1,817 Management Accounting jobs in the United States

Property Management Accounting Associate

74152 Tulsa, Oklahoma CBRE

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Property Management Accounting Associate
Job ID
219231
Posted
27-May-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Accounting/Finance, Property Management
Location(s)
Tulsa - Oklahoma - United States of America
**About The Role:**
As a Property Management Accounting Associate, you will play a key role in supporting the financial planning and analysis function. This includes providing financial analysis, budgeting, and forecasting support to senior management and other collaborators.
**What You'll Do:**
+ Analyze financial data to identify trends and areas for improvement
+ Develop and maintain financial models and forecasts
+ Prepare and present financial reports and analysis to senior management and customers
+ Collaborate with cross-functional teams to identify and implement process improvements
+ Develop and maintain budgets and forecasts for various business units
+ Provide financial guidance and support to business leaders and teams
+ Identify and analyze complex financial issues and develop recommendations for resolution
+ Develop and maintain relationships with internal team members to ensure effective communication and collaboration
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ Bachelor's degree in Accounting, Finance, or related field
+ 3-4 years of experience in financial planning and analysis, accounting, or related field
+ Strong analytical and problem-solving skills
+ Excellent communication and presentation skills
+ Proficiency in Microsoft Office products, including Excel, Word, and PowerPoint
+ Experience with financial planning and analysis software and tools
+ Strong organizational and time management skills
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Disclaimers**
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
View Now

Accountant, Management Accounting- Morristown, NJ/Hybrid

07961 Morristown, New Jersey Crum & Forster

Posted today

Job Viewed

Tap Again To Close

Job Description

Crum & Forster Company Overview

Crum & Forster (C&F), with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry.

Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion.

C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.

For more information about Crum & Forster, please visit our website:

Job Description

What you will do:

  • Allocation of costs for internal profit center results, parent company IFRS 17 reporting and external statutory reporting
  • Operating expense projections for corporate annual plan and interim forecasts
  • Fixed asset accounting related to furniture and equipment, leasehold improvements, owned buildings and capitalization of computer system development
  • IFRS 16 lease accounting and reporting
  • Prepare assigned components of external reports including Fairfax quarterly templates, statutory annual statements and U.S. Department of Commerce filings
  • Preparation and input of general ledger journal entries for monthly expense close
  • Intercompany cost allocations, accounting entries and billings
  • Support annual corporate insurance renewal process and interim requests
  • General ledger account analysis and reconciliations
  • Document all management accounting procedures and controls including accounts payable, budget performance, cost allocation, fixed assets, expense closings and external reporting
  • Special projects

What YOU will bring to C&F:

  • Bachelor degree in accounting or finance, or equivalent
  • Recent graduate or up to two years related work experience
  • Excellent analysis, communication and presentation ability, including verbal and written
  • Strong technology aptitude, including intermediate to advanced Excel skills
  • Ability to meet tight deadlines on a monthly basis
What C&F will bring to you
  • Competitive compensation package
  • Generous 401K employer match
  • Employee Stock Purchase plan with employer matching
  • Generous Paid Time Off
  • Excellent benefits that go beyond health, dental & vision. Our programs are focused on your whole family's wellness, including your physical, mental and financial wellbeing
  • A core C&F tenet is owning your career development, so we provide a wealth of ways for you to keep learning, including tuition reimbursement, industry-related certifications and professional training to keep you progressing on your chosen path
  • A dynamic, ambitious, fun and exciting work environment
  • We believe you do well by doing good and want to encourage a spirit of social and community responsibility, matching donation program, volunteer opportunities, and an employee-driven corporate giving program that lets you participate and support your community

We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodation, please let us know.

For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit for more information.

Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $53,500.00 to a maximum of $78,400.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee's contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs.

View Now

Accountant, Management Accounting- Morristown, NJ/Hybrid

10261 New York, New York Crum & Forster Insurance

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization. For more information about Crum & Forster, please visit our website: Job Description What you will do: Allocation of costs for internal profit center results, parent company IFRS 17 reporting and external statutory reporting Operating expense projections for corporate annual plan and interim forecasts Fixed asset accounting related to furniture and equipment, leasehold improvements, owned buildings and capitalization of computer system development IFRS 16 lease accounting and reporting Prepare assigned components of external reports including Fairfax quarterly templates, statutory annual statements and U.S. Department of Commerce filings Preparation and input of general ledger journal entries for monthly expense close Intercompany cost allocations, accounting entries and billings Support annual corporate insurance renewal process and interim requests General ledger account analysis and reconciliations Document all management accounting procedures and controls including accounts payable, budget performance, cost allocation, fixed assets, expense closings and external reporting Special projects What YOU will bring to C&F: Bachelor degree in accounting or finance, or equivalent Recent graduate or up to two years related work experience Excellent analysis, communication and presentation ability, including verbal and written Strong technology aptitude, including intermediate to advanced Excel skills Ability to meet tight deadlines on a monthly basis What C&F will bring to you We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodation, please let us know. For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit for more information. Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $53,500.00 to a maximum of $78,400.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee’s contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs. #LI-BS1 #LI-HYBRID #J-18808-Ljbffr

View Now

Accountant, Management Accounting- Morristown, NJ/Hybrid

New Jersey, New Jersey Crum & Forster Insurance

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work Award for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization. For more information about Crum & Forster, please visit our website: Job Description What you will do: Allocation of costs for internal profit center results, parent company IFRS 17 reporting and external statutory reporting Operating expense projections for corporate annual plan and interim forecasts Fixed asset accounting related to furniture and equipment, leasehold improvements, owned buildings and capitalization of computer system development IFRS 16 lease accounting and reporting Prepare assigned components of external reports including Fairfax quarterly templates, statutory annual statements and U.S. Department of Commerce filings Preparation and input of general ledger journal entries for monthly expense close Intercompany cost allocations, accounting entries and billings Support annual corporate insurance renewal process and interim requests General ledger account analysis and reconciliations Document all management accounting procedures and controls including accounts payable, budget performance, cost allocation, fixed assets, expense closings and external reporting Special projects What YOU will bring to C&F: Bachelor degree in accounting or finance, or equivalent Recent graduate or up to two years related work experience Excellent analysis, communication and presentation ability, including verbal and written Strong technology aptitude, including intermediate to advanced Excel skills Ability to meet tight deadlines on a monthly basis What C&F will bring to you We value inclusivity and diversity. We are committed to equal employment opportunity and welcome everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. If you require special accommodation, please let us know. For California Residents Only: Information collected and processed as part of your career profile and any job applications you choose to submit are subject to our privacy notices and policies, visit for more information. Crum & Forster is committed to ensuring a workplace free from discriminatory pay disparities and complying with applicable pay equity laws. Salary ranges are available for all positions at this location, taking into account roles with a comparable level of responsibility and impact in the relevant labor market and these salary ranges are regularly reviewed and adjusted in accordance with prevailing market conditions. The annualized base pay for the advertised position, located in the specified area, ranges from a minimum of $53,500.00 to a maximum of $78,400.00. The actual compensation is determined by various factors, including but not limited to the market pay for the jobs at each level, the responsibilities and skills required for each job, and the employee’s contribution (performance) in that role. To be considered within market range, a salary is at or above the minimum of the range. You may also have the opportunity to participate in discretionary equity (stock) based compensation and/or performance-based variable pay programs. #LI-BS1 #LI-HYBRID #J-18808-Ljbffr

View Now

Vice President, Financial Planning & Analysis Management Company Accounting

60290 Chicago, Illinois Monroe Capital Corporation

Posted 21 days ago

Job Viewed

Tap Again To Close

Job Description

Vice President, Financial Planning & Analysis Management Company Accounting

Join to apply for the Vice President, Financial Planning & Analysis Management Company Accounting role at Monroe Capital LLC

Vice President, Financial Planning & Analysis Management Company Accounting

2 days ago Be among the first 25 applicants

Join to apply for the Vice President, Financial Planning & Analysis Management Company Accounting role at Monroe Capital LLC

Description

Monroe Capital is seeking a highly skilled and motivated

Description

Monroe Capital is seeking a highly skilled and motivated Vice President of Financial Planning & Analysis who will report to the Management Companys Chief Financial Officer. This individual will play a pivotal role in managing and enhancing internal financial reporting and planning, overseeing the budget processes, and delivering actionable insights to senior leadership. The ideal candidate will possess a demonstrated background in financial planning and analysis, exhibit strong financial acumen with a diversified and comprehensive finance and operations skill set within an investment management or alternative asset firm, with a particular focus on private credit or similar strategies. Additionally, the ideal candidate will have strong experience leveraging technology to improve efficiency while providing deeper insights.

Key Responsibilities:

  • Lead the annual budgeting process for the management company, partnering with department heads and executive leadership to set financial targets aligned with strategic goals.
  • Prepare rolling forecasts throughout the year based on evolving business needs and investment activity.
  • Own the preparation and delivery of monthly and quarterly Actual vs. Budget (AvB) reports for the Management Company.
  • Perform detailed variance analysis, highlighting key drivers, trends, and potential risks or opportunities.
  • Present findings to the CFO and senior stakeholders with clear, executive-ready narratives.
  • Conduct department-level profitability and cost center analyses, including headcount, compensation, and shared services allocations.
  • Develop models to evaluate operating leverage and scalability across functions as AUM and investment strategies expand.
  • Produce and enhance recurring internal reporting packages and dashboards for the firms leadership team.
  • Collaborate with Investor Relations, Operations, Legal/Compliance, and HR teams to ensure aligned financial insights across functions.
  • Streamline and improve reporting tools, templates, and systems to support automated and insightful analytics.
  • Evaluate and implement technology enhancements (e.g., FP&A tools, ERP integrations) to support finance transformation initiatives.
  • Act as a key liaison across finance, legal, and investment teams to align management company financial planning with firmwide objectives.

Requirements

Qualifications:

  • Bachelors degree in Accounting, Finance, or a related field (CPA or MBA strongly preferred).
  • 812 years of progressive experience in financial planning & analysis or internal reporting, ideally within a private credit, private equity, hedge fund, or asset management firm.
  • Well-versed in data analytics, revenue growth, EBITDA optimization, cost reduction, financial modeling, budget/forecast, etc.
  • Deep understanding of management company structures, expense allocations, and investment firm operations.
  • Exceptional analytical skills, proficiency in Excel and PowerPoint, and experience with financial systems such as NetSuite and Concur.
  • Demonstrated experience with Business Intelligence tools (Power BI, Tableau, Pyramid).
  • Strong attention to detail, organizational skills, and ability to handle multiple priorities under tight deadlines.
  • Excellent written and verbal communication skills, with a proven ability to present financial insights to senior executives.

Compensation: It is expected that the base salary range for this position will be $170-185,000. Actual salaries may vary based on factors such as skills, experience, and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an at-will position and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

Referrals increase your chances of interviewing at Monroe Capital LLC by 2x

Get notified about new Vice President of Financial Planning Analysis jobs in Chicago, IL .

VP Finance Opportunity - Hyper Growth Food Startup Senior Vice President Finance - Natural Food Brand

Chicago, IL $50,000.00- 275,000.00 1 month ago

Financial Analysis Vice President - Finance & Business Management

Chicago, IL 200,000.00- 250,000.00 2 days ago

Vice President for Finance and Administration and Chief Financial Officer Vice President/ Senior Vice President, Equipment Finance Officer - MM

Chicago, IL 145,000.00- 160,000.00 1 month ago

VP, Financial Systems - Cloud ERP Leader

Chicago, IL 155,000.00- 260,000.00 4 days ago

Vice President of Financial Planning Analysis

Chicago, IL 150,000.00- 180,000.00 1 month ago

Greater Chicago Area 165,000.00- 185,000.00 2 days ago

Chicago, IL 150,000.00- 175,000.00 2 weeks ago

VP of Accounting and Finance up to 200K (Hybrid/Loop)

Chicago, IL 200,000.00- 255,840.00 4 weeks ago

Vice President Finance (Retail industry required)

Chicago, IL 165,000.00- 180,000.00 3 weeks ago

VP, Corporate Counsel, PGIM Private Capital, Energy & Project Finance VP, Financial Systems - Cloud ERP Leader

Chicago, IL 155,000.00- 260,000.00 4 days ago

Orland Park, IL 140,000.00- 160,000.00 2 days ago

Portfolio Manager, Vice President or Director (Financial Institutions)

Chicago, IL 120,000.00- 222,600.00 1 week ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
View Now

Vice President, Financial Planning & Analysis - Management Company Accounting

60290 Chicago, Illinois Monroe Capital Corporation

Posted 24 days ago

Job Viewed

Tap Again To Close

Job Description

Vice President, Financial Planning & Analysis – Management Company Accounting Join to apply for the Vice President, Financial Planning & Analysis – Management Company Accounting role at Monroe Capital LLC Vice President, Financial Planning & Analysis – Management Company Accounting 2 days ago Be among the first 25 applicants Join to apply for the Vice President, Financial Planning & Analysis – Management Company Accounting role at Monroe Capital LLC Description Monroe Capital is seeking a highly skilled and motivated Description Monroe Capital is seeking a highly skilled and motivated Vice President of Financial Planning & Analysis who will report to the Management Company’s Chief Financial Officer. This individual will play a pivotal role in managing and enhancing internal financial reporting and planning, overseeing the budget processes, and delivering actionable insights to senior leadership. The ideal candidate will possess a demonstrated background in financial planning and analysis, exhibit strong financial acumen with a diversified and comprehensive finance and operations skill set within an investment management or alternative asset firm, with a particular focus on private credit or similar strategies. Additionally, the ideal candidate will have strong experience leveraging technology to improve efficiency while providing deeper insights. Key Responsibilities: Lead the annual budgeting process for the management company, partnering with department heads and executive leadership to set financial targets aligned with strategic goals. Prepare rolling forecasts throughout the year based on evolving business needs and investment activity. Own the preparation and delivery of monthly and quarterly Actual vs. Budget (AvB) reports for the Management Company. Perform detailed variance analysis, highlighting key drivers, trends, and potential risks or opportunities. Present findings to the CFO and senior stakeholders with clear, executive-ready narratives. Conduct department-level profitability and cost center analyses, including headcount, compensation, and shared services allocations. Develop models to evaluate operating leverage and scalability across functions as AUM and investment strategies expand. Produce and enhance recurring internal reporting packages and dashboards for the firm’s leadership team. Collaborate with Investor Relations, Operations, Legal/Compliance, and HR teams to ensure aligned financial insights across functions. Streamline and improve reporting tools, templates, and systems to support automated and insightful analytics. Evaluate and implement technology enhancements (e.g., FP&A tools, ERP integrations) to support finance transformation initiatives. Act as a key liaison across finance, legal, and investment teams to align management company financial planning with firmwide objectives. Requirements Qualifications: Bachelor’s degree in Accounting, Finance, or a related field (CPA or MBA strongly preferred). 8–12 years of progressive experience in financial planning & analysis or internal reporting, ideally within a private credit, private equity, hedge fund, or asset management firm. Well-versed in data analytics, revenue growth, EBITDA optimization, cost reduction, financial modeling, budget/forecast, etc. Deep understanding of management company structures, expense allocations, and investment firm operations. Exceptional analytical skills, proficiency in Excel and PowerPoint, and experience with financial systems such as NetSuite and Concur. Demonstrated experience with Business Intelligence tools (Power BI, Tableau, Pyramid). Strong attention to detail, organizational skills, and ability to handle multiple priorities under tight deadlines. Excellent written and verbal communication skills, with a proven ability to present financial insights to senior executives. Compensation: It is expected that the base salary range for this position will be $170-185,000. Actual salaries may vary based on factors such as skills, experience, and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Seniority level Seniority level Executive Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at Monroe Capital LLC by 2x Get notified about new Vice President of Financial Planning Analysis jobs in Chicago, IL . VP Finance Opportunity - Hyper Growth Food Startup Senior Vice President Finance - Natural Food Brand Chicago, IL $50,000.00- 275,000.00 1 month ago Financial Analysis Vice President - Finance & Business Management Chicago, IL 200,000.00- 250,000.00 2 days ago Vice President for Finance and Administration and Chief Financial Officer Vice President/ Senior Vice President, Equipment Finance Officer - MM Chicago, IL 145,000.00- 160,000.00 1 month ago VP, Financial Systems - Cloud ERP Leader Chicago, IL 155,000.00- 260,000.00 4 days ago Vice President of Financial Planning Analysis Chicago, IL 150,000.00- 180,000.00 1 month ago Greater Chicago Area 165,000.00- 185,000.00 2 days ago Chicago, IL 150,000.00- 175,000.00 2 weeks ago VP of Accounting and Finance up to 200K (Hybrid/Loop) Chicago, IL 200,000.00- 255,840.00 4 weeks ago Vice President Finance (Retail industry required) Chicago, IL 165,000.00- 180,000.00 3 weeks ago VP, Corporate Counsel, PGIM Private Capital, Energy & Project Finance VP, Financial Systems - Cloud ERP Leader Chicago, IL 155,000.00- 260,000.00 4 days ago Orland Park, IL 140,000.00- 160,000.00 2 days ago Portfolio Manager, Vice President or Director (Financial Institutions) Chicago, IL 120,000.00- 222,600.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

View Now

Financial Analysis

60684 Chicago, Illinois BMO Financial Group

Posted today

Job Viewed

Tap Again To Close

Job Description

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

About the latest Management accounting Jobs in United States !

Financial Analysis Manager

98127 Seattle, Washington 1872 Consulting

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

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

View Now

Financial Analysis Manager

95828 Florin, California California Department of Housing & Community Development

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Financial Analysis Manager role at California Department of Housing & Community Development 2 days ago Be among the first 25 applicants Join to apply for the Financial Analysis Manager role at California Department of Housing & Community Development Get AI-powered advice on this job and more exclusive features. California Department of Housing & Community Development provided pay range This range is provided by California Department of Housing & Community Development. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Equal Opportunity Employer The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants. Position Details Job Code #: JC-481464 Position #(s): -001 Working Title: Financial Analysis Manager Classification: STAFF SERVICES MANAGER II (SUPERVISORY) $7,643.00 - $,496.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. # of Positions: 1 Work Location: Sacramento County Telework: Hybrid Job Type: Permanent, Full Time Department Information HCD helps to provide stable, safe homes affordable to veterans, seniors, young families, farm workers, tribes, people with disabilities, and individuals and families experiencing homelessness. Our Vision Every California resident can live, work, and play in healthy communities of opportunity. What We Do HCD does not manage properties or place individuals in affordable housing. For assistance, please contact a person in your local community who helps people who are experiencing or at risk of homelessness. Our Commitment to Diversity HCD values diversity at all levels of the organization and is committed to fostering an environment in which employees from a variety of backgrounds, cultures, and personal experiences are welcomed and can thrive. HCD believes the diversity of our employees and their unique ideas inspire innovative solutions to further our mission. Join HCD and help us improve the lives of all Californians. Department Website: Job Description And Duties This position is located in Sacramento. At HCD, we are dedicated to fostering a dynamic and inclusive work environment where innovation and collaboration thrive. If you’re interested in promoting safe, affordable, sustainable communities for all Californians, HCD is the place for you. By joining our team, you’ll have the opportunity to make a meaningful impact in your community while working along passionate professionals. Under the general direction of the Chief Financial Manager (Staff Services Manager III) of the Financial Management Branch, the Staff Services Manager Il is responsible for the management and oversight of the Financial Planning and Analysis (State/Bond) Unit and the Financial Reporting and Analysis (Federal) Unit. The incumbent is responsible for managing and oversight of HCD’s financial system’s reconciliation, forecasting, bond management, and internal and external state, bond, and federal reporting. Please Note: A Statement of Qualifications must be submitted along with your application in order to be considered for this position. Please see Statement of Qualifications section below for instructions. This job allows you to work from home for a set number of days each week, up to 01 days , depending on your agreement with the department. You will find additional information about the job in the Duty Statement . Special Requirements Confidentiality Do not include any confidential information on any documents you submit for a job vacancy, such as your State application, resume, or educational transcripts. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, student identification number, driver’s license number (unless required), basis of eligibility, examination results, LEAP status, marital status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver’s license number will automatically be redacted upon submission. Employment Application (STD.678) It is a requirement to submit work experience, dates, and hours worked, contact names and phone numbers of supervisors on the state application. Resumes or other documents cannot substitute a state application. Applicants who fail to submit a completed STD. 678 will not be considered. HCD Disclosure Requirements Selected candidates may be subject to rules imposed by a Conflict of Interest Code that apply to HCD employees, which may require filing a Statement of Economic Interest (Form 700). HCD conducts pre-employment background checks on all new to HCD or returning to HCD candidates. This position requires a background check to be cleared prior to being hired. Per CCR 249.3, this job control may be used to fill subsequent vacancies. Application Instructions Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application. Final Filing Date: 7/13/2025 Who May Apply Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s). Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s). How To Apply Complete Application Packages (including Your Examination/Employment Application (STD 678) And Applicable Or Required Documents) Must Be Submitted To Apply For This Job Posting. Application Packages May Be Submitted Electronically Through Your CalCareer Account At Www.CalCareers.ca.gov. When Submitting Your Application In Hard Copy, a Completed Copy Of The Application Package Listing Must Be Included. If You Choose To Not Apply Electronically, a Hard Copy Application Package May Be Submitted Through An Alternative Method Listed Below: Address for Mailing Application Packages You may submit your application and any applicable or required documents to: Department of Housing & Community Development Postal Attn: Hiring Unit | JC 481464 P.O. Box 952050 Sacramento , CA 94252-2050 Address for Drop-Off Application Packages You may drop off your application and any applicable or required documents at: Department of Housing & Community Development Drop-Off HCD Hiring Unit | JC 481464 651 Bannon Street (Lobby) Sacramento , CA 95811 08:00 AM - 05:00 PM Required Application Package Documents The Following Items Are Required To Be Submitted With Your Application. Applicants Who Do Not Submit The Required Items Timely May Not Be Considered For This Job: Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position. Resume is required and must be included. Statement of Qualifications - Please see the Statement of Qualifications Section. Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Research, Analyst, and Information Technology Industries Government Administration Referrals increase your chances of interviewing at California Department of Housing & Community Development by 2x Get notified about new Analysis Manager jobs in Sacramento, CA . Manager, Business Analysis - Enterprise Customer Operations Rancho Cordova, CA $104,563.00- 154,088.00 2 weeks ago FP&A Manager | Financial Planning & Analysis Manager Roseville, CA 80,000.00- 120,000.00 1 month ago Sacramento, CA 100,000.00- 130,000.00 4 weeks ago Sacramento, CA 60,000.00- 65,000.00 2 weeks ago Greater Sacramento 67,700.00- 120,500.00 3 weeks ago URGENTLY HIRING BI-LINGUAL Assistant Store Manager Sally Beauty 00776 West Sacramento, CA 175,000.00- 200,000.00 2 weeks ago Technical Manager - Advanced Troubleshooting Rocklin, CA 104,000.00- 134,000.00 1 month ago West Sacramento, CA 175,000.00- 200,000.00 2 weeks ago Technical Manager, Medium Voltage - Remote, US Rocklin, CA 95,000.00- 122,500.00 4 months ago Senior Mechanical Project Manager – Hydropower North Highlands, CA $2 .00- 26.42 2 weeks ago Sacramento, CA 110,004.00- 203,508.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

View Now

Financial Analysis Consultant

92659 Newport Beach, California Pacific Life

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Financial Analysis Consultant role at Pacific Life 17 hours ago Be among the first 25 applicants Join to apply for the Financial Analysis Consultant role at Pacific Life Direct message the job poster from Pacific Life Sr. Talent Acquisition Partner hiring top-tier talent at Pacific Life Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Financial Planning and Analysis Consultant to join our Institutional Division Finance team in Newport Beach, CA or Omaha, NE. As a Financial Planning and Analysis Consultant you’ll move Pacific Life, and your career, forward by supporting the division's planning, forecasting, budgeting, expense management, and reporting of results to divisional and corporate executive management. How You’ll Help Move Us Forward Participate on or lead various finance, new business, or product development initiatives and projects for the Institutional Division Participate on or lead various enterprise initiatives and projects as a representative for the Institutional Division Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data Prepare financial analyses for determining past financial performance and/or projection of future financial results Work with key stakeholders across the division to analyze quarterly results and develop analytics and management reporting to understand business results and support strategic decision-making Prepare ad-hoc financial analysis and management reports as requested by senior management The Experience You Bring Bachelor’s degree required in Business, Finance, Accounting, or related field 7+ years of experience with mix of public accounting and private accounting and finance experience strongly preferred Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred Experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results Demonstrated initiative to quickly pick up new concepts and tools, as well as identify and implement improvements Ability to work well under pressure and manage multiple deliverables Strong project management skills to plan, lead, and coordinate initiatives across the division Fundamental understanding of financial statements, financial planning, and analysis concepts Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, Essbase/Smartview, Power BI, and wDesk is preferred High level of proficiency in Excel and PowerPoint What Makes You Stand Out CPA/CFA or equivalent preferred; MBA may be considered Track record of innovation, initiative, and deep analytical capabilities You Can Be Who You Are. People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. Base Pay Range The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $148,230.00 - $81,170.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Business Development and Sales Industries Insurance Referrals increase your chances of interviewing at Pacific Life by 2x Get notified about new Analysis Consultant jobs in Newport Beach, CA . Irvine, CA $100 000.00- 150,000.00 3 days ago Irvine, CA 65,000.00- 75,000.00 1 week ago Santa Ana, CA 100,000.00- 150,000.00 1 day ago Tustin, CA 100,000.00- 110,000.00 3 days ago Newport Beach, CA 120,000.00- 125,000.00 4 weeks ago Buena Park, CA 90,000.00- 95,000.00 3 days ago Costa Mesa, CA 85,000.00- 100,000.00 7 hours ago Irvine, CA 100,000.00- 160,000.00 1 day ago Buena Park, CA 85,000.00- 90,000.00 3 days ago Principal Consultant - Data, Analytics and AI Irvine, CA 121,402.00- 167,600.00 1 week ago Reverse Logistics Business Analyst WMS- Chinese Bilingual Senior WMS E-commerce Business Analyst - Chinese Bilingual Newport Beach, CA 148,230.00- 181,170.00 1 week ago Newport Beach, CA 148,230.00- 181,170.00 17 hours ago Business Immigration Analyst (Paralegal) Irvine, CA 116,000.00- 150,000.00 1 day ago Digital Lab Transformation - Senior Consultant - Life Sciences (LIMS) Senior Business Tax Analyst - Work From Home Senior Business Tax Analyst - Work From Home Senior Business Tax Analyst - Work From Home Senior Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required Senior Business Tax Analyst- Work From Home - 3+ Yrs Paid Tax Experience Required We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

View Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Management Accounting Jobs