Financial analyst jobs in Phoenix, Arizona - Page 2Create job alerts

Job Description Pravati Capital is seeking a motivated Corporate Litigation Counsel / Legal Investment Analyst to join our expanding team. This unique role offers newer attorneys the opportunity to combine their litigation background with financial and business analysis, gaining direct exposure to the rapidly growing field of litigation finance. The position reports directly to the CEO and provides hands-on experience working with both the legal and executive leadership teams. Key Responsibilities • Assist in evaluating potential litigation finance investments through legal and financial analysis., • Conduct due diligence on cases, reviewing facts, legal issues, and likelihood of success., • Research and track market and industry trends, legal developments, and emerging opportunities., • Review financial statements and other materials to support investment assessments., • Collaborate with law firms, claimants, and industry professionals to gather information and build relationships., • Draft reports and recommendations for investment opportunities and portfolio monitoring., • JD from an accredited law school and active Arizona State Bar membership (required)., • 1–3 years of litigation experience in personal injury and/or commercial litigation (preferred)., • Experience handling matters before the American Arbitration Association (AAA) or other arbitration/mediation forums (preferred)., • Strong legal research, writing, and analytical skills., • Interest in finance, private equity, or business strategy (experience in these areas is a plus but not required)., • Proficiency with Microsoft Excel, Word, and PowerPoint., • Strong communication skills, with the ability to explain complex issues to legal and non-legal audiences., • Highly organized, detail-oriented, and able to manage multiple priorities., • Eagerness to learn, adapt, and grow in a fast-paced, entrepreneurial environment.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Since 2002, Achieve has grown into one of the largest private consumer fintech unicorns in the U.S., with over $40B in enrollments for our industry-leading, tech-enabled debt resolution services business, and over $11Bn in personal and home loans originations via our banking-as-a-service partner. Job Description As a Sr. Data Analyst, Finance, you will leverage advanced analytics, automation, and financial modeling to support the Finance and Accounting departments. You will design and optimize processes to streamline monthly reporting, accelerate close and audit cycles, and ensure data accuracy. Collaborating with cross-functional teams, you will deliver actionable insights through tools like SQL, Google Sheets and Tableau to drive strategic financial decisions. Your role will include monthly support, troubleshooting data, and new areas for improvement and enhancing operational efficiency through innovative data solutions. Key Responsibilities: Data Analysis: • Conduct large scale analyses which include the following stages: understand business goals and strategies, formulate the analytic approach, perform data extraction / exploration / transformation, and translate results into data-driven recommendation for the business team., • Design and maintain Tableau dashboards, curated datasets, and semantic layers to support various accounting and finance processes, • Develop data visualizations that make complex data accessible to non-technical team members., • Collaborate within Finance and cross-functional teams (e.g., FP&A, Accounting, Procurement, Treasury, Ops, Data Engineering) to define reporting requirements, document business process workflows—including manual steps and pain points—and develop clear resolution roadmaps., • Partner with IT and Data Engineers to extract, model, and prepare data from Oracle (ERP) and other systems (e.g., Terzo, Concur, etc) to ensure reliable data foundations., • Responsible for driving priority, collaborating and coordinating with BU/Product BI / Automation teams to align on data model, reporting requirements and execution. Qualifications * Bachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience). Master's degree is a plus. * 5+ years of experience in BI development or financial analytics with strong proficiency in Power BI and/or Tableau. With a focus on supporting Finance and Accounting partners * Proficiency with data analysis tools such as SQL, Excel, and data visualization tools (e.g., Tableau, Power BI). * Experience with Finance and Accounting process automation and platforms (e.g. ERP) * Strong analytical and problem-solving skills. * Excellent communication and presentation skills. * Detail-oriented and highly organized. Additional Information All your information will be kept confidential according to EEO guidelines. Achieve well-being with: • Hybrid and remote work opportunities for certain roles, • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund We are proudly offering hybrid options in the San Mateo, CA and Phoenix, AZ metro market. In other locations throughout the country, we offer work from home. Salary Range: $90,000 to $100,000 annually + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors. Join Achieve, change the future. At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader. #LI-KM1

Job DescriptionDescriptionWe are looking to hire a Sr. Financial Analyst- Corporate FP&A. Role expectations • Own the calendar and process for annual operating plan and quarterly forecasts and clearly communicate and effectively manage deadlines, • Responsible for owning the monthly financial reporting package for senior management as needed, • Assist in driving the global finance team to complete business deliverables for forecasting, reporting, budgeting, and other corporate requirements, • Assist in preparing the BOD, Audit Committee, and all C-level financial presentations, • Responsible for balance sheet and cash flow forecasting, • Analyze corporate spending against forecast and budget and recommend opportunities for savings, • Create tools and templates for Finance team to drive standardize inputs for consolidation, • Ability to use experience and skillset to improve and automate areas with minimal supervision, • Support the global Finance team with analysis and ad-hoc financial projects where necessary, • Publish and manage close and forecast calendar and communication., • Effectively partner and communicate across the business organization, • Metadata maintenance, and SOX control as needed, • Responsible for internal financial reporting and data accuracy, • Education: Minimum Bachelor’s degree in finance or business; Masters preferred (CPA/MBA is a plus), • Experience: 6 + years of experience as a financial analyst in FP&A role in a public company with annual revenue greater than $2 Billion., • Skills: Excellent problem-solving skills and have a positive “can-do” attitude, strong analytically, and proficiency in financial modeling, and data analysis. Adept at using software such as SAP, Power BI, Onestream or similar solutions. Strong Excel skills and understanding of accounting equations and financial statements, • Communication: Excellent presentation and communication skills

Job Description Launch Your Career with Purpose and Precision! GPW & Associates, a Beyond Risk affiliate company, has been on a mission to create exceptional client experiences since 1998. Committed to quality and dedicated to ensuring client success, GPW is the premier provider of management, accounting, and tax compliance services for Producer Affiliated Reinsurance Companies supporting the automotive and banking industries and Captive Insurance Companies for a wide variety of industries, and a full range of Property & Casualty Actuarial Services including pricing, reserving, and product development for a variety of insurance coverages. We’re searching for a high-performing Tax Accounting Analyst I to join our Insurance Accounting Team, a group of hardworking, analytical professionals who are passionate about solving problems, delivering results, and growing their expertise. If you’re smart, curious, and ready to work alongside some of the best in the industry, GPW may be exactly what you’re looking for. Your Role As a Tax Accounting Analyst I, you’ll provide critical support to your team and clients through journal entries, tax filings, financial reporting, and analysis. You’ll build the foundation for a career in insurance accounting and tax compliance by mastering core responsibilities and developing your technical skills in a specialized and high-demand field. Key Responsibilities Accounting and Tax Support • Prepare and post journal entries, accruals, and account reconciliations, • Maintain general ledgers, trial balances, and client-specific records, • Prepare federal and state income tax returns and related IRS filings, • Develop and maintain quarterly tax estimates and payment schedules, • Use QuickBooks and internal systems to manage client data, • Meet multiple deadlines with accuracy and attention to detail, • Build knowledge of financial statements, reinsurance structures, and internal systems, • Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience), • 1-2 years of relevant work experience in tax, accounting, or financial reporting, • Proficiency in Excel, Word, Outlook, Adobe Acrobat, and QuickBooks, • Familiarity with SAP, GAAP, and IRS Tax Code/Regulations is preferred, • Strong attention to detail, time management, and communication skills At GPW, we are the best of the best, and we expect the same from those who join us. Our culture is built on merit, results, and continuous improvement. If you’re ready to do meaningful work, be recognized for your performance, and develop alongside high-caliber colleagues, we want to hear from you. What You Can Expect • Medical & Dental Coverage – 100% of employee premiums paid by GPW, • 401(k) with Immediate Eligibility – 60% company match on up to 6% of compensation, and 3% Safe Harbor contribution fully vested from day one, with employee participation, • Paid Time Off – 21 days of PTO in your first year, 7 paid holidays, and 3 floating holidays, • Paid Parental Leave – Supporting your most important moments, • Tuition Reimbursement – To help you grow your knowledge and impact, • Hybrid Work Model – Following an initial in-office onboarding period, eligible employees may transition to a hybrid schedule Join a Team That Delivers Excellence GPW is a high-performance environment where your contributions are noticed, your skills are sharpened, and your potential is unleashed. If you’re ready to jumpstart your career with an organization that values curiosity, accountability, and results, apply today. GPW & Associates is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other legally protected status.

Job DescriptionRevinate is one of the largest and most innovative providers of direct revenue-generating solutions in the hospitality industry. Revinate's mission is to deliver hoteliers scalable direct revenue and profits from data-driven solutions that cultivate deeper relationships with guests. Revinate’s Direct Booking Platform helps capture, convert and retain guests with strategies and services that maximize direct booking revenue. This combination maximizes the lifetime value of each guest through personalized and targeted campaigns across the guest journey. Revinate Marketing has won 1st place for Hotel CRM & Email Marketing in the HotelTechAwards five years in a row! Revinate is proud to be a Great Place To Work Certified company! Check out what our employees say makes working here so great: Great Places To Work x Revinate For candidates based in San Francisco, this is a hybrid position with the expectation that Revinators come into our WeWork space at least once per week. For candidates based in Atlanta, Austin, or Phoenix, this is a remote position with opportunities to meet up with fellow Revinators on a monthly basis. Role OverviewReporting to the CMO, the Senior Director of Product Marketing will lead the PMM team to drive revenue growth and market awareness for Revinate’s portfolio of products. This critical leadership role owns the Go-To-Market (GTM) strategy, ensuring optimal product positioning, pricing, and competitiveness. The role requires balancing long-term vision with near-term execution, inspiring the team, and championing the voice of the customer. Responsibilities Product Strategy & Enablement:Define and champion the product vision, strategy, positioning, messaging, and roadmap to drive product sales. Lead new product launch communications and enablement for the GTM team (sales onboarding, content, and value articulation). Act as the bridge between Product and the target buyer. Conduct market/competitor research to identify opportunities and differentiate products. Pricing & Packaging:Own pricing strategy, comparing against competitors and customer willingness to pay to maximize profitable sales. Collaborate with Finance and a pricing analyst to validate models and align monetization with product value and growth. Deliver pricing and new release updates and messaging to the GTM team. Leadership & Alignment:Lead, mentor, and grow the PMM team with clear processes and a data-informed culture. Act as a cross-functional leader, aligning Product, Sales, Marketing, Customer Success, and Finance on product priorities, roadmap, trade-offs, and customer feedback. Customer & Industry Advocacy:Contribute product-specific content for NAVIGATE (annual customer conference). Lead regional Industry Advisory Boards (NA, EMEA, APAC). Build deep customer relationships for insights and validation, and produce success stories and marketing assets (webinars) to drive inbound leads and revenue.What You'll Bring • 5+ years of Product Marketing experience, including 3+ years leading B2B SaaS teams., • Bachelor's degree in a technical or business field; Master's or MBA preferred., • Proven success defining and launching scalable SaaS products with significant market adoption and revenue growth., • End-to-end ownership of pricing, packaging, and product enablement throughout the software lifecycle., • Deep knowledge of Customer Data Platforms, high-volume marketing products, AI/ML, and enterprise software., • Exceptional strategic thinking for conceptualizing and executing ideas., • Outstanding communication and presentation skills to influence stakeholders., • Well-developed business and financial acumen for developing business cases and forecasting ROI., • Global organization experience.A "customer-first" yet realistic approach to feasibility and goals., • Highly collaborative, forward-thinking, and effective in a dynamic, high-growth environment., • Hospitality industry and legacy tech stack knowledge is a plus.Benefits, • Competitive Health Benefits: Revinate offers multiple insurance options, including an employee premium paid 100% by Revinate, • Paid Family & Parental Leave: A comprehensive paid leave program, ensuring you have the time you need., • Family Building Benefits: Revinate offers multiple medical plans, including a buy-up option with $20,000 of coverage for medically necessary fertility treatments., • Excellent Dental and Vision Benefits, • 401(k) Program: Includes an employer match, • Optional plans for Short & Long Term Disability insurance, as well as Life insurance, • Paid Flex time off, • Employee Assistance Program (EAP) Important Security AlertWe have been made aware of fraudulent activities involving individuals impersonating our HR team and offering fake job opportunities. Please be vigilant and ensure your safety by verifying all job offers. For Authentic Opportunities: Only refer to our official careers page on our company website. Your security is our priority. If you encounter any suspicious activity, please report it immediately. Stay safe and secure! You can confirm or inquire with any questions by reaching out to AI and Hiring Please note that interviews at Revinate will be recorded using brighthire.ai. As we continue to build more structure into our interview processes -- the best way to eliminate unconscious bias! We are encouraging our interviewers to focus more on our candidates and the conversation than taking notes. Instead, we can rely on brighthire.ai to do the note taking for us. If you’re uncomfortable with recording your interview, please let us now. We’ll opt you out. Excited?! Want to learn more? Apply Now!Our Core Values:One Revinate - United & Strong, on a single mission togetherBuilt on Trust - It’s the foundation of everything we doExpect Amazing - We think, dream & deliver bigCustomer Love -- When the customer wins, we winMake it Simpler -- Apply it to everything we doHungerness -- Feel it, follow it, be relentless about our successGrounded in Gratitude - We’re glad to be here & make the most of every day Revinate Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Revinate complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Revinate is not open to third party solicitation or resumes for our posted FTE positions. Resumes received from third party agencies that are unsolicited will be considered complementary. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to . By submitting your application you acknowledge that you have read Revinate's Privacy Policy () We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

A company is looking for a Functional Business Analyst to support Operational and Financial Reporting initiatives. Key Responsibilities Collaborate with stakeholders to gather and document requirements for reporting Ensure data integrity and compliance by working with data and security teams Pro

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties. The Role The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work. Key Responsibilities • Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types, • Build and maintain financial models and cash-flow projections, • Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions, • Work closely with internal groups such as asset management and accounting to support deal execution, • Conduct market research and keep internal databases updated with relevant economic and real estate metrics Qualifications • Investment Banking background as an analyst or associate, • Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis, • Strong proficiency in Excel, Word, and PowerPoint, • Exceptional written and verbal communication skills for interaction with internal teams and external partners, • Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail, • Self-starter with solid problem-solving abilities

The Senior Financial Analyst is a key partner in advancing Cove Communities’ financial planning, analysis, and reporting capabilities across our portfolio of manufactured housing and RV communities in the U.S. and Canada. This role supports the organization’s strategic growth by delivering timely, insightful, and data-driven analysis that connects operational realities with financial outcomes. Working closely with Finance, Operations, and Asset Management, the Senior Financial Analyst will take ownership of portfolio-level performance reporting, budgeting, forecasting, and investor reporting packages helping ensure that leadership and stakeholders have clear, actionable visibility into key performance drivers and capital deployment. Primary Duties & Responsibilities Financial and Investor Reporting • Prepare and enhance recurring financial and investor reporting packages, integrating portfolio-level KPIs, NOI performance, and variance commentary., • Translate financial results into meaningful insights for leadership, investors, and external partners, highlighting trends, risks, and opportunities., • Partner with Accounting to ensure alignment between GAAP reporting, operational metrics, and management reporting views. Portfolio Performance and Variance Analysis • Evaluate asset and portfolio performance through detailed NOI, occupancy, rate, and expense variance analysis., • Partner with Operations and Asset Management to understand key performance drivers, identify areas for operational or pricing improvement, and ensure financial goals are met., • Support review of community-level results, budget adherence, and margin trends to inform property-level decision-making. Budgeting, Forecasting, and Scenario Planning • Co-own the development and maintenance of annual budgets, reforecasts, and long-range plans across the portfolio., • Build dynamic, driver-based forecasting models that integrate with operational data (e.g., occupancy, ADR, staffing, utilities, and CapEx)., • Assist in scenario analysis to evaluate impacts of acquisitions, rate strategies, and capital initiatives. Financial Modeling and Capital Planning • Build and maintain financial models supporting acquisition underwriting, redevelopment projects, and recurring CapEx planning., • Conduct ROI and payback analyses to support investment decisions, asset repositioning, and value-add initiatives., • Partner with the Asset Management and Development teams to model outcomes tied to reinvestment or operational improvements. Cross-Functional Partnership and Collaboration • Act as a key finance partner to regional and functional leaders, helping translate community-level data into actionable financial and operational insights., • Collaborate across departments to enhance data consistency, align on metrics, and integrate operational reporting with financial outcomes., • Support Investor Relations and senior leadership in preparation of quarterly reporting decks and ad hoc analyses for investors and lenders. Process Optimization and System Scalability • Identify and implement opportunities to automate recurring deliverables and improve the quality and timeliness of financial information., • Partner with Finance leadership and IT on enhancements to budgeting, forecasting, and reporting tools as the organization scales., • Contribute to continued evolution of Cove’s financial reporting infrastructure to support growth and portfolio complexity. Ad Hoc and Strategic Analysis • Provide analytical support for high-impact projects, including operational restructuring, pricing analysis, and portfolio performance benchmarking., • Conduct deep dives into cost structures, margin trends, and operational efficiency metrics to support decision-making. Required Skills: • Strong analytical and quantitative skills with a demonstrated ability to interpret and communicate complex financial results., • Proven track record of building collaborative partnerships across finance, operations, and executive teams., • Advanced Excel and financial modeling proficiency; experience with BI, ERP, or FP&A systems preferred., • Excellent written and verbal communication skills; ability to tailor analysis for financial and non-financial audiences., • Detail-oriented and highly organized, with the ability to manage multiple priorities in a fast-paced environment., • Self-starter with intellectual curiosity and a drive for continuous improvement., • Ability to travel up to 10% to visit communities in the U.S. and Canada. Education and Experience • Bachelor’s Degree in Finance, Accounting, Economics, or a related field, • Minimum of 5 years of progressive experience in financial planning, analysis, and/or real estate finance., • Experience within real estate, hospitality, or multi-location operations preferred , especially in environments involving NOI tracking, capital allocation, and performance reporting.

Senior Data Engineer As the Senior Data Engineer, you will help build, maintain, and optimize the data infrastructure that powers our decision-making and product development. You'll work with modern tools like Snowflake, Metabase, Mage, Airbyte, and MySQL to enable data visualization, data mining, and efficient access to high-quality insights across our GradGuard ecosystem. This is a key opportunity for someone with around five years of experience who's passionate about turning data into impact. This position is based in Phoenix, AZ. Challenges You'll Focus On: • Design, build, and maintain scalable data pipelines and architectures using Mage (or similar orchestrators) and Airbyte for ELT processes., • Ensure efficient and reliable data ingestion, transformation, and loading into Snowflake., • Perform data mining and exploratory data analysis to uncover trends, patterns, and business opportunities., • Ensure the quality, consistency, and reliability of the underlying data., • Promote best practices and quality standards for the data engineering team., • Partner with Data Science, Business Intelligence, and Product teams to define data needs and ensure data infrastructure supports strategic initiatives., • Optimize SQL queries and data models for performance and scalability., • Contribute to improving data standards, documentation, and governance across all data systems., • Help ensure compliance with data security, privacy, and regulatory requirements in the insurance domain. The person we're looking for has a proven, successful background with: • 5+ years of experience as a Data Engineer, Data Analyst, or similar role., • Experience leading and mentoring a data engineering team., • Proficient with SQL for data transformation, querying, and performance optimization., • Proficiency with Python or other languages like Java, JavaScript, and/or Scala., • Proficiency in connecting with APIs for data loading., • Hands-on experience with:, • Snowflake (Data Warehousing). Beyond basic SQL, you must understand Snowflake's unique architecture and features which includes: Data Warehouse Design, Performance Optimization, and Data Loading. Knowledge of advance Snowflake feature is nice-to-have., • Mage (Data Pipeline Orchestration) or experience with other orchestration., • Airbyte (ELT Processes) or experience with ELT tools., • Metabase (Data Visualization & Dashboards) or familiarity with other visualization BI tools., • Comfort with data modeling, ETL/ELT best practices, and cloud-based data architectures (preferably AWS)., • Excellent problem-solving skills, attention to detail, and ability to work cross-functionally., • Prior experience working in an insurance, fintech, or highly regulated industry is a plus. Beyond a fulfilling and challenging role, you'll get: • A competitive salary., • Opportunity to enroll in comprehensive health, dental, and vision insurance. We pay 100% of employee premiums and 75% of your family’s premiums., • A lifestyle spending account where you can receive up to $400 in reimbursements for wellness activities., • 401(K) retirement plan with company matching up to 5% of compensation deferred. Employee and employer contributions are 100% vested., • Student loan and education assistance, after one year of employment at GradGuard. We’re learners and embrace education., • Unlimited PTO after completing the 30-day introductory period. Plus, 12 paid holidays and paid parental leave. About GradGuard As the leader in college tuition and renters insurance, GradGuard serves more than 1.7 million students across 1,900+ institutions. Our national technology platform embeds innovative insurance protections into the enrollment processes of over 650 institutional partners, empowering schools to increase college completion rates and reduce the financial impact of preventable losses. GradGuard supports College Life Protected, a social purpose entity that promotes research, professional development, and best practices that strengthen campus communities, families, society and the economic competitiveness of our nation. GradGuard was recognized as one of the Top 100 Financial Technology Companies of 2024 by The Financial Technology Report, a RISE Internship Award winner, and a Phoenix Business Journal Best Places to Work finalist, GradGuard remains committed to innovation, excellence, and supporting students and families. Hear from our students, families, and partners: Those that succeed at our company: • Make it happen by turning challenges into opportunities., • Do the right thing even when it’s difficult., • Demand excellence from yourself and others., • Learn for life and stay curious., • Enjoy the journey, not just the results. The above just so happen to be our core values. These values are at the heart of our mission to educate and protect students from the risks of college life, empowering us to create meaningful experiences and make a positive impact. GradGuard is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. This is an in-office role. MUST HAVE PRIOR EXPERIENCE The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the rapidly expanding field of litigation finance. This role provides direct exposure to private credit and alternative investments. This role will work closely with the executive leadership team, and the career path is to CIO! KEY RESPONSIBILITIES • Investment Analysis: Evaluate potential litigation finance opportunities by assessing financial performance, damages models, and projected returns, • Due Diligence: Review case files, financial records, and market data, • Financial Modeling: Build and maintain cash flow models, ROI analyses, and scenario forecasts, • Market Research: Track industry developments, financial market trends, and emerging opportunities within litigation finance, • Portfolio Monitoring: Monitor ongoing investments, prepare performance reports, and support risk management, • Collaboration: Work with law firms, claimants, and financial professionals to collect information and support negotiations, • Reporting: Draft investment memoranda and recommendations, • Strategic Support: Partner with leadership on cross-functional initiatives to align financial analysis with business objectives SKILLS • Education: Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field (required). Advanced degree preferred, • Experience: 5 years minimum of experience in investment analysis, financial modeling, private credit, private equity, or related financial services role. Litigation, insurance, or commercial claims experience is a plus, • Financial Skills: Strong proficiency in Microsoft Excel (financial modeling), financial statement review, and valuation techniques, • Analytical Skills: Ability to synthesize financial and legal information into clear, actionable investment insights, • Work Style: Highly organized, detail-oriented, and comfortable balancing multiple projects in a fast-paced environment., • Mindset: Entrepreneurial, motivated, and eager to grow within the litigation finance and alternative investments industry Salary $80-$120k + commissions

LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1. Senior Analyst - Fraud Operations Strategy And Program Management. As Senior Analyst, Fraud Operations Strategy and Program Management, you will

Prioritizes focus toward areas identified as having the highest levels of risk to the company. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Excellent verbal/written and written communication skills

Reporting to the Director of Financial Planning & Analysis, the Financial Analyst is responsible for supporting the company’s financial planning and analysis (FP&A) function. Financial Analyst Required Skills and Education:. Cadence Education is currently in search of our next Financial Analyst in

Financial Services, preferably in Financial Crimes Compliance or Risk Management areas. Analyst, Global Financial Crimes Division. Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worlds leading financial groups.

Financial Analyst II - Finance Business Operations. The Finance Business Operations - Financial Analyst II participates in a variety of financial analysis projects or functions including budget preparation, variance analysis, business operational metric reporting, net present values, cash flow analy

This Analyst role is in the Global Financial Crimes Division (GFCD) of MUFG Bank Ltd.

The Junior Operations Analyst will be responsible for the collection and analysis of multiple data sources including financial intermediaries, the Funds' Transfer Agent, Distributor and other internal and external partners. Thoughtful process of analyzing data and problem solving data to reach a wel

The company is enhancing its financial infrastructure and needs a systems-savvy analyst. Senior Financial Systems Analyst - Phoenix. A high-growth financial services organization investing in automation and systems controls.

Analyze financial processes, and the financial platform's support of these processes to help optimize the organizations approach to financial planning and reporting operations. The Financial Systems Analyst, Senior partners with corporate functions to support budgeting, forecasting, and financial an

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range

Strong experience in forecasting, financial modeling, and analysis within a global, matrixed organization. Financial planning and group legal. Contribute to long-term budget planning, assisting in setting financial targets.

Financial Crime Data Analyst (SQL & Large Data Sets). About the Role: We're looking for a detail-oriented and highly analytical Financial Crime Data Analyst with expert-level SQL skills and experience working with large, complex datasets. Build and optimize complex SQL queries to analyze high-volume

The Finance Business Operations - Financial Analyst II participates in a variety of financial analysis projects or functions including budget preparation, variance analysis, business operational metric reporting, net present values, cash flow analysis, forecasting, and operating expense and financia

The Senior Financial Analyst is responsible for performing all required financial analysis and tracking for the CommonSpirit Health National Real Estate Services supporting our external partnership's operating and capital budgets. In addition to being accountable to direct line Management, the Senio

Build and analyze financial statements, budget reports, and cost data to identify trends, assess financial status, and prepare reports for management. Provides effective and accurate communication of key financial metrics through the development of estimates to complete (ETC), estimates at complete

The Senior Business Aligned Finance Analyst will have the following responsibilities:. Support Regional Bank Directors to drive business growth by connecting key drivers to financial outcomes with the identification of risk/opportunity and best-in-class practices that can be leveraged across the bus

Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today! POSITION PURPOSE:We are looking for a Yardi expert to join the CIM team responsible for driving product innovation and operational excellence by combining product management with expert administration of Yardi systems. This role supports the development, enhancement, and optimization of real estate products and applications, ensuring they meet user needs and compliance standards. The Technical Product Analyst collaborates across departments to deliver technical solutions, manage system configurations, lead implementations, and provide actionable insights, training, and support—enabling the organization to achieve strategic goals and maintain a competitive edge.ESSENTIAL FUNCTIONS: • Participate as a technical resource in projects and give valuable input into system configuration, database, data, and other options to deliver a best-in-class solution., • Play a key role in the Yardi delivery team for strategic projects and implementations. Monitor deliverables and ensure timely completion of projects. Set and meet timelines for new feature implementations. Monitor user feedback accordingly., • Work closely with business leads to deliver technical updates and enhancements within the Yardi platform and other real estate applications. Suggest product enhancements to improve user experience and address market gaps. Analyze industry trends., • Gather critical information from meetings with various stakeholders and produce useful reports. Effectively communicate insights and plans to cross-functional project stakeholders., • Serve as a member of the administration team for a complex real estate applications environment with over a thousand users and multiple databases., • Own and maintain documentation of software customizations and other system configurations for custom menus, reports, integrations, scheduled tasks, and report scheduler events., • Work alongside the application support team to triage, route and follow through to completion, escalated service tickets for Yardi and other real estate applications, interfaces and platforms., • Participate in delivering user training/support and maintenance of new and existing applications within and related to Yardi and other real estate products. Stay up to date on the latest process and IT advancements to automate and modernize systems., • Coordinate with 3rd party vendors/partners to manage support relationships and projects, including delivering solutions and/or custom reports developed by a 3rd party for CIM users.EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.), • Bachelor’s Degree in Business Administration, Economics, Computer Science, Information Systems, Accounting, or related field., • 5+ years’ experience as a Yardi administrator and/or in product management in the real estate or investments industry., • Hands-on experience with web technologies, project management tools (Jira, Confluence, Monday.com, Smartsheet, ServiceNow). Excellent documentation and project management skills., • Experience leading and managing full-cycle systems implementation projects involving diverse groups of stakeholders and complex timelines.KNOWLEDGE, SKILLS AND ABILITIES:, • Demonstrated knowledge of Yardi modules, including Investment Accounting, JobCost, Commercial, Residential, Affordable, Construction Manager, Forecast Manager/IQ, Asset IQ, Facility Manager, RENTCafé, RENTCafé Affordable, CommercialCafé, Deal Manager, and Performance Manager., • Self-directed, able to prioritize, set, and meet deadlines. Strong time management skills and ability to prioritize tasks effectively. Able to comprehend complex issues and provide suggestions for problem-solving., • Working knowledge of Microsoft SQL Server or similar enterprise databases and ability to query enterprise databases using SQL. Yardi report writing experience and SQL database familiarity a plus., • Strong analytical and problem-solving skills to understand market dynamics and develop product strategies. #LI-SP1

You are a good fit if you: - Have at least 2 years of experience working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is fully asynchronous and can be done arou

Our client, a Registered Investment Advisor (RIA), is seeking a Financial Investment Analyst with commercial Real Estate experience to join their office. The Analyst will play a central role in evaluating opportunities, conducting financial due diligence, and supporting portfolio management in the r

As a Tax Accounting Analyst I, you'll provide critical support to your team and clients through journal entries, tax filings, financial reporting, and analysis. Use QuickBooks and internal systems to manage client data.

A minimum of 3 years of financial or business analysis experience required.

The business development analyst is responsible for generating business and financial analysis for the purpose of supporting the PLS (Professional Lab Services) business. The BD Analyst will be able to work independently to create models and within a team environment to meet customer requirements an

Proficient in Excel, Word, PowerPoint, Tableau and OneStream XF or similar financial reporting systems. Applies good analytical and problem-solving skills to complex financial scenarios using good judgment, fact-based reasoning, and knowledge of US GAAP and International Accounting Standards (IAS).

Reporting to the Chairman and CEO, the Financial Analyst will work as a member of the Strategic Initiatives, M&A team which is responsible for the assessment, research, and analysis of strategic opportunities for the Company and transaction support to the CEO and senior executive team including but

Financial Reporting Analyst is responsible for preparation and review of SEC Filings. Accounting Financial Reporting / Full Time / On-site. Assist with preparation of quarterly non-GAAP financial disclosures.

The Finance Business Operations - Financial Analyst II participates in a variety of financial analysis projects or functions including budget preparation, variance analysis, business operational metric reporting, net present values, cash flow analysis, forecasting, and operating expense and financia

Financial Services, preferably in Financial Crimes Compliance or Risk Management areas. Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worlds leading financial groups. This Analyst role is in the Global Financi

Advanced proficiency in Excel; experience with financial modeling and data automation preferred. Spear achieve its financial and operational goals. This individual will partner closely with senior management and internal business leaders to deliver accurate financial reporting, insightful analysis,

FP&A Only: Perform financial planning function by directing financial activities for the areas of assignment including the overhead budgets, capital budgeting, new business funds, forecasting, financial reporting, performance measurement, audit support, and ad hoc analysis. Sr Advanced Program Finan

Gain familiarity across all three of the MUFG financial crimes and core compliance lines of defense, including core second-line programs in Financial Crimes (Sanctions, Anti-Money Laundering, Anti-Bribery & Corruption) and Core Compliance, business functions, Internal Audit, Compliance Testing, and

Contribute to long-term budget planning, assisting in setting financial targets. Advanced expertise in financial modeling and data analysis. Strong experience in forecasting, financial modeling, and analysis within a global, matrixed organization.

As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients. Financial Planning Analysts provide exceptional service to our clients a

Key Responsibilities Extract, validate, and manage financial data from various systems to support accounting and finance teams Develop and automate financial reporting dashboards to enhance visibility into key financial metrics Collaborate with cross-functional teams to ensure data accuracy and

FP&A Only: Perform financial planning function by directing financial activities for the areas of assignment including the overhead budgets, capital budgeting, new business funds, forecasting, financial reporting, performance measurement, audit support, and ad hoc analysis. Sr Advanced Program Finan

Finance Business Intelligence Analyst 1. Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel. Previous FP&A experience, previous experience in the financial services industry.

A Financial Analyst / Data Analyst's day revolves around turning raw financial and operational data into meaningful insights. Financial Analyst / Data Analyst. Our client is seeking a Financial Analyst / Data Analyst to build models, analyze performance data, and deliver insights that guide strategy

What You'll Do as a Senior Financial Analyst:. We are currently seeking a strategic and results-driven Senior Financial Analyst to join our finance team. What You'll Need to be Successful in the role of a Senior Financial Analyst:.

Immediate need for a talented Financial Analyst 4.