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178 results for Capital Markets jobs

Corporate Finance

San Francisco, CA
onsite
Permanent
140000 - 160000 USD / Yearly
We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
2026-04-15T00:00:00Z

Treasury Capital Markets Manager

Wilmington, DE
onsite
Permanent
0 - 0 USD / Yearly
Global client within the financial industry is looking to add a Treasury Capital Markets Manager with advanced financial modeling skills with the ability to translate complex data into actionable insights. As the Treasury Capital Markets Manager you will execute capital markets transactions, partner with internal and external stakeholders to optimize financial performance, lead and support debt structuring activities, manage relationships with banks, lenders, and external financial partners, monitor interest rate risk management, track liquidity positions and assist in development strategies, prepare cash forecasting, and partner with cross-functional teams to support business initiatives and funding needs. The ideal Treasury Capital Markets Manager should have proven expertise in capital-intensive or commodity-driven industries, and strong experience with debt structuring, credit facilities, and capital markets transactions. Primary Responsibilities<ul><li>Oversee treasury and business analysis transactions</li><li>Daily cash management</li><li>Balance sheet reconciliation</li><li>Track bank relationships and liquidity management</li><li>Prepare management reports</li><li>Reviewing consolidations</li><li>Monitor Compliance</li><li>Implement new technologies</li><li>Assist with financial close activities</li><li>Manage external investment relationships</li></ul>
2026-03-25T00:00:00Z

Finance

Boston, MA
onsite
Permanent
130000 - 170000 USD / Yearly
Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments. This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.
2026-04-10T00:00:00Z

Finance

Boston, MA
onsite
Permanent
115000 - 150000 USD / Yearly
A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.
2026-04-10T00:00:00Z

Finance Lead

Olympia, WA
onsite
Permanent
60000 - 65000 USD / Yearly
A local nonprofit organization is seeking a finance professional to serve as the organization’s finance lead. This individual‑contributor position partners with senior leadership, supports development staff with clear financial reporting, maintains financial controls and procedures, and ensures overall fiscal health. DUTIES & RESPONSIBILITIES: <ul><li>Lead financial strategy, annual budgeting, and forecasting with senior leadership; monitor organizational performance and provide insights for informed decision‑making.</li><li>Oversee day‑to‑day financial operations, including accounting, cash management, reconciliations, payroll, AP/AR, and management of restricted funds, while ensuring adherence to internal controls and policies.</li><li>Manage the full financial reporting cycle, including monthly closes, dashboard creation, maintenance of financial schedules, audit preparation, and coordination of the annual Form 990.</li><li>Ensure organizational compliance with grant requirements, donor intent, cost allocations, tax filings, reserve policies, and obligations related to loans and property taxes.</li><li>Maintain and continually improve financial procedures, documentation, and systems to support operational efficiency and organizational effectiveness.</li><li>Translate financial data into clear, concise materials tailored for senior leadership, board members, and committees to support understanding and decision‑making.</li><li>Execute grant‑related financial tasks such as billing, invoicing, and financial tracking in coordination with program staff who manage applications and programmatic requirements.</li></ul>Hybrid role based in Olympia, WA (primarily remote, but requires in-office work).Pay Range: $60,000–$65,000 (Full‑time, Non‑Exempt)Benefits Summary:<ul><li>100% employer‑paid health, dental & vision for employees and spouse</li><li>Employer retirement contributions</li><li>Hybrid schedule with flexible hours</li><li>11 paid holidays, accrued sick leave, and 2–6 weeks of PTO based on tenure</li></ul>
2026-04-01T00:00:00Z

Finance Manager Venture Capital

Menlo Park, CA
onsite
Permanent
140000 - 180000 USD / Yearly
Finance Manager – Venture Capital | Bay Area (Hybrid) Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a Finance Manager. This is a highly visible role sitting at the intersection of fund accounting, finance, and investor relations, with direct exposure to senior leadership and LPs.You will partner closely with the Head of Investor Relations on strategic and ad hoc initiatives, while playing a key role in fund reporting, investor communications, and portfolio insights. Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration! Key Responsibilities<ul><li>Own and review quarterly and annual fund financial reporting </li><li>Serve as a key point of contact for LPs, managing communications and responding to investor requests </li><li>Prepare fund performance reporting, investment analyses, and quarterly investor materials </li><li>Develop investor-facing content including letters, presentations, and marketing materials </li><li>Coordinate due diligence processes, including data room management and document delivery </li><li>Oversee portfolio data collection and support valuation processes </li><li>Drive ad hoc projects and cross-functional initiatives across finance and IR </li></ul>
2026-04-17T00:00:00Z

Investment & Cash Manager

Minneapolis, MN
onsite
Temporary
55 - 75 USD / Hourly
We are looking for an experienced Investment & Cash Manager to join our team in Minneapolis, Minnesota. This long-term contract position offers the opportunity to manage complex investment and treasury operations within a dynamic portfolio environment. The ideal candidate will play a critical role in ensuring financial accuracy, operational efficiency, and seamless collaboration between internal and external stakeholders. Responsibilities:• Oversee monthly close processes in collaboration with the custodial bank, ensuring the accuracy and timely completion of financial data for a portfolio encompassing hundreds of funds and managers.• Validate wire instructions and serve as the primary point of contact for wire-related documentation and verification.• Prepare and review monthly and quarterly financial reports for rating agencies, utilizing operating pools to manage liquidity.• Partner with internal accounting services and custodial banking teams to reconcile statements, validate NAVs, and resolve discrepancies.• Address missing statements and reconcile fund accounting data, working directly with fund managers to resolve data-related issues.• Analyze and organize investment data using AI-enabled systems, ensuring proper processing and manual intervention when necessary.• Collaborate on operational restructuring efforts to streamline processes and enhance efficiency.• Coordinate with Directors overseeing investment and treasury operations to ensure smooth cross-functional execution.• Support fiscal year-end activities and audit processes, ensuring compliance and readiness.• Train and onboard team members, facilitating knowledge transfer and operational continuity.
2026-03-20T00:00:00Z

Financial Analyst

Irving, TX
onsite
Permanent
71000 - 108000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation. Responsibilities: • Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements. • Analyze financial data to identify trends, variances, and opportunities for process improvements. • Develop and execute test cases to ensure system changes align with business requirements. • Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions. • Act as a liaison between the accounting and IT teams to align system functionality with business needs. • Support audit and compliance processes by providing accurate documentation and analysis. • Apply accounting principles to improve financial systems and provide strategic recommendations. • Conduct variance analysis and financial modeling to support organizational goals. • Utilize tools such as Tableau and OTBI for data visualization and reporting. • Manage multiple tasks independently in a dynamic and fast-paced environment.
2026-04-03T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability. Responsibilities: • Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans. • Maintain and update forecasting models to reflect actual results and revised assumptions. • Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses. • Monitor performance against budget and forecast, identifying and explaining significant variances. • Generate comprehensive financial reports, dashboards, and schedules for management review. • Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends. • Analyze financial outcomes by customer, department, and business unit to support strategic business reviews. • Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues. • Perform customer and contract-level financial analyses, including revenue and margin tracking. • Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
2026-04-03T00:00:00Z

Financial Analyst

Little Rock, AR
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a detail-oriented Sr Financial Analyst to join our team in Little Rock, Arkansas. In this role, you will collaborate closely with the operations management team to drive financial performance and achieve profitability objectives. The ideal candidate will have a passion for numbers, strong analytical skills, and a commitment to supporting decision-making processes through financial insights. The salary range will be $80,000 - $90,000 DOE along with phenomenal benefits at this growing and respected company! Please reach out to Austen Zemrock on LinkedIn for a direct confidential conversation or email me a Word version of your resume for more information. Responsibilities:• Monitor daily operations and actively participate in meetings to ensure alignment with financial goals.• Conduct detailed analyses of direct and indirect operational costs to identify trends and opportunities.• Evaluate inventory levels and provide actionable recommendations to optimize logistics and inventory management.• Analyze key performance indicators to detect risks and uncover opportunities for improvement.• Assist in controlling expenditures and provide explanations for budget variances to support management decisions.• Develop business plans for production equipment acquisitions and monitor capital expenditures.• Support the month-end and year-end close processes, including cost variance and allocation analysis.• Lead the annual inventory count and ensure accurate reporting for the site.• Manage accounting for government incentives and ensure compliance with related regulations.• Recommend and implement improvements to internal controls to enhance financial processes.
2026-04-03T00:00:00Z

Financial Analyst

New London, CT
onsite
Permanent
80000 - 100000 USD / Yearly
Position: Financial AnalystLocation: Greater New London, CT (Hybrid / Flexible)Recruiter Contact: Ryan Genua Ryan.Genua@Roberthalf comJob Posting: RG0013405176 Position OverviewA growing organization in the Greater New London area is seeking a Financial Analyst to support budgeting, financial analysis, and operational reporting across the organization. This role partners closely with Accounting and cross‑functional leaders to improve financial visibility, support data‑driven decision‑making, and strengthen financial processes.The ideal candidate is analytically minded, detail‑oriented, and comfortable working across departments in a fast‑paced environment. Key ResponsibilitiesThe Financial Analyst supports financial operations and planning by reviewing and monitoring purchase activity, payment requests, and budgeted spend. This role ensures transactions are properly documented, aligned with approved budgets, accurately coded, and tracked, while partnering closely with Accounting to resolve discrepancies and improve reporting accuracy.The position plays an active role in budgeting and financial analysis by maintaining departmental budget models, analyzing spending trends, and preparing variance analyses. Findings are summarized into clear, concise insights for department leaders, highlighting risks, opportunities, and areas requiring attention, and supporting forecast updates throughout the fiscal year.In support of leadership decision‑making, the Financial Analyst assists with preparing financial summaries, dashboards, and presentation materials for senior management. This includes consolidating departmental inputs, translating financial data into meaningful narrative insights, and supporting executive‑level and strategic reporting needs.The role also works closely with Accounting on general ledger–related activity, including analysis of account activity, support for reclassifications and accruals, assistance during month‑end close, and maintenance of documentation to support audit readiness and compliance.Additionally, the Financial Analyst contributes to continuous improvement initiatives by helping document finance workflows, identifying reporting or automation opportunities, and collaborating across teams to strengthen financial controls and enhance spend visibility. If you meet these requirements and are interested in this great opportunity, please email your resume in confidence to Ryan Genua at Ryan.Genua@roberthalf com. All inquiries are confidential. At Robert Half we never distribute your resume without your permission.
2026-03-27T00:00:00Z

Financial Analyst

Lancaster, NY
onsite
Permanent
117000 - 135000 USD / Yearly
Kyle Clarke is looking for a dedicated Financial Analyst to join a thriving manufacturing company in Lancaster, New York. In this role, you will collaborate with the Plant Finance Manager to oversee financial planning, reporting, and analysis processes. Your expertise will play a key role in providing meaningful insights to drive business decisions and improve financial performance. Responsibilities:<ol><li>Costing: Lead the Global Supply Chain (GSC) Annual Operating Cost (AOC) process, including defining and updating standard overhead rates, establishing product costing methodologies, and ensuring accurate allocation of manufacturing costs.</li><li>Inventory KPIs: Define, implement, and monitor key inventory performance indicators (KPIs) such as inventory turns, days on hand, excess & obsolete levels, and accuracy metrics. Partner with operations and supply chain teams to drive improvements in working capital, optimize inventory levels, and ensure alignment with corporate financial targets.</li><li>Budgeting and Forecasting: Assist in the development of the annual budget and financial forecasts; monitor performance against the budget and provide variance analysis.</li><li>Data Analysis: Conduct in-depth financial analysis to identify trends, variances, and opportunities for cost reduction and revenue enhancement.</li><li>Integration Support: Collaborate with cross-functional teams to support the financial integration of these entities, ensuring alignment with corporate policies and practices during the transition period.</li><li>Collaboration: Work closely with various departments to gather relevant data and insights, ensuring alignment with financial goals and strategies.</li><li>Ad Hoc Analysis: Prepare ad hoc financial analyses and reports as requested by the CFO or other senior management.</li><li>Performance Metrics: Develop and track key performance indicators (KPIs) to measure financial performance and operational efficiency.</li><li>Presentation Support: Assist in the preparation of presentations and reports for board meetings and executive-level discussions.</li></ol>
2026-04-10T00:00:00Z

Financial Analyst

Schenectady, NY
onsite
Permanent
60000 - 80000 USD / Yearly
We are working with a client who is looking for a skilled Financial Analyst to join their team in Schenectady, New York. In this role, you will play a key part in supporting strategic financial decisions by providing accurate analysis, performance reporting, and actionable insights. The ideal candidate will thrive in a collaborative environment, possess strong analytical skills, and excel at interpreting financial data to drive business success. This direct-hire role offers a flexible hybrid schedule after an initial training period. Responsibilities:• Conduct comprehensive cost analyses, including standard costing, variance analysis, and margin evaluation.• Develop and oversee budgets, forecasts, and long-term financial plans to support organizational goals.• Prepare detailed reports and actionable insights on financial performance for senior management.• Collaborate with operational teams and leadership to identify cost drivers and recommend strategies to enhance profitability.• Support the month-end close process by comparing actual financial data against budget and forecast projections.• Perform ad hoc financial analyses to address specific business questions and challenges.• Leverage data mining techniques to identify trends and opportunities within financial data.• Assist in the refinement of financial models to improve forecasting accuracy and decision-making.• Partner with cross-functional teams to ensure financial strategies align with overall business objectives. Salary Range: $60,000 - $80,000
2026-03-27T00:00:00Z

Financial Analyst

Atlanta, GA
remote
Contract / Temporary to Hire
40 - 43 USD / Hourly
We are looking for a detail-oriented Financial Analyst to join our team in Atlanta, Georgia. This is a Contract to permanent position offering an excellent opportunity to contribute to key financial functions in a dynamic environment. The role is currently remote but may transition to a hybrid schedule, requiring local candidates. Responsibilities: • Conduct thorough variance analyses to identify trends, insights, and areas for improvement. • Prepare and present financial reports to support strategic decision-making. • Develop and maintain financial models to forecast and analyze business performance. • Perform ad hoc financial analyses to address specific business needs and challenges. • Utilize data mining techniques to extract, organize, and analyze large datasets. • Collaborate with cross-functional teams to gather financial data and provide actionable recommendations. • Ensure accuracy and compliance in all financial reporting and documentation. • Monitor key financial metrics and provide timely updates to stakeholders. • Assist in budgeting and forecasting processes to align with organizational goals. • Identify opportunities for process improvements in financial operations.
2026-04-17T00:00:00Z

Financial Analyst

Lancaster, PA
onsite
Temporary
23.75 - 35 USD / Hourly
We are looking for a skilled Financial Analyst to join our team in Lancaster, Pennsylvania. This is a long-term position with the potential to transition to a permanent role based on performance and organizational needs. The role offers a hybrid work schedule, combining in-office collaboration three days a week with remote flexibility. Responsibilities:• Analyze financial data to identify trends and provide actionable insights for business decision-making.• Develop and maintain financial models to support forecasting and strategic planning.• Conduct variance analysis to compare actual financial results against forecasts and budgets.• Perform ad hoc financial analyses to address specific business challenges or opportunities.• Utilize data mining techniques to extract valuable information from large datasets.• Collaborate with cross-functional teams to ensure accurate financial reporting and compliance.• Support the monthly financial close process, ensuring timely and accurate completion.• Assist in managing fixed assets by tracking acquisitions, disposals, and depreciation schedules.• Participate in onboarding processes and provide support during the initial two-week onsite training period.• Contribute to process improvements to enhance efficiency in financial operations.If interested, please send resume eon a word document to Jim.Kirk@Roberthalf com
2026-04-01T00:00:00Z

Financial Analyst

Mechanicsburg, PA
onsite
Permanent
75000 - 85000 USD / Yearly
We are looking for a skilled Financial Analyst to join our dynamic Financial Planning and Analysis team in Mechanicsburg, Pennsylvania. In this role, you will play a pivotal part in supporting the financial success of hospitals nationwide through detailed reporting, analytics, and collaboration with key stakeholders. Your expertise will be instrumental in driving informed decision-making and improving operational performance. Responsibilities: • Prepare and deliver accurate financial forecasts and reports to assist operational leaders in strategic decision-making. • Analyze and interpret large data sets to perform research, modeling, and strategic evaluations aimed at enhancing performance and patient satisfaction. • Contribute to the creation of annual budgets and assist in presenting inpatient budget plans. • Collaborate with Directors of Finance and Business Development to conduct pro forma analyses for acquisitions, start-ups, and relocations. • Examine consolidated financial statements to identify trends and variances. • Perform market analyses and calculate contract rates, considering the potential impact of regulatory changes on hospital operations. • Undertake complex ad hoc projects to address the specific needs of hospitals and leadership teams. • Provide actionable insights through financial modeling and variance analysis. • Support strategic initiatives by leveraging advanced data mining techniques.
2026-03-27T00:00:00Z

Financial Analyst

Longmeadow, MA
onsite
Permanent
70000 - 90000 USD / Yearly
Accounting & Finance SpecialistREF #0013412882 Our client, a mission-driven educational organization, is making way for a Accounting & Finance Specialist. This role sits at the intersection of accounting, financial analysis, and cross-functional projects—supporting initiatives that directly impact academic programs, funding, and long-term planning. What You’ll DoSupport monthly close activities including reconciliations, variance analysis, and financial reportingReview accounting transactions and maintain accuracy across the general ledgerAssist with preparation of financial statements, schedules, and year-end reportingCoordinate with external auditors and support audit deliverablesManage and monitor contracts and grants, ensuring compliance and accurate reportingOversee gift and cash activity, ensuring proper tracking and processing Why This Role<ul><li>Mission-driven impact – Your work directly supports programs and initiatives that make a difference in the broader community</li><li>High visibility & purpose – Partner closely with leadership and contribute to decisions that shape the organization’s future</li><li>Long-term growth – Opportunity to expand your scope and take on more responsibility as the organization evolves</li><li>Exposure across the organization – Work cross-functionally with operational teams, gaining a well-rounded view of the business</li><li>Stable, values-driven environment – Strong leadership, consistent funding, and a clear mission create a grounded, supportive workplace</li><li>Opportunity to improve and build – Help streamline processes and bring new ideas to a team open to change</li><li>Balanced, flexible culture – Hybrid schedule with a focus on sustainability and work-life balance</li></ul>
2026-04-01T00:00:00Z

Financial Analyst

Franklin, IN
onsite
Permanent
75000 - 90000 USD / Yearly
We are looking for a skilled Financial Analyst to join our manufacturing client's team just South of Indianapolis. This role focuses on supporting strategic financial planning, analysis, and reporting across various departments, including operations and sales. The ideal candidate will excel in data-driven decision-making, financial modeling, and forecasting, while contributing to process improvements and automation initiatives. Responsibilities:• Prepare financial statements and management discussion and analysis (MD&A) reports to support organizational reporting.• Collaborate with sales and commercial teams to manage pricing, analyze discount requests, and maintain price lists.• Partner with departmental leaders to drive key projects, initiatives, and ad-hoc analyses related to sales, margins, and SG&A expenses.• Develop and refine financial forecasts and models, including multi-scenario planning and quarterly/annual budgeting.• Conduct variance analysis and communicate actionable insights to senior management.• Provide financial guidance and build cross-functional collaboration with teams such as HR, Marketing, IT, and Supply Chain.• Analyze and enhance existing processes, identifying opportunities for improvement and supporting implementation of new procedures.• Maintain and analyze the cost accounting system, including production cost reports and inventory reconciliation.• Generate estimates for new and proposed product costs while monitoring manufacturing costs and cycle counts.• Assist in creating presentations for senior leadership and contribute to strategic planning efforts.
2026-04-17T00:00:00Z

Financial Analyst

Canonsburg, PA
onsite
Permanent
80000 - 95000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team. In this role, you will play a pivotal part in analyzing financial data, identifying key insights, and contributing to strategic decision-making processes. The ideal candidate will possess strong analytical skills and excel at presenting complex financial information in a clear and actionable manner. Responsibilities:• Analyze financial statements, including balance sheets, income statements, and cash flow reports, to extract meaningful insights.• Identify trends, patterns, and opportunities within financial data to support decision-making processes.• Prepare detailed reports and deliver presentations to communicate findings effectively to management and stakeholders.• Monitor financial performance metrics and recommend strategies to improve efficiency and profitability.• Conduct variance analysis to compare actual outcomes against forecasts and address discrepancies.• Evaluate investment opportunities, assessing risk and return profiles to guide recommendations.• Assist in budgeting, expense management, and strategic planning initiatives.• Collaborate with cross-functional teams to align financial analysis with broader business objectives.• Stay informed about market trends to assess their potential impact on financial outcomes.
2026-04-10T00:00:00Z

Financial Analyst

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency. Responsibilities:• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.• Develop and maintain financial models to support forecasting and annual budgeting processes.• Prepare and present ad hoc financial reports to assist management in strategic decision-making.• Perform variance analysis to evaluate financial performance against expectations.• Utilize data mining techniques to extract actionable insights from large datasets.• Collaborate with cross-functional teams to provide financial support and guidance.• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.• Ensure accuracy and compliance in all financial reports and processes.• Support continuous improvement initiatives within the financial planning and analysis function.
2026-04-17T00:00:00Z

Financial Analyst

Chevy Chase, MD
onsite
Permanent
100000 - 125000 USD / Yearly
We are in search of a Real Estate Analyst to join one of our client's Commercial Real Estate teams, located in Chevy Chase, MD. The role involves underwriting Commercial Real Estate finance opportunities, assisting with financial modeling, analysis, and preliminary screening of prospective loan opportunities. Very collaborative, lovely company culture and the opportunity to grow with a company. This position is in the office 3-4 days/week. Responsibilities:<ul><li>Supported originators with commercial real estate financial modeling and analysis, including initial screening of prospective financing opportunities and evaluating credit quality of financing requests.</li><li>Maintained and updated detailed financial models, including performing sensitivity analyses to assess potential scenarios.</li><li>Conducted comprehensive market, industry, and sponsor due diligence, researching trends and the competitive landscape to evaluate the impact on property demand, vacancy rates, rent growth, capitalization rates, and overall value.</li><li>Collected, organized, and reviewed due diligence materials such as appraisals, environmental reports, and property inspections, and analyzed guarantor financial statements to assess the strength of additional credit support.</li><li>Ensured timely and accurate maintenance of loan documentation and credit files in the internal document retention system, following all compliance and procedural guidelines.</li><li>Coordinated loan closings, managing legal documentation, third-party due diligence, and internal processing to ensure adherence to credit policies.</li><li>Assisted with portfolio management activities, including loan modifications, extensions, risk rating updates, and resolution of various asset management issues.</li><li>Collaborated and communicated effectively with stakeholders at all management levels and across departments.</li><li>Supported additional tasks and special projects as needed.</li></ul>The ideal candidate for this Real Estate Analyst role will have 3+ years of commercial real estate financial modeling experience (office, industrial, multi-family), BS from a 4-year accredited university, ability to communicate with all levels of the organization, advanced Excel skills and outstanding quantitative/qualitative analytical skills. The comp range for this position is 100K-125K + 10% bonus and full benefits. To apply to this Real Estate Analyst role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.
2026-04-03T00:00:00Z

Financial Analyst

Houston, TX
onsite
Permanent
70000 - 85000 USD / Yearly
Financial AnalystHouston, TX | Full-Time | Healthcare IndustryA growing healthcare organization in Houston is seeking a Financial Analyst to join its finance team. This role will support financial planning, reporting, and operational analysis while partnering with leadership to drive data-driven decisions across the organization. The ideal candidate will have strong financial modeling and Power BI skills and experience translating complex data into actionable insights.Key Responsibilities<ul><li>Build and maintain financial models to support budgeting, forecasting, and long-term planning</li><li>Develop and maintain Power BI dashboards and reports to provide visibility into financial and operational performance</li><li>Analyze financial results, identify trends, and explain variances to leadership</li><li>Support the annual budget and forecasting process</li><li>Partner with operational leaders to analyze service line performance and key metrics</li><li>Prepare monthly and ad hoc financial reports for senior management</li><li>Assist with process improvements and automation of reporting</li></ul>
2026-04-10T00:00:00Z

Financial Analyst

Collierville, TN
onsite
Permanent
75000 - 95000 USD / Yearly
Our client is seeking a driven and analytical Financial Analyst to join their growing team. This role offers the opportunity to work closely with leadership, contribute to key financial decisions, and play a critical role in forecasting, reporting, and business performance analysis.If you enjoy working with data, uncovering insights, and improving processes, this is a great opportunity to make a meaningful impact. What You’ll Do<ul><li>Analyze monthly, quarterly, and annual financial performance including Revenue, Gross Profit, Operating Expenses, and Pre-Tax Income</li><li>Support forecasting and budgeting processes, including variance analysis and performance tracking</li><li>Maintain and update financial models and internal reporting tools</li><li>Deliver ad hoc financial analysis to support strategic initiatives and leadership requests</li><li>Prepare and update reports and dashboards used by senior leadership</li><li>Assist with external reporting requirements (e.g., U.S. Census reporting)</li><li>Identify and implement process improvements to enhance efficiency and reporting accuracy</li><li>Collaborate with cross-functional teams to support business operations and decision-making</li></ul> What We’re Looking For<ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>3+ years of experience in financial analysis, FP&A, or accounting</li><li>Strong analytical and problem-solving skills with attention to detail</li><li>Ability to work independently and manage multiple priorities</li><li>Strong communication skills with the ability to interact across all levels of the organization</li><li>Team-oriented mindset with a proactive approach</li></ul> Technical Skills<ul><li>Advanced Microsoft Excel skills (financial modeling, data analysis)</li><li>Proficiency in Microsoft Office Suite</li><li>General accounting knowledge is a plus</li></ul> Why Consider This Opportunity<ul><li>High visibility role supporting key business decisions</li><li>Opportunity to work directly with leadership and cross-functional teams</li><li>Exposure to forecasting, budgeting, and strategic analysis</li><li>Collaborative and growth-oriented environment</li></ul> Apply TodayIf you’re looking to grow your career in finance and make an impact, we’d love to connect with you.
2026-04-09T00:00:00Z

Financial Analyst

Salt Lake City, UT
onsite
Permanent
100000 - 120000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in SLC, Utah. This role is pivotal in driving data-driven decision-making by analyzing financial performance, preparing executive-level materials, and supporting various forecasting and budgeting initiatives. The ideal candidate will thrive in a fast-paced environment and possess the ability to build scalable financial models while collaborating across multiple entities. Responsibilities:• Develop and refine financial models to support forecasting, budgeting, and capital planning initiatives.• Conduct detailed variance analyses to evaluate financial performance against key benchmarks such as budgets, forecasts, and prior-year results.• Assist in creating annual and long-term financial plans at both property and consolidated enterprise levels.• Prepare executive and board-level financial presentations, dashboards, and business review materials.• Analyze operational performance metrics across hotels and resorts, identifying trends, risks, and opportunities for improvement.• Collaborate with finance and accounting teams at various properties to ensure consistent and accurate financial reporting.• Perform scenario modeling and sensitivity analyses to assess business cases, investments, and strategic initiatives.• Develop standardized reporting packages tailored for internal and external stakeholders.• Work closely with department leaders to align financial models with operational realities and drivers.• Support the implementation and optimization of financial planning tools and reporting systems to enhance efficiency and accuracy.
2026-04-17T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Permanent
100000 - 100000 USD / Yearly
Our client is looking for a Senior Financial Analyst to join our team in San Francisco, California. In this role, you will play a critical part in driving financial planning and analysis efforts, partnering with operations and leadership to deliver actionable insights. Your expertise will help shape strategies that enhance financial performance and operational efficiency. Responsibilities:• Develop and maintain pro forma financial models for new business opportunities and expansion projects.• Conduct scenario and sensitivity analyses to evaluate the financial impact of operational variables, such as labor costs and participation rates.• Assist in the preparation of annual budgets and rolling forecasts to align with organizational goals.• Analyze key cost drivers, including labor, food expenses, and cost per unit, to identify trends and variances.• Collaborate with operations teams to ensure financial performance aligns with service delivery models.• Provide actionable recommendations to improve margins and overall financial health.• Aggregate, validate, and standardize financial and operational data across multiple locations.• Create clear, concise reports and presentations to communicate financial insights to stakeholders.• Partner with leadership and cross-functional teams to support data-driven decision-making.• Perform ad hoc analyses to address specific business challenges or opportunities.
2026-04-16T00:00:00Z