Finance Associate
TruCapital Partners
A well‑capitalized real estate investment firm is seeking an Associate or Senior Associate to support its Finance & Operations team. This role is ideal for a highly analytical finance professional with exceptional financial modeling capabilities and a strong foundation in FP&A, reporting, and operational finance. The position reports directly to a Managing Director within the Finance & Accounting team and will work closely with senior leadership to drive financial planning, forecasting accuracy, and data‑driven decision‑making. Key Responsibilities Manage day‑to‑day accounting processes for the investment advisor and related service entities, including general ledger, accounts payable, and accounts receivable. Build, maintain, and enhance complex financial models used for revenue forecasting, expense planning, scenario analysis, and long‑term strategic planning. Develop dynamic modeling tools that support budgeting, forecasting, cash flow management, and performance tracking. Monitor financial performance against budget and forecast, identifying variances and key business drivers through detailed model‑based analysis. Coordinate with internal accounting teams and external service providers on accounting, audit, and tax matters. Prepare cash flow projections for the investment advisor and affiliated entities, leveraging advanced modeling techniques. Complete ad‑hoc financial analysis and reporting requests for senior leadership, often requiring rapid model adjustments and data manipulation. Conduct in‑depth analysis of revenue drivers, cost trends, and profitability to support strategic decision‑making. Partner with operational teams and business leaders to communicate financial results and provide insights derived from modeling outputs. Support month‑end reporting processes, ensuring accuracy, timeliness, and consistency in financial statements. Identify opportunities to enhance forecasting, reporting, and analytical processes through improved modeling structure, automation, and data integration. Qualifications Bachelor’s degree in finance, accounting, economics, or a related field strongly preferred. 4+ years of professional experience in FP&A, financial reporting, accounting, or a similar analytical finance role. Exceptional financial modeling skills, including building models from scratch, maintaining multi‑tab dynamic models, and performing scenario and sensitivity analyses. Advanced proficiency in Microsoft Excel (pivot tables, advanced formulas, macros, data modeling, large dataset manipulation). Experience with data visualization tools such as Power BI is a plus. Experience with financial accounting software; Workday familiarity preferred. Ability to clean, transform, and summarize data to support financial analysis and decision‑making. Strong communication skills with the ability to present complex model outputs and trends clearly to senior management. Highly analytical with strong quantitative reasoning and modeling intuition. Exceptional attention to detail and accuracy in financial calculations. Ability to translate model outputs into actionable insights for leadership. Strong organizational skills with the ability to prioritize multiple tasks under tight deadlines. Comfortable working with and manipulating large datasets to support reporting and analysis. Ability to thrive in a fast‑paced, evolving environment. High level of initiative, ownership, and responsibility. #J-18808-Ljbffr
$50k - $100k
Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on...SuggestedContract workWork at office- ...evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected. You will engage with the community to bring new clients to...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...SuggestedHourly payFull timeTemporary workWork at officeDay shift$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...For contractorsWork at office$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeFor contractorsInternshipLocal areaFlexible hours- ...with initiatives designed to streamline firm policies and procedures. Qualifications Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred). 4-8 years of industry experience. Professional Financial Designation (CFP® or CFA, or MBA in...Work at office
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...S4/SAP Working knowledge of Anaplan Working knowledge of Workday Education: ~ Bachelor's degree required - preferred in Finance, Data Analytics, Accounting, or a related field of study Anticipated Weekly Hours 40 Time Type Full time Pay Range...Hourly payFull timeTemporary workWork experience placementLocal area$46.99k - $122.4k
...SAP Working knowledge of Anaplan Working knowledge of Workday Education: ~ Bachelor's degree required - preferred in Finance, Data Analytics, Accounting, or a related field of study Anticipated Weekly Hours: 40 Time Type: Full time Pay Range:...Full timeWork experience placement$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$19 - $22 per hour
...YouTube. Job Description The role is responsible for promoting student success through accurate and responsive advisement in student finance and service-related areas, providing support and advocacy as needed for students throughout the student lifecycle. This position is...Work at officeAfternoon shift- ...sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral...Work at officeFlexible hoursShift workWeekend workDay shift
- Everforth Apex Systems seeks a Branch Specialist in Capitol Heights, MD, to deliver exceptional member service in a high-volume, on-site environment. You will handle teller-line transactions, verify member identities, and identify potential fraud while guiding customers...Weekday work
$37.13k - $61.88k
...that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. To...Full timeTemporary workPart timeWork experience placementWork at office$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeDay shift$250k
...Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise...Work at officeHome office$18 - $26.21 per hour
## Teller - FloatApplyremote type: Onsite Positionlocations: Berlin, MDtime type: Full timeposted on: Posted 8 Days Agojob requisition id: R87775**Overview:**As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management...Hourly payImmediate start- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
- ...you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you...Work at officeImmediate startMonday to FridayShift workDay shift
$145k - $220k
...modifications, and dispositions and analyze the impact to the portfolio. Associated responsibilities include developing workplans for cross-... ...and skills include: Previous direct investment/financing experience in energy/renewable assets and related financial investments...Work experience placementInternshipH1bLocal area$101.23k - $172.36k
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to...Remote work- ...individual to provide advisory and assistance services to the Air Force in financial management support of program management efforts associated with specific test needs at the Arnold Engineering Development Center (AEDC) at Arnold AFB, TN. The candidate will provide a wide...Contract workInterim roleWork at office
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$70k - $110k
...Office; knowledge of banking systems (LoanVantage preferred). Education and Experience Bachelor's degree in business, Accounting, Finance or related field (or additional equivalent related experience) Three or more years of underwriting and account management...Work at office$20 - $26 per hour
Teller Position at Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that ...Part timeWork experience placement- ...Loan Officer Role We are seeking a strategic, finance-savvy Loan Officer with experience in venture capital, private equity, or structured lending to support our deal team in underwriting, due diligence, loan servicing, and ongoing portfolio management. This role requires...Flexible hours
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