The FP&A Analyst will support the FP&A function in providing financial analysis, management reporting, budgeting, forecasting, and business insights to support management decision-making.
Responsibilities
Analyse actual results against budget, forecast, and prior year
Prepare business performance dashboards and recurring management reports
Analyse performance by customer, product, business unit, geography, and other relevant dimensions
Identify trends, risks, and opportunities and communicate these to the Controller
Support the annual budgeting and planning process
Requirements
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline
Clear Street is seeking an equity research associate to join our dynamic equity research team covering disruptive technology companies. The associate will support the team covering a wide spectrum of disruptive technology sub-verticals, including artificial intelligence and machine learning, cloud and data infrastructure, cybersecurity, fintech and digital assets / blockchain / tokenization, autonomous systems and robotics.
Compensation
The Base Salary Range for this role is $100,000 - $150,000.
Responsibilities
Build, develop and utilize financial models to forecast a company’s financials
Write company and sector research notes, and articulate the view to internal and external clients
Build and maintain relationships with Sales and Trading, industry experts and management team
Keep senior analysts informed of significant daily news and market developments
Perform competitive analysis, industry tracking and valuation to form an opinion and support stock recommendations
As a Sr. Treasury Manager, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You’ll be building out the treasury function of an established & rapidly growing digital lender.
Locations (3)
Tempe, Arizona, United States
Phoenix, Arizona, United States
San Francisco, California, United States
Compensation
Salary Range: $130,000 to $150,000 salary + bonus + benefits.
Responsibilities
Manage the company’s daily cash position to ensure adequate working capital to fund daily operations across business units.
Initiate daily, weekly, and monthly wires related to funding and cash management activity across banks and warehouses.
Create and manage wire templates.
Build, update and maintain working capital forecasting models and reporting.
Lead the branch as a business owner to ensure it serves as a key hub for all banking services, driving sales, increasing deposits, and delivering exceptional customer service.
Responsibilities
Operate the branch as a business owner
Drive and achieve sales goals
Manage branch operations including compliance, security, and cash handling
Deliver personalized customer service
Drive client acquisition and strengthen relationships
Serve as a trusted advisor to a portfolio of high-value commercial clients, leveraging financial expertise, business development skills, and industry insights to identify opportunities, structure complex solutions, and create long-term value.
Compensation
$65,000.00 - $130,000.00
Responsibilities
Manage and expand a portfolio of strategic commercial banking clients
Develop trusted advisor relationships with business owners, executives, and key decision-makers
Deliver exceptional client experiences by understanding client objectives and recommending tailored financial solutions
Proactively source new business opportunities and build a strong pipeline of prospective clients
Structure and negotiate complex credit facilities and banking solutions
Requirements
Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Identify potential M&A clients for business development purpose
Prepare parts of buy-side / sell-side pitch books, including credentials, investment highlights, industry overview, buyer / target identification and profiling
Execute parts of valuation analysis using market approach
Assist in preparing sections of Confidential Information Memorandums (CIMs), Management Presentations (MPs) and deal admin workstreams
Requirements
CA
CFA
MBA (Specialization in Finance & Investment Management)
Support deal teams across tasks to prepare and take a business to market, executing and negotiating sell-side and buy-side transactions for midmarket companies.
Responsibilities
Support transaction execution across multiple projects
Assist in collating and analysing financial and commercial data to support transactions
Draft information memoranda and marketing materials as part of the transaction process
Prepare client presentations and pitch documents including credentials
Assist in valuing companies, utilising public company comparisons, precedent transactions and discount cash flow
Requirements
Professional qualification (ACA, ACCA, ICAS, CA (or CIPFA or CFA qualified))
The Financial Planning & Analysis (FP&A) Manager is responsible for leading the Company’s budgeting, forecasting, management reporting, and business analysis activities. This role serves as a strategic business partner to executive leadership and operational stakeholders by delivering timely financial insights, supporting critical business decisions, and driving financial performance across the organization.
Responsibilities
Lead the annual budgeting process, monthly/quarterly rolling forecasts, and long-range financial planning initiatives
Develop, maintain, and enhance financial models supporting revenue, operating expenses, headcount, capital expenditures, cash flow, and profitability projections
Monitor financial performance against last year, budget and forecast, identifying key trends, risks, opportunities, and corrective actions
Conduct scenario planning and sensitivity analyses to support strategic decision-making and resource allocation
Prepare and distribute monthly, quarterly, and annual management reporting packages
Requirements
Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
Compensation
Base salary is expected to be $100,000 - $150,000* with the opportunity for incentive compensation including bonus compensation.
Responsibilities
Maintain and update the Company’s financial projections and underlying financial models
Support annual budgeting and periodic forecasting processes
Develop alternative scenarios, sensitivity analyses, and financial forecasts
Analyze actual financial results against budgets and forecasts
Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors
Requirements
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
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