6 Finance jobs

At Diamond Hill, we are committed to an intrinsic value-based investment philosophy with a long-term focus and are interested in knowledgeable, self-directed individuals with a passion for the investment management business. We seek energetic, team-oriented, versatile candidates with the desire to be part of a growing and dynamic organization. For dedicated individuals with a strong work ethic, we offer the opportunity for a career rather than just a job.   JOB DESCRIPTION: A ssociate – Investment Operations   POSITION SUMMARY The position interfaces with many internal teams, including trading and relationship management, along with external parties, like custodian banks.  Its primary function is to support the investment and accounting operations at the firm.   POSITION RESPONSIBILITIES Process and reconcile transactions on a daily basis to ensure accurate account positions. Establish new client accounts throughout internal systems. Implement changes for client terminations and transfers. Provide depth to the trade support function for responsibilities including, but not limited to, trade settlement and trade booking. Coordinate proxy voting setup, maintenance, and ballot reconciliation processes. Setup and maintain securities across internal systems along with communication of key updates to internal stakeholders. Review and produce internal and external reporting, like quarterly client statements. Candidate may assist with other responsibilities contingent on skill set.   QUALIFICATIONS Strong attention to detail and analytical skills. Ability to lead discussions and track issues. Enjoys collaborating with team members to solve problems. Desire to learn and master responsibilities. Advanced Microsoft Excel skills required and familiarity with VBA and/or SQL a plus. Ability to work well under a variety of deadlines.   EDUCATION AND CERTIFICATIONS Bachelor’s degree in Finance, Accounting, Economics, or related field discipline. CFA Institute Investment Foundations certificate a plus – will be required within 12 months of employment. Diamond Hill associates enjoy a working environment that supports professional and personal growth, thereby enhancing associate satisfaction, the productivity of the firm, and most importantly, the experience of our clients. Benefits include a competitive pay package, the opportunity to accumulate shares of Diamond Hill stock, a 401k plan with a generous company match, health and dental insurance, and paid parking.  A commitment to our intrinsic value-based investment philosophy is essential and all associates with a desire to make additional investments in U.S. equity or corporate bond securities are required to do so by investing in Diamond Hill Funds, thereby aligning our interests with those of our clients.

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.