MBA

MBA Finance Jobs

29 jobs found

Financial Professional/Fast Track to Management

New York Life Insurance Company Horsham, PA

16d ago

$100k - $250k/yr Full time MBA Advisor Business Development

MBA Advisor Business Development

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Job Description

The Fast Track to Management program at New York Life Insurance Company accelerates high-potential financial professionals into leadership roles through client-focused planning that encompasses insurance, retirement, and investment strategies.

Responsibilities

Build and maintain long-term client relationships, guiding them through financial planning, insurance, retirement, and investment strategies.
Conduct comprehensive financial needs analyses and craft customized solutions aligned with client goals.
Grow the client base through networking, referrals, and community engagement.
Continuously expand knowledge of financial products and current market trends.
Mentor and guide junior financial professionals as part of the management track.
Meet sales goals and performance metrics required for consideration on the management track.
Participate in professional development and leadership training initiatives.

Requirements

Bachelor's degree preferred; advanced degrees or certifications (e.g., MBA, CFP, ChFC) are a plus.
Proven success in sales, finance, management, or related fields.
Strong interpersonal and communication skills.
Goal-oriented with the ability to thrive in a performance-based environment.
Prior leadership experience or clear leadership potential.
Life and Health Insurance licenses or willingness to obtain.
Series 6/7 and 63/66 FINRA registrations or willingness to obtain.

Ideal Candidate Attributes

Entrepreneurial mindset with the drive to build a business and a team.
Self-disciplined and organized with a strong work ethic.
Passion for leadership, mentorship, and personal development.
Integrity and commitment to delivering exceptional client service.
Bilingual candidates are encouraged to apply.

Fast Track to Management

A structured path to a management role within 24 months.
Access to leadership development training and resources.
Opportunity to recruit, train, and lead a team of financial professionals.

Compensation and Benefits

Competitive base pay with commission-based earnings.
Medical, dental, and vision benefits.
401(k) and pension plan.
Expense allowances.
Professional development support.

Benefits

Flexible schedule.
Health insurance.
Paid time off.
Parental leave.
Tuition reimbursement.
Vision insurance.
Dental insurance.
401(k) matching.

Ability to Commute

On-site in Horsham, PA 19044 is required.

Work Location

In person

Job Type

Full-time

Pay

Salary: USD 100,000 - 250,000 per year

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Controller

The Registry, Inc. (Registry Staffing) Indianapolis, IN

16d ago

$90k - $130k/yr Full time MBA Accounting Accounts Payable

MBA Accounting Accounts Payable

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Job Description

Join The Registry, Inc. (Registry Staffing) as a Controller in Indianapolis. This on-site role leads a four-person accounting team at a 20-attorney law firm, overseeing accounting, financial reporting, budgeting, cash management, and billing compliance. You will support audits, regulatory compliance, and strategic planning. The position offers a salary range of $90,000 to $130,000 per year and a benefits package that includes 401(k) with profit sharing, health, dental, vision, life, and disability insurance, plus paid time off.

Benefits

401(k)
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Profit sharing
Vision insurance

Responsibilities

Oversee the preparation and analysis of financial statements in accordance with GAAP and IFRS, ensuring regulatory compliance.
Manage the general ledger process, including account reconciliation, journal entries, and double-entry bookkeeping to maintain accurate records.
Supervise accounts payable and accounts receivable functions, ensuring timely processing and accurate record-keeping in line with policies.
Lead cash management activities, including forecasting cash flows, monitoring bank accounts, and optimizing liquidity.
Prepare regulatory and stakeholder financial reports, and support external audits with thorough documentation.
Oversee payroll processing to ensure accuracy and compliance.
Perform financial and account analyses to identify trends, variances, and opportunities for cost savings or process improvements.
Develop budgeting processes in collaboration with senior management to support strategic planning.
Maintain up-to-date knowledge of technical accounting standards.
Utilize financial software tools for account reconciliation, forecasting, and financial management to enhance efficiency.

Requirements

5+ years of recent experience in a similar role at a law firm
Degree in Accounting or Finance; MBA preferred

Application Questions

Do you have law firm experience?

Work location: On site in Indianapolis, IN. Compensation listed as $90,000.00 - $130,000.00 per year.

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U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorganChase Oklahoma City, OK

16d ago

Full time MBA Advisor Banker

MBA Advisor Banker

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Job Description

Located onsite in Oklahoma City, this role supports JPMorgan Chase's U.S. Private Bank, focusing on advising families on how to build, preserve and manage wealth. The Private Banker blends expertise in investments, financial planning, credit and banking to tailor guidance, serve existing clients and attract new relationships on an institutional platform.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Responsibilities

Build and sustain client relationships by earning trust, understanding needs, delivering tailored advice, crafting thoughtful solutions and providing an outstanding client experience
Drive business results and grow assets from both existing clients and new prospects
Advise on the total balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Collaborate with internal specialists to provide interdisciplinary expertise when required
Connect clients to the full range of JPMorgan Chase lines of business
Ensure proposed solutions align with clients' short, medium and long term objectives through a holistic, goals based planning approach
Adhere strictly to risk and control policies, regulatory guidelines and security measures

Requirements

Six-plus years of work experience in private banking or financial services
Bachelor’s degree required
Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but licenses must be obtained within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focus on the client experience and advocate on the client’s behalf

About Us

JPMorgan Chase is a long-standing financial institution delivering innovative solutions to millions of consumers, small businesses and many of the world’s leading corporate, institutional and government clients across the J.P. Morgan and Chase brands. With more than 200 years of history, the firm remains a leader across investment banking, consumer and small business banking, commercial banking, payments processing and asset management. The company offers a competitive total rewards package.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies that span the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.

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Financial Analyst 3

Vaco by Highspring Heathrow, FL

19d ago

$95k - $120k/yr Full time MBA Senior Analyst

MBA Senior Analyst

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Job Description

Vaco by Highspring is seeking a Senior Financial Analyst to join the Heathrow, Florida on-site team. This role reports to the Finance Manager and is focused on budgeting, forecasting, internal financial reporting, KPI metrics, and variance analysis to support multi-site operations. The position offers a salary range of USD 95,000 to 120,000 per year.

Compensation

USD 95,000 - 120,000 per year.

Responsibilities

Develop the annual budget and periodic forecasts, and prepare detailed budget schedules covering operating expenses, capital expenditures, sales, margin, profitability, and headcount.
Maintain a focus on P&L for all revenue and operating expenses.
Collaborate with business unit leaders to research and report variance analysis and allocations.
Report key performance indicators (KPI), dashboard metrics, and handle ad hoc projects.
Assist with budget, cost, and variance analysis.
Experience in a larger matrix-type company with multi-state and multi-site operations is preferred.

Requirements

Four-year degree in Finance or Accounting.
Five or more years of related experience; MBA or CPA is a plus.
Strong systems proficiency with advanced Excel skills (VLOOKUPs, PivotTables, SUMIFS, and more).
Power BI and/or Power Query knowledge is advantageous for identifying process improvements and efficiencies.

Technologies

Excel
Power BI
Power Query

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

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U.S. Private Bank - Private Banker - Associate

JPMorganChase San Antonio, TX

20d ago

Full time MBA Advisor Associate

MBA Advisor Associate

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Job Description

Private Banker in JPMorgan Chase’s U.S. Private Bank, onsite in San Antonio, TX, helps families build, preserve and manage wealth through investments, financial planning, credit and banking expertise, while pursuing new client opportunities.

Responsibilities

Foster and sustain client relationships by earning trust, deeply understanding needs, delivering targeted guidance, crafting thoughtful solutions, and providing an outstanding client experience
Drive growth by attracting new assets and expanding the portfolio with both existing clients and new prospects
Provide comprehensive balance sheet guidance, including asset allocation, investment management, wealth planning, and banking and credit needs
Collaborate with internal specialists to deliver cross-functional expertise to clients as needed
Coordinate client activity across all lines of business within JPMorgan Chase
Ensure proposed solutions meet short-, mid-, and long-term objectives through a holistic goals-based planning approach

Requirements

Minimum of three years of work experience in private banking or financial services
Bachelor's degree required
Licenses: Series 7, Series 66 and Insurance; unlicensed candidates may be considered but must obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Well-established community presence with an existing professional network
Experience or demonstrated understanding of investments, wealth planning, and banking concepts including credit
Committed to delivering an exceptional client experience and advocating on behalf of clients

Benefits

Base salary
Commission-based pay
Discretionary incentive compensation
Cash compensation and equity rewards (potentially forfeitable)
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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Financial Analyst

Peak Performers Waltham, MA Hybrid

20d ago

$50+/hr Full time MBA Accounting Analyst

MBA Accounting Analyst

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Job Description

Hybrid Financial Analyst role in Waltham, MA supporting financial planning, reporting and analysis for the Commercial team of a global pharmaceutical company; 6-month contract.

Responsibilities

Provide analytical support for ongoing financial planning and consolidated reporting of the Commercial product portfolio, emphasizing systems and processes that enable consistent reporting across brands.
Collaborate with Accounting on month-end and quarter-end close processes, including expense accruals and reconciliations.
Assist in preparing the monthly and quarterly financial reporting package by Product P&L, with detailed variance analysis and implications for the latest forecast.
Conduct ad hoc analyses and deliver decision support for the Commercial organization as needed.

Requirements

Bachelor's degree required (Finance, Accounting, Economics or Mathematics preferred); 3-5 years of progressively responsible experience in a fast-paced, high-growth environment; MBA or CPA/equivalent is a plus.
Biotech or pharmaceutical experience with prior P&L support is preferred.
Strong planning and analytical abilities, advanced financial modeling, Excel and financial database skills (Hyperion Planning or similar); Anaplan experience is a plus.
Advanced ability to manipulate large data sets, automate repetitive tasks, and present data clearly and concisely.
Excellent written and verbal communication skills, including the ability to prepare clear and impactful PowerPoint presentations.
Solid knowledge of relevant accounting practices.
Strong interpersonal and teamwork skills; ability to work with a diverse team and influence across functional areas.

Technologies

Excel
Hyperion Planning
Anaplan
PowerPoint

Benefits

Excellent medical, dental and vision insurance at 60 days.
Opportunity to participate in a 403(b) retirement plan.
Priority placement for qualified applicants with chronic medical conditions or disabilities.
Weekly direct deposit for payroll.
Experience with a firm established in 1994 with thousands of placements.

Opportunity Details

Rate: $50.00 per hour
Contract type: W2
Location: Hybrid in Waltham, MA (3 days in office)
Duration: 6 months

The Peak Performers Difference

Excellent medical, dental and vision insurance at 60 days
403(b) retirement plan eligibility
Priority placement for qualified applicants with chronic medical conditions or disabilities
Weekly direct deposit payroll
Founded in 1994 with thousands of successful placements

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HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)

California State Personnel Board Sacramento County, CA Hybrid

22d ago

$8,630 - $10,747/mo Full time MBA Accounting Bachelor's Degree

MBA Accounting Bachelor's Degree

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Job Description

The Housing Finance Officer (Management Services) at the California Housing Finance Agency in Sacramento combines portfolio oversight with leadership of a dedicated team within the Multifamily Programs Division. The position supports a hybrid work arrangement and offers a monthly salary ranging from $8,630 to $10,747.

Responsibilities

Under the general direction of the Assistant Deputy Director of Multifamily Programs, the role combines portfolio management with supervision of a team.

Requirements

One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.

Benefits

Free access to the building gym.

Job Details

$8,630 - $10,747 per month
Full-time
Monday to Friday
Hybrid work in Sacramento County, CA

Full Job Description

CA Housing Finance Agency
JC-511450
Asset Management Officer
HOUSING FINANCE OFFICER (MANAGEMENT SERVICES)
$8,630.00 - $10,747.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Final Filing Date: 3/31/2026

Working Conditions

Hybrid telework schedules are available. The amount of telework is at CalFHA's discretion and is based on operational needs. In-person attendance will be required weekly.

Department Information

California Housing Finance Agency (CalHFA) is certified as a Great Place To Work since 2021. The Multifamily Programs Division finances and manages CalHFA's portfolio and subsidy programs, with the Asset Management Section handling financial reviews, physical inspections, regulatory compliance, and rental operating subsidies. CalHFA envisions every Californian building a thriving life in a stable home, and its mission is to deliver reliable financing solutions to expand housing opportunities. Established in 1975, CalHFA is a self-supporting state agency that does not rely on taxpayer dollars for operations and utilizes various state and federal resources. The agency promotes diversity, equity, and inclusion across the organization.

Special Requirements

The Employment History section of the STD 678 must be complete with accurate dates, hours per week, total time worked, duties performed, and supervisor names and phone numbers; incomplete submissions will be disqualified.
Resumes or other documents do not substitute the STD 678.
Only the most qualified applicants will be invited to an interview.
Use the provided State Application Checklist and Supplemental Application checklist to complete a strong application.
To be considered, applicants must meet one of the following eligibility routes: BE LIST ELIGIBLE, BE TRANSFER ELIGIBLE, or BE REINSTATEMENT ELIGIBLE.

Application Instructions

Completed applications and all required documents must be received or postmarked by the Final Filing Date; dates shown on QR codes are not postmark dates for timely filing.
Final Filing Date: 3/31/2026

Who May Apply

Individuals currently in the classification, eligible for lateral transfer, reinstatement, list or LEAP eligibility, or who are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility may apply. SROA and Surplus candidates receive priority; others may be considered if no SROA or Surplus applicants apply.

How to Apply

Submit Application Packages electronically via your CalCareer account at www.CalCareers.ca.gov. If submitting a hard copy, include a completed Application Package listing. Hard-copy submissions may be mailed to the address below or delivered in person.

Minimum Qualifications

I. One year of mortgage operations experience at CalHFA at a level equivalent to Housing Finance Specialist.
II. Five years of experience in the fiscal administration of real property, including budgeting, hiring, purchasing and accounting for profitability of rental housing projects for a sponsor, developer or owner, which must include at least one year of experience in the fiscal administration of housing.