705 Investment Bankers jobs in the United States
Intrepid Investment Bankers- 2026 Investment Banking Analyst - Charlotte
28230 Charlotte, North Carolina
MUFG
Posted 11 days ago
Job Viewed
Job Description
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
**Intrepid 2026 Investment Banking Full Time Analyst - Job Posting**
**About Intrepid Investment Bankers**
Intrepid Investment Bankers is seeking talented professionals for its 2026 full-time Analyst class.
Intrepid is one of the largest and fastest growing specialty middle-market investment banks in the United States, specializing in M&A and capital advisory services. The firm is headquartered in Los Angeles, with offices in San Francisco, Chicago, Charlotte, Nashville, and New York. Analysts in the 2026 class may be offered positions in the firm's Los Angeles, Charlotte, New York and Nashville offices, with the exact number of positions available in each office expected to be determined when offers are extended.
Intrepid was founded in 2010 by a team of highly respected bankers who have built successful specialty investment banks together for more than three decades. In 2019, Intrepid was acquired by Mitsubishi UFJ Financial Group (MUFG), one of the top ten largest global financial institutions. Intrepid's entrepreneurial ethos has been cultivated by its founding partners who continue leading the firm under the new ownership. The firm provides its clients with a unique value proposition: the global scale of one of the world's largest banks, combined with the highly personal, relationship-driven philosophy of a specialty boutique. Intrepid's bankers have access to MUFG's vast network of resources, infrastructure, and expertise.
**Responsibilities**
Known for its unique entrepreneurial culture that values teamwork and transparency and promotes rapid professional growth, Intrepid offers highly motivated individuals the opportunity to take on significant responsibilities and make meaningful contributions to client engagements. Intrepid analysts are encouraged to lead important initiatives within the firm which foster professional development and result in a high level of job satisfaction. Analysts are a critical part of deal teams with significant client access and transactional involvement alongside senior bankers. Our culture values the long-term development and well-being of our team members and fosters a rare camaraderie throughout the firm that accounts for our high employee retention rate.
Analysts are an important part of Intrepid deal teams, working closely with Managing Directors, Directors, Vice Presidents, Associates, and clients. Analysts are involved in all phases of execution including:
+ Performing client specific and industry research
+ Organizing, reviewing, and analyzing due diligence processes and materials
+ Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.)
+ Preparing comprehensive information packages, pitchbooks, information memoranda, management presentations and marketing materials
+ Compiling prospective acquirer lists
+ Assisting senior bankers in firm building activities (training, recruiting, etc.)
**Qualifications**
**The ideal candidate would possess the following:**
+ 0-3 years of sell-side M&A advisory and investment banking experience (No experience required, but internships are a plus!)
+ Outstanding academic credentials from a top tier school
+ Team player willing to take an integral role in Intrepid's growth
+ Excellent written and oral communications skills
+ Significant level of maturity and the ability to work as part of a small team
+ Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment
+ Familiarity with accounting and corporate finance concepts and financial statement analysis
+ Intrepid will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status
+ Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future
**Application Timeline**
+ Application Opens: 8/11/25
+ Application Closes: 10/3/25
**Full-time role to start in July 2026, pending candidate's successful completion of program of study**
The typical base pay for this role is $100K. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary ( conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
**Company Details**
+ Industry: Investment Banking
+ Headquarters Location: 11755 Wilshire Blvd, Los Angeles, CA 90025, USA
+ Size: 100 - 150 employees
+ Type: Public
Website:
+ provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms. Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG Union Bank. Member FINRA/SIPC.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
**Intrepid 2026 Investment Banking Full Time Analyst - Job Posting**
**About Intrepid Investment Bankers**
Intrepid Investment Bankers is seeking talented professionals for its 2026 full-time Analyst class.
Intrepid is one of the largest and fastest growing specialty middle-market investment banks in the United States, specializing in M&A and capital advisory services. The firm is headquartered in Los Angeles, with offices in San Francisco, Chicago, Charlotte, Nashville, and New York. Analysts in the 2026 class may be offered positions in the firm's Los Angeles, Charlotte, New York and Nashville offices, with the exact number of positions available in each office expected to be determined when offers are extended.
Intrepid was founded in 2010 by a team of highly respected bankers who have built successful specialty investment banks together for more than three decades. In 2019, Intrepid was acquired by Mitsubishi UFJ Financial Group (MUFG), one of the top ten largest global financial institutions. Intrepid's entrepreneurial ethos has been cultivated by its founding partners who continue leading the firm under the new ownership. The firm provides its clients with a unique value proposition: the global scale of one of the world's largest banks, combined with the highly personal, relationship-driven philosophy of a specialty boutique. Intrepid's bankers have access to MUFG's vast network of resources, infrastructure, and expertise.
**Responsibilities**
Known for its unique entrepreneurial culture that values teamwork and transparency and promotes rapid professional growth, Intrepid offers highly motivated individuals the opportunity to take on significant responsibilities and make meaningful contributions to client engagements. Intrepid analysts are encouraged to lead important initiatives within the firm which foster professional development and result in a high level of job satisfaction. Analysts are a critical part of deal teams with significant client access and transactional involvement alongside senior bankers. Our culture values the long-term development and well-being of our team members and fosters a rare camaraderie throughout the firm that accounts for our high employee retention rate.
Analysts are an important part of Intrepid deal teams, working closely with Managing Directors, Directors, Vice Presidents, Associates, and clients. Analysts are involved in all phases of execution including:
+ Performing client specific and industry research
+ Organizing, reviewing, and analyzing due diligence processes and materials
+ Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.)
+ Preparing comprehensive information packages, pitchbooks, information memoranda, management presentations and marketing materials
+ Compiling prospective acquirer lists
+ Assisting senior bankers in firm building activities (training, recruiting, etc.)
**Qualifications**
**The ideal candidate would possess the following:**
+ 0-3 years of sell-side M&A advisory and investment banking experience (No experience required, but internships are a plus!)
+ Outstanding academic credentials from a top tier school
+ Team player willing to take an integral role in Intrepid's growth
+ Excellent written and oral communications skills
+ Significant level of maturity and the ability to work as part of a small team
+ Self-starter willing to work in an entrepreneurial, demanding, and fast paced environment
+ Familiarity with accounting and corporate finance concepts and financial statement analysis
+ Intrepid will not hire individuals for internships or entry-level positions whose work eligibility is based on their F-1 or other student visa status
+ Must be authorized to work in the United States on a permanent basis and would not require visa sponsorship now, or in the future
**Application Timeline**
+ Application Opens: 8/11/25
+ Application Closes: 10/3/25
**Full-time role to start in July 2026, pending candidate's successful completion of program of study**
The typical base pay for this role is $100K. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary ( conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
**Company Details**
+ Industry: Investment Banking
+ Headquarters Location: 11755 Wilshire Blvd, Los Angeles, CA 90025, USA
+ Size: 100 - 150 employees
+ Type: Public
Website:
+ provides M&A, capital raising and strategic advisory services to entrepreneurs and middle-market companies in various industry sectors. Our heritage breeds a culture that embraces teamwork, tenacity and creativity to help our clients win big. We believe that every company has an entrepreneurial passion that drives it and a story that defines it. Our team delivers results through skillful positioning and relentless execution. Based in Los Angeles, Intrepid augments its international capabilities through its active participation in Oaklins, an exclusive global alliance of M&A advisory firms. Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG Union Bank. Member FINRA/SIPC.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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0
Financial Analysis
98073 Snoqualmie, Washington
Microsoft Corporation
Posted 4 days ago
Job Viewed
Job Description
You'll be part of a team that builds Microsoft's end-to-end Cloud Infrastructure while driving cost efficiency to support scalable growth. Your work will help ensure cloud services deliver financial performance and long-term value. This is an opportunity to influence how Microsoft invests in infrastructure to meet global demand.
In this role, you'll provide financial planning and decision support for Azure's Hybrid Cloud and High Memory Compute offerings. You will lead investment modeling, margin analysis, and strategic planning to inform infrastructure decisions-strengthening Microsoft's approach to cloud economics and financial performance.
Microsoft's mission is to empower every person and every organization on the planet to achieve more, and we're dedicated to this mission across every aspect of our company. Our culture is centered on embracing a growth mindset and encouraging teams and leaders to bring their best each day. Join us and help shape the future of the world.
**Responsibilities**
+ Lead day-to-day partnership with C+AI engineering teams to drive best-in-class profitability.
+ Partner with C+AI engineering teams to optimize timing and magnitude of capital investments across emerging hardware platforms.
+ Identify and drive cross-functional cost efficiencies including resource optimization, engineering optimization, fleet lifecycle management, and global capacity planning. Partner with engineering teams to drive product profitability.
+ Partner with the engineering and product marketing teams to support end-to-end product planning, long-term steady state profitability strategies.
+ Articulate findings into high quality communications and facilitate executive decision making across C+E business and finance executive leaders.
+ - Partner across finance orgs, including revenue planning, infrastructure, R&D, and FP&A to drive results.
**Qualifications**
Required/minimum qualifications
+ Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience.
+ 1+ years of experience in data and financial modeling, including working with enterprise financial systems.
Additional or preferred qualifications
+ Established leadership skills with analytical modeling and strategic thinking.
+ Ability to communicate complex analysis in a simple way. Executive level oral and written communication skills.
+ Demonstrated results proactively driving and delivering high value/high-impact project through both individual and v-team efforts.
+ Collaborative partnering capabilities, with the ability to influence others without direct authority and appropriately push back as required.
+ Ability to handle multiple tasks under tight deadlines, quickly prioritize for impact and the resourcefulness to deliver.
Financial Analysis IC4 - The typical base pay range for this role across the U.S. is USD $96,500 - $88,400 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 123,500 - 206,400 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: US corporate pay information | Microsoft Careers ( will accept applications for the role until October 5th, 2025
Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request via the Accommodation request form ( .
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
In this role, you'll provide financial planning and decision support for Azure's Hybrid Cloud and High Memory Compute offerings. You will lead investment modeling, margin analysis, and strategic planning to inform infrastructure decisions-strengthening Microsoft's approach to cloud economics and financial performance.
Microsoft's mission is to empower every person and every organization on the planet to achieve more, and we're dedicated to this mission across every aspect of our company. Our culture is centered on embracing a growth mindset and encouraging teams and leaders to bring their best each day. Join us and help shape the future of the world.
**Responsibilities**
+ Lead day-to-day partnership with C+AI engineering teams to drive best-in-class profitability.
+ Partner with C+AI engineering teams to optimize timing and magnitude of capital investments across emerging hardware platforms.
+ Identify and drive cross-functional cost efficiencies including resource optimization, engineering optimization, fleet lifecycle management, and global capacity planning. Partner with engineering teams to drive product profitability.
+ Partner with the engineering and product marketing teams to support end-to-end product planning, long-term steady state profitability strategies.
+ Articulate findings into high quality communications and facilitate executive decision making across C+E business and finance executive leaders.
+ - Partner across finance orgs, including revenue planning, infrastructure, R&D, and FP&A to drive results.
**Qualifications**
Required/minimum qualifications
+ Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience.
+ 1+ years of experience in data and financial modeling, including working with enterprise financial systems.
Additional or preferred qualifications
+ Established leadership skills with analytical modeling and strategic thinking.
+ Ability to communicate complex analysis in a simple way. Executive level oral and written communication skills.
+ Demonstrated results proactively driving and delivering high value/high-impact project through both individual and v-team efforts.
+ Collaborative partnering capabilities, with the ability to influence others without direct authority and appropriately push back as required.
+ Ability to handle multiple tasks under tight deadlines, quickly prioritize for impact and the resourcefulness to deliver.
Financial Analysis IC4 - The typical base pay range for this role across the U.S. is USD $96,500 - $88,400 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 123,500 - 206,400 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: US corporate pay information | Microsoft Careers ( will accept applications for the role until October 5th, 2025
Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request via the Accommodation request form ( .
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
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1
Lead Financial Analysis
30009 Alpharetta, Georgia
AT&T
Posted 3 days ago
Job Viewed
Job Description
**Job Description:**
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
Join AT&T and help shape the future of communications and technology that connect the world. We value innovators who seek to explore the unknown and challenge the status quo. Bring your bold ideas and fearless spirit to redefine connectivity and transform how people share stories and experiences. At AT&T, you won't just imagine the future-you'll build it.
**What you'll do:**
-Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs. Gathers, interprets, and evaluates financial information.
-Responsible for the analysis and interpretation of financial and other data. Develops recommendations to achieve the organizations financial objectives.
-Determines financial consequences of alternative methods, plans and strategies. Evaluates financial performance including cost or budget administration. Performs complex data modeling and financial analysis.
**What you'll need:**
Responsible for conducting and documenting complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.
**What you'll bring:**
Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.
In addition, must interface with access providers to help address billing issues. Also the primary interface with Accenture and Controllers in mapping billing data from BillTrak into ADW and subsequently journalization.
Education:
Typically a bachelors degree or equivalent combination of education and experience.
Experience:
Typically requires 5-7 years experience. Understanding of BillTrak and general Access principles would be a big plus.
**Supervisory:**
No.
Our Lead Financial Analysis, earns between $118,800-$78,200 USD Annual Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories,
+ AT&T internet (and fiber where available) and AT&T phone.
#LI-Onsite - Full-time office role-
Ready to join our team? Apply today
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
$106,100.00 - $178,200.00
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
Join AT&T and help shape the future of communications and technology that connect the world. We value innovators who seek to explore the unknown and challenge the status quo. Bring your bold ideas and fearless spirit to redefine connectivity and transform how people share stories and experiences. At AT&T, you won't just imagine the future-you'll build it.
**What you'll do:**
-Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs. Gathers, interprets, and evaluates financial information.
-Responsible for the analysis and interpretation of financial and other data. Develops recommendations to achieve the organizations financial objectives.
-Determines financial consequences of alternative methods, plans and strategies. Evaluates financial performance including cost or budget administration. Performs complex data modeling and financial analysis.
**What you'll need:**
Responsible for conducting and documenting complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.
**What you'll bring:**
Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.
In addition, must interface with access providers to help address billing issues. Also the primary interface with Accenture and Controllers in mapping billing data from BillTrak into ADW and subsequently journalization.
Education:
Typically a bachelors degree or equivalent combination of education and experience.
Experience:
Typically requires 5-7 years experience. Understanding of BillTrak and general Access principles would be a big plus.
**Supervisory:**
No.
Our Lead Financial Analysis, earns between $118,800-$78,200 USD Annual Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories,
+ AT&T internet (and fiber where available) and AT&T phone.
#LI-Onsite - Full-time office role-
Ready to join our team? Apply today
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
$106,100.00 - $178,200.00
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
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2
AVP, Financial Analysis
06132 Hartford, Connecticut
Lincoln Financial
Posted 17 days ago
Job Viewed
Job Description
**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75163
**The Role at a Glance**
This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.
**What you'll be doing**
+ Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
+ Manages consultants, resources and relationships to deliver impactful project outcomes
+ Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
+ Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
+ Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
+ Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
+ Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
+ Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
+ Provides strategic direction to build and enhance the capability.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be Financial Analysis, Accounting, or Actuarial. (Required)
**_Nice-to-haves:_**
+ Demonstrated ability to identify, develop and implement process improvements.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Familiarity with Anaplan, SQL, Dataiku preferred.
**Application Deadline**
Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75163
**The Role at a Glance**
This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.
**What you'll be doing**
+ Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
+ Manages consultants, resources and relationships to deliver impactful project outcomes
+ Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
+ Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
+ Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
+ Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
+ Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
+ Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
+ Provides strategic direction to build and enhance the capability.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be Financial Analysis, Accounting, or Actuarial. (Required)
**_Nice-to-haves:_**
+ Demonstrated ability to identify, develop and implement process improvements.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Familiarity with Anaplan, SQL, Dataiku preferred.
**Application Deadline**
Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
View Now
3
Financial Analysis III
95054 Santa Clara, California
Applied Materials
Posted 17 days ago
Job Viewed
Job Description
**Who We Are**
Applied Materials is a 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 push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$106,000.00 - $146,000.00
Location:
Santa Clara,CA
You'll 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 possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. 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. Learn more about our benefits ( .
**Key Responsibilities**
+ Completes detailed analysis and commentary for finance and non finance executives
+ Performs required activities and analysis to complete close, flash or commit with minimal oversight on recurring tasks
+ Interacts and presents analytical findings to various stakeholders. At times, may act as a direct business partner with non finance mgmt.
+ Key participant or lead for system integration or process improvement initiatives
+ Support Annual budgeting, forecasting and long-term planning process.
+ Develop financial models to support business decisions.
+ Provide variance analysis, identifying key drivers of financial performance and making recommendations.
+ Collaborate with cross-functional teams to gather and validate financial data, ensuring accuracy and completeness.
+ Business partner with operational business leaders to provide financial insights and support strategic initiatives.
+ Highlight risks and opportunities at planning cycles.
+ Be and advisor to drive operational efficiency and cost optimization and effectiveness.
+ Monitor Key Performance Indicators (KPIs) and track financial performance against targets, ensuring alignment with business objectives.
+ Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking.
+ Identify and implement process improvements to enhance efficiency of FP&A function.
+ Develop and maintain financial reporting tools and systems ensuring data integrity and accessibility.
**Qualifications and Preferences**
+ Bachelor's degree in finance, Accounting, Business or related field (MBA degree Preferred)
+ 7-10 Years Experience in Financial Planning Analysis, preferably in High Tech
+ Advanced proficiency in financial modeling, excel and financial software (e.g. SAP, Oracle, Hyperion, Anaplan or similar)
+ Ability to manage multiple priorities in fast paced environment, with minimal supervision.
+ Excellent communication skills and the ability to present complex financial information clearly and concisely.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
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.
Applied Materials is a 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 push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$106,000.00 - $146,000.00
Location:
Santa Clara,CA
You'll 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 possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. 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. Learn more about our benefits ( .
**Key Responsibilities**
+ Completes detailed analysis and commentary for finance and non finance executives
+ Performs required activities and analysis to complete close, flash or commit with minimal oversight on recurring tasks
+ Interacts and presents analytical findings to various stakeholders. At times, may act as a direct business partner with non finance mgmt.
+ Key participant or lead for system integration or process improvement initiatives
+ Support Annual budgeting, forecasting and long-term planning process.
+ Develop financial models to support business decisions.
+ Provide variance analysis, identifying key drivers of financial performance and making recommendations.
+ Collaborate with cross-functional teams to gather and validate financial data, ensuring accuracy and completeness.
+ Business partner with operational business leaders to provide financial insights and support strategic initiatives.
+ Highlight risks and opportunities at planning cycles.
+ Be and advisor to drive operational efficiency and cost optimization and effectiveness.
+ Monitor Key Performance Indicators (KPIs) and track financial performance against targets, ensuring alignment with business objectives.
+ Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking.
+ Identify and implement process improvements to enhance efficiency of FP&A function.
+ Develop and maintain financial reporting tools and systems ensuring data integrity and accessibility.
**Qualifications and Preferences**
+ Bachelor's degree in finance, Accounting, Business or related field (MBA degree Preferred)
+ 7-10 Years Experience in Financial Planning Analysis, preferably in High Tech
+ Advanced proficiency in financial modeling, excel and financial software (e.g. SAP, Oracle, Hyperion, Anaplan or similar)
+ Ability to manage multiple priorities in fast paced environment, with minimal supervision.
+ Excellent communication skills and the ability to present complex financial information clearly and concisely.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
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.
View Now
4
Financial Analysis Advisor
91702 Azusa, California
Southern California Edison
Posted 17 days ago
Job Viewed
Job Description
Join the Clean Energy Revolution
Become a Financial Analysis Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible for developing portfolio budgets, analyzing performance against various internal and Commission metrics and maintain the accounting structure for the portfolio. As a Financial Analysis Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Project manages efforts and coordinate and ensure the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise
+ Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed
+ Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results
+ Reviews spending projections and derives utility revenue requirements and related analyses
+ Assesses ongoing capital project business cases, and assists in providing recommendations for funding approval to relevant stakeholder by assessing capital structures, and performing cost of capital calculations
+ Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise
+ Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures
+ Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies
+ Develops cross functional relationships and interact with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs
+ Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Seven or more years of experience in financial planning, modeling and/or forecasting.
Preferred Qualifications
+ 5 years of experience with budgeting and variance analysis
+ Experience reconciling financial data
+ Experience with SAP accounting structures
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at .
Become a Financial Analysis Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible for developing portfolio budgets, analyzing performance against various internal and Commission metrics and maintain the accounting structure for the portfolio. As a Financial Analysis Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Project manages efforts and coordinate and ensure the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise
+ Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed
+ Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results
+ Reviews spending projections and derives utility revenue requirements and related analyses
+ Assesses ongoing capital project business cases, and assists in providing recommendations for funding approval to relevant stakeholder by assessing capital structures, and performing cost of capital calculations
+ Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise
+ Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures
+ Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies
+ Develops cross functional relationships and interact with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs
+ Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Seven or more years of experience in financial planning, modeling and/or forecasting.
Preferred Qualifications
+ 5 years of experience with budgeting and variance analysis
+ Experience reconciling financial data
+ Experience with SAP accounting structures
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days. Unless otherwise noted, employees are required to work and reside in the state of California. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at .
View Now
5
AVP, Financial Analysis
46802 Fort Wayne, Indiana
Lincoln Financial
Posted 17 days ago
Job Viewed
Job Description
**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75163
**The Role at a Glance**
This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.
**What you'll be doing**
+ Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
+ Manages consultants, resources and relationships to deliver impactful project outcomes
+ Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
+ Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
+ Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
+ Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
+ Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
+ Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
+ Provides strategic direction to build and enhance the capability.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be Financial Analysis, Accounting, or Actuarial. (Required)
**_Nice-to-haves:_**
+ Demonstrated ability to identify, develop and implement process improvements.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Familiarity with Anaplan, SQL, Dataiku preferred.
**Application Deadline**
Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75163
**The Role at a Glance**
This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.
**What you'll be doing**
+ Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
+ Manages consultants, resources and relationships to deliver impactful project outcomes
+ Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
+ Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
+ Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
+ Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
+ Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
+ Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
+ Provides strategic direction to build and enhance the capability.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be Financial Analysis, Accounting, or Actuarial. (Required)
**_Nice-to-haves:_**
+ Demonstrated ability to identify, develop and implement process improvements.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Familiarity with Anaplan, SQL, Dataiku preferred.
**Application Deadline**
Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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6
Financial Analysis III
01930 Gloucester, Massachusetts
Applied Materials
Posted 17 days ago
Job Viewed
Job Description
**Who We Are**
Applied Materials is a 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 push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$92,000.00 - $126,500.00
Location:
Gloucester,MA
You'll 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 possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. 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. Learn more about our benefits ( .
**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
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Not Specified
**Relocation Eligible:**
No
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.
Applied Materials is a 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 push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$92,000.00 - $126,500.00
Location:
Gloucester,MA
You'll 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 possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. 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. Learn more about our benefits ( .
**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
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Not Specified
**Relocation Eligible:**
No
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.
View Now
7
Lead Financial Analysis
75219 Dallas, Texas
AT&T
Posted 3 days ago
Job Viewed
Job Description
**Job Description:**
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
Join AT&T and help shape the future of communications and technology that connect the world. We value innovators who seek to explore the unknown and challenge the status quo. Bring your bold ideas and fearless spirit to redefine connectivity and transform how people share stories and experiences. At AT&T, you won't just imagine the future-you'll build it.
**What you'll do:**
-Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs. Gathers, interprets, and evaluates financial information.
-Responsible for the analysis and interpretation of financial and other data. Develops recommendations to achieve the organizations financial objectives.
-Determines financial consequences of alternative methods, plans and strategies. Evaluates financial performance including cost or budget administration. Performs complex data modeling and financial analysis.
**What you'll need:**
Responsible for conducting and documenting complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.
**What you'll bring:**
Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.
In addition, must interface with access providers to help address billing issues. Also the primary interface with Accenture and Controllers in mapping billing data from BillTrak into ADW and subsequently journalization.
Education:
Typically a bachelors degree or equivalent combination of education and experience.
Experience:
Typically requires 5-7 years experience. Understanding of BillTrak and general Access principles would be a big plus.
**Supervisory:**
No.
Our Lead Financial Analysis, earns between $118,800-$78,200 USD Annual Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories,
+ AT&T internet (and fiber where available) and AT&T phone.
#LI-Onsite - Full-time office role-
Ready to join our team? Apply today
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
$106,100.00 - $178,200.00
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
**This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.**
Join AT&T and help shape the future of communications and technology that connect the world. We value innovators who seek to explore the unknown and challenge the status quo. Bring your bold ideas and fearless spirit to redefine connectivity and transform how people share stories and experiences. At AT&T, you won't just imagine the future-you'll build it.
**What you'll do:**
-Evaluates and makes recommendations relating to business opportunities, investments, financial regulations, and similar financial projects or programs. Gathers, interprets, and evaluates financial information.
-Responsible for the analysis and interpretation of financial and other data. Develops recommendations to achieve the organizations financial objectives.
-Determines financial consequences of alternative methods, plans and strategies. Evaluates financial performance including cost or budget administration. Performs complex data modeling and financial analysis.
**What you'll need:**
Responsible for conducting and documenting complex financial analysis projects, works on problems of diverse scope including the analysis of financial reports, trend, and opportunities.
**What you'll bring:**
Uses professional concepts and company objectives to resolve complex issues in effective ways. Works on complex issues where analysis of situations or data requires an in- depth evaluation of variable factors.
In addition, must interface with access providers to help address billing issues. Also the primary interface with Accenture and Controllers in mapping billing data from BillTrak into ADW and subsequently journalization.
Education:
Typically a bachelors degree or equivalent combination of education and experience.
Experience:
Typically requires 5-7 years experience. Understanding of BillTrak and general Access principles would be a big plus.
**Supervisory:**
No.
Our Lead Financial Analysis, earns between $118,800-$78,200 USD Annual Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training.
**Joining our team comes with amazing perks and benefits:**
+ Medical/Dental/Vision coverage
+ 401(k) plan
+ Tuition reimbursement program
+ Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays)
+ Paid Parental Leave
+ Paid Caregiver Leave
+ Additional sick leave beyond what state and local law require may be available but is unprotected
+ Adoption Reimbursement
+ Disability Benefits (short term and long term)
+ Life and Accidental Death Insurance
+ Supplemental benefit programs: critical illness/accident hospital indemnity/group legal
+ Employee Assistance Programs (EAP)
+ Extensive employee wellness programs
+ Employee discounts up to 50% off on eligible AT&T mobility plans and accessories,
+ AT&T internet (and fiber where available) and AT&T phone.
#LI-Onsite - Full-time office role-
Ready to join our team? Apply today
**Weekly Hours:**
40
**Time Type:**
Regular
**Location:**
Dallas, Texas
**Salary Range:**
$106,100.00 - $178,200.00
AT&T will consider for employment qualified applicants in a manner consistent with the requirements of federal, state and local laws
We expect employees to be honest, trustworthy, and operate with integrity. Discrimination and all unlawful harassment (including sexual harassment) in employment is not tolerated. We encourage success based on our individual merits and abilities without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability, marital status, citizenship status, military status, protected veteran status or employment status
View Now
8
Financial Analysis Associate
75026 Plano, Texas
JPMorgan Chase
Posted 3 days ago
Job Viewed
Job Description
Join our dynamic team as a Financial Analysis Associate, where you'll play a key role in driving strategic decision-making and business growth through insightful financial analysis. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment.
As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing the profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promoten decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business.
The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products.
The Credit and Banking CFO Team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.
The Lending Financial Associate will be a key member of the Global Private Bank Credit & Deposit CFO Team. This position will help analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions.
**Job responsibilities**
+ Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions.
+ Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and the business
+ Resolve inquiries regarding front office comp metrics
+ Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.)
**Required qualifications, capabilities, and skills**
+ 3+ years of experience; experience with Lending products required
+ Strong analytical skills and ability to work with large data sets required
+ Strong experience with Excel required
+ Interact and communicate clearly and confidently with management
+ Ability to work in a fast-paced and intellectually-demanding environment
+ Team oriented and strong work ethic
+ Utilize judgment and discretion in working with highly confidential information
**Preferred qualifications, capabilities, and skills**
+ Familiarity with SQL, Alteryx, Tableau, and/or Python a plus
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
As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing the profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promoten decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business.
The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products.
The Credit and Banking CFO Team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.
The Lending Financial Associate will be a key member of the Global Private Bank Credit & Deposit CFO Team. This position will help analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions.
**Job responsibilities**
+ Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions.
+ Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and the business
+ Resolve inquiries regarding front office comp metrics
+ Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.)
**Required qualifications, capabilities, and skills**
+ 3+ years of experience; experience with Lending products required
+ Strong analytical skills and ability to work with large data sets required
+ Strong experience with Excel required
+ Interact and communicate clearly and confidently with management
+ Ability to work in a fast-paced and intellectually-demanding environment
+ Team oriented and strong work ethic
+ Utilize judgment and discretion in working with highly confidential information
**Preferred qualifications, capabilities, and skills**
+ Familiarity with SQL, Alteryx, Tableau, and/or Python a plus
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
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