Real Estate Investment Analyst

10606 White Plains, New York Robert Half

Posted 9 days ago

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Job Description

Description
POSITION: REAL ESTATE INVESTMENT ANALYST
LOCATION: WHITE PLAINS, NY - HYBRID (3 days in office / 2 days remote)
RECRUITER CONTACT: KELLEIGH MARQUARD -
Exciting opportunity for an Investment Analyst with highly successful boutique Real Estate Investment Company. The Investment Analyst position is a newly created role due to growth and reports Directly into the EVP of Investment Operations at the firm. This is an outstanding organization that has excellent longevity, above-market compensation including generous bonus' and offers a flexible family first environment for its team. The Investment Analyst will primarily be responsible for supporting the firm's acquisitions and asset management team, with a specific focus on the net lease portfolio, including but not limited to: evaluating and underwriting new investment opportunities, financial analysis, due diligence, and market research.
Minimum requirements for this position include:
· Bachelor's Degree in Finance/related; Masters Degree a plus
· 1-2+ Years of applicable experience, preferably in a real estate investing capacity
· Exceptional financial analysis and modeling skills utilizing Microsoft Excel
· Advanced Microsoft Excel with proficiency in Word and PowerPoint
· A creative thinker capable of critical thinking and the ability to draw independent conclusions
· Display a high level of professionalism, sound judgment, strong analytical skills, accurate and reliable prioritization, strong time management, solid technical skills, and exemplary teamwork
If you meet the requirements detailed here and would like to learn more about this great opportunity, please email your resume in confidence to Kelleigh Marquard at All inquiries are confidential. At Robert Half we never distribute your resume without your permission.
Requirements
Real Estate Investment, Financial Analysis, Financial Modeling, MS Excel
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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MIM - Analyst - Real Estate Asset Mgmt

07981 Hanover Township, New Jersey MetLife

Posted 13 days ago

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Job Description

Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at (1) to learn more.
MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and agricultural mortgages, as well as real estate equities. In addition to sourcing and managing these investments, the groups are responsible for developing and maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to specialty, and they actively manage MetLife's portfolio of mortgage loans and equity investments in agricultural, office, apartment, retail, industrial, and hotel properties. The portfolio units are responsible for overall portfolio strategy, pricing, transaction approval and credit approval on new loans, as well as the active management of the overall mortgage and equity portfolios. Real Estate Investments sources and manages commercial real estate investments through seven regional field offices (Atlanta, Chicago, Dallas, Los Angeles, San Francisco, Washington, DC, and Whippany, NJ) and four international offices (London, Mexico City, Tokyo and Santiago).
The Analyst will support the Northeast Regional Office (NERO) Asset Management team in the leasing, property management, construction management, client reporting, valuation and overall accounting for a defined portfolio of commercial investment properties. Property types may include office, retail, multi-family and industrial.
Key Responsibilities:
* Assist with budgeting, forecasting and expense management to maximize recurring net income.
* Assist with lease analysis and negotiations and the preparation of legal documents and contracts. Coordinate and manage various internal/external resources and consultants (i.e., attorneys, environmental, construction).
* Oversee quarterly asset valuations including both internal valuations and review of external appraisals.
* Participate in the development and implementation, through third-party property and leasing teams strategies for leasing, operations and capital expenditures that will maximize property performance.
* Support other members of the asset management team as needed on more complex assets, including business plans, valuations, and reporting.
* Support the sales process of designated assets including engaging brokers, evaluating bids, negotiating contracts, managing due diligence and closing.
* Support equity acquisition process. Participate in pre-acquisition due diligence. Assist with the selection of property management and leasing teams by securing proposals, conducting interviews and assisting with management agreements. Assist with the property transition process by working with internal bank relations, insurance and accounting departments.
Essential Business Experience and Technical Skills:
Required:
* Ability to work within a collaborative team environment, effectively handling multiple issues, prioritizing deadlines appropriately and remaining flexible and professional.
* 0-3 years of relevant experience in institutional real estate, preferably in asset management and/or acquisitions.
* Strong analytical skills, including advanced Excel and Argus Enterprise modeling, joint venture waterfalls, and promoting structures.
* High level of initiative, strong work ethic, attention to detail, and willingness to work across teams.
Preferred:
* BA/BS in real estate or finance preferred, MBA optional.
* Familiarity with real estate specific applications, such as Argus Enterprise, View The Space (VTS), DealPath, Chatham Financial and MRI/Yardi a plus.
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
References
Visible links
1. Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
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MIM - Analyst - Real Estate & Ag Finance

07981 Hanover Township, New Jersey MetLife

Posted 13 days ago

Job Viewed

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Job Description

Role Value Proposition:
Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors and asset managers in the world, with nearly $600.8 billion in combined managed assets, and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 1100 dedicated professionals with extensive experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including real estate. Visit us at (1) to learn more.
MIM's Global Real Estate and Agricultural Investments maintains a portfolio invested in commercial real estate and agricultural mortgages, as well as real estate equities. In addition to sourcing and managing these investments, the groups are responsible for developing and maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to specialty, and they actively manage MetLife's portfolio of mortgage loans and equity investments in agricultural, office, apartment, retail, industrial, and hotel properties. The portfolio units are responsible for overall portfolio strategy, pricing, transaction approval and credit approval on new loans, as well as the active management of the overall mortgage and equity portfolios. Real Estate Investments sources and manages commercial real estate investments through seven regional field offices (Atlanta, Chicago, Dallas, Los Angeles, San Francisco, Washington, DC, and Whippany, NJ) and four international offices (London, Mexico City, Tokyo and Santiago). The platform is active across all major and emerging property types, from traditional apartments, office, retail, and industrial assets to data centers, cold storage facilities, hotels, single-family rentals, and others. Across the risk spectrum, the real estate investments team is sourcing lower risk core mortgages and equity assets, to higher yielding construction loans and ground-up real estate development projects. The investments teams are responsible for overall portfolio strategy, pricing, transaction approval and credit approval on new loans, as well as the ongoing active management of the overall mortgage and equity portfolios.
The Analyst position within Research, Valuations & Analytics will provide an excellent introduction to the various aspects of an institutional real estate investment management platform. The position will allow for exploration of career options in the institutional commercial real estate equity investing, lending and investment management fields, while significantly enhancing personal credentials and building relationships with professionals in the industry.
Key Responsibilities:
* Analytical support for the Research, Valuations & Analytics teams
* Real estate market research, analysis and forecasting in support of investment decisions and portfolio strategy
* Production of portfolio analytics in support of assessment of geographic, industry, tenant, borrower exposures
* Strategic assessment of portfolio positioning, including opportunities and risks
* Support client and management portfolio reporting
* Commercial mortgage credit risk assessment
* Support internal and external valuation and appraisal review oversight processes
* Construction of underwriting tools and benchmarks
* Assist in communicating house view of market trends, risks and outlook via presentations and reports
* Coordinate and complete special projects as assigned
Essential Business Experience and Technical Skills:
Required:
* 0-2 years relevant experience in commercial real estate
* Candidate should have advanced analytical abilities and excellent written / verbal communication skills
* Ability to multitask in a high performance, collaborative environment
* In order to post for this position, you need the proper work authorization to work in the country where the position is located and not require relocation assistance.
Preferred:
* BA/BS in finance, economics, accounting, real estate, history, literature, or related disciplines
* Knowledge of real estate and / or finance analytics platforms (Argus, CoStar, Bloomberg, etc.) a plus
* Familiarity with programming languages (Python, R, VBA, etc.) a plus
At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.
References
Visible links
1. Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
View Now

Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE

07094 Secaucus, New Jersey EY

Posted 11 days ago

Job Viewed

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Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function.
**Responsibilities include:**
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective oversight, feedback, and coaching to junior team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Strong attention to detail
+ Good communication skills (both written & verbal)
+ Proven conceptual and analytical ability
**To qualify for the role, you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ 4 - 6 years of increasingly diverse or moderately complex experience in related field
+ Ability to prioritize, handle and track multiple assignments
+ Strong analytical and problem-solving skills
+ Ability to work independently
+ Some supervision skills will be required
+ Strong oral and written communication as well as presentation skills
+ Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Proficiency in tax accounting systems
**Ideally, you'll also have**
+ CPA, EA, or licensed attorney is desired, but not required
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $70,300 to $15,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 84,300 to 131,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
View Now

Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE

07030 Jersey City, New Jersey EY

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function.
**Responsibilities include:**
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective oversight, feedback, and coaching to junior team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Strong attention to detail
+ Good communication skills (both written & verbal)
+ Proven conceptual and analytical ability
**To qualify for the role, you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ 4 - 6 years of increasingly diverse or moderately complex experience in related field
+ Ability to prioritize, handle and track multiple assignments
+ Strong analytical and problem-solving skills
+ Ability to work independently
+ Some supervision skills will be required
+ Strong oral and written communication as well as presentation skills
+ Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Proficiency in tax accounting systems
**Ideally, you'll also have**
+ CPA, EA, or licensed attorney is desired, but not required
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $70,300 to $15,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 84,300 to 131,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
View Now

Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE

08830 Iselin, New Jersey EY

Posted 11 days ago

Job Viewed

Tap Again To Close

Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function.
**Responsibilities include:**
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective oversight, feedback, and coaching to junior team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Strong attention to detail
+ Good communication skills (both written & verbal)
+ Proven conceptual and analytical ability
**To qualify for the role, you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ 4 - 6 years of increasingly diverse or moderately complex experience in related field
+ Ability to prioritize, handle and track multiple assignments
+ Strong analytical and problem-solving skills
+ Ability to work independently
+ Some supervision skills will be required
+ Strong oral and written communication as well as presentation skills
+ Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Proficiency in tax accounting systems
**Ideally, you'll also have**
+ CPA, EA, or licensed attorney is desired, but not required
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $70,300 to $15,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 84,300 to 131,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE

11853 Jericho, New York EY

Posted 11 days ago

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Job Description

Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
**The Opportunity**
When you join EY EDGE, you'll be at the heart of EY's critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute - building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.
**Your Key Responsibilities**
Work independently, recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely, efficiently, and accurately completed. Tax Projects including but not limited to implementation of new tax laws, moderately complex analysis of tax methods of accounting as well as tax processes or calculations for compliance purposes. Responsible for identifying moderately complex tax related issues and providing recommended solutions via research and/or position development, and documentation. Lead the preparation and review of moderately complex tax/accounting regulatory and tax compliance with limited supervision. Perform and document research and analysis on related accounting and tax issues. Guide team members and be a role model on moderately complex tax projects. Keep knowledge up to date of new tax and accounting developments as well as of EY standard technologies and processes related to job function.
**Responsibilities include:**
+ Prepare or detail review complex financial closings, tax compliance filings and other tax related processes or tasks
+ Compile and/or evaluate moderately complex data, computations, documentation and various tax and accounting technologies
+ Responsible for Service Quality across identified aspects of delivery. Understand opportunity risk in relation to our Scope of Services
+ Develop, document, and gain cross functional alignment on processes to support processes and internal teams
+ Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities.
+ Maintain internal network by providing technical assistance to others within EY in area of expertise
+ Provide effective oversight, feedback, and coaching to junior team members
+ Mentor/coach team members to develop technical and leadership capabilities
**Skills and Attributes for Success**
+ Possesses and applies a comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Experience with financial and tax applications, such as Gosystems, Onesource TP, Corp Tax, as required by area of specialism
+ Strong attention to detail
+ Good communication skills (both written & verbal)
+ Proven conceptual and analytical ability
**To qualify for the role, you must have:**
+ Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
+ 4 - 6 years of increasingly diverse or moderately complex experience in related field
+ Ability to prioritize, handle and track multiple assignments
+ Strong analytical and problem-solving skills
+ Ability to work independently
+ Some supervision skills will be required
+ Strong oral and written communication as well as presentation skills
+ Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
+ Proficient using Microsoft products such as Excel, Word, and Power Point
+ Proficiency in tax accounting systems
**Ideally, you'll also have**
+ CPA, EA, or licensed attorney is desired, but not required
**What we look for**
We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $70,300 to $15,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 84,300 to 131,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law?
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
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Director of FP&A and Financial Modeling (Village of Elmsford)

10523 Elmsford, New York ImageFIRST Healthcare Laundry Specialists

Posted today

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Job Description

full time
Overview

ImageFIRST is a rapidly growing private equity held, healthcare laundry services business, evolving itself into a top of class, organization with a strong cultural footprint, a focus on continuous improvement and recognition of the need for new levels of discipline and execution, across the company. We are seeking an experienced, high impact Director of FP&A and Financial Modeling to join our senior-level HR team in Elsmford, NY.

This position is located in Elmsford, NY with regular travel to King of Prussia, PA during the first several months.

Responsibilities & Qualifications

The Director of FP&A and Financial Modeling will be:

  • Responsible for all monthly reporting of financials (actuals, v plan and v Pr Yr) to leadership and Calera
  • Responsible for quarterly reporting to Board and ad hoc/miscellaneous reporting responsible for top-down three statement model (run sensitivity and what-if analyses)
  • Responsible for annual operating plan and developing monthly process for reporting results of forecast
  • Active role on exit readiness projects led by VP-Data Analytics, including coordinating efforts directly with Calera
  • Responsible for related systems that support reporting (Oracle EPM, etc.)
  • Responsible for developing more effective, forward-looking reports and analyses of KPIs currently measured throughout the Company
  • Reporting to SVP of FP&A
  • MINIMUM QUALIFICATIONS:

    • Bachelor's degree in Finance or Accounting; MBA preferred
    • Advanced skills in MS Excel and PowerPoint are a must
    • Advanced financial statement modeling
    • Advanced experience working with Oracle EPM or similar platforms
    • Effective leadership, mentoring and communication skills
    • Minimum of 7 years of experience in FP&A, investment banking, or related field
    • PE experience of 2+ years
    • Ability to work in an entrepreneurial environment with changing priorities
    • Solid mathematical aptitude
    • Strong and effective project management skills
    • Ability to conduct User Acceptance testing and build hierarchies within EPM
    Company Values & Benefits

    Required Competencies:

    • Be Respectful: Value all we come in contact with
    • Be Remarkable: Create a positive moment with every interaction
    • Be Safe: Keep ourselves and those around us safe
    • Be Honest: Be guided by truthfulness in all we do

    Benefits:

    • Competitive pay
    • Medical, Dental, Vision
    • Pet, Legal, and Hospital Indemnity Insurance
    • 401k (match)
    • Paid Time Off Package
    • Great company culture
    • Collaborative team environment

    EOE / Drug-Free Workplace

    We are proud to be an equal opportunity employer.All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by applicable law. We are fueled by the talent, passion, anddiversityof our associates.

    #J-18808-Ljbffr
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    Commercial & Investment Bank, Planning and Analysis - Client Reporting - Executive Director

    11225 Crown Heights, New York JPMorgan Chase

    Posted 13 days ago

    Job Viewed

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    Job Description

    J.P. Morgan is seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank's Central Planning & Analysis Team for the role in Client Reporting and Analysis
    As an Executive Director in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and leadership skills will be key to your success in this role.
    **Job Responsibilities**
    + Partner with the CIB lines of business leads, Strategy and other stakeholder to lead the delivery of a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
    + Lead the discussions with senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables.
    + Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
    + Drive engagement across the technology and business groups to support the continued build out of reporting and technology infrastructure for Client analytics
    + Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation
    + Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
    + Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)
    + Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCP
    **Required qualifications, capabilities, and skills**
    + 12+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
    + Experience in the consolidation, review, analysis, and presentation of financials
    + Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
    + Excellent oral and written communication and relationship management skills
    + Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
    + Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
    **Preferred qualifications, capabilities, and skills**
    + Previous experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferred
    + Advanced Microsoft Office skills (Excel & PowerPoint in particular), SQL & Tableau preferred
    + Experience with data modeling and visualization tools
    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**
    Brooklyn,NY $171,000.00 - $260,000.00 / year
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    Commercial & Investment Bank, Planning and Analysis - Client Reporting - Executive Director

    11201 Brooklyn, New York JPMorgan Chase Bank, N.A.

    Posted 2 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    Permanent
    J.P. Morgan is seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank's Central Planning & Analysis Team for the role in Client Reporting and Analysis

    As an Executive Director in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and leadership skills will be key to your success in this role.

    Job Responsibilities

    • Partner with the CIB lines of business leads, Strategy and other stakeholder to lead the delivery of a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
    • Lead the discussions with senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables.
    • Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
    • Drive engagement across the technology and business groups to support the continued build out of reporting and technology infrastructure for Client analytics
    • Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation
    • Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
    • Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)
    • Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCP

    Required qualifications, capabilities, and skills
    • 12+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
    • Experience in the consolidation, review, analysis, and presentation of financials
    • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
    • Excellent oral and written communication and relationship management skills
    • Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
    • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

    Preferred qualifications, capabilities, and skills
    • Previous experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferred
    • Advanced Microsoft Office skills (Excel & PowerPoint in particular), SQL & Tableau preferred
    • Experience with data modeling and visualization tools

    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
    Brooklyn,NY $171,000.00 - $260,000.00 / year

    Apply Now
     

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