Capital Programs

Capital Programs Finance Jobs

26 jobs found

Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

8d ago

Full time Advisor Analyst Budgeting

Advisor Analyst Budgeting

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Job Description

Strategic Financial Analyst and Finance Business Partner supporting the Enterprise Technology unit at Jack Henry & Associates, based in Allen, TX with a hybrid work arrangement.

Responsibilities

Conducts highly sophisticated analyses of cash flow, operating results, and business plans to assess rates of return, capital and cash flow requirements, and related metrics.
Develops, interprets, and applies financial concepts for planning and control processes.
Collects, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trend-based future requirements, and operating forecasts.
Performs economic research and studies in areas such as returns, depreciation, working capital needs, investment opportunities, investment performance, and government impact.
Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Documents revenues and expected expenditures and prepares summary statements and documentation.
Serves as a consultant to management on financial policies, procedures, and applications.
Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.
May assist less experienced peers.
May act as a team leader.
May perform other job duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or Business Administration.
Minimum 10 years of combined experience in strategic finance, P&L ownership, accounting, finance business partnering, finance operations, corporate finance, or FP&A, including annual budgeting, monthly forecasting, expense analysis, and management reporting.
Experience in FinTech/SaaS or technology organizations, or directly supporting a technical business unit.
Advanced MS Excel proficiency with the ability to build financial models.
Proven ability to plan, prioritize, and organize a diversified workload to meet tight deadlines.
Strong business acumen and a desire to deepen knowledge of the business and industry.
Ability to recommend process improvements to enhance efficiency and effectiveness.
Willingness to work extended hours, including late evenings or overtime as needed.
Ability to travel up to 5% for internal meetings, trainings, and professional conferences.

Technologies

MS Excel
OneStream
Power Query
Power BI

Why Jack Henry?

Jack Henry emphasizes doing the right thing, going the extra mile, and having fun, with a focus on supporting associates' physical, mental, and financial wellbeing through strong benefits programs.

Culture of Commitment

Employees describe an exceptional culture built on collaboration, resilience, and shared success, with a focus on meeting challenges and pursuing opportunities. Our Corporate Responsibility program reflects dedication to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

Jack Henry is an equal opportunity employer that values the unique contributions of all individuals. The company promotes inclusion across hiring, promotion, compensation, benefits, education, training, and other activities, and prohibits retaliation for good faith discrimination complaints or investigations.

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Director of Administration and Finance

Salina Airport Authority Salina, KS

17d ago

Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

Based onsite in Salina, Kansas, the Director of Administration and Finance serves as a senior executive leader responsible for the Authority’s financial management, administrative operations, the commercial real estate portfolio, risk management, and statutory compliance. Reporting directly to the Executive Director and acting as a core member of the executive leadership team, the role provides strategic financial oversight and operational leadership to ensure the Airport and Airport Industrial Center are managed in a fiscally responsible, transparent, compliant, and sustainable manner.

Responsibilities

Budgeting
Accounting
Grants administration
Lease and real estate management
Risk and insurance programs
Cybersecurity oversight
Board and public reporting

Deputy / Transitionary Onboarding Period

Onboarding includes an initial deputy and transitionary period, during which the successful candidate will work closely with the Executive Director and existing senior leadership to gain a comprehensive understanding of the Authority’s financial systems, capital programs, regulatory environment, and organizational structure.
During this period, the Director of Administration and Finance will assume increasing responsibility for executive-level decision-making, cross-department coordination, and strategic planning, ensuring continuity of operations and effective knowledge transfer.

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Associate Portfolio Manager- Subscription Finance & Services

Citizens Boston, MA

18d ago

$91k - $110k/yr Full time Manager Associate Cash Flow

Manager Associate Cash Flow

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Job Description

Associate Portfolio Manager on Citizens Bank's Subscription Finance & Services team in Boston, MA, overseeing subscription credit facilities for sponsors with AUM over $1B, with a focus on portfolio oversight, credit monitoring, analytics, and risk management.

Responsibilities

Provide day-to-day support to senior Portfolio Managers and collaborate with junior analysts across the team.
Assist underwriting for new transactions, upsizes, and facility modifications.
Perform analytical reviews of fund performance, fundraising cycles, strategy, and LP base composition.
Monitor borrowing bases, capital call activity, collateral eligibility, covenant compliance, and exposure across the portfolio of subscription facilities.
Aid in coordinating periodic credit reviews, renewals, amendments, and waivers under guidance from senior team members.
Track LP credit quality, commitment changes, side-letter provisions, and concentration metrics.
Draft initial credit memoranda and risk-rating rationales.
Ensure accurate data management, timely reporting, and proper document tracking.
Manage documentation flow, data room content, and internal compliance requirements.
Coordinate with internal partners (Credit, Risk, Treasury, Capital Markets, Operations) to support ongoing facility administration.

Requirements

Bachelor’s degree is required.
1 to 3 years of experience in finance, banking, accounting, private equity/private capital, consulting, or related analytical roles.
Self-starter and collaborative team player with the ability to think strategically and thrive in a fast-paced, entrepreneurial environment.
Proven ability to follow up independently and drive projects as the project manager on assignments.
Internship or experience in corporate banking, underwriting, fund finance, private equity, credit, or leveraged finance is highly preferred but not required.

Benefits

Health, dental, and vision insurance
Retirement benefits
Maternity and paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off

Hours and Work Schedule

Hours per week: 40+
Work schedule: Monday through Friday

Pay Transparency

Salary range is $91,000 to $110,000 per year, with eligibility for an annual discretionary bonus.
Actual pay depends on location, skills, and experience.

Equal Employment Opportunity

Citizens and its affiliated entities provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability (physical or mental), perceived disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, victim of domestic violence, family status or parenthood, and other protected characteristics as required by law.

Why Work for Us

Citizens emphasizes a customer-centric culture and community involvement, offering a supportive, collaborative environment and access to training and tools designed to accelerate career growth.

Background Check

Any offer is contingent on a successful background check, which may include credit, motor vehicle records, public records, prior employment verification, and criminal checks. Results are reviewed in line with regulatory requirements and the job context, with further information provided with the offer.

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Vice President, Venture Lending and Banking

Stifel New York, NY

19d ago

$150k - $200k/yr Full time Advisor Banking Business Development

Advisor Banking Business Development

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Job Description

The VP or SVP will build and support a regional portfolio of technology companies, lead debt processes, and deliver a curated banking experience through Stifel's platform.

Responsibilities

Build and support a regional client portfolio of technology companies as a Vice President or Senior Vice President within Stifel's Venture Banking Team.
Leverage the resources of Stifel's banking and broader corporate platform to lead debt processes and provide a curated banking experience for entrepreneurs and their businesses.
Engage with senior leaders inside and outside the organization to understand technology and capital trends and how they impact the companies we support.
Bring venture-backed technology experience, a strong relationship network, and serve as a trusted advisor to technology companies and their investors.

What you'll be doing

Maintain a portfolio of technology company clients, including ongoing portfolio management and deploying Stifel resources to support those clients.
Drive deal processes, including loan underwriting, loan documentation, and the loan closing process.
Maintain in-depth knowledge of the venture capital ecosystem and Stifel’s products and services.
Identify and pursue opportunities to strengthen relationships with venture capitalists, founders, executives, and industry advisors.
Attend and, when appropriate, curate industry events to represent Stifel and expand the organization’s network connectivity.

What we're looking for

Maintain a portfolio of technology company clients, including ongoing portfolio management and effectively deploying Stifel platform resources to support clients.
Ability to drive deal processes, including loan underwriting, loan documentation, and loan closing.
Deep knowledge of the venture capital ecosystem and firm products and services.
Recognizes and pursues opportunities to strengthen relationships with key stakeholders within the innovation ecosystem, including venture capitalists, founders, executives, and industry advisors.
Attends and curates industry events to represent Stifel and expand network connectivity when appropriate.

What you'll bring

Advanced knowledge in venture lending, underwriting, and portfolio management.
Knowledge of economic and accounting principles and practices, the financial markets, venture banking, and the analysis and reporting of financial data.
Interest in technology trends, key metrics, and capital markets affecting the innovation ecosystem.
Use logic and reasoning to identify the strengths and weaknesses of alternative solutions and approaches to problems.
Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
Strong team leadership skills to coach, develop, and retain team members.

Education & Experience

Bachelor's degree in finance, accounting or equivalent experience.
3+ years of related work experience in venture banking, commercial banking, investment banking, or private capital investing.

Licenses & Credentials

Minimum Required: None

Systems & Technology

Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook

Benefits

Discretionary bonuses
Health, dental, vision, and prescription insurance
Stifel Total Health Connect
Flexible spending accounts
Tuition and certification assistance programs
Paid time off
401k
Wellness initiatives
Life insurance

Why Stifel

Stifel emphasizes a client- and associate-first culture where everyone belongs, is welcome, and contributes to the success of clients, their careers, and the firm as a whole.

Explore where your place is at Stifel, where professional success can align with client outcomes.

What you’ll be doing

The Venture Banking Team at Stifel expects the VP/SVP to actively build and support a regional technology-focused client base, leverage the firm’s banking and corporate resources to manage debt processes, and deliver a tailored banking experience to entrepreneurs and their companies. Success depends on engaging senior leaders to understand technology and capital trends and translating those insights into value for clients and their investors.

Systems & Technology (additional)

Microsoft Word, Excel, PowerPoint, and Outlook proficiency is required.

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Senior Accountant/Financial Analyst | Benefits, Growth, 100% Employee Owned

Recology Santa Rosa, CA Hybrid

20d ago

$95k - $115k/yr Full time Senior 100% Accountant

Senior 100% Accountant

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Job Description

Recology is seeking a Senior Accountant/Financial Analyst to track financial performance, forecast results, and advise senior management on tactical and strategic decisions that sustain financial health and profitability. This hybrid role, based in Santa Rosa, CA, requires in-office work three days per week and carries a salary range of USD 95,000 - 115,000 per year.

Responsibilities

Presents financial information to municipal customers, addresses questions, and assists with negotiations on behalf of the Company.
Recommends and presents financial information to senior management that drives business decision-making.
Prepares, analyzes financial information, and makes recommendations to senior management to determine present and future financial performance.
Creates financial models.
Submits monthly and quarterly reports to governmental agencies and oversees correspondence from agencies to ensure compliance.
Performs ad hoc reports and analyses as requested.
Researches and prepares reports on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.
Prepares, analyzes, and drafts various daily, weekly, and monthly operating reports including route analysis, commodity shipping activity, processing lines operation statistics, and recovery effectiveness.
Establishes and manages databases of pertinent information for use in analyzing future plans and forecasts, such as tonnage model for the Rate Application process.
Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.
Other duties as assigned.

Requirements

Five years of relevant experience.
Strong analytical math skills and experience performing financial analyses.
Awareness of current developments and trends in areas of expertise, including strong analytical math skills and financial analyses.
Technical and professional principles, practices, laws, applications, and programs in finance.
MS Office with intermediate to advanced Excel.
ERP experience, ideally JD Edwards.
High School or GED required.
Bachelor’s Degree preferred.
CFA or CPA preferred.

Technologies

MS Office (Excel)
JD Edwards

Benefits

Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans including Employee Stock Ownership Plan and 401(k) with match.
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.

RECOLOGY OFFERS

An ecologically innovative company that finds and mentors people committed to protecting the environment and sustaining our communities.
The largest employee-owned resource recovery company in the industry with terrific benefits to help you prosper.
A creative and caring culture that values community, diversity, altruism, accountability, collaboration, and learning by doing.
An inspired company mission driven to use and return resources to their best and highest use through the practice of the 4R’s: Reduce, Re-use, Recycle, and Recologize.
Distinct professional challenges to connect with, care for, and grow community that sees a world without waste.

RECOLOGY BENEFITS MAY INCLUDE

Paid time off and paid holidays.
Health and wellness benefits including medical, dental, and vision.
Retirement plans (Employee Stock Ownership Plan, 401(k) with match).
Annual wellness incentives.
Employee Assistance Program (EAP).
Educational assistance.
Commuting benefits.
Employee referral program.

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Corporate Senior Financial Analyst

Recology San Francisco, CA Hybrid

20d ago

$114k - $142k/yr Full time Senior Accounting Analyst

Senior Accounting Analyst

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Job Description

This Corporate Senior Financial Analyst role in San Francisco offers a hybrid schedule with three days in the office, focusing on tracking financial performance, forecasting, and advising senior management on tactical and strategic decisions.

Responsibilities

Prepare management reports comparing actual results to budgets, forecasts, prior year, and trends.
Maintain and refresh monthly and quarterly dashboard presentations for the C-suite and Board of Directors.
Support the annual budget process by preparing and assisting with cost allocations such as management fees, health and welfare, and insurance costs.
Develop new financial models and enhance existing ones to support strategic planning.
Oversee the monthly cash flow schedule to ensure liquidity and accuracy.
Assist with the company-wide capital budgeting process and maintain the capital forecast schedule.
Compile and analyze the monthly capital report to inform decision making.
Review capital change orders and project requisition forms to ensure accuracy and sufficient budgeted funds.
Collaborate with the Finance team to maintain records for the Company’s self-insurance programs.
Analyze cash flow, expenditures, revenue, depreciation, and investments to recommend actions and adjustments to procedures, plans, and controls.
Drive efficiencies by streamlining, standardizing, and automating processes and reporting requirements.
Leverage diverse data sources to capture company and market data for financial and business analytics.
Assist with implementing, monitoring, and supporting financial reporting tools such as Hubble and GlobalSoft, including user training.
Maintain and create financial reports and customized queries to support stakeholders.
Produce ad hoc reports and analyses as needed by the business.
Prepare year-end audit schedules to facilitate external audits.
Perform other duties as assigned to support the finance organization.

Requirements

4+ years of experience in FP&A, ideally in a corporate FP&A environment.
Solid understanding of P&L, balance sheet, cash flow statements, and key metrics reporting, with strong accounting principles knowledge.
Experience performing ROI calculations for capital projects, RFPs, and acquisitions, including NPV, IRR, WACC, and sensitivity analysis.
Advanced MS Office skills, particularly Excel, Word, and PowerPoint.
ERP experience, ideally with JD Edwards.
Proven ability to learn technologies quickly and manage change in a proactive, positive manner.
Self-motivated, highly organized, with the ability to multi-task and adjust priorities across diverse responsibilities.
Strong analytical thinking, statistical aptitude, and ability to meet deadlines.
Excellent oral and written communication skills.
High School diploma or GED required; Bachelor’s degree preferred.

Technologies

Hubble
GlobalSoft
JD Edwards
Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Benefits

Paid time off
Paid holidays
Medical benefits
Dental benefits
Vision benefits
Employee Stock Ownership Plan (ESOP)
401(k) with company match
Annual wellness incentives
Employee Assistance Program (EAP)
Educational assistance
Commuting benefits
Employee referral program
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Retirement plan
Tuition reimbursement
Vision insurance

Role of the Senior Financial Analyst

Under general direction, responsible for tracking financial performance, analyzing business performance and market conditions to create forecasts, and advising senior management on tactical and strategic decisions to sustain financial health and profitability.

Recology Offers

An ecologically focused company that mentors individuals committed to protecting the environment and supporting communities.
The largest employee-owned resource recovery company in the industry with strong benefits to support your growth.
A creative, caring culture that values community, diversity, accountability, collaboration, and hands-on learning.
A mission driven to reuse and return resources to their best and highest use through the 4R framework: Reduce, Re-use, Recycle, and Recologize.
Unique professional challenges that connect you with and contribute to a waste-free world.

Recology Benefits May Include

Paid time off and paid holidays
Health benefits including medical, dental, and vision coverage
Retirement plans with ESOP and 401(k) matching
Annual wellness incentives and Employee Assistance Program
Educational assistance and tuition reimbursement
Commuting benefits and employee referral program

Supplemental Information

Reasonable accommodations may be provided to enable individuals with disabilities to perform essential job functions. We will consider qualified applicants with criminal records in accordance with applicable laws. Please ensure accurate information on the application; inaccuracies may delay processing or disqualify candidates.

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U.S. Private Bank – Private Banker – Vice President or Executive Director

JPMorganChase Indianapolis, IN

23d ago

Full time MBA Asset Allocation Banker

MBA Asset Allocation Banker

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Job Description

Overview

JPMorgan Chase is seeking highly capable, collaborative professionals to deliver a premier client experience in the U.S. Private Bank. If you possess an entrepreneurial mindset and are motivated to continuously challenge yourself, this environment offers opportunities for growth through collaboration with colleagues across markets, businesses and functions. As a Private Banker in the U.S. Private Bank, you will guide families on building, preserving and managing wealth, applying your knowledge of investments, financial planning, credit and banking to advise current clients on all balance sheet aspects and to generate new client engagement. You will be part of a local team and supported by an institutional platform that provides resources, specialists and intellectual capital to help clients achieve their goals.

Location

Indianapolis, IN 46204

Job Responsibilities

Manage and maintain client relationships by earning trust, understanding client needs, delivering targeted guidance, developing thoughtful solutions and providing an exceptional client experience
Drive business results and grow assets from both existing clients and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co
Ensure proposed solutions meet clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

Six or more years of experience in private banking or financial services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for the position; unlicensed candidates will be considered, but must obtain the licenses within 90 days of the start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focus on the client experience and work diligently on the client's behalf

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
Strong organizational skills and a disciplined, methodical approach to business
Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate

About JPMorgan Chase & Co.

JPMorgan Chase & Co. is a long-standing financial institution offering innovative solutions to a wide range of clients, spanning individuals, small businesses, and corporate, institutional and government entities under the JPMorgan Chase and Chase brands. With a history spanning more than two centuries, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package that includes base salary aligned with the role, experience, skills and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. We offer a comprehensive benefits program including health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are shared during the hiring process. We value diversity and inclusion as a core strength and are an equal opportunity employer. Reasonable accommodations are provided for religious practices and beliefs as well as mental or physical disability needs. For more information on accommodations, please review our FAQs.

Compensation and Benefits

Base salary is determined based on the role, experience, skills, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. In addition, a range of benefits and programs are available to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Further details about total compensation and benefits are provided during the hiring process.

Equal Opportunity and Diversity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate based on protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by applicable law. We provide reasonable accommodations for applicants and employees with religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise across asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.