7,120 Financing jobs in the United States
Fund Financing - Associate

Posted 1 day ago
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**Job summary:**
As an Associate in Global Financing Solutions, you will have the opportunity to work across the Global Financing team within the Global Structuring business. We are a small, close-knit team that holds a leadership role in the full life cycle of credit (private and public) and fund financing transactions. You will be identifying the opportunity set, marketing the business, and providing a transaction-focused center of expertise through the deal lifecycle. This role requires you to closely coordinate with Trading partners, Sales partners, Investment Banking, and the Private Bank.
**Job responsibilities:**
+ Marketing and execution of fund financing products, with a particular focus on private equity funds, secondary private equity funds, subscription finance, semi-liquid funds and management company lines
+ Negotiate term sheets and legal documentation on identified opportunities in close alignment with trading partners
+ Develop market knowledge and personal brand that increases the firm's understanding of and reputation in the fund financing market
+ Understand and contribute to the broader Global Structuring organization across institutional structuring, financing, and solutions teams
**Required qualifications, capabilities, and skills:**
+ A strong understanding of asset managers and institutional investors, particularly private funds
+ 3 plus years of work experience
+ Strong communication skills, work ethic, attention to detail and team-oriented mentality
+ Demonstrated interest and aptitude for reviewing and analyzing legal documentation
+ Resilience across lengthy negotiations and patience with long lead-time marketing
**Preferred qualifications, capabilities, and skills** :
+ 3 plus years of experience in a related field (preferably credit, structuring, financing or corporate finance)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $135,000.00 - $200,000.00 / year
Fund Financing - Associate
Posted 23 days ago
Job Viewed
Job Description
Job summary:
As an Associate in Global Financing Solutions, you will have the opportunity to work across the Global Financing team within the Global Structuring business. We are a small, close-knit team that holds a leadership role in the full life cycle of credit (private and public) and fund financing transactions. You will be identifying the opportunity set, marketing the business, and providing a transaction-focused center of expertise through the deal lifecycle. This role requires you to closely coordinate with Trading partners, Sales partners, Investment Banking, and the Private Bank.
Job responsibilities:
- Marketing and execution of fund financing products, with a particular focus on private equity funds, secondary private equity funds, subscription finance, semi-liquid funds and management company lines
- Negotiate term sheets and legal documentation on identified opportunities in close alignment with trading partners
- Develop market knowledge and personal brand that increases the firm's understanding of and reputation in the fund financing market
- Understand and contribute to the broader Global Structuring organization across institutional structuring, financing, and solutions teams
Required qualifications, capabilities, and skills:
- A strong understanding of asset managers and institutional investors, particularly private funds
- 3 plus years of work experience
- Strong communication skills, work ethic, attention to detail and team-oriented mentality
- Demonstrated interest and aptitude for reviewing and analyzing legal documentation
- Resilience across lengthy negotiations and patience with long lead-time marketing
Preferred qualifications, capabilities, and skills :
- 3 plus years of experience in a related field (preferably credit, structuring, financing or corporate finance)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $135,000.00 - $200,000.00 / year
Financial Planning & Analysis
Posted today
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2 weeks ago Be among the first 25 applicants
Qualifications- Minimum three (3) years experience in a leadership role with or without direct reports.
- Bachelor's degree in finance, business, or related field.
- Minimum six (6) years of Financial Planning & Analysis experience or directly related business experience.
- Additional equivalent work experience in a related field may substitute for the degree requirement.
- Previous recent healthcare industry experience in financial roles.
- Proficient in Excel for financial modeling, analysis, and reporting.
- Proficient in accounting principles and statements, including general ledger and income statement.
- Two (2) years supervisory experience.
- Three (3) years of experience interacting with senior leadership (e.g., Director level and above).
Why Join Us? InstantServe offers a dynamic work environment where you can make a significant impact on the healthcare industry. We provide competitive compensation, opportunities for professional growth, and a supportive team culture. All your information will be kept confidential according to EEO guidelines.
Seniority level- Internship
- Contract
- Finance and Sales
- IT System Data Services
Referrals increase your chances of interviewing at InstantServe LLC by 2x
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#J-18808-LjbffrFinancial Planning & Analysis
Posted today
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Job Description
POSITION:
Financial Planning and Systems Analyst
COMPANY PROFILE:
This manufacturing organization is located in the Sioux Falls, SD area within a great community, and offers an innovative place to work, with a great team of employees that exude a strong work ethic, which produces impeccable products. This company holds their customers satisfaction at a high level, and strives to exceed their expectations. They have not only grown to be recognized nationwide, but also have received numerous awards.
WHAT THIS COMPANY OFFERS:
- Enjoy a casual working environment, while working with other key players in the organization.
- $70,000 - $85,000 +
- 15% Bonus Potential
- Profit Sharing in year 2 of up to 15%, which has paid out the last 20 years.
- Full benefits package: health plan including dental and vision (family plans available), life, flex reimbursement plan, disability insurance, fitness center benefits, PTO, 10 paid holidays, EAP, bereavement leave, military leave, FMLA.
- 401k plan.
- Award-winning manufacturer.
THE ROLE YOU WILL PLAY:
Report to the CFO.
Manage and lead the accounting & finance department in financial systems.
Oversee the general ledger and financial reporting systems.
Manage the key reports for financial reporting.
Be the go-to person in the company on ERP data.
Monitor and implement policies and procedures.
Assist in budgeting, forecasting and reporting.
COMMUNITY:
Sioux Falls, SD area
What do you love to do in your free time? No matter your preference of entertainment this community has it covered. The Sioux Falls area is a sport enthusiast dream town! Considering your family? Take them on the city bike trails, or to one of the many annual family friendly festivals. Not to mention the countless number of city parks, and a public safety department that is rated one of the best. Youll never be bored with exciting night life, hundreds of restaurants and big name acts coming to the Washington Pavilion and Sioux Falls Convention Center. Rapid growth is happening all around and in Sioux Falls as well as an affordable place to live! Great schools, churches, and programs to become a part of, make this your home today!
BACKGROUND PROFILE:
- Bachelors Degree in Business, Accounting, Computer Science or similar background.
- 5+ Years of Related Experience.
- Possess strong organization skills and excellent communication skills.
- Experience with financial reporting systems such as Nvision Qlikview.
FOR MORE OPPORTUNITIES CHECK OUT OUR WEBSITE
Contact:
Craig Libis
(
Financial Planning & Analysis Financial Analyst
Posted today
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Pay $72000.00 / year
Employment type: Full-Time
Job DescriptionReq#: 24228
Salary RangeUSD $2,000.00/Yr. - USD 83,000.00/Yr.
OverviewThe Job in a Nutshell:
The FP&A Financial Analyst will be involved in financial reporting and analysis, budgeting and forecasting, and other special projects. This position has the opportunity to develop into a Senior Financial Planning & Analysis role by demonstrating proficiency in the activities below.
ResponsibilitiesMain Ingredients:
- Responsible for elements of the financial close process including reporting, variance analysis and communicating results.
- Work closely with Accounting and department heads during pre-close meetings.
- Lead meetings that communicate financial performance to Accounting/Finance and the supported departments.
- Provide strong business partnership to the supported departments; understand the business issues facing the organization and provide financial alternatives.
- Analyzes financial performance by compiling data and monitoring trends from various data sources.
- Assist with the annual budget process and periodic forecasts, including working with department heads to determine necessary forecast adjustments and budget needs.
- Take ownership of analysis requirements, including setting deadlines, collecting, and analyzing the right data, and effectively communicating key insights.
- Preparation of reporting and presentation materials for delivery to senior level management.
- Evaluate and implement systems and processes, including budgeting, planning, reporting, analytical tools.
- Participate in special projects and ad hoc analysis requests.
- Additional responsibilities as assigned by the VP Treasurer and Sr. Manager of FP&A.
Although this is a general outline of job responsibilities, all employees are expected to be hands on and do whatever it takes to get the job done and make the company thrive.
QualificationsRecipe for Success:
- Bachelors Degree required; finance, accounting, or economics background preferred.
- Minimum of 2 years of quantitative and/or financial analysis experience required.
- Prior experience with P&Ls and financial modeling is required.
- Self-driven with ability to multi-task and work with minimal supervision in a deadlines-oriented environment.
- Track record of supporting monthly financial processes, and delivering timely and accurate results.
- Advanced Microsoft Office proficiency, including:
- Ability to combine and characterize data from multiple sources.
- Excellent analytical and problem-solving skills to properly organize and structure model to efficiently answer the relevant business question.
- Experience using a range of Excel functions (statistical functions, logical functions, pivot, lookup/reference functions, text functions, etc.).
- Strong oral/written communication skills.
- Must have attention to detail with high standards of accuracy and review.
- Proficiency with SAP and/or other ERP systems.
- Proven ability to build relationships with all levels of the organization and departments.
This job description is not an employment contract. It does not guarantee a job or that the above listed duties are the limit of responsibilities. The job and job description are subject to change with and without notice. Employees are required to accomplish any and all tasks assigned to him/her by their Manager and/or other Store Support Center manager that might not be listed in this job description.
BenefitsHeres an overview of the benefits we offer our good4u Crew to help ensure the health and wellbeing of you and your family, now and well into the future:
All Crew Members:
- Birthday Bonus Pay
- Vitamin Bucks (up to 2,080 earned as store credit annually)
- Holiday Pay for 5 Holidays Stores Closed
- Paid Time Off (sick days and vacation) that Increases with Tenure
- Paid Nutrition Education
- good4u Crew Member Discount
- {N}power Program (customer appreciation and rewards program)
- Regular, Scheduled Pay Increases
- Advancement Opportunities and Career Development
- Health and Wellness Program
- Employee Assistance Program (EAP)
- Employee Referral Program
Full-Time Crew Members (30+ hours/week):
- Medical, Dental and Vision Insurance
- Paid Parental Leave
- Paid Medical Leave (through company paid short-term disability insurance)
- Company Paid Short-Term Disability Insurance
- Company Paid Life Insurance
- Voluntary Benefits Including Hospital Indemnity, Accident Insurance, Long-Term Disability Insurance, Term Life Insurance
- Retirement Savings Plan (401k) with discretionary Company Match
- Healthcare and Dependent Care Flexible Spending Account (FSA)
- Health Savings Account (HSA) with Company Match
At the heart of Natural Grocers' commitment to our community and crew is this belief: All people should be empowered to experience health and wellbeing! We cannot be true to this conviction without honoring diversity and cultivating inclusion throughout every aspect of our organization.
At Natural Grocers, we honor our differences, embrace diversity, and cultivate inclusion because both individual and societal health are rooted in these principles. Our Crew is diverse not only in gender, race, ethnicity, sexual orientation, religion, abilities, and age but also in cultural backgrounds, thoughts, and ideas. Celebrating our diversity refreshes, expands, and shapes our perspective, energizing our mission of equitable access to health and wellness for all. We welcome everyone who would like to join us in this mission, with gratitude for the unique life experience each person brings to the table. Were committed to nurturing an ecosystem of diversity and inclusion in which our Crew can continue to thrive.
Physical and Environmental RequirementsPhysical Requirements:
- Must have the ability to occasionally lift or carry up to 50 lbs.
- Must have the ability to occasionally push or pull up to 30 lbs.
- Must be able to constantly use the computer for data entry and use of mouse.
- Must be able to constantly sit, use fine motor manipulations, and reach outward for the duration of the work shift.
- Must be able to frequently grip, bend, twist, and turn.
- Must be able to occasionally walk, stand, squat, kneel, and reach above chest as needed.
Environmental Requirements:
- Must be able to work occasionally with cold, heat, sharp tools and equipment, noise, contact stress, dust, fumes, and congested worksite.
A natural & organic grocery store featuring free nutrition education and your favorite food, body care & dietary supplements at always affordable prices.
#J-18808-LjbffrAnalyst, US Private Financing

Posted 4 days ago
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Closing date for applications: 04/09/2025
LocationStamford,United States
Job typePermanent
Contract typeFull Time
#R-00262427
Our people work differently depending on their jobs and needs. From hybrid working to flexible hours , we have plenty of options that help our people to thrive.
This role is based in the United States and as such all normal working days must be carried out in the United States.
**Job description**
_This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements of the role. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department and the business._
**Purpose of Role:**
Part of the US Private Financing team working on the execution of a variety of funds' lending products across the NatWest Group Franchise
The position will be based in Stamford, CT
**What does this role holder do?**
+ Work with global Private Financing product partners to support origination and execution of transactions including preparing client presentations for pitches and papers for internal approvals
+ Private Finance encompasses a wide range of lending and investment products with varying underlying asset classes including Private Credit
+ Research companies and comparable transactions in preparation for providing structuring advice and summary terms for potential transactions
+ Model scenarios incorporating business knowledge with the goal of providing advice to clients
+ Assist with execution process including client onboarding, internal approvals and documentation
+ Maintain the US Private Financing pipeline
+ Build and maintain relationships with clients and internal stakeholders
+ Support and maintain a robust risk control environment
+ Undertake periodic business related projects to assist in the analysis and development of the business
**Skills Required**
+ Candidates should be entrepreneurial and be able to take on responsibilities with limited guidance
+ Strong accounting and financial modeling skills
+ Strong communication skills; excellent writing and presentation skills
+ Solid understanding of the macro-economic and financial influences affecting the Funds sector
+ High proficiency in MS Office suite - Excel and PowerPoint in particular.
+ FINRA SIE, Series 7 and Series 63 licenses (which may be obtained post-hire)
The expected base annual salary range for this position is $100,000 - $110,000 at the start ofemployment. Thisis not a guarantee of compensation. The exact compensation is determined on an individualized basis and may vary based on skills, experience, training licensure, certifications and location. In addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement.
**It is the policy of NatWest Markets Securities Inc. and its parent, affiliates and/or subsidiaries to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, sex,** **pregnancy/childbirth,** **age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws. Equal Opportunity Employer -Disabled/Veteran - review "EEO Is The Law", "EEO is the law- Supplement" & "Pay Transparency Provision" posters** here ( **.**
Home Improvement Financing Underwriter
Posted 18 days ago
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Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions Home Improvement Financing, the Home Improvement Financing Underwriter I is responsible for reviewing and validating documentation required for loan application approval.
Regions Home Improvement Financing, a division of Regions Bank, engages in strategic partnerships with home-improvement manufacturers, distributors, franchisors, trade groups, and other organizations (with networks of home improvement contractors) to develop customized white-label loan programs to help them increase their sales as well as attract and retain top dealers.
**Primary Responsibilities**
+ Reviews conditionally approved applications to ensure an accurate application decision is made
+ Reviews and validates verification documents to make final decisions for conditionally approved applications
+ Performs manual underwriting of files according to guidelines and analyzes credit, Fair Isaac Corporation (FICO), Debt to Income, and reviews for potential risk and fraudulent activity
+ Sets clear and concise conditions for missing documentation necessary to meet underwriting approval requirements
+ Responds to questions on conditions from processors in a reasonable timeframe
+ Responds to complex follow-up questions from applicants and contractor partners
+ Meets required production levels for both quality and quantity
+ May perform other tasks as assigned
This position requires the tracking of time and is eligible for overtime hours worked in excess of 40 per week under the Fair Labor Standards Act.
**Requirements**
+ High School Diploma or GED
+ One (1) years of underwriting experience or two (2) years of lending experience
+ Verification validation certifications
**Skills and Competencies**
+ Ability to work in a fast paced, dynamic work environment
+ Excellent verbal and written communication skills
+ Good computer skills, including Microsoft Office Suite
+ Good typing skills
+ In-depth knowledge of credit underwriting process and credit bureau reports
_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._
**Schedule of the Role:**
Must be available for a schedule of Monday-Friday 8:30am - 5:00pm MST
There is also a mandatory rotational Saturday.
Specific hours will be discussed during the interview.
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$40,000.00 USD
**_Median:_**
$48,240.00 USD
**Incentive Pay Plans:**
This job is not incentive eligible.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Provo
**Location:**
Provo, Utah
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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SVP, Financial Planning & Analysis
Posted today
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The Senior Vice President (SVP), Financial Planning and Analysis (FP&A) is a strategic leadership role responsible for leading the financial planning, forecasting, and analysis functions across an organization. Reporting to the CFO, the SVP, FP&A plays a critical role in driving financial performance, supporting business growth, and shaping corporate strategy through data-driven insights.
Key responsibilities include:
- Leading and managing a global FP&A team to deliver high-quality financial planning, budgeting, forecasting, and reporting.
- Developing and executing the company's financial strategy in alignment with business objectives.
- Driving long-term financial planning and analysis, including 3-5 year strategic plans and annual operating plans.
- Overseeing monthly, quarterly, and annual financial reporting and presenting results to executive leadership, the board, and investors.
- Providing financial modeling and scenario analysis to evaluate business decisions, investments, and strategic initiatives.
- Collaborating cross-functionally with business units and corporate functions to optimize financial performance and capital allocation.
- Leading initiatives to improve FP&A processes, technology, and data analytics capabilities.
- Influencing business decisions through actionable financial insights and risk mitigation strategies.
- Supporting M&A activities and integration efforts financially.
- Building and mentoring a high-performance and growth-oriented finance team.
- Extensive experience (often 15+ years) in FP&A, corporate finance, or related financial leadership roles.
- Strong expertise in financial modeling, forecasting, budgeting, and strategic planning.
- Proven leadership skills with experience managing large teams and cross-functional collaboration.
- Excellent communication skills for presenting complex financial information to diverse stakeholders.
- Advanced degree in finance, accounting, business administration, or a related field is preferred.
This role is crucial for aligning financial capabilities with the company's strategic goals, driving financial discipline, and enabling sustainable growth at an executive leadership level.
Compensation
The anticipated salary range for this position is $280,000 - $400,000 plus benefits. Actual placement within the range is dependent on multiple factors, including but not limited to skills, education, and experience. This position also qualifies for up to 35% annual bonus based on Company, department, and individual performance.
Physical requirements/Work Environment
This position primarily works outside of a traditional office environment, making frequent customer sales calls on a daily basis. Frequent domestic and local travel is a major job component, so the ability to operate a motor vehicle and maintain a valid Driver's license is required. It also requires frequent driving, sitting, standing and walking. May stand for extended periods when facilitating customer meetings or walking in the facilities. Daily use of a computer and other computing and digital devices is required.
The physical demands of the position described herein are essential functions of the job and employees must be able to successfully perform these tasks for extended periods. Reasonable accommodations may be made for those individuals with real or perceived disabilities to perform the essential functions of the job described
About Us
For over thirty years, Masimo has been expanding the boundaries of noninvasive monitoring to improve patient outcomes and reduce the cost of care. Today, Masimo delivers a portfolio of hospital-trusted monitoring solutions to help increase patient safety, health, and wellness in the hospital and at home. When you join our team, you'll be part of a culture that's driven by passion, challenging the status quo, and making an impact in the lives of others.
This employer participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: click here
SVP, Financial Planning & Analysis
Posted today
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Job Description
EchoStar is reimagining the future of connectivity. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products.
Today, our brands include Boost Mobile, DISH TV, Gen Mobile, Hughes and Sling TV.
Department Summary
Reporting to the Chief Financial Officer ("CFO"), the Senior Vice President ("SVP"), Financial Planning & Analysis ("FP&A") will be responsible for leading the FP&A function for the company which serves as a valued partner to EchoStar segment leaders and senior EchoStar leadership. The SVP, FP&A will lead a team of approximately 90+ individuals responsible for providing timely, accurate reporting and analytics, offer data-driven insights and recommendations, and will drive operational excellence in the finance function. In addition, the SVP of FP&A will be responsible for supporting corporate development, M&A activities, and financing for the company. This highly visible role will partner with the CEO, CFO, and executive leadership team to analyze the portfolio, set strategies to generate value, and lead the execution of key initiatives including acquisitions, divestitures, and business development projects aligned with EchoStar's strategic and economic priorities. This role will lead 12 teams: Corporate Financial Planning, Corporate Financial Analysis, Retail Wireless Finance, Video Services (DISH and Sling TV), Treasury, Risk, Financial Control Group, IHS Finance, Manufacturing and Distribution Finance, Marketing Finance, Programming Finance, and DISH Technologies Finance. This role may expand to manage other Finance teams currently reporting outside of the CFO chain of command.
Job Duties and Responsibilities
- Budgeting, Forecasting, and Reporting - Direct all annual planning and budgeting, forecasting, finance, and cash management functions. Create executive and Board-level presentations for budgets, forecasts (quarterly, annual, and long-term), and actuals vs. targets variances and KPI reporting, and prepare quarterly and monthly reporting packages for presentation to executive management and the Board of Directors.
- Analytics / Decision Support - Develop and utilize data-driven analytics, including reports and dashboards, to generate value-added insights and actionable recommendations to drive growth and influence KPIs. Support the CFO and business unit leadership in developing the long-term and short-term financial goals for the business.
- Merger & Analysis Support - Collaborate with executives and operational leaders to vet opportunities based on their strategic and economic characteristics. Oversee discounted cash flow valuation model including sensitivities for transaction-specific variables including, but not limited to, growth, cost savings, capital requirements, tax attributes and one-time costs. Coordinate with management, external legal counsel and advisers for both EchoStar and its counterparties while negotiating terms throughout all phases of a transaction. Oversee recurring and ad hoc subscriber economic analysis for existing and new customer offers/promotions/pricing for DISH, Sling, and Boost Mobile.
- Leadership and Culture - Lead and energize EchoStar's finance team, building a high-performance team and culture. Evaluate talent/performance and effectively manage the FP&A team. Promote a strong sense of urgency for reaching goals and key deliverables. Manage team's work-life balance while still delivering results and driving high performance, leading by example.
- The ideal candidate will have 12-15+ years of broad and deep financial and operational experience with significant experience in and leadership of a financial planning & analysis function.
- Ideally, s/he will have experience in telecommunications, digital media, media, entertainment, technology, the internet, or a subscription-based industry.
- This individual will have a demonstrated track record of leading a world-class FP&A organization in a high-growth, high-change environment.
- Demonstrated financial leadership skills and expertise with an emphasis on financial analysis, models, budgeting, management reporting, and forecasting.
- This individual will have experience leading FP&A for a company or division with a minimum of $3-5 billion in revenues. Ideally, in addition to FP&A experience, s/he will also have experience in operational finance, which may include divisional CFO responsibilities.
- The successful candidate will have a proven track record of excelling in high-performance, analytic and data-driven cultures.
- The ability to set clear and challenging goals while committing the organization to improved performance; tenacious and accountable in driving results
- Comfortable with ambiguity and uncertainty; the ability to adapt nimbly and lead others through complex situations
- The ability to attract and recruit top talent, motivate the team, delegate effectively, celebrate diversity within the team, and manage performance; is widely viewed as a strong developer of others. Encourages others to share the spotlight and visibly celebrates and supports the success of the team
- Preference will be given to individuals with both large company division/corporate, and entrepreneurial high-growth company experience. A BA/BS in a related discipline is required; MBA preferred, CFA or CPA preferred. Experience in telecommunication and/or with subscription-based models is a plus.
Salary Ranges
Compensation: $00,000.00/Year - 400,000.00/Year
Benefits
We offer versatile health perks, including flexible spending accounts, HSA, a 401(k) Plan with company match, ESPP, career opportunities, and a flexible time away plan; all benefits can be viewed here: DISH Benefits.
The base pay range shown is a guideline. Individual total compensation will vary based on factors such as qualifications, skill level, and competencies; compensation is based on the role's location and is subject to change based on work location.
Candidates need to successfully complete a pre-employment screen, which may include a drug test and DMV check. Our company is committed to fostering an inclusive and equitable workplace where every individual has the opportunity to succeed. We are dedicated to providing individuals with criminal or arrest records a fair chance of employment in accordance with local, state, and federal laws.
The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled.
Analyst, Financial Planning & Analysis
Posted today
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Link Logistics Real Estate (Link) is a leading operator of last-mile logistics real estate. Established by Blackstone in 2019, the company connects consumption, technology, and the supply chain across its portfolio, which spans more than half a billion square feet. With more than 5 percent of U.S. GDP flowing through our spaces, we leverage our scale, proprietary data and insights, and foundational focus on sustainability to drive success for our customers businesses and deliver value for our stakeholders. Link Logistics strives to be the most equitable and inclusive industrial real estate company in the business. We put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity and inclusion (DEI) across our workforce to deliver an optimal employee experience. Every day, we work to reinvent and lead our industry forward by thinking bigger and challenging the status quo.
Because we believe that good business must be synonymous with doing good, strong environmental, social and governance practices are foundational to our identity as a firm. These practices include setting ambitious goals to combat climate change, partnering with local nonprofits, and prioritizing internal diversity, equity, and inclusion efforts. We seek to use our position, ideas, and influence to drive progress in our industry and the wider world. At Link, we give our customers space to growand we give people space to grow, too.
The Analyst, Financial Planning & Analysis will participate heavily in the FP&A teams technology infrastructure efforts. The Analyst will spend most of their time assisting as a business representative for internal and external project work, acting as a business tester and project participant representing FP&A, and partnering with Technology department on troubleshooting issues with Forecasting Applications. The FP&A team operates in a time sensitive and critical output environment therefore attention to detail and ability to perform under pressure is critical.
RESPONSIBILITIES:
- Support the reforecasting and budgeting process and participate in various workstreams to assist with the team effort to finalize a quarterly reforecast and annual budget.
- Work closely with the teams across the organization to ensure cross-unit collaboration and to support FP&A forecasting efforts.
- Provide support for software testing, documentation, roll out, communication and assist in project management for applications that support FP&As forecasting process and reporting.
- Understand and master a multitude of financial systems and processes to provide support and training as needed.
- Document and update FP&A workstreams.
- Develop value add tools and assist in system and process improvement projects as needed.
- Work with large quantities of data and master ability to analyze and audit results.
- Understand the Budgeting & Forecasting systems process and play an important role in training and assisting the FP&A team during the Budgeting & Forecasting process.
- 1-3 years work experience in Accounting or Finance within the commercial real estate industry. Experience working at a publicly traded real estate or financial services firm is preferred.
- Bachelors degree in business, Accounting, or Finance required.
- A strong work ethic, with an ability to work in a dynamic and demanding work environment to meet critical deadlines.
- Intelligence, with a keen focus on details.
- Strong accounting and finance knowledge.
- Exceptional analytical skills with a deep knowledge of and mastery of Office 365, especially Excel.
- Prior experience with real estate budgeting/forecasting processes and systems such as Argus Enterprise or Yardi Forecast Manager.
- Oracle, SQL or another relational database applications a plus.
- Possess broad understanding of computer concepts and related business application needs.
- Familiarity with data warehouses, data lakes, snowflake.
- Excellent oral and written communication skills due to interaction with personnel at all levels.
- Knowledge of REIT performance metrics and reporting preferred.
The Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
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