial Analysis concepts, principles and processes and accounting practices and principles. Excellent communication skills with the ability to consult on projects and present information effectively. Ability to influence team members and management. Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners. Manage multiple projects simultaneously and follow through to ensure timely completion. Ability to think strategically and use judgement to resolve issues as they arise. Experience using Microsoft Office (e.g. Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.). What is a Must Have? Three years of finance, financial planning, accounting, or related experience. What Is in It for You? Health Insurance :Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment. Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit . #J-18808-Ljbffr

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Financial Analysis III

01931 Applied Materials

Posted 2 days ago

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Job Description

Job Opportunity At Applied Materials

Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries of science and engineering to make possible the next generations of technology, join us to Make Possible a Better Future.

Salary: $92,000.00 - $126,500.00

Location: Gloucester,MA

At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go.

You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possiblewhile learning every day in a supportive leading global company.

Key Responsibilities

Support VSE Business Unit FP&A Cycles (SR, QBR, CMT, BSR):

  • Coordination of deliverables across the finance team and broader business, helping align the groups to meet critical milestones with a high degree of quality
  • Build collaborative relationships with business partners to gather and incorporate inputs supporting BU strategy and profitability
  • Consolidation, review and validation of inputs, ensuring accuracy and reasonableness of information provided
  • Own the technical data flow between budgeting and reporting systems, design and develop financial reports to facilitate data accessibility and analysis
  • Assist with modeling financial scenarios for changes in business conditions/assumptions
  • Provide comprehensive variance analysis on performance to plan (financial walks)

Assist manager with BSR (Balance Sheet Review) and SOX/Compliance processes

Support Gross Margin Leadership Team (GMLT) reporting and help drive margin improvement initiatives (Sequoia, Alpine & Banyan)

Lead and/or support adhoc projects as assigned by manager

Functional Knowledge

Demonstrates conceptual and practical expertise in own discipline and basic knowledge of related disciplines

Business Expertise

Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market

Leadership

Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements

Problem Solving

Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information

Impact

Impacts a range of customer, operational, project or service activities within own team and other related teams; works within broad guidelines and policies

Interpersonal Skills

Explains difficult or sensitive information; works to build consensus

The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.

For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.

Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.

In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.

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Financial Analysis Manager

98127 Seattle, Washington 1872 Consulting

Posted 6 days ago

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Job Description

Financial Analysis Manager Location: Seattle, WA – Fully Onsite Position Summary: The ideal candidate possesses a strong background in financial analysis within project-oriented businesses or manufacturing plants, with specific experience in managing government grants and contracts. This role will play a key part in providing financial insights to support strategic decision-making, project management, and operational efficiency. Responsibilities: Financial Planning & Analysis: Develop and maintain financial models, conduct forecasting and budgeting, and analyze financial performance for projects and operational units. Government Grant/Contract Management: Manage the financial aspects of government grants and contracts, including budget tracking, reporting, compliance, and audit support. Cost Analysis: Perform detailed cost analysis to identify cost drivers, assess project profitability, and support cost optimization initiatives. Reporting & Analysis: Prepare regular financial reports, variance analysis, and presentations for management to support informed decision-making. System Utilization: Effectively utilize enterprise applications (Netsuite, Deltek, CostPoint, or Dynamics AX) to manage financial data and generate reports. Process Improvement: Identify opportunities for improving financial processes and reporting efficiencies. Collaboration: Work closely with project managers, engineers, and other stakeholders to provide financial guidance and support. Requirements: Bachelor's degree in Finance, Accounting, or a related field. 7+ years of experience in financial analysis. Experience in project-oriented business or manufacturing plant environment. Experience in government funding, managing the financial aspects of government grants and/or government contracts. Experience with enterprise applications such as Netsuite, Deltek Costpoint, and/or Dynamics AX. Nice to have: Experience working in industrial, aerospace, manufacturing, or construction industries is strongly preferred. #J-18808-Ljbffr

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Manager-Financial Analysis

60290 Chicago, Illinois DaVita

Posted 27 days ago

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Job Description

As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively. Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner! Hours 8:00 am - 5:00 pm (Mon-Fri) On-Site Compensation At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960 - $165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria. Join Our Team as a Manager-Financial Analysis! The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support. Key Responsibilities: Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making Work with leadership to develop, improve, and maintain financial reporting across the organization Coordinate the preparation and presentation of quarterly business reviews Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc. Analyze costs of projects and products to identify trends and recommend profitability improvements Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams Support monthly account reconciliations and annual financial audit Manage and support Oracle Projects and assist with system updates and upgrades What you'll Need To Succeed: Bachelor's degree in accounting or finance Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.) Expertise in business planning processes, budgets, forecasts, bridges, etc. Tech savvy individual with advanced excel, presentation and computer skills Good understanding of ERP systems in a manufacturing environment. Strong organizational skills, attention to detail, ability to prioritize and meet deadlines. Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture". Executive presence combined with excellent written and verbal communication skills. Strong understanding of finance & accounting concepts, with general understanding of GAAP. Passion for leading positive change throughout the organization. Experience managing a small team. S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at No fixed deadline #LI-BB1 #J-18808-Ljbffr

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