Team Environment

Team Environment Finance Jobs

314 jobs found

1mo ago

Financial Analyst (Client Services)

Taylor White Accounting and Finance Tampa, FL Hybrid

Tampa, FL

1mo ago

Full time Accounting Analyst Business Valuation

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Job Description

Role Overview

Are you driven by forward-looking financial analysis and eager to influence client outcomes through your work? This Financial Analyst (Client Services) position delivers high visibility in an analytics‑led environment. The role combines accounting fundamentals with FP&A, financial modeling, valuation, and strategic analysis across multiple engagements. If you enjoy solving complex problems, partnering with clients, and delivering analytical work that informs decisions rather than just reporting past results, this opportunity will challenge and develop your skills. You will work alongside senior leaders and external advisors, gaining exposure to diverse industries, business models, and project types. The ideal candidate is intelligent, curious, collaborative, and enthusiastic about applying strong analytical abilities in a dynamic, client-facing setting. Expect predictable hours within a supportive team culture that promotes growth without the typical burnout found in other paths.

Responsibilities

Apply accounting, finance, and analytical expertise to financial modeling, valuation analyses, business plan evaluations, and financial statement analysis
Build and maintain detailed financial models, budgets, and forward-looking projections
Prepare polished client-facing presentations and written deliverables
Collaborate directly with client leadership, internal teams, and external advisors across multiple ongoing engagements
Perform data analytics and structured analyses to support recommendations
Lead heavy Excel work, including pivot tables, lookup functions, and modeling exercises

Requirements & Qualifications

Bachelor’s degree in Accounting required
3–5 years of professional experience
CPA is a plus, but not required
Public accounting plus an industry mix or pure industry experience required; candidates with experience strictly in public accounting are not being sought
Experience at small or middle-market companies strongly preferred
Experience in lending spaces is a plus
Exposure to FP&A and financial modeling is highly desirable
Intellectually curious, sharp, and eager to learn
Strong Excel skills with a practical test administered

Location, Travel, and Work Arrangement

Location: Hybrid remote in Tampa, FL 33609. In-office four days per week (Friday work-from-home). Travel: approximately 10% (typically 2–3 days at the start of an engagement).

Compensation

Market-competitive salary.

About Taylor White

Taylor White specializes in Accounting & Finance roles in the Tampa Bay area. Our industry knowledge, combined with extensive recruiting experience, ensures we understand both your goals and the opportunities available. For more information, please visit our website at www.taylorwhite.com.

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1mo ago

Fund Finance and Intermediary Payments Specialist

Deloitte Tampa, FL

Tampa, FL

1mo ago

$93k - $173k/yr Full time Asset Management Budgeting & Forecasting CFA

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Job Description

Location: Tampa, FL 33602

Are you an experienced technology professional who thrives in a collaborative environment? In the role of a Fund Finance and Intermediary Payments Specialist, you’ll bring forward innovative ideas and collaborate on client projects as a consultant with fewer travel demands. This opportunity is with Deloitte under our Project Delivery Talent Model (PDM), a framework designed for sustained, onsite client service delivery. Recruiting for this role closes on March 31 st, 2026.

The Team

Our Finance Transformation team serves as trusted advisors to CFOs, finance leaders, and executive stakeholders. We leverage Deloitte’s broad capabilities and insights to deliver innovative, market-driven solutions. Our mission is to modernize finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and help clients become strategic business partners within their organizations. Our Finance Operate offering ensures continuous operation of the finance function, extending the capabilities of our Finance Transformation Advising and Implementing portfolio.

What you’ll do

Oversee the workflow for allocating fund expenses, prepare data for 15c profitability reporting, and ensure accuracy for board and regulatory deliverables.
Coordinate reimbursement and expense payment processing, ensuring correct coding, alignment with budgets, and controlled payment release with authorized sign-off.
Lead annual budgeting cycles and conduct run-rate revenue analyses to confirm funds’ financial viability.
Own and refine the expense accrual methodology; centralize and standardize accrual processes for efficiency.
Direct invoice validation and approval; partner closely with business managers for payment reviews and sign-offs.
Implement and optimize technology transitions (procure-to-pay platform, invoice validation, analytics dashboards).
Support and enhance profitability analytics, scenario planning (“what-if” analyses), and ongoing enhancements leveraging AI/CFO Insights.
Ensure robust process and policy documentation with improvements focused on timing, ownership, training, knowledge transfer, and audit readiness.
Oversee team resource allocation and mitigate key-person risk by strengthening cross-training and documentation.

Qualifications

Bachelor’s degree, preferably in accounting, finance, or a related field; or equivalent professional experience
4+ years of experience in fund finance, fund operations, or asset management
Proven ability to manage allocations, budgeting, profitability reporting, and regulatory support
Strong understanding of accounting systems, Excel, scenario analysis, and workflow automation
Experience leading teams in global (US/India) operational models; adept at documentation and process improvement
Excellent organizational, communication, and project management skills
Limited immigration sponsorship may be available
Ability to travel 10%, on average, based on the work you do and the clients/industries you serve

Preferred credentials

CPA, CFA, or other advanced financial credentials

Analytical / Decision Making Responsibilities

Ability to manage multiple projects and prioritize tasks into actionable work products
Capability to work independently or with minimal supervision
Strong written and verbal communication skills
Ability to deliver technical demonstrations

Compensation

The wage range for this role reflects the broad factors considered in determining compensation, including but not limited to skill sets, experience, training, licensure and certifications, and other business needs. The disclosed range has not been adjusted for geographic differential associated with the location where the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the r

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1mo ago

Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analyst

JPMorganChase New York, NY

New York, NY

1mo ago

$100k - $120k/yr Full time Analyst Banking Commercial

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Job Description

Role overview

Join JPMorganChase within Risk Management and Compliance, where your expertise helps keep the firm resilient and supports responsible growth by anticipating emerging risks and applying sound judgment to real‑world challenges affecting the company, its clients, and communities. Our Risk Management and Compliance culture emphasizes innovative thinking, challenging the status quo, and pursuing best‑in‑class practices.

Responsibilities

Assess the creditworthiness of clients to determine appropriate credit ratings, including strategy and exposure analysis.
Perform client due diligence, prepare written credit approval memos, and conduct annual credit reviews.
Manage client portfolios, including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants.
Analyze exposure metrics such as VaR and stress scenarios to recommend risk mitigants like structural enhancements, credit covenants, and collateral requirements.
Develop understanding of trading agreements and related credit terms (e.g., ISDA).
Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal.
Stay abreast of market developments and industry trends and assess their impact on client portfolios and strategies.
Meet development and training requirements as defined.

Required Qualifications, Capabilities and Skills

Undergraduate degree in finance or a related field.
Understanding of accounting, trading products, and an interest in markets.
Strong interest in client interaction and outstanding verbal and written communication skills.
Ability to multitask and perform well under pressure in a demanding team environment.
Highly proficient in Excel, PowerPoint, and Word.

Location

New York, NY 10017

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a broad benefits program based on eligibility, 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. Additional details about total compensation and benefits will be provided during the hiring process.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. 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.

Equal Opportunity and Diversity

We recognize that our people are our strength and that diverse talents contribute to our global success. We are an equal opportunity employer and highly value diversity and inclusion. We do not discriminate on the basis of any protected attribute.

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1mo ago

Home Lending - HL Portfolio Manager - Analyst

JPMorganChase Jersey City, NJ

Jersey City, NJ

1mo ago

$110k - $125k/yr Full time Manager Analyst Capital Markets

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Job Description

Overview

Join the Capital Markets Group within Chase Mortgage Banking to support Secondary Marketing Trading activities. Collaborate with senior leaders and cross-functional teams to expand mortgage origination volume, protect the fair market value of loans, and maintain Chase’s competitive pricing. This role suits individuals who excel in a dynamic market environment and are passionate about financial markets.

Responsibilities

Own Secondary Marketing P&L and assist with risk reporting and attribution.
Perform financial analysis of trade desk models and positions.
Assess traders’ daily positions and collaborate to optimize outcomes.
Maintain and operate proprietary models to maximize portfolio value.
Develop and implement strategies to optimize pooling of mortgage-backed securities.
Monitor and prioritize at‑risk loans for optimization.
Create and analyze reports to identify trends and forecast future performance.

Required qualifications, capabilities, and skills

Strong financial analysis and accounting capabilities.
Interest in markets, valuation, and how interest rates affect fixed income assets, particularly mortgages.
Bachelor’s degree.
Experience with evaluating model performance and reporting.
Ability to collaborate across cross-functional teams.
Analytical mindset with meticulous attention to detail.
Experience supporting risk reporting and attribution.

Preferred qualifications, capabilities, and skills

Leadership potential; self‑starter and task‑oriented.
Excellent written and verbal communication skills.
Root cause analysis capabilities.
Comfortable with programming logic and handling large data sets.

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses reach their financial goals through a broad range of financial products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits and cities with tailored solutions.

We offer a competitive total rewards package, including base salary that is determined by role, experience, skill set, and location. In eligible roles, compensation may include commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognized for individual achievements and contributions. A comprehensive benefits suite is available based on eligibility, covering health care, on-site wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process. We value diversity and inclusion and are an equal opportunity employer, with accommodations available for religious practices and mental health or disability needs. For accommodation requests, please refer to our FAQs.

About the Team

Our Consumer & Community Banking division serves Chase customers with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment

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1mo ago

Financial Planning Associate

CAPTRUST The Woodlands, TX

The Woodlands, TX

1mo ago

Full time Associate CFP Client Relationship Management

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Job Description

Overview

We are seeking a dynamic Financial Planning Associate to support Wealth Advisors in developing detailed financial projections for clients and prospective clients. The ideal candidate will demonstrate strong critical thinking, the ability to work independently, and anticipate the needs of Wealth Advisors to respond promptly. This role joins an established wealth management and institutional advisory team, delivering independent advice and tailored service. A competitive salary is offered, with increasing responsibilities as the firm grows.

Responsibilities

Collect, organize, and synthesize personal and financial information from clients
Construct financial and retirement projections using Money Guide Pro
Assist Wealth Advisors in analyzing estate plans, retirement plans, tax planning, and insurance needs
Participate in client meetings and support Wealth Advisors in capturing requests through meeting notes and delivering follow-up planning strategies
Create deliverables for client engagements
Coordinate planning recommendations and implementation with outside professionals
Continuously monitor clients’ financial situations with meticulous accuracy using CRM and other technology tools
Be available to field ad-hoc planning questions from clients
Conduct research projects on recent developments in the wealth management industry

Qualifications

Minimum qualifications

Ability to obtain financial services licensing (Series 65/66)
Certified Financial Planner (CFP®) designation, CFP® track, or intent to obtain within 1–2 years of hire
Strong proficiency with Microsoft Office products
Four-year college degree in business, preferably with emphasis in Finance or Accounting

Desired skills and qualifications

Demonstrated passion for the financial planning profession
Excellent organizational skills with a structured approach and creative thinking
Strong financial and analytical abilities
Strong persuasive and interpersonal skills
Ability to identify, meet, and follow through with client needs
Self-starter, problem solver, and goal-oriented team player
Ability to work independently; highly organized with strong attention to detail
Capacity to handle multiple tasks efficiently
Confident when engaging with clients and Wealth Advisors
Knowledge of Microsoft Office suite
Experience with Money Guide Pro, Charles Schwab custodial platform, and Redtail CRM a plus

What you can expect

At CAPTRUST, colleagues tend to stay with the firm for many years, reflecting a supportive environment and opportunities for growth. We prioritize collaboration and maintaining high standards across the team. You can look forward to a well-equipped break room, engaging employee events, and a strong culture that encourages personal development. The benefits package highlights our appreciation for our team, including a discretionary bonus, health, dental, and vision coverage, an employer-sponsored 401(k) plan with company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans as permitted by plan terms; company-paid life insurance, short-term and long-term disability (subject to waiting periods); and paid time off or paid sick leave.

Where will you be working?

9709 Lakeside Blvd., #450 | The Woodlands, TX 77381. This is an on-site role; remote work is not available.

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1mo ago

Associate, Sponsor Credit - Technology Finance

Wells Fargo Los Angeles, CA

Los Angeles, CA

1mo ago

$92k - $145k/yr Full time Associate Commercial Banking Credit

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Job Description

Overview

Wells Fargo invites an Associate to join the Technology Finance team within the Commercial Bank's Sponsor Credit group, a leader in delivering innovative financing solutions. This role centers on underwriting and portfolio management for software/technology clients, primarily sponsor-backed, within a dedicated team focusing on the technology vertical.

What you'll do

Support portfolio management and credit underwriting for an assigned portfolio of technology-focused, sponsor-backed clients, performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and preparation of credit memoranda.
Engage in regular client interaction and relationship management with CEOs, CFOs and private equity sponsors for the assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute relationship plans, and join meetings when relevant.
Review credit agreements and other loan documentation while assisting with legal diligence and negotiation. Over time, develop proficiency in structuring, negotiating, and documenting facility agreements.
Conduct and frequently present credit and financial analyses to business leadership and Independent Risk Management (IRM) in various forums, including portfolio reviews, pre-screen discussions, and credit/approval committees. Cultivate strong written and verbal presentation skills.
Participate in enterprise-wide strategic initiatives and ad-hoc projects to improve team efficiency and effectiveness.
Collaborate with peers and functional partners, building internal relationships that enhance role effectiveness. Leverage internal AI platforms to improve efficiency and apply best practices as generative AI tools proliferate.

Required Qualifications

2+ years of Mid-Corporate Portfolio Management experience, or an equivalent demonstration through a combination of work experience, training, military service, or education.

Desired Qualifications

Experience in sponsor finance at a commercial bank, investment bank, or finance company.
Strong proficiency in accounting and financial modeling.
Advanced analytical capabilities with meticulous attention to detail.
Excellent verbal and written communication skills.
Ability to thrive in a fast-paced, deadline-driven environment.

Job Expectations

Travel up to 10% of the time.
This position is not eligible for Visa sponsorship.
Hybrid work schedule is offered.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and adhere to policy requirements if hired. Details will be shared during recruitment.
This position is subject to FINRA background screening requirements. Candidates must successfully pass a background check prior to hire. In accordance with FINRA rules, individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations, including periodic screening and mandatory incident reporting, must be met as required.

Location

1800 Century Park East - Los Angeles, California 90067

Pay Range

Pay Range: Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$92,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with

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1mo ago

Manager, Strategic Finance & AI

Swim International Recruiting Inc New York

New York

1mo ago

$133k - $180k/yr Full time Manager AI Automation

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Job Description

Overview

Strategic Finance & Transformation Manager – SaaS / High-Growth. This is an excellent opportunity for a finance-savvy, strategic professional to join a fast-growing, globally recognized SaaS organization. The role blends strategic planning, AI enablement, and finance operations, offering the chance to lead high-impact initiatives and collaborate closely with senior leadership.

Our client is a leading provider of cloud-based legal technology, helping professional services firms manage operations, improve profitability, and deliver superior client experiences. The organization operates globally with offices across North America, Europe, and Australia and is known for a collaborative, innovative, and fast-paced culture that emphasizes teamwork, transparency, and operational excellence.

What You'll Do

Lead strategic initiatives from problem definition through solution design, using data and financial insights to support recommendations.
Identify opportunities to implement AI and automation to enhance planning, forecasting, reporting, and operational decision-making.
Partner with cross-functional teams to remove blockers, streamline processes, and advance initiatives.
Support leadership with scenario modeling, business cases, and decision-making frameworks.
Integrate insights from business operations and SaaS metrics to drive efficiency, scalability, and performance.
Collaborate on transformation efforts, including implementing new systems, processes, or tools to reduce manual work.
Mentor and manage a small team (1–2 direct reports), guiding on strategy and execution.

Who You Are

5–10+ years of experience in strategy, finance operations, consulting, or analytics, ideally within a SaaS/tech environment.
Strong understanding of SaaS business models and key performance metrics.
Experience in strategy consulting or transformation roles, with the ability to define problems, analyze data, and deliver actionable recommendations.
Hands-on experience with financial modeling, analytics, or scenario planning.
Curiosity and experience with AI tools, automation, or workflow improvement.
Ability to manage cross-functional projects and influence stakeholders without formal authority.
Comfort working in a fast-paced, high-growth environment with competing priorities.
Excellent communication and presentation skills, capable of explaining complex concepts to senior leaders.

Compensation & Benefits

Highly competitive compensation, commensurate with experience:

Base: $132,900 – $166,100 USD (US, excluding Bay Area & NYC)
Base: $144,000 – $180,000 USD (US, Bay Area & NYC)
Equity/Stock: $56,000 – $84,000 USD (4-year vesting, 1-year cliff)

Health, dental, and vision coverage

Flexible PTO (minimum 20 days)

RRSP/401k match or equivalent

$2,000 annual wellness/counseling benefit

Employee recognition programs

Location & Work Arrangement

New York State. Remote-friendly within the US and Canada, with a preference for East Coast cities. Hybrid model requiring a minimum of 2 days in-office per week. Some flexibility needed for early morning or evening meetings to collaborate with global teams.

How to Apply

If you are excited about driving strategy, AI, and transformation in a leading SaaS environment, please apply promptly as this search is moving quickly. Candidates may submit their resume directly or contact a SWIM Recruiting Consultant.