7 Finance jobs

Our Northwestern Mutual office in Charlotte is growing rapidly and interviewing top sales and business development professionals who are looking to find a rewarding career helping others achieve their financial goals.  An ideal candidate has a Bachelor’s degree, an entrepreneurial spirit and a strong desire to make an impact on others.  Please send all inquiries or resume referrals to whitney.davis@nm.com

POSITION SUMMARY The Internal Wholesaler will proactively market Diamond Hill investment strategies throughout the intermediary channel. Working in conjunction with an external partner, the National Accounts and Marketing teams, this individual will proactively manage and cultivate a sales territory via professional telephone and email activity. They will provide value added ideas and marketing support to clients and prospective clients within their defined territory. POSITION RESPONSIBILITIES Collaborate with field-based partner to effectively manage sales and client relationships in assigned territory. Make outbound calls to existing and prospective clients and offices within assigned territory to promote Diamond Hill products and uncover cross-selling opportunities. Receive and respond to inbound requests from clients and prospective clients within assigned territory. Identify and execute proactive sales campaigns within assigned sales territory. Assist field-based partner with setting appointments, maintaining schedules, and meeting follow-ups as requested. Respond to requests for information from members of the sales team. Understand and be able to communicate Diamond Hill’s investment philosophy and process. Stay abreast of and be able to articulate the current positioning of all firm strategies, recent changes in key holdings or sectors, and investment results compared to benchmarks and competitors. Communicate and collaborate with investment and non-investment staff regarding various investment policies, procedures and issues. Maintain and enhance investment knowledge through continuing education and daily interaction with the investment team. Process daily trade report and ensure delivery to sales team, noting any significant trades. Enter data from conversations, conferences, and field support into Diamond Hill’s customer relationship management software. Maintain client and prospect call lists; respond to ad-hoc requests for reports from field-based partner. QUALIFICATIONS 1-5 years of experience in a sales or sales support role in financial services preferred. Knowledge of mutual funds and related products, distribution, pricing, and support. Proficient in Windows environment (MS-Office suite) and experienced with CRM systems. Self-motivated with an initiative and desire to succeed, and a strong focus on client service. Ability to maintain strict confidentiality with sensitive client information, and company data/information that has not been made public. Working knowledge of the Investment Company/Advisors Acts of 1940 and the various related issues of industry compliance preferred. Strong verbal and written communication skills and strong relationship skills. EDUCATION AND CERTIFICATIONS Bachelor’s degree required. FINRA Series 6 or 7, and 63 licenses are preferred. Licenses must be obtained within 120 days from start date. 

The Company is seeking a Senior Analyst (SA) with 3+ years of experience in real estate underwriting. The SA will screen and underwrite prospective real estate investments and accordingly, play a critical role in the continued growth and development of the Company's real estate portfolio. The SA will also assist in targeting potential sellers and assessing the relative viability of various real estate markets within the United States. The SA may also from time to time perform analyses in connection with capital raising and asset management functions. The SA will work at the Company's office in Greenwood Village, CO and report to the Chief Financial Officer. Specific duties include, but are not limited to, the following: Screen and select prospective investment opportunities for underwriting Track and maintain investment pipeline Underwrite prospective multi-family and student housing acquisition opportunities Assess relative strengths of prospective real estate markets Lend analytical skills and work product on an ad hoc basis to facilitate capital raising and asset management functions Candidate Profile The successful candidate will be a professional showing initiative, integrity and a commitment to continuously develop professionally. He or she will have a solid foundation in finance, financial modeling and Excel. The candidate will be able to effectively work with minimal supervision, organize/prioritize projects and complete multiple tasks on schedule. The successful candidate will also possess quality analytical skills and attention to detail. Finally, the candidate will have a team-first mentality and be willing to make the required effort to complete the given job or task. The Company expects that the candidate will be immediately able to fulfill a vital and growing role within the company. Accordingly, the Company is requiring that successful candidates have at a minimum a Bachelor's Degree in Accounting or Finance and at least three years of relevant, i.e., multi-family or student housing underwriting, experience. About the Company The Company is a real estate investment firm focused on the acquisition and management of opportunistic, value-add, and core-plus off-campus student housing and multifamily properties and has acquired properties with a total purchase price in excess of $150 million. Company principals have more than 75 years of relevant real estate and operational experience including investment, property management, asset management and construction management.

The Company is seeking a Senior Analyst (SA) with 3+ years of experience in real estate underwriting. The SA will screen and underwrite prospective real estate investments and accordingly, play a critical role in the continued growth and development of the Company's real estate portfolio. The SA will also assist in targeting potential sellers and assessing the relative viability of various real estate markets within the United States. The SA may also from time to time perform analyses in connection with capital raising and asset management functions. The SA will work at the Company's office in Greenwood Village, CO and report to the Chief Financial Officer. Specific duties include, but are not limited to, the following: Screen and select prospective investment opportunities for underwriting Track and maintain investment pipeline Underwrite prospective multi-family and student housing acquisition opportunities Assess relative strengths of prospective real estate markets Lend analytical skills and work product on an ad hoc basis to facilitate capital raising and asset management functions Candidate Profile The successful candidate will be a professional showing initiative, integrity and a commitment to continuously develop professionally. He or she will have a solid foundation in finance, financial modeling and Excel. The candidate will be able to effectively work with minimal supervision, organize/prioritize projects and complete multiple tasks on schedule. The successful candidate will also possess quality analytical skills and attention to detail. Finally, the candidate will have a team-first mentality and be willing to make the required effort to complete the given job or task. The Company expects that the candidate will be immediately able to fulfill a vital and growing role within the company. Accordingly, the Company is requiring that successful candidates have at a minimum a Bachelor's Degree in Accounting or Finance and at least three years of relevant, i.e., multi-family or student housing underwriting, experience. The Company is a real estate investment firm focused on the acquisition and management of opportunistic, value-add, and core-plus off-campus student housing and multifamily properties and has acquired properties with a total purchase price in excess of $150 million. Company principals have more than 75 years of relevant real estate and operational experience including investment, property management, asset management and construction management.

The candidate will be required to monitor, review and analyze the monthly closing process and document all critical tasks, functions and timelines. Work with the finance and accounting staff to ascertain their recommendations for process improvement. Produce a work flow document demonstrating how the critical processes can be automated and produced consistently each month, quarterly and year-to-date. Recreate all of the relevant reporting while working in conjunction with the manager of finance. The existing and new reports will be produced in parallel until such time as we are comfortable with converting to the automated reporting process. Provide reporting processes and procedures that will facilitate the investigation of variances associated with the recordation process, analyzes reasons for variance and determines impact of variance on the financial reporting process. Makes recommendations to management in order to explain/correct variances to plan. Assist with the upgrade of the current timekeeping system, which includes moving from a manual process using excel spreadsheets to using capabilities within the system and to automate the integration of the data within the timekeeping system with the Financial Data Warehouse; this includes the capture of resource costs in baseline and projects. Assist with the automation of the process to create reports and files for financial contract deliverables, including monthly and annual deliverables and the analysis of financial data. Assist the Director of Contract Operations in establishing a formal process of Quality Analysis (QA) to be applied to all internal and external reporting packages. This includes a process for analyzing data prior to reporting to insure the integrity of data supplied to the financial statements, investigates data integrity problems and makes recommendations to correct inaccurate data prior to financial reporting. Help analyze proposed and existing software to determine the best process for automating the existing reporting function. This position will take the lead in assisting the Director of Contract Operations in preparing a formal presentation to Senior Management regarding the proposed automation solution QUALIFICATION REQUIREMENTS: This position requires a Bachelors degree in accounting information systems, accounting or finance with a minimum of 8 years of progressively responsible financial and managerial experience or equivalent combination of education and experience. A CPA with software development or project cost accounting experience preferred. Incumbent must have demonstrated expertise in accounting and financial operations. Incumbent must have strong managerial skills and a results oriented perspective. The individual must possess excellent written and oral communication skills, and an ability to effectively impart complex and technical issues to a diverse audience. Incumbent should have strong PC and mainframe skills, and must be highly analytical with excellent analytical/problem solving skills. Position requires extreme flexibility in meeting deadlines, and a team oriented perspective with the ability to motivate and prioritize effectively. Must be able to effectively work in a fast paced environment with frequently changing priorities, deadlines, and workloads that can be variable for long periods of time. Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.

Responsibilities: Develops financial reports for Project management Summarizes financial transactions and events in accordance with standard accounting principles. Position will involve the use of various software applications, such as spreadsheets, relational databases, and graphics packages to assemble, manipulate and/or format data and/or reports. Requirements: BS Degree in Finance, Accounting, or Business plus 6+ Years experience. CPA or MBA Preferred. Proficiency in MS Excel and experience with Clarity, JasperSoft, Oracle, and Ariba is a plus. Strong knowledge of financial industry standards and best practices. Must have excellent written and verbal communication skills with proven financial analytical skill. Must demonstrate attention for detail, multi-tasking skills, well organized and work well under pressure. Position requires excellent PC and financial systems skills and the ability to work independently or as a team member. Excellent customer focused orientation. Good working knowledge of Generally Accepted Accounting Principles (GAAP) Specifically Provide support for Corporate Initiatives Project, including preparation of funding requests Report on project status, including budget, forecasts and actual spend Perform variance analyses and provide ad-hoc reporting Provide accounting guidance to project managers, including capitalization and coding Reconcile financials between accounting and CA PPM systems Assist in process improvement, procedure documentation, etc.

PRINCIPAL ACCOUNTABILITIES: Under the direction of the SBPASC Finance Contracts Director, responsibilities include, but are not limited to: Operating Plan Management (Expense/Capital) Oversee monthly operating expense variance analysis (in concert with SBPASC Leadership) Oversee and approval of SBPASC forecasting and trending. Understand, represent and insure visibility of cost drivers. Development of action plans to mitigate variance to plan. Develop and monitor financial reporting packages. Provide guidance and/or oversight to SBPASC personnel regarding financial matters. Respond to regulatory requests regarding accounting and financial issues. General support / compilation of executive presentations as appropriate. Provide support for corporate financial process changes. Oversee Technology Initiative Project Budgets - Monthly Expense and Capital. Oversee Technology Initiative administrative expense and capital expenditures relative to SBPASC sponsored projects and SBPASC Services. Review and approval for SBPASC expenditures against the SBPASC Operating Plan (approve Executive Summaries and requests for SBPASC Staffing (internal & external). Plans and manages the departmental budgets for the SBPASC General Manager, SBPASC Department Heads and SBPASC Business Operations. SBPASC Financial Performance Metrics - Coordinate, Compile, Summarize, Validate and produce monthly and quarterly reports on behalf of the SBPASC related to Financials. Review and approval of Executive Summaries for SBPASC expenditures to insure budget/cost center accuracy. Lead finance meetings and present SBPASC financial performance against budget. Follow up on requests from the monthly Financial Meeting with the principle customer, the FEP national program. The position will be responsible for analyzing, proposing, getting buy-in, managing and successfully completing an multi-year process redesign of the accounting and financial processes for the organization; including discovering, planning for and fulfilling the multiple competing requirements of SBPASC Leadership, CareFirst executive leadership and FEP national program Leadership. The position will be responsible for the financial components, financial analysis, creation of counter proposals, and assisting in the overall review and assessment of a multi-year contract that is valued in the hundreds of millions. SBPASC Planning and Budgeting Drive the annual budget process for SBPASC. Establish average resource rate pricing, inflation assumption, and other planning assumptions. Establish and manage 6 month long annual planning and budgeting cycle schedule and responsibilities with SBPASC Leadership and FEP national program. Create the Subsidiary's staffing plans and present those to the FEP national program. Work with SBPASC Infrastructure Leadership and CareFirst IT Leadership to identify new and carryover technology investments and oversee the preparation of capital and expenditure requests in the plan and budget. Oversee Technology Initiative administrative expense and capital expenditure budgeting, identifying impact to the SBPASC Operations. Responsible for the strict contractual obligation of preparing and delivering annual planning and budgeting documents to the FEP national program. Ensure all SBPASC annual plan and budget data are loaded in the SBPASC planning and budgeting systems and the CareFirst planning and budgeting systems. Prepare Board level information to support approval of the annual plan and budget; and support getting the CEO and Chairman's approval for the submission. Contribute towards and report on cost reduction initiatives. Manage financial adjustments to budget and financial tracking of formal contractual Statements of Work with the FEP national program. Involves reaching a common understanding; and negotiations with the FEP national office as to how to fund and budget for the required Statements of Work. Accounting Management and Audit Support Act as SBPASC Single Point of Contact for all SBPASC accounting activities. Oversee the generation of the SBPASC sub ledger entries and integration in the CareFirst consolidated accounting system and financial statements. Analyze, report out, and present the Subsidiary's Financials to the FEP national program. Monitor and work with all areas providing input to the accounting and Financials to ensure integrity of data. Prepare adjusting entries to the sub-ledgers and feed into the CareFirst consolidated accounting system. Lead the Subsidiary in the analysis of any financial data anomalies and corrections; including preparing adjusting worksheets for inputs of a non-financial nature such as time reporting that drives financial data and tracking and monitoring their impact on the Financials. Coordinate monthly accounting and financial related audit requests and responses. Coordinate monthly accounting and financial related FEP national program and governmental audit requests and responses. Monitor and drive management action plans to completion (ensure monthly milestones are met and action plans are acted upon to resolve open financial issues involving the SBPASC Departments and the FEP national program). Manages and drives all SBPASC financial audit related activities (Remediation, responses and resolution of issues). Lead human resource monitoring, tracking and approval of staffing requests. Act as SBPASC point of contact for SBPASC SOX compliance and tool usage. Responsible for all financial related activities relative to Internal, External, SOX, and SAS 70 activities. Staff Management Review staffing goals and expectations to ensure that each is consistent and adequate to meet department goals. Train and delegate responsibility and authority to appropriate staff within the team. Formalize cross-training activities to reduce key person dependencies, provide for succession planning and ensure adequate routine department back-up support to meet the needs of the SBPASC organization. Evaluate the performance of each team member, generate development plans and set goals within the context of the corporate policy. Provide coaching, counseling and motivation to team members, ensuring staff has the appropriate tools and training (establish Performance Development Plans for staff). SUPERVISORY RESPONSIBILITY: Responsible for a team of 7 - 10 staff comprised of CareFirst Associates, Interns and Contractors/Consultants. Establish and develop a dedicated team and process, with tools and management reports specializing in the discipline of financial management. Will influence Directors, Vice Presidents and others (peers, associates and vendors). Delegate responsibility and authority to appropriate staff within the team. Review staffing requirements within the team to ensure that each is consistent and adequate to meet department goals. Evaluate performance of each team member, generate development plans and set goals within the context of the corporate policy. Must also motivate, coach, counsel and develop team members within the context of the corporate policies and manage the team's budget. Ensure that staff has appropriate tools and training. QUALIFICATION REQUIREMENTS: Required: This position requires a BS in Accounting or Finance with a minimum of 8-10 years of management experience. Experience in the Information Technology Industry and/or HealthCare Industry is preferred. The position requires demonstrated financial and business analysis skills at complex levels, with the ability to clearly communicate information from team members to senior executives. This includes written and spoken communication and the ability to present professionally to senior management of CareFirst, Board Members of SBPASC, and FEP National Program Leadership. Position also requires an understanding of general audit & compliance requirements. This position requires strong strategic and tactical planning and organizing skills and effective relationship management skills in order to manage, motivate and lead staff effectively, and influence others (senior management, vendors and peers). Abilities/Skills: As a leader, the incumbent must be able to demonstrate equal amounts of results orientation, ability to lead people, and be willing to contribute ideas/opinions and take risks, where appropriate. The incumbent must also possess strong problem analysis skills and be decisive as well as flexible. Previous effective use of tracking and reporting processes, software and systems such as Oracle Financials, PeopleSoft, or other enterprise software packages required. Excellent verbal and written communication skills and effective negotiation skills are essential. Additionally, the incumbent must have the ability to identify priorities and achieve results with a sense of urgency. Preferred: MBA, CPA, and/or CFA. Additional experience may be a substitute. Broad knowledge of health care information technology solutions.