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Manager, Financial Analysis Hub (Commercial Real Estate)

90006 Willow Creek, California Cushman & Wakefield

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Job Description

**Job Title**
Manager, Financial Analysis Hub (Commercial Real Estate)
**Job Description Summary**
The Capital Markets Financial Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In this role, the CMFA Hub Manager provides oversight on the execution of financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Hub Manager serves as a key contributor to the CMFA Hub's maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Cushman & Wakefield's brokers.
The ideal candidate will be based in a Cushman & Wakefield office (New York City, Los Angeles or Atlanta) and available to work on-site. Team members may be expected to work various time zones, depending on the product type and markets they service.
**Job Description**
**Essential Duties**
+ Deliver strategic insights and recommendations to broker/broker teams based on analysis findings; refine analyses by providing subject matter expertise on market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion
+ Collaborate with broker and leadership stakeholders, and other support teams, to ensure the CMFA Hub delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
+ Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues?
+ Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments
+ Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
+ Performs quality control reviews, identifying where the team's strengths are and areas where additional training may be required. Communicates review feedback in a timely manner and identifies recurring themes observed to action into individual and/or team training and development opportunities?
+ Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued development
+ Lead, coach, train, and develop CMFA Hub Analysts, including completion of performance evaluations
+ Develop and deliver Analyst training materialsto standardize onboarding and support continued development, equipping Analysts with relevant resource tools
+ Spearhead the creation of standardized, best practice workflow processesand guidelines across the CMFA Hub that create efficiencies and add value to the broker experience; collaborate with broker Teams to understand current state processes and opportunities for standardization, taking ownership to action next steps
+ Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Huboperations (e.g.,Salesforce, Argus, SharePoint,PowerBI,etc.)
+ Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete?
+ Support business development activities to encourage useof the CMFA Hub within assigned marketsand/or product group(s)
+ Champions the adoption of the CMFAHub, pitching value proposition and benefits to Capital Markets brokers while identifying opportunities where the CMFA Hub can expand its scope of services. Develops and maintains productive broker and market leadership relationships.
+ DemonstratesCushman & Wakefield's core?values by promoting a culture of diversity, equity, and inclusion; leads by example
+ Performs other related duties as required or requested
**Other Requirements & Administrative Duties**
+ Bachelor's Degree (Business, Finance, Real Estate, Accounting,Economics, etc.) strongly preferred, Masters, MBA
+ Combination of education without a degree and corporate work experience may be considered
+ 7+years of financial analysis and underwritingmodeling experience (3+ in Commercial Real Estate required)
+ Previous Capital Markets and/or brokerage team experience is preferred (broker license is not required for role)
+ Prior management oversight with direct reports is a plus
+ Highly proficient in Microsoft Office Suite, specifically Excel
+ Argus Enterprise and/or Excel cash flow modeling experience required
+ Strong analytical skills with high attention to detail and accuracy
+ Demonstrates an executive presence with the ability to communicate and interact with brokers and market leaders, and contribute to driving successful execution of transactions
+ Experience leading teams and contributing to the professional development of financial professionals, including those who may be remote workers or reside in different geographies
+ Strong champion of change and process improvement
+ Strong problem resolution, project management, communication, and relationship management skills
+ Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrated technical savvy to identify areas for automation or technical improvement
+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $123,250.00 - $145,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
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Manager, Financial Analysis Hub (Commercial Real Estate)

30309 Midtown Atlanta, Georgia Cushman & Wakefield

Posted today

Job Viewed

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Job Description

**Job Title**
Manager, Financial Analysis Hub (Commercial Real Estate)
**Job Description Summary**
The Capital Markets Financial Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In this role, the CMFA Hub Manager provides oversight on the execution of financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Hub Manager serves as a key contributor to the CMFA Hub's maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Cushman & Wakefield's brokers.
The ideal candidate will be based in a Cushman & Wakefield office (New York City, Los Angeles or Atlanta) and available to work on-site. Team members may be expected to work various time zones, depending on the product type and markets they service.
**Job Description**
**Essential Duties**
+ Deliver strategic insights and recommendations to broker/broker teams based on analysis findings; refine analyses by providing subject matter expertise on market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion
+ Collaborate with broker and leadership stakeholders, and other support teams, to ensure the CMFA Hub delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
+ Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues?
+ Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments
+ Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
+ Performs quality control reviews, identifying where the team's strengths are and areas where additional training may be required. Communicates review feedback in a timely manner and identifies recurring themes observed to action into individual and/or team training and development opportunities?
+ Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued development
+ Lead, coach, train, and develop CMFA Hub Analysts, including completion of performance evaluations
+ Develop and deliver Analyst training materialsto standardize onboarding and support continued development, equipping Analysts with relevant resource tools
+ Spearhead the creation of standardized, best practice workflow processesand guidelines across the CMFA Hub that create efficiencies and add value to the broker experience; collaborate with broker Teams to understand current state processes and opportunities for standardization, taking ownership to action next steps
+ Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Huboperations (e.g.,Salesforce, Argus, SharePoint,PowerBI,etc.)
+ Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete?
+ Support business development activities to encourage useof the CMFA Hub within assigned marketsand/or product group(s)
+ Champions the adoption of the CMFAHub, pitching value proposition and benefits to Capital Markets brokers while identifying opportunities where the CMFA Hub can expand its scope of services. Develops and maintains productive broker and market leadership relationships.
+ DemonstratesCushman & Wakefield's core?values by promoting a culture of diversity, equity, and inclusion; leads by example
+ Performs other related duties as required or requested
**Other Requirements & Administrative Duties**
+ Bachelor's Degree (Business, Finance, Real Estate, Accounting,Economics, etc.) strongly preferred, Masters, MBA
+ Combination of education without a degree and corporate work experience may be considered
+ 7+years of financial analysis and underwritingmodeling experience (3+ in Commercial Real Estate required)
+ Previous Capital Markets and/or brokerage team experience is preferred (broker license is not required for role)
+ Prior management oversight with direct reports is a plus
+ Highly proficient in Microsoft Office Suite, specifically Excel
+ Argus Enterprise and/or Excel cash flow modeling experience required
+ Strong analytical skills with high attention to detail and accuracy
+ Demonstrates an executive presence with the ability to communicate and interact with brokers and market leaders, and contribute to driving successful execution of transactions
+ Experience leading teams and contributing to the professional development of financial professionals, including those who may be remote workers or reside in different geographies
+ Strong champion of change and process improvement
+ Strong problem resolution, project management, communication, and relationship management skills
+ Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrated technical savvy to identify areas for automation or technical improvement
+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $123,250.00 - $145,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
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Manager, Financial Analysis Hub (Commercial Real Estate)

10176 New York, New York Cushman & Wakefield

Posted 13 days ago

Job Viewed

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Job Description

**Job Title**
Manager, Financial Analysis Hub (Commercial Real Estate)
**Job Description Summary**
The Capital Markets Financial Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman & Wakefield's Investment Sales brokerage services including industrial, retail, and office property types. In this role, the CMFA Hub Manager provides oversight on the execution of financial analysis requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides oversight on team member development and performance, ensuring alignment on service delivery expectations. The CMFA Hub Manager serves as a key contributor to the CMFA Hub's maturity with involvement in training and onboarding activities, implementing standardized workflow processes, implementing best practices, and identifying continuous improvement opportunities to ensure sustained delivery of high-quality, efficient services to Cushman & Wakefield's brokers.
The ideal candidate will be based in a Cushman & Wakefield office (New York City, Los Angeles or Atlanta) and available to work on-site. Team members may be expected to work various time zones, depending on the product type and markets they service.
**Job Description**
**Essential Duties**
+ Deliver strategic insights and recommendations to broker/broker teams based on analysis findings; refine analyses by providing subject matter expertise on market, property, or commercial real estate conditions and trends in effort to equip brokers with value-add insights and high-quality analysis deliverables, contributing to driving successful transaction completion
+ Collaborate with broker and leadership stakeholders, and other support teams, to ensure the CMFA Hub delivers an exceptional broker experience, balances team member workloads, and effectively collaborates with all business partners in service delivery, ensuring satisfactory broker experience ratings
+ Monitors, tracks, and observes process and production behaviors, identifying opportunities where additional training support may be required and/or delivers insights/solutions to resolve productivity issues?
+ Implements effective delegation best practices, balancing involvement into the transactional analysis and due diligence aspects of team assignments
+ Oversee the day-to-day operations of the CMFA Hub including supervisionof direct reports and quality review of analyses, deadlines, and resolution of issues/conflicts
+ Performs quality control reviews, identifying where the team's strengths are and areas where additional training may be required. Communicates review feedback in a timely manner and identifies recurring themes observed to action into individual and/or team training and development opportunities?
+ Monitor CMFA Hub and Analyst performance to identify opportunities for process/deliverable improvement and continued development
+ Lead, coach, train, and develop CMFA Hub Analysts, including completion of performance evaluations
+ Develop and deliver Analyst training materialsto standardize onboarding and support continued development, equipping Analysts with relevant resource tools
+ Spearhead the creation of standardized, best practice workflow processesand guidelines across the CMFA Hub that create efficiencies and add value to the broker experience; collaborate with broker Teams to understand current state processes and opportunities for standardization, taking ownership to action next steps
+ Collaborate with technology partners to identify, implement, and maintain automation/data analysis solutions to support CMFA Huboperations (e.g.,Salesforce, Argus, SharePoint,PowerBI,etc.)
+ Actively participates in business intelligence reporting and maintenance, ensuring workflow pipeline is accurate, complete, and kept current. Ensures reporting data and analytics are accurate and complete?
+ Support business development activities to encourage useof the CMFA Hub within assigned marketsand/or product group(s)
+ Champions the adoption of the CMFAHub, pitching value proposition and benefits to Capital Markets brokers while identifying opportunities where the CMFA Hub can expand its scope of services. Develops and maintains productive broker and market leadership relationships.
+ DemonstratesCushman & Wakefield's core?values by promoting a culture of diversity, equity, and inclusion; leads by example
+ Performs other related duties as required or requested
**Other Requirements & Administrative Duties**
+ Bachelor's Degree (Business, Finance, Real Estate, Accounting,Economics, etc.) strongly preferred, Masters, MBA
+ Combination of education without a degree and corporate work experience may be considered
+ 7+years of financial analysis and underwritingmodeling experience (3+ in Commercial Real Estate required)
+ Previous Capital Markets and/or brokerage team experience is preferred (broker license is not required for role)
+ Prior management oversight with direct reports is a plus
+ Highly proficient in Microsoft Office Suite, specifically Excel
+ Argus Enterprise and/or Excel cash flow modeling experience required
+ Strong analytical skills with high attention to detail and accuracy
+ Demonstrates an executive presence with the ability to communicate and interact with brokers and market leaders, and contribute to driving successful execution of transactions
+ Experience leading teams and contributing to the professional development of financial professionals, including those who may be remote workers or reside in different geographies
+ Strong champion of change and process improvement
+ Strong problem resolution, project management, communication, and relationship management skills
+ Experience improving processes and procedures to drive standardization and improve efficiency and quality; demonstrated technical savvy to identify areas for automation or technical improvement
+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $123,250.00 - $145,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1- ** or email ** ** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
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Commercial Real Estate Loan Officer

Phoenix, Oregon MRINetwork Jobs

Posted today

Job Viewed

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Job Description

Job Description

Job Description

Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors.

RESPONSIBILITIES :

  • Will solicit and coordinate the closing of commercial loans; responsible for commercial loan business development and to act as the bank’s contact with commercial loan clients, brokers, and contractors.
  • Will provide guidance to potential developers relating to partnership agreements, collateral, feasibility studies, and vacancy rate factors, if applicable.
  • Will provide service to prospective commercial loan customers and interview applicants to develop information concerning their needs, credit, stability, earnings, and potential income to the property to assist in determining whether the commercial loan package will be an acceptable risk.
  • Will obtain and analyze pertinent financial and credit data on all partners involved in the project; will arrange for the appraisal of the property and/or feasibility study of bare land to be developed.
  • Will review commercial loan packages for completeness of documents and compliance with bank policy, regulatory requirements, and secondary market lending parameters.
  • Responsible for notification of commercial loan applicant(s) of all requests, which do not conform to current lending guidelines.
  • Will be responsible for maintaining a high level of working knowledge relating to all types of commercial loans.
  • Will maintain all financial/loan data in confidence.

Job Requirements

  • Bachelor's degree or equivalent work experience
  • Five or more years of commercial real estate lending experience
  • Fluent in the principles of CRE underwriting
  • In depth understanding of occupancy and rent trends in local markets
  • Comfortable with technology supporting sales management, marketing, pricing, initial underwriting, pipeline management and loan performance tracking
  • Familiar with loan products and pricing of local competitors

For further consideration towards this and/or other opportunities please inquire confidentially to or call . All inquiries held in strict confidence. Thank you for your interest.

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Financial Analysis

Premium Job
Remote QPI Healthcare Services

Posted 6 days ago

Job Viewed

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Job Description

Part Time Temporary

Job Overview
We are seeking a skilled Financial Analyst to join our team. The ideal candidate will be responsible for analyzing financial data, creating financial models, and providing insights to support strategic decision-making.

Duties
- Conduct financial analysis to guide company investment decisions
- Develop financial models to forecast future growth and analyze trends
- Assist in budgeting and forecasting processes
- Perform quantitative research on market trends and competitors
- Provide recommendations based on data-driven insights
- Collaborate with various teams to support strategic planning initiatives

Skills
- Proficiency in math and Excel. Experience with Addepar would be helpful but not mandatory
- Experience in budgeting and corporate accounting
- Knowledge of investment banking principles
- Strong analytical skills for quantitative research
- Familiarity with business intelligence tools such as Tableau
- Ability to work with pivot tables for data analysis
- Experience in strategic planning for financial decision-making

Company Details

At QPI Healthcare Services, we specialize in DME accreditation support, Durable Medical Equipment credentialing, and full-service compliance solutions for healthcare providers across the nation. We understand that operating a Durable Medical Equipment (DME) company in today’s regulated environment is no small feat. With accreditation organizations, CMS, and multiple payers all requiring strict adherence to specific standards, many providers struggle to keep up. That’s where QPI steps in with proven systems, deep industry expertise, and a commitment to your long-term success. With over 30 years of hands-on experience in regulatory compliance, accreditation readiness, and DME startup consulting, QPI has guided thousands of providers through the complex landscape of Medicare regulations and payer enrollment processes. Our experienced team brings clarity to what can often feel like chaos so you can focus on what matters most: delivering quality care to your patients. We are proud to be a trusted partner in launching and sustaining fully compliant DME businesses. From initial credentialing and state licensing to operational policies and staff compliance, we offer step-by-step support designed to meet the highest standards in healthcare delivery. Whether you are preparing for your first site visit or addressing deficiencies in an existing operation, our experts are here to help.
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Financial Analysis

43201 Columbus, Ohio JPMorgan Chase

Posted 5 days ago

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Job Description

DESCRIPTION:
Duties: Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis. Challenge and rigorously review the sizing, timing and expected returns of the investments to ensure all marginal impacts are incorporated into business cases. Analyze, evaluate, and assess technology investments for viability through an understanding of the current economic landscape and its potential impact. Translate quantitative information into actionable insights for the CFO organization. Monitor changes and communicate impacts to future benefits and business results in a timely manner to business finance teams. Conduct post-implementation reviews of initiatives by evaluating changes to assumptions and reviewing outcomes against the original business cases. Combine traditional analytics with creative solutions to provide insights and analysis to support decision-making for stakeholders. Prepare annual operational budgets, forecasts, and business plans for the partnerships business and product teams. Track and report performance against financial and non-financial metrics and ensure the accuracy and compliance of all expense-related line items with company policy. Prepare monthly earnings estimates and earnings variance explanations.
QUALIFICATIONS:
Minimum education and experience required: 3- or 4-year Bachelor's degree in Accounting, Finance, Economics, Commerce, or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Financial Analyst, Financial Planning and Analysis, Accountant, or related occupation.
Skills Required: This position requires experience with the following: analyzing, reading, and interpreting profit and loss statements, including Net Interest Income, Expenses, alternate revenue streams, and exposure to balance sheet; constructing complex financial models for expenses and revenue through data collection, time series analysis, and scenario analysis to forecast future financial performance, evaluate opportunities, and support strategic decision-making; developing business cases through collaboration, qualitative analysis, stakeholder identification, and ROI analysis; evaluating and presenting business cases and their benefits supported by the following types of financial analyses: break-even, valuation, trend, variance, scenario and sensitivity, vertical and horizontal, market, and risk; categorizing and analyzing variances between actual and budgeted financial performance, identifying root causes, and recommending corrective action; calculating key metrics including: Return on Equity, Return on Assets, and Discounted Cash Flow; interpreting micro and macro- economic variables and drivers; managing and optimizing operational expenses, including budgeting, forecasting, cost control, expense analysis, process optimization, and vendor management to ensure efficient and cost-effective business operations; designing and developing interactive Excel and PowerPoint reports with VLOOKUP, INDEX MATCH, data analysis add-ons, and pivot tables; data manipulation, structuring, design flow, and query optimization using SQL; SAP or Oracle enterprise resource planning systems for financial reporting and analysis.
Job Location: 111 Polaris Parkway, Columbus, OH 43240.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
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Financial Analysis

43081 Westerville, Ohio JPMorgan Chase Bank, N.A.

Posted 6 days ago

Job Viewed

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Job Description

Permanent
DESCRIPTION:

Duties: Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis. Challenge and rigorously review the sizing, timing and expected returns of the investments to ensure all marginal impacts are incorporated into business cases. Analyze, evaluate, and assess technology investments for viability through an understanding of the current economic landscape and its potential impact. Translate quantitative information into actionable insights for the CFO organization. Monitor changes and communicate impacts to future benefits and business results in a timely manner to business finance teams. Conduct post-implementation reviews of initiatives by evaluating changes to assumptions and reviewing outcomes against the original business cases. Combine traditional analytics with creative solutions to provide insights and analysis to support decision-making for stakeholders. Prepare annual operational budgets, forecasts, and business plans for the partnerships business and product teams. Track and report performance against financial and non-financial metrics and ensure the accuracy and compliance of all expense-related line items with company policy. Prepare monthly earnings estimates and earnings variance explanations.

QUALIFICATIONS:

Minimum education and experience required: 3- or 4-year Bachelor's degree in Accounting, Finance, Economics, Commerce, or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Financial Analyst, Financial Planning and Analysis, Accountant, or related occupation.

Skills Required: This position requires experience with the following: analyzing, reading, and interpreting profit and loss statements, including Net Interest Income, Expenses, alternate revenue streams, and exposure to balance sheet; constructing complex financial models for expenses and revenue through data collection, time series analysis, and scenario analysis to forecast future financial performance, evaluate opportunities, and support strategic decision-making; developing business cases through collaboration, qualitative analysis, stakeholder identification, and ROI analysis; evaluating and presenting business cases and their benefits supported by the following types of financial analyses: break-even, valuation, trend, variance, scenario and sensitivity, vertical and horizontal, market, and risk; categorizing and analyzing variances between actual and budgeted financial performance, identifying root causes, and recommending corrective action; calculating key metrics including: Return on Equity, Return on Assets, and Discounted Cash Flow; interpreting micro and macro- economic variables and drivers; managing and optimizing operational expenses, including budgeting, forecasting, cost control, expense analysis, process optimization, and vendor management to ensure efficient and cost-effective business operations; designing and developing interactive Excel and PowerPoint reports with VLOOKUP, INDEX MATCH, data analysis add-ons, and pivot tables; data manipulation, structuring, design flow, and query optimization using SQL; SAP or Oracle enterprise resource planning systems for financial reporting and analysis.

Job Location: 111 Polaris Parkway, Columbus, OH 43240.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

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Commercial Real Estate Loan Officer (Honolulu)

96817 Honolulu, Hawaii Bank of Hawaii

Posted 1 day ago

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full time

Join to apply for the Commercial Real Estate Loan Officer role at Bank of Hawaii

4 months ago Be among the first 25 applicants

Join to apply for the Commercial Real Estate Loan Officer role at Bank of Hawaii

Job Description

Under the direction of the Commercial Real Estate Loan Division Manager, this position develops commercial real estate lending business opportunities for the Bank. Manages a commercial real estate loan portfolio consisting of construction and income property loans. Provides technical commercial real estate support to other lending areas of the Bank. Assists in business units compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Job Description

Under the direction of the Commercial Real Estate Loan Division Manager, this position develops commercial real estate lending business opportunities for the Bank. Manages a commercial real estate loan portfolio consisting of construction and income property loans. Provides technical commercial real estate support to other lending areas of the Bank. Assists in business units compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.

Responsibilities

  • Manages and documents smaller and least complex loan portfolio of clients in accordance with departmental policies and procedures, including site visits under direct supervision of the manager. Identifies, reports and manages problems on a timely basis.
  • Identifies and pursues business development opportunities and solves problems.
  • Analyzes, structures and closes basic real estate transactions which result in quality loans and fee income. Prepares Credit Approval Memorandums; presents it for approval.
  • Provides support and assistance to the branch and loan officers in other areas in the origination of commercial real estate loans by providing quality service. Travel to neighbor islands and driving is required.
  • Supports the quality process, participates in task forces, departmental meetings, and other activities. Supports other division staff members.
  • Cross-sells other bank services.
  • Performs all other miscellaneous responsibilities and duties as assigned.


Qualifications

  • Bachelors degree from an accredited institution or equivalent work experience.
  • Minimum 3 years of experience in commercial real estate lending, or equivalent work experience.
  • Demonstrated proficiency and expertise with personal computers and Microsoft applications (Outlook, Word, Excel, Access, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems. Ability to use an HP12c or similar calculator preferred.
  • Requires strong written and oral communication skills and interpersonal skills. Requires strong analytical skills, organization and attention to detail. Able to work flexible hours including holidays, weekends and evenings as needed or assigned. Must be able to provide own transportation or to operate a vehicle with a valid drivers license, and commute in a timely manner. Travels by air as required.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking and Financial Services

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Financial Analysis III

95054 Santa Clara, California Applied Materials

Posted today

Job Viewed

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Job Description

**Who We Are**
Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries of?science and engineering to make possible?the next generations of technology, join us to Make Possible® a Better Future.
**What We Offer**
Salary:
$106,000.00 - $146,000.00
Location:
Santa Clara,CA
At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits ( .
You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers?We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.
**Key Responsibilities**
+ Completes detailed analysis and commentary for finance and non finance executives
+ Performs required activities and analysis to complete close, flash or commit with minimal oversight on recurring tasks
+ Interacts and presents analytical findings to various stakeholders. At times, may act as a direct business partner with non finance mgmt.
+ Key participant or lead for system integration or process improvement initiatives
+ Support Annual budgeting, forecasting and long-term planning process.
+ Develop financial models to support business decisions.
+ Provide variance analysis, identifying key drivers of financial performance and making recommendations.
+ Collaborate with cross-functional teams to gather and validate financial data, ensuring accuracy and completeness.
+ Business partner with operational business leaders to provide financial insights and support strategic initiatives.
+ Highlight risks and opportunities at planning cycles.
+ Be and advisor to drive operational efficiency and cost optimization and effectiveness.
+ Monitor Key Performance Indicators (KPIs) and track financial performance against targets, ensuring alignment with business objectives.
+ Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking.
+ Identify and implement process improvements to enhance efficiency of FP&A function.
+ Develop and maintain financial reporting tools and systems ensuring data integrity and accessibility.
**Qualifications and Preferences**
+ Bachelor's degree in finance, Accounting, Business or related field (MBA degree Preferred)
+ 7-10 Years Experience in Financial Planning Analysis, preferably in High Tech
+ Advanced proficiency in financial modeling, excel and financial software (e.g. SAP, Oracle, Hyperion, Anaplan or similar)
+ Ability to manage multiple priorities in fast paced environment, with minimal supervision.
+ Excellent communication skills and the ability to present complex financial information clearly and concisely.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site ( accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at , or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
View Now

Financial Analysis V

95054 Santa Clara, California Applied Materials

Posted today

Job Viewed

Tap Again To Close

Job Description

**Who We Are**
Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries of?science and engineering to make possible?the next generations of technology, join us to Make Possible® a Better Future.
**What We Offer**
Salary:
$154,000.00 - $212,000.00
Location:
Santa Clara,CA
At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits ( .
You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers?We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied.
**Position Summary** :
The Corporate Strategy and Development ("CSD") finance team is looking for a well-rounded and analytically oriented leader to focus on delivering on the STM group's mission while also supporting overall financial analyses for the various CSD teams. The System-to-Materials ("STM") group is incubating new programs to drive CEO vision of moving up Applied Materials position in the Semiconductor value chain. The Senior Analyst will partner directly with STM executive staff and program leadership teams to drive finance operating rhythm, provide actionable insights, and deliver financial targets. This position will also assist in driving strategy, portfolio prioritization, complex financial analysis, and systems/process innovations for the broader CSD team.
**Key Responsibilities**
+ Primary business partner and first point of contact for STM leadership teams for all financial matters, while also engaged on broader CSD financial issues
+ Lead NPV analysis, budgeting and forecasting processes.
+ Own and drive finance operating rhythm and lead FP&A activities.
+ Perform insightful financial modeling, ROI analysis, scenario planning, and portfolio prioritization.
+ Implement and manage robust systems and processes to enable transaction processing, cost tracking and accurate and timely accounting.
+ Provide operational transaction support and work on special projects with notable risk and complexity. Develop the strategy for project execution.
+ Provide guidance and enforce finance policies and controls.
+ Drive group objectives tied to performance metrics, continuous improvement projects, cost efficiency initiatives and actively contributes to Global Finance projects and priorities
+ Collaborate and coordinate with extended finance team members including CSD finance, COE, regional finance, corporate finance, and others.
+ Develops tools, processes, and trains extended CSD team finance team
**Key Qualifications**
+ Expert in financial planning and analysis with strong data analysis and related systems skills using Excel and modeling software
+ Excellent influencing and customer relationship skills, to partner with senior leaders
+ Proven competencies in communications, presentations, problem-solving, etc.
+ Thrive in a startup-type environment, manage ambiguity, and collaborate broadly
+ Experience working in semiconductors, R&D environments, manufacturing industry or in operational roles is a strong plus
+ Self-starter, passionate, curious individual with strong desire to learn and grow
+ Master's Degree/MBA Preferred
+ 10 - 15 Years of Experience
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site ( accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at , or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
View Now
 

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