Current jobs related to Financial Services Analyst - New York, New York - Accurent
-
Financial Analyst Intern
1 week ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Financial:Rockefeller Financial is a leading independent financial advisory services firm established in 2018. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets...
-
Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is working with a stable non-profit agency in need of a Financial Analyst to join their team.This non-profit agency has been around for over 50 years and strives to support individuals with intellectual/developmental disabilities, mental illness, and traumatic brain injury.The Financial Analyst will report...
-
Financial Analyst Intern
3 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a premier financial services company, we offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the...
-
Financial Analyst
1 month ago
New York, New York, United States Creative Financial Staffing Full timeFinancial Analyst ==================== **Job Summary** Creative Financial Staffing is seeking a dedicated Financial Analyst to support our clients' mission by conducting data analysis, assisting in program evaluation, and providing insights to enhance organizational effectiveness. **Key Responsibilities** * Analyze data related to programs, fundraising,...
-
Financial Planning Analyst
2 weeks ago
New York, New York, United States Rockefeller Financial Full timeSummer Analyst ProgramRockefeller Capital Management is seeking a Summer Analyst to join our Global Family Office Wealth Planning Center. As a member of our team, you will have the opportunity to work on complex financial planning projects, collaborate with experienced professionals, and develop a broad knowledge base in financial planning, estate and gift...
-
Summer Financial Analyst
2 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm, established in 2018. With a rich history dating back to 1882, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. Our global presence spans 30 markets...
-
Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout Us: Creative Financial Staffing is partnering with a reputable insurance company dedicated to delivering exceptional services and innovative solutions to clients. They foster a collaborative and supportive work environment where employees can thrive and grow professionally.Key Responsibilities of the Senior Financial Analyst:Reconcile and maintain...
-
Senior Financial Analyst
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a Senior Financial Analyst, you will be responsible for overseeing daily accounting activities, including accounts payable, accounts receivable, and proper coding of transactions to the general ledger.Key ResponsibilitiesPrepare and...
-
Financial Analyst
3 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob DescriptionAs a key member of the Phaxis - Financial Services team, you will play a crucial role in ensuring the accuracy and timeliness of our financial close process.Responsibilities include:Preparing bank reconciliations and journal entries to ensure financial accuracyAssisting with budgeting and forecasting to drive business growthWorking closely...
-
Business Analyst
1 week ago
New York, New York, United States Fidelity Information Services Full timeJob DescriptionAre you a motivated and detail-oriented professional looking for a challenging role in the financial services industry? We are seeking a skilled Business Analyst to join our team at Fidelity Information Services. As a Business Analyst, you will be responsible for ensuring the high availability and quality of our Debit Card processing platform....
-
Senior Financial Analyst
1 week ago
New York, New York, United States BMO Financial Group Full timeAs a key member of the BMO Financial Group team, the Senior Financial Analyst will play a critical role in consolidating, analyzing, and reporting on the financial performance of the business or group. This includes supporting the month-, quarter-, and year-end closing process, as well as financial reporting and governance.The ideal candidate will have a...
-
Financial Analyst for Nonprofit Organizations
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeFinancial Analyst for Nonprofit OrganizationsOur client, a prominent nonprofit organization in NYC, is seeking an experienced Financial Analyst to join their team. The ideal candidate will have a strong background in nonprofit accounting and grant management.Responsibilities: Prepare budget-related materials and supporting documents for submission to...
-
Financial Analyst Internship
2 weeks ago
New York, New York, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. With offices in 30 markets throughout the United States and London, the firm offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. As of...
-
Financial Analyst
2 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob OverviewAs a key member of the Phaxis - Financial Services team, you will play a vital role in ensuring the accuracy and timeliness of our financial close process.You will be responsible for preparing bank reconciliations and journal entries, as well as assisting with budgets and forecasts.Additionally, you will work closely with our balance sheets and...
-
Financial Analyst
3 weeks ago
New York, New York, United States Voya Financial Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Analyst to join our team at Voya Financial. As a Financial Analyst, you will play a critical role in supporting the expense management process, including month-end/quarter-end close reporting and analyses, expense forecasting, and headcount reporting.Key ResponsibilitiesAssist in...
-
Financial Analyst
3 weeks ago
New York, New York, United States World Education Services Full timeFinancial Analyst Job DescriptionWorld Education Services is seeking a detail-oriented and analytical Financial Analyst to support the FP&A function. The successful candidate will work closely with the FP&A Manager to analyze financial data, prepare reports, and provide insights that drive strategic decision-making.Key Responsibilities:Collaborate with...
-
Financial Analyst
2 weeks ago
New York, New York, United States Fidelity Information Services Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our Settlement Financial Operations team at Fidelity Information Services. As a key member of our team, you will be responsible for recording general ledger journal entries, preparing client invoices, and conducting account reconciliations.Key ResponsibilitiesUse financial data to...
-
Senior Financial Analyst
3 weeks ago
New York, New York, United States Emerald Services Full timeJob Title: Senior Financial AnalystEmerald Services is seeking a highly skilled Senior Financial Analyst to join our Corporate Financial Planning and Analysis team. As a key member of the team, you will be responsible for supporting our financial planning and analysis function, with a focus on month-end close, analytical reporting, budget and rolling...
-
Senior Financial Analyst
2 weeks ago
New York, New York, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at BMO Financial Group. As a key member of our accounting and financial reporting team, you will be responsible for consolidating, analyzing, and reporting on the financial performance of our business groups.Your primary focus will be on supporting the month-, quarter-, and...
-
Financial Analyst
1 week ago
New York, New York, United States Voya Financial Full timeFinancial Analyst - Expense ManagementAt Voya Financial, we're seeking a talented Financial Analyst to join our team in the Expense Management department. As a key member of our team, you'll play a crucial role in driving financial planning and analysis, with a focus on expense management and forecasting.Key Responsibilities:Assist in month-end/quarter-end...
Financial Services Analyst
2 months ago
Accurent, led by Davide Nappo delli Paoli, Founding Managing Partner & Global Head for North America & EMEA, operates as a premier global entity in investment banking, real estate, financial services, and venture capital, with headquarters in New York City and London.
Job Overview
As an Intern at Accurent, you will immerse yourself in a variety of essential functions:
- Financial Evaluation - Your role will involve analyzing client financial statements and assessing key metrics to gauge financial stability and develop an appropriate work plan. You will support financial modeling efforts and acquire skills in valuation methods, including (1) discounted cash flow analysis, (2) comparable company analysis, and (3) precedent transaction analysis as applicable.
- Creation of Investor Materials - You will assist in the development of pitchbooks and investor materials used by the firm to facilitate equity and debt financing for clients.
- Market and Sector Analysis - Your responsibilities will include examining sector and industry trends to support ongoing client projects and identify promising opportunities for new client engagement.
- Client Outreach and Prospecting - You will conduct research on target distribution lists, integrate prospects into the firm's CRM, and craft outreach communications to initiate discussions with potential new clients.
- Investor Engagement - You will network with private equity, venture capital, strategic, and corporate investors to pinpoint the most viable sources of capital for various client projects.
- Administrative and Support Tasks
Candidate Qualifications
- Pursuing or holding a bachelor's degree from a recognized higher education institution.
- Proficient in Excel, with a solid understanding of accounting and corporate finance.
- Demonstrated loyalty to the firm.
- Commitment to exceed expectations in all assigned tasks.
- Exceptional work ethic.
- Able to work independently.
- Strong desire to learn about investment banking.
Your information will be kept confidential in accordance with EEO guidelines.