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Support capital markets activity and Treasury team including potential debt capital markets transactions based on business needs.. 10+ years of work experience in financial analysis and full M&A process life-cycle in FP&A, corporate development, private equity, strategy/management consulting, investment banking and/or other related fields, including at least 5 years in FP&A or corporate development roles inside a company and/or software focused private equity.. New Relic provides a variety of benefits for this role, including healthcare, dental, vision, parental leave and planning, and mental health benefits, a 401(k) plan and match, flex time-off, 11 paid holidays, volunteer time-off, and other competitive benefits designed to improve the lives of our employees. This model allows us to work in a variety of workplaces that best support our success, including fully office-based, fully remote, or hybrid. Some roles require candidates to pass an export compliance assessment as a condition of employment.
The Financial Controller will oversee all financial operations, ensuring the accuracy and integrity of financial reporting, compliance, and strategic financial planning.. Internal Controls: Implement and maintain robust internal controls to safeguard company assets and ensure accurate financial reporting.. Financial Analysis: Conduct financial analysis to support decision-making, including cost-benefit analysis, ROI calculations, and financial modeling.. Cash Management: Oversee cash flow management, including accounts receivable, accounts payable, and treasury functions.. Qualifications Bachelor\'s degree in Accounting, Finance, or related field; CPA or CMA preferred.
I'm working with one of my favorite clients, a Private Equity backed services/technology company, to hire a Director, Strategic Finance (FP&A) to lead their growing team.. The Director of Strategic Finance (FP&A) will serve as a key strategic partner and right hand to the CFO, driving financial planning, reporting, and analysis to support the company’s growth and value creation objectives.. 5–10+ years of progressive Finance experience, ideally with a start in Investment Banking or Private Equity and then transitioning to FP&A/Strategic Finance at a PE portfolio company, or a similar combination.. Advanced financial modeling and analysis skills; strong command of Excel and proficiency in data visualization tools (e.g., Power BI).. Experience with ERP/financial systems (Acumatica).
Responsibilities Develop new business with a deposit goal set by the Bank and refer commercial lending opportunity to the Lening Department. Identify opportunities to cross-sell additional banking products and services like treasury management, merchant services, and investment solutions to existing clients. Proven experience in business banking, preferably with a track record of successful sales and relationship management.. Strong analytical skills to interpret financial statements and assess credit risk.. Understanding of banking products and services, including lending, cash management, and investment options
Applicants in the County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.. + 8 years of experience in management consulting, sales operations, business strategy, investment banking, venture capital, private equity, or corporate advisory, or 6 years of experience with an advanced degree.. + 13 years of experience in management consulting, sales operations, business strategy, investment banking, venture capital, private equity, or corporate advisory experience, or 8 years of experience with an advanced degree.. + 2 years of experience in advertising, consultative sales, business development, or a digital media environment.. In this role, you will be responsible for understanding how experimentation products are being used across the Americas region, and what enablement mechanisms are needed to meet customer and seller needs.
We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.. Assist in the finance, operations, and integration of newly acquired businesses.. Seasoned M&A and / or investment professional with 7+ years of experience in mergers and acquisitions, private equity, investment banking, or corporate development.. Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.. Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.
Eaton Corporation is seeking a Commercial Finance Analyst for our Distributed IT organization, part of the Electrical Sector – Americas business.. As a Commercial Finance Analyst, you will be a direct business partner to our Sales & Marketing organization within our division to drive profitable growth by leading revenue planning and product optimization activities.. Eaton believes in second chance employment.. Investment Banking Full-Time Analyst 2026 - Leveraged Finance Group Greater Chicago Area $75,000.00-$90,000.00 2 weeks ago. Investment Banking Analyst - Leveraged Finance Group (LFG) Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President Chicago, IL $100,000.00-$230,000.00 1 week ago
CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.. Along with getting to lead in audit and accounting areas such as technical debt/equity structures, complex revenue recognition, business combinations, consolidations, and more, you will also liaise regularly with portfolio company finance teams and their private equity and venture capital parents.. Must be well versed in understanding private equity and venture capital investment life cycle, including the potential public and private exits of such fund investments
The Director - Portfolio Management (Development) will provide financial oversight of Rockbridge’s development and redevelopment portfolio, highlighted by significant luxury and lifestyle hotel and mixed-use projects throughout the United States.. The Portfolio Management team oversees the financial management of Rockbridge hospitality assets, including financial modeling, ongoing underwriting and forecasting, capitalization management, and in the case of development projects, areas such as leasing and public incentives.. In addition to the Portfolio Management team and the Development team, the role involves cross-team collaboration risk management, asset management, fund accounting, and capital markets.. Financial Oversight - Monitor and provide analytical support for all financial aspects of an investment, including forecasting, valuation, liquidity management, debt compliance, coordination with property teams, and investment reporting to leadership and investors.. Development Management – Integrate and support development management needs during construction, pre-opening, and asset ramp-up, including construction draw oversight, project documentation, public incentive compliance, budget management, and process implementation.
As a member of CIBC’s team, The Senior Auditor is responsible for conducting risk-focused audits; advising business units on the design, implementation, and maintenance of internal controls; and promoting compliance with CIBC policies and procedures, accounting standards, control policies, and applicable legislation.. You have a comprehensive knowledge of auditing practices, accounting standards, regulatory requirements and Risk Management principles and knowledge of Retail Banking within a large financial institution.. It is an asset if you possess a Bachelor or equivalent degree in Business, Accounting, or Finance and a professional designation (e.g., CPA, MBA, CIA, FRM, CRMA) or equivalent business experience.. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.. Audit Management, Internal Controls, Leadership, Operating Effectiveness, People Management, Risk Based Auditing, Risk Management and Mitigation, Strategic Objectives
The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Transaction Advisory (TA).. The Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. Financial planning & analysis.. Support the day-to-day activities of BRG Corporate Finance Turnaround & Restructuring client service teams on engagement.
The ideal candidate will have strong expertise in AI, machine learning, and data science, combined with a solid track record in venture capital or private equity investing.. Conduct deep market research on AI technologies, emerging trends, and industry-specific applications (e.g., healthcare, fintech, autonomous systems, etc. 5+ years of experience in investment management, venture capital, private equity, or a similar role with a focus on AI or related sectors.. Strong technical background with hands-on experience in AI, including proficiency in areas such as machine learning, deep learning, natural language processing, computer vision, or other AI subfields.. Industries Venture Capital and Private Equity Principals, Investment Management, and Investment Banking
J.P. Morgan Wealth Management - Private Client Advisor - Chicago Downtown job at JPMorganChase.. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.. Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Wealth Manager/Research Analyst - HNW/UHNW Wealth Manager/Research Analyst - HNW/UHNW Direct message the job poster from Next Level Recruiting, LLC. Wealth Manager/Research Analyst. Talent Acquisition & Porting Books @ NLR | Investment Banking | Private Wealth | Family Office/Multi Family Office/RIA | Wealth Management | Portable. This role combines equity research with client portfolio management, offering a unique opportunity to contribute both to the firm’s investment strategies and to client relationships.. Investment Research & Portfolio Management: Research, recommend, and manage stocks within the firm’s Large Cap Growth portfolio.
Join to apply for the Investment Banking Vice President, Financial Sponsors - New York role at Santander Bank, N.A. The Difference You Make As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows.. Master's Degree/MBA – Preferred. Strong deal execution experience in investment banking with a focus on financial sponsors. Experience with sell-side and buy-side M&A processes and equity and debt capital raises
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. Lead and execute audits of financial statements for alternative investment fund clients- including hedge funds, venture capital and private equity funds, ensuring compliance with US GAAP, IFRS, and regulatory requirements. Assist clients with the implementation of new financial reporting requirements and changes in accounting policies relevant to investment funds.
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory.. Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.. Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients.. Houlihan Lokey has acted as a placement agent, an underwriter, or a strategic advisor for a wide variety of financings, including private issuances of rated and unrated securitizations, leveraged loans, mezzanine debt, and minority and structured equity as well as public offerings of common stock, equity-linked securities, and high-yield bonds.. Develop general corporate finance and valuation skills relevant to raising capital while building a detailed understanding of key developments in the debt and equity capital markets;
Join to apply for the Investment Banking Vice President, Real Estate (Tysons Corner, VA) role at Baird. We’re seeking an experienced Investment Banking Vice President to join our Real Estate Team in Tysons Corner, VA.. As An Investment Banking Vice President, You Will. SVP, Corporate Real Estate and Corporate Security Washington, DC. CLOUD CAPITAL - Senior Finance Associate VP, Associate General Counsel (Employment) Sustainability Project Manager - Full-Time We’re unlocking community knowledge in a new way.
Basic Function: Reporting to the Brickworks North America Executive Vice President, Finance, the Director, Corporate Finance position will have primary responsibility for the Company’s accounting and reporting function, including oversight of the divisional financial consolidation process, technical accounting, and internal and external reporting processes. This position is a key member of the Brickworks management team and will work closely with the Brickworks North America Executive Vice President, Finance to ensure continued financial leadership for the company. Develop financial and tax strategies in conjunction with the Executive VP Finance and Brickworks parent.. In conjunction with the Executive Vice President, Finance, manage the tax and treasury functions.. Work with EVP Finance and General Counsel to ensure that the company complies with all legal and regulatory requirements
Join The AES Corporation (NYSE: AES) , a Fortune 500 company leading the global energy revolution.. AES is ranked #1 globally in renewable energy sales to corporations, with $12.7B in revenues in 2023.. Responsibilities include managing taxation, cost accounting, cash flow, treasury, and ensuring regulatory compliance.. In accounting, activities may include accounts payable, receivable, billing, and invoicing.. By joining, you'll be considered for opportunities in Accounting, FP&A, M&A, Asset Reporting Management, Financial Reporting, Internal Controls and Audit, Project Finance, Financial Modeling, and Tax Compliance, Planning and Strategy.