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196 results for Banking And Financial Markets Associate jobs

Finance Operations Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 105000 USD / Yearly
  • <p><em>The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting &amp; special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
  • 2026-07-17T00:00:00Z
Banking Credit Analyst
  • Memphis, TN
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • We are looking for a Banking Credit Analyst to join a growing team in Memphis, Tennessee. This opportunity is ideal for someone with strong analytical ability, solid financial statement expertise, and a genuine interest in building a long-term career in commercial banking. The role offers direct mentorship from experienced credit leaders and provides room to expand into more advanced credit or underwriting work as the organization continues to grow.<br><br>Responsibilities:<br>• Evaluate borrower financial information, trends, and cash flow performance to support commercial credit decisions.<br>• Review balance sheets, income statements, and related financial documents to identify risk factors and overall credit quality.<br>• Prepare clear credit analyses and written recommendations for commercial lending requests, renewals, and ongoing portfolio reviews.<br>• Partner with lending and credit team members to gather information, discuss transaction structures, and support sound risk assessment.<br>• Monitor existing credit relationships by tracking performance, covenant compliance, and changing business conditions.<br>• Contribute to portfolio management activities by maintaining accurate analysis, documentation, and reporting for assigned credits.<br>• Use business intelligence or performance management tools, such as Cognos or comparable platforms, to organize data and support analysis.<br>• Assist with special projects and process-related initiatives tied to the continued development of the credit function.
  • 2026-08-09T00:00:00Z
Banking Credit Analyst
  • Memphis, TN
  • onsite
  • Permanent / Full Time
  • 50000 - 70000 USD / Yearly
  • We are looking for a Banking Credit Analyst to support sound lending decisions through thoughtful evaluation of commercial credit opportunities in Memphis, Tennessee. This role focuses on reviewing financial information, assessing borrower risk, and delivering clear recommendations that help guide portfolio and underwriting activities. The ideal candidate brings strong analytical judgment, attention to detail, and experience working with commercial credit in a banking environment.<br><br>Responsibilities:<br>• Examine commercial loan requests by interpreting financial statements, cash flow trends, collateral information, and overall borrower performance<br>• Prepare thorough credit assessments that summarize risk factors, repayment capacity, and key considerations for lending decisions<br>• Partner with relationship managers, lenders, and internal stakeholders to gather documentation and clarify details needed for complete credit evaluation<br>• Monitor existing borrowing relationships to identify changes in credit quality, industry conditions, or financial performance<br>• Support underwriting and portfolio management activities by maintaining accurate analysis, reporting, and loan presentation materials<br>• Compare borrower performance against market and industry indicators to highlight emerging risks and opportunities<br>• Contribute to the review and maintenance of credit files to ensure documentation is complete, organized, and aligned with internal standards<br>• Assist with updates to credit processes, tools, or reporting workflows when business needs require operational changes
  • 2026-08-07T00:00:00Z
Accounting & Finance Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 105000 USD / Yearly
  • <p><em>The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Job Description:</u> </strong></p><p> </p><p>This individual will assist the Controller in all fund and company-related accounting and reporting duties. The qualified candidate must have demonstrated experience in general ledger maintenance, understanding of GAAP accounting principles, and the ability to work both independently and as part of a busy team.</p><p> </p><p><strong><u>Responsibilities:</u> </strong></p><p> </p><p>•       Monitor cash balances of multiple Funds, GPs, and the management company</p><p>•       Initiate wire transfers and ACH payments to vendors, investors, and employees</p><p>•       Assist with quarterly financial statement packages to investors </p><p>•       Assist in managing audit and tax engagements</p><p>•       Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs</p><p>•       Review monthly bills for payment and calculate allocation of expenses</p><p>•       Create bills for quarterly monitoring fees and portfolio company reimbursements</p><p>•       Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships</p><p>•       Compile monthly cash transfer logs (external, internal and wire confirmations)</p><p>•       Create monthly restricted stock list and other compliance related items </p><p>•       Maintain various files and records, ensuring organization and relevance</p>
  • 2026-07-17T00:00:00Z
Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • We are looking for a Finance Associate to support a broad range of partnership finance activities for investment-related entities in Boston, Massachusetts. This role contributes to treasury, accounting, tax, and valuation reporting while working closely with colleagues across the finance organization. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day partnership administration, including cash movement, funding requests, distributions, reconciliations, and support for bank account documentation and compliance needs.<br>• Prepare and maintain partner-level allocation records related to carried interest, vesting activity, and profit and loss sharing across general partner entities.<br>• Support quarterly and year-end valuation reporting by assembling backup schedules, reconciling balances, and validating capital account activity.<br>• Assist with tax-related processes by compiling quarterly estimate information and preparing annual partnership reporting support.<br>• Record cash, book, and tax entries in the designated accounting platform and help maintain accurate financial records for assigned entities.<br>• Respond to information requests by helping draft materials and providing financial data to address investor questions.<br>• Produce recurring and ad hoc reports covering valuation activity, tax basis changes, and partnership investment information for stakeholders.<br>• Collaborate with finance colleagues to determine the proper accounting treatment for transactions, income activity, and related reporting matters.<br>• Participate in cross-functional projects that improve team efficiency, reporting quality, and overall departmental performance.
  • 2026-07-31T00:00:00Z
Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Finance Associate to join their Team.</p><p><br></p><p>You will assist with treasury, partnership accounting, tax, and valuation reporting for investment entities, including cash management, allocations, reconciliations, and financial reporting. Support tax reporting, maintain accounting records, and process journal entries in the portfolio accounting system.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-08-04T00:00:00Z
Accounting Associate
  • Pittsburgh, PA
  • onsite
  • Temporary / Contract
  • 25 - 27 USD / Hourly
  • <p>We are looking for an Accounting Associate to support day-to-day financial operations for an on-site 3-month contract opportunity based in Crafton/Ingram, Pennsylvania. This position is ideal for someone who is comfortable handling high-volume accounts payable work while also assisting with select accounts receivable tasks and routine account balancing. The role offers the chance to contribute to an organized accounting function by ensuring invoices, payments, and supporting records are processed accurately and on time.</p><p><br></p><p>Responsibilities:</p><p>• Review vendor invoices against receiving documentation and purchase records to confirm accuracy before processing</p><p>• Enter and code invoices in the accounting system while maintaining timely and accurate payment workflows</p><p>• Assist with accounts payable activities, with primary focus on invoice handling and vendor payment support</p><p>• Support accounts receivable tasks by preparing and recording check deposits as needed</p><p>• Perform reconciliations to identify discrepancies and help maintain accurate financial records</p><p>• Work with purchase orders to verify billing details and align transactions with approved documentation</p><p>• Maintain organized accounting files and supporting backup for audit readiness and internal review</p><p>• Use accounting software, to complete daily transaction processing efficiently</p>
  • 2026-07-30T00:00:00Z
Accounting Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p><em>The salary range for this position is $90,000- $100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>This position will be focused exclusively on the equity funds managed by the firm. This is a newly created position due to continued growth of the firm; it is expected that a successful candidate will be able to expand his/her responsibilities over time.</p><p><br></p><p>• Interpret fund agreements in order to determine impact on financial reporting and partner capital accounting requirements</p><p>• Prepare fund level financial statements including balance sheet, schedule of investments, income statement, statement of changes in partners’ capital and cash flows</p><p>• Prepare required footnotes to financial statements</p><p>• Prepare investor-level capital account statements</p><p>• Prepare management fee computations</p><p>• Preparation of capital calls and distributions, including fund waterfall calculation</p><p>• Respond to limited partner inquires and additional ad-hoc requests</p><p>•Prepare required deliverables for year-end financial statement audits</p><p>• Perform quarterly closing, including quarter-end journal entries </p>
  • 2026-07-24T00:00:00Z
Accounting Associate
  • Cleveland, OH
  • onsite
  • Temporary / Contract
  • 37 - 39 USD / Hourly
  • We are looking for an Accounting Associate to support day-to-day financial operations for a Long-term Contract position based in Cleveland, Ohio. This opportunity is ideal for someone who brings strong accounting fundamentals, attention to detail, and the ability to manage multiple priorities in a hybrid work environment. The person in this role will contribute to accurate reporting, account analysis, and payment tracking while partnering with colleagues to keep financial records current and reliable. This assignment offers the chance to work across core accounting activities and provide steady support during a contract coverage need.<br><br>Responsibilities:<br>• Create and maintain key financial records such as income statements, balance sheets, cash flow reports, budgets, and payroll-related documentation.<br>• Complete monthly close activities by recording journal entries, reconciling accounts, and reviewing profit and loss results for accuracy.<br>• Monitor the general ledger and related financial data to ensure transactions, tax information, and supporting records remain current and correct.<br>• Compare actual results against budgets, investigate variances, and help identify trends that may affect financial forecasts.<br>• Review variance reports and other accounting analyses to confirm explanations are accurate, complete, and properly supported.<br>• Oversee accounts receivable activity by tracking outstanding balances, recording incoming payments, and resolving posting discrepancies.<br>• Verify account balances across multiple records and research inconsistencies to support clean and accurate financial reporting.<br>• Support updates or improvements to accounting systems when needed, including helping team members understand revised processes.<br>• Examine billing and invoicing information within accounting databases and apply cash receipts to the appropriate accounts.
  • 2026-07-22T00:00:00Z
Accounting Associate
  • San Antonio, TX
  • onsite
  • Permanent / Full Time
  • 20 - 25 USD / Hourly
  • <p>We are looking for an Accounting Associate to help manage the financial and administrative activities that support active real estate development projects in San Antonio, Texas. This position plays an important role in keeping project accounting accurate, organized, and current while partnering closely with both development and finance teams. The ideal candidate brings solid accounting fundamentals, strong follow-through, and the ability to handle detailed transactional work in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage weekly payables and receivables for development-related activity, including reviewing invoices, assigning proper coding, preparing payments, and completing account reconciliations.</p><p>• Keep project financial files well organized by maintaining invoices, backup materials, and other accounting documentation in a complete and accessible format.</p><p>• Assist with budget tracking and financial reporting by collecting, compiling, and validating project cost information for internal use.</p><p>• Prepare support materials for funding requests and maintain monthly draw tracking tools to help monitor project spending accurately.</p><p>• Submit draw packages to lenders and outside partners through designated shared platforms in a timely and accurate manner.</p><p>• Provide documentation needed for audit activities and help coordinate requests related to project accounting records.</p><p>• Review employee expense submissions each month, apply appropriate general ledger coding, and support quarterly allocation of expenses across projects.</p><p>• Respond to routine questions from vendors and internal teams, helping resolve accounting issues efficiently and professionally.</p><p>• Maintain vendor setup records, support year-end 1099 preparation, and contribute to workflow improvements, including automation-focused enhancements.</p><p>• Handle general administrative support and participate in special accounting assignments as business needs arise.</p>
  • 2026-07-15T00:00:00Z
Accounting Associate
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 70000 - 85000 USD / Yearly
  • <p><em>The salary range for this position is $70,000-$85,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Accounting Associate. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>We are offering an exciting opportunity in Chicago, Illinois, for an Accounting Associate who will have a pivotal role in our team. As an Accounting Associate, your primary focus will be on transactional duties related to Accounts Payable (AP) and Accounts Receivable (AR), as well as assisting with special projects. This role is based in a dynamic environment, where you will be processing client payments, coding invoices for payment, and managing company credit card processing.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Oversee the application and research of client payments and the preparation of deposits</p><p>• Process and apply coding to invoices for payment</p><p>• Assist in the management of Employee Expense and Company Credit Card processing</p><p>• Prepare and enter related journal entries accurately</p><p>• Manage and maintain accurate customer credit records</p><p>• Assist the Accounting Manager and Controller with special projects as necessary</p><p>• Ensure all processing and reporting deadlines are met</p><p>• Utilize skills in Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, QuickBooks, SAP.</p>
  • 2026-07-09T00:00:00Z
Business Financial Analyst
  • Reading, PA
  • onsite
  • Permanent / Full Time
  • 68000 - 87000 USD / Yearly
  • <p><strong>Business Financial Analyst </strong></p><p><strong>Reading, PA (Hybrid – 3 Days Onsite)</strong></p><p>Join a global industry leader and play a key role in driving business performance through data, analytics, and strategic financial insights. The <strong>Business Financial Analyst</strong> will<strong> </strong>support reporting, forecasting, process improvements, and data-driven decision making. </p><p><strong>What You&#39;ll Do</strong></p><ul><li>Analyze sales, operational, and financial data to support business performance reporting and forecasting.</li><li>Partner with Finance during monthly close activities, validating data, identifying variances, and providing analytical support.</li><li>Maintain and enhance datasets related to sales, rebates, commissions, and expenses while ensuring data integrity.</li><li>Develop and distribute sales performance reports, dashboards, and insights for business leaders.</li><li>Analyze commission and rebate programs, including trend analysis, accrual support, and payment validation.</li><li>Perform predictive and scenario-based analysis to support sales and marketing initiatives.</li><li>Collaborate with business stakeholders and IT teams to improve reporting capabilities and business processes.</li><li>Support the implementation and enhancement of reporting solutions using tools such as Power BI and Salesforce.</li><li>Identify opportunities to automate reporting, improve efficiency, and strengthen transparency across the organization.</li><li>Assist with special projects, ad hoc analysis, and strategic initiatives within the Finance function. </li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>High-impact role partnering with Finance, Sales, Marketing, and IT leadership.</li><li>Opportunity to influence business decisions through data and analytics.</li><li>Exposure to financial reporting, forecasting, commissions, rebates, and strategic initiatives.</li><li>Collaborative culture with opportunities for professional growth and development.</li></ul><p><br></p>
  • 2026-07-16T00:00:00Z
Financial and Accounting Analyst
  • Bolingbrook, IL
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>Robert Half is looking for a Financial and Accounting Analyst to join a growing organization in Bolingbrook, Illinois. This role blends financial planning, business performance analysis, and hands-on accounting support to help leaders make informed decisions. The ideal candidate will turn complex data into practical recommendations, strengthen reporting accuracy, and partner with multiple teams to improve overall results.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate sales performance, industry activity, and competitive developments to uncover revenue opportunities and support strategic planning.</p><p>• Build and refine financial models that guide decisions related to pricing, promotional activity, and overall commercial performance.</p><p>• Prepare recurring reports and present meaningful analysis to leadership to support timely, data-driven decision-making.</p><p>• Partner with sales, marketing, and other internal groups to investigate performance gaps and recommend corrective actions.</p><p>• Support budgeting and forecasting cycles by compiling data, analyzing trends, and identifying key business drivers.</p><p>• Help maintain accurate commercial data within HubSpot and the company’s sales management platform while supporting related system implementation efforts.</p><p>• Perform special analyses and deliver ad hoc reporting in response to evolving business needs and management requests.</p><p>• Contribute to core accounting operations by preparing journal entries, completing account reconciliations, and assisting with month-end close activities.</p><p><br></p><p>Our client offers a dynamic, fast-paced working environment with opportunities for growth and development. This position is primarily onsite and it offers a salary of $100,000-$120,000 and full benefits packing to include:</p><p>• Healthcare (Medical, Dental, Vision, Telehealth, Life insurance)</p><p>• 401k</p><p>• Vacation Days</p><p>• Sick Days</p><p>• Paid Holidays</p><p>• 1 Birthday</p><p><br></p><p>If interested, please contact Brian Keating at 331-264-5688.</p>
  • 2026-08-05T00:00:00Z
Senior Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Senior Finance Associate to join their team.</p><p><br></p><p>You will manage financial reporting, treasury activities, audits, tax support, and investor reporting for complex investment structures. Lead process improvements, oversee staff, and collaborate across teams to support operational efficiency and new initiatives.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-08-04T00:00:00Z
Financial Analyst - Financial Services
  • West Des Moines, IA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain.</p><p><br></p><p>Responsibilities:</p><p>• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.</p><p>• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.</p><p>• Collaborate with external auditors to facilitate audits and reviews effectively.</p><p>• Participate in the preparation of presentations and proxy statements for stakeholders.</p><p>• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.</p><p>• Maintain compliance with SEC reporting requirements and ensure accurate documentation.</p><p>• Engage in actuarial and related discussions to support financial decision-making.</p><p>• Perform additional tasks as assigned to support the financial reporting team.A</p>
  • 2026-07-17T00:00:00Z
Financial Analyst - Financial Services
  • Grimes, IA
  • onsite
  • Permanent / Full Time
  • 75000 - 85000 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Analyst to join a successful financial services team in Grimes, Iowa with a company culture that is SECOND TO NONE! This position focuses on evaluating client financial information, uncovering meaningful trends, and supporting the development of personalized planning strategies. The ideal candidate brings strong analytical judgment, a solid understanding of financial documentation, and the ability to translate data into practical recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Examine financial information for existing and prospective clients to assess overall financial position and viability.</p><p>• Collect and evaluate documents such as financial statements, tax filings, and investment records to support accurate analysis.</p><p>• Interpret financial data to uncover trends, risks, and opportunities that may influence planning decisions.</p><p>• Contribute to the creation of tailored financial plans that align with client objectives and target timelines.</p><p>• Build and test financial models to compare scenarios and measure the potential impact of different strategies.</p><p>• Present analytical findings clearly so stakeholders can make informed financial decisions. </p>
  • 2026-08-06T00:00:00Z
Financial Analyst - Financial Services
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making.<br><br>Responsibilities:<br>• Prepare and review capital call and distribution calculations to support accurate and timely fund activity.<br>• Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership.<br>• Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors.<br>• Compile data and perform calculations that support investor presentations and other fund-related meetings.<br>• Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation.<br>• Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests.<br>• Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions.<br>• Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
  • 2026-07-24T00:00:00Z
Financial Analyst - Financial Services
  • Moline, IL
  • remote
  • Permanent / Full Time
  • 60000 - 75000 USD / Yearly
  • <p>&#128680; Iowa-Based Finance Professionals – Let’s Talk (100% Remote) &#128680;</p><p>Are you currently in banking or credit union finance and thinking about what’s next—but not actively looking?</p><p>I’m partnering with a client on a unique, flexible opportunity that can be shaped around your strengths &#128071;</p><p>&#128188; What makes this role stand out:</p><p>✅ 100% remote (must reside in Iowa / Illinois)</p><p>✅ Flexible scope – not a “one-size-fits-all” position</p><p>✅ Ability to focus in Budgeting &amp; Forecasting or CECL / Loan Loss Accounting</p><p>✅ Exposure to both month-end reporting and strategic initiatives</p><p>✅ Strong mix of structure + project-based work</p><p><br></p><p>&#128202; Two potential focus areas:</p><p>Budgeting &amp; Forecasting (more independent ownership, planning-focused)</p><p>CECL / Loan Accounting (modeling, assumptions, regulatory reporting)</p><p><br></p><p>&#128100; Who this is perfect for:</p><p>Experience in a bank or credit union</p><p>Background in:</p><p>Financial reporting</p><p>Budgeting/forecasting</p><p>CECL or loan loss accounting</p><p><br></p><p>Someone who enjoys variety in their month—from structured reporting cycles to process improvement and long-term initiatives</p><p><br></p><p>&#128161; Whether you’re a Senior ready to flex across both areas or an Analyst looking to deepen your expertise, this team is open to aligning the role with your strengths.</p><p><br></p><p>&#128233; If you’re open to hearing more (confidentially), send me a message! </p>
  • 2026-07-17T00:00:00Z
Financial Analyst - Financial Services
  • Moline, IL
  • remote
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p><strong>&#128680; Hot Opportunity Alert! &#128680;</strong></p><p>&#128188; <strong>Are you ready to take your career to the next level?</strong> &#128188;</p><p>We’re on the hunt for a <strong>Senior Financial Analyst</strong> who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). &#128640;</p><p>&#128073; <strong>Why Make the Leap?</strong> &#128072;</p><p>&#127775; <strong>Incredible Culture</strong>: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.</p><p>&#128161; <strong>Endless Opportunity</strong>: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.</p><p>&#128736;️ <strong>Innovative Team Collaboration</strong>: Work with approachable leadership and a dynamic team that’s building something extraordinary.</p><p>&#128200; <strong>Career Growth Awaits</strong>: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.</p><p>&#128073; <strong>The Role Highlights:</strong></p><p>✔️ Be the <strong>bridge</strong> for financial intelligence—help turn data into actionable insights.</p><p>✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.</p><p>✔️ Collaborate with product and channel managers to refine decision-making tools.</p><p>✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.</p><p>✔️ Not just &quot;doing&quot; the work but enhancing and molding the organization’s path forward.</p><p>&#127757; <strong>Remote Flexibility</strong>: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too.  <strong>Candidate must be within a reasonable commute to HQ.</strong></p><p>&#129782; <strong>Why Now?</strong></p><p>This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it.</p><p> Let’s discover some mutual possibilities &#127775;</p>
  • 2026-08-07T00:00:00Z
Accounting & Finance - Digital Banking Fraud Analyst I
  • Morristown, NJ
  • onsite
  • Temporary / Contract
  • 20 - 25 USD / Hourly
  • <p>We are looking for a detail-oriented Fraud Analyst I to support fraud prevention and investigative activities for a financial institution in Morristown, New Jersey. This Long-term Contract position focuses on reviewing digital banking activity, researching suspicious transactions, and helping protect customers and the organization from financial crime. The ideal candidate brings strong analytical judgment, comfort with technology, and the ability to manage multiple priorities in a fast-paced, regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine alerts generated by fraud monitoring tools and assess account activity to determine whether escalation or intervention is needed.</p><p>• Research suspicious transactions using bank records, internal reporting, and external information sources to support thorough investigations.</p><p>• Apply investigative judgment across multiple systems and digital channels to identify unusual patterns and possible fraudulent behavior.</p><p>• Recommend appropriate action on customer accounts or banking relationships when findings indicate elevated fraud risk.</p><p>• Communicate with internal partners, customers, and outside institutions to verify transaction details and resolve investigative questions.</p><p>• Coordinate with fraud teams and financial institutions to validate incidents, identify linked activity, and recognize developing fraud patterns.</p><p>• Prepare Suspicious Activity Reports and related case documentation in accordance with internal standards and regulatory requirements.</p><p>• Track payment and return item decisions by reviewing branch input and ensuring timely follow-up within established procedures.</p><p>• Maintain accurate electronic case files, produce investigation reports, and complete assigned analytical projects from management</p>
  • 2026-07-13T00:00:00Z
Financial & Accounting Analyst
  • Seaside, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 93000 USD / Yearly
  • <p>We are looking for a Financial &amp; Accounting Analyst to join a mission-driven non-profit organization in Monterey, California. This role supports financial reporting, budgeting, audit readiness, and analytical projects that help leaders make informed decisions across the organization. The ideal candidate brings strong analytical capability, sound accounting knowledge, and the ability to translate complex financial information into clear, useful insights for a range of stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Partner with managers and department leaders to evaluate revenue performance, spending patterns, and capital activity across the organization.</p><p>• Gather information from accounting and reporting platforms, interpret results, and deliver meaningful financial insights to leadership and operational teams.</p><p>• Contribute to annual audit preparation by assembling schedules, addressing auditor inquiries, and helping keep the process on track.</p><p>• Produce quarterly financial statements, review supporting records, and help ensure accuracy and completeness in reporting.</p><p>• Manage accounting activities related to debt obligations and bond transactions, including reconciliations and required compliance documentation.</p><p>• Maintain lease accounting records in alignment with applicable reporting standards and organizational policies.</p><p>• Build financial analyses, dashboards, forecasts, and presentation materials to support executive and board-level decision-making.</p><p>• Support budgeting, long-range planning, cash flow monitoring, payroll reconciliations, cost allocation analysis, and the ongoing improvement of internal controls and accounting procedures.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
  • 2026-07-10T00:00:00Z
Finance Associate – Ventures
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Finance Associate to join their Ventures team.</p><p><br></p><p>Seeking a Finance Associate to support venture fund accounting, financial reporting, valuations, investor communications, and transaction activities. The role partners with finance and investment teams to ensure accurate reporting, compliance, portfolio analysis, and operational support across multiple investment funds.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-07-28T00:00:00Z
Real Estate Associate
  • Baltimore, MD
  • onsite
  • Permanent / Full Time
  • 160000 - 180000 USD / Yearly
  • We are looking for an Associate to join our Real Estate and Commercial Lending Group in Baltimore, Maryland. This role offers the opportunity to work on a broad range of sophisticated property and financing matters while advising clients across the commercial real estate sector. The position is well suited for a legal specialist who enjoys handling transactional work, collaborating with varied stakeholders, and contributing to matters involving development, lending, leasing, and business agreements.<br><br>Responsibilities:<br>• Advise on complex commercial real estate matters involving purchases, sales, and broader transactional activities.<br>• Support clients through real estate acquisitions, property dispositions, leasing arrangements, and related business transactions.<br>• Represent a diverse client base that may include financial institutions, property owners, developers, and participants in mixed-use and retail projects.<br>• Assist with matters tied to development projects, including construction-related issues and multiple stages of real estate financing.<br>• Prepare and review legal documents such as covenants, easements, and use restrictions connected to commercial properties.<br>• Collaborate on transactions involving commercial lending structures, from initial deal planning through closing.<br>• Contribute to business planning considerations that intersect with real estate and lending objectives.<br>• Manage ongoing transactional work across a busy practice with exposure to a wide variety of commercial property matters.
  • 2026-08-06T00:00:00Z
Real Estate Associate
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 29 - 31 USD / Hourly
  • <p>We are seeking a customer-focused Property Administrator to support the day-to-day operations of a commercial office building. This role serves as a primary point of contact for tenants, assisting with tenant requests, work orders, move-ins/move-outs, and administrative support while partnering with security, engineering, and janitorial teams to ensure a positive tenant experience.</p><p>Key Responsibilities</p><ul><li>Respond to tenant emails and requests in a timely manner.</li><li>Coordinate tenant move-ins, move-outs, and building-related requests.</li><li>Create, manage, and redispatch work orders as needed.</li><li>Maintain calendars and track tenant service requests.</li><li>Partner with security, engineering, and janitorial teams to resolve building issues.</li><li>Answer incoming phone calls and escalate concerns when appropriate.</li><li>Assist with general office administration and recordkeeping.</li><li>Follow established property management processes and procedures.</li><li>Support tenant communications and provide exceptional customer service.</li></ul>
  • 2026-07-31T00:00:00Z
Associate Financial Planner
  • Concord, NH
  • onsite
  • Permanent / Full Time
  • 65000 - 100000 USD / Yearly
  • We are looking for a client-centered Associate Financial Planner to support individuals and families with personalized financial guidance. In this role, you will work closely with an advisor to develop practical strategies that help clients make informed decisions and stay aligned with their long-term goals. This opportunity is ideal for someone who combines planning expertise with relationship-building skills and a strong commitment to acting in clients’ best interests.<br><br>Responsibilities:<br>• Partner with senior advisory staff to prepare and deliver comprehensive financial plans tailored to each client’s objectives, risk tolerance, and life stage.<br>• Build and maintain strong client relationships by offering responsive service, clear communication, and thoughtful guidance throughout the planning process.<br>• Identify opportunities to expand client relationships through proactive outreach, strategic networking, and business development efforts.<br>• Conduct discovery conversations to gather financial information, clarify priorities, and translate complex details into practical recommendations.<br>• Support investment and planning discussions by reviewing client portfolios, cash flow needs, retirement goals, and other key financial considerations.<br>• Contribute to new business activity by engaging prospective clients, following up on leads, and helping communicate the value of advisory services.<br>• Maintain accurate documentation and planning records to support regulatory standards, internal workflows, and consistent client service.<br>• Stay current on market trends, planning strategies, and licensing or certification progress to strengthen the quality of advice provided.
  • 2026-07-15T00:00:00Z
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