Process Improvement

Process Improvement Finance Jobs

109 jobs found

Financial Analyst

Weitzman Dallas, TX

1mo ago

Full time Analyst ARGUS Brokerage

Analyst ARGUS Brokerage

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Job Description

Weitzman is a leading provider of retail real estate services in Texas, delivering a full spectrum of solutions including general brokerage, property management, asset management, and development services. Our operations focus on Texas' major markets: Dallas-Fort Worth, Austin, Houston and San Antonio. Weitzman is seeking a Financial Analyst for our Dallas office brokerage division, located in the Uptown area.

Responsibilities

Support the retail and office investment sales division to enhance brokerage activities in investment sales
Analyze underwriting materials and market information for retail development and acquisition opportunities
Prepare due diligence analyses for the company’s retail portfolio
Coordinate all aspects of the loan closing process
Assist the CIO and development partners in preparing development budgets
Assist in maintaining and improving the company’s electronic database
Maintain internal and external reporting files
Conduct market research
Assist in property tax valuations and related protests

Qualifications

Degree in finance, real estate, or accounting required
Excellent written and verbal communication skills
Proficient in MS Word, Excel, and Argus
Proficiency in database management and internet research software

Benefits

Competitive compensation
Company holidays and generous PTO
Employer paid life insurance and long-term disability coverage
Medical, vision, and dental insurance
Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
Employee Assistance Program (EAP)
401k match
Tuition reimbursement
Referral bonus program
Learning and development classes
Summer Fridays
Monthly social events
Free on-site secured underground parking
Free on-site fitness facilities

Location

Dallas, TX 75201 (Uptown area)

Visit our website at www.weitzmangroup.com or follow us on Twitter @WeitzmanTexas, Facebook and LinkedIn for other employment opportunities.

We are an Equal Opportunity Employer. Job code: WZT123

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Investment Banking - Media & Communications - Analyst

JPMorganChase New York, NY

1mo ago

$110k+/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Overview

We are seeking a highly skilled and experienced Investment Banking Analyst to join the Media & Communications Investment Banking team. This role offers an exceptional opportunity to contribute to high-profile transactions and help drive growth within a leading financial institution.

Location: New York, NY 10017

Responsibilities

Support all phases of transaction execution, including due diligence, document preparation, negotiations, and coordination with the client and other advisers such as accounting and legal teams.
Collaborate with J.P. Morgan product and sector teams to advance engagements.
Develop and apply sophisticated financial models, perform valuation analyses, and conduct analytical work.
Prepare presentation materials for M&A and capital markets transactions, including management presentations, Board materials, memoranda, and other client-ready decks for strategic discussions.
Stay informed about key market developments and build a solid understanding of target clients and relevant market dynamics.

Required qualifications, capabilities, and skills

Licensed to practice; SIE, Series 63, and Series 79.
Prior work experience in an investment banking front office or a related role.
Strong accounting, finance, quantitative, and business writing skills.
A well-rounded academic background from a top-tier educational institution.
Understanding of the transaction cycle and the steps in the process with an execution-oriented approach.
Excellent communication skills with the ability to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Self-directed, highly motivated, and capable of working independently.

About Us

JPMorganChase is a long-established financial institution delivering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. A range of benefits and programs are provided to meet employee needs based on eligibility, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please refer to our FAQs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide rely on us in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and offers liquidity in markets around the world.

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Finance Solutions Senior Manager

Citi Tampa, FL Hybrid

1mo ago

$130k - $150k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

Role Overview

Citibank, N.A. is seeking a Finance Solutions Senior Manager for its Tampa, Florida location. The role centers on applying mathematical and statistical methods to practical finance challenges such as derivative valuation, securities trading, risk management, and financial market regulation. You will research and develop analytical tools to support portfolio construction or optimization, performance measurement, attribution, profit and loss assessment, and pricing models. The position involves building core analytical capabilities or model libraries using advanced statistical, quantitative, or econometric techniques, and defining model specifications or data collection methods. You will create independent models or tools to verify the results of analytical systems and collaborate on the development or testing of new analytical software to ensure alignment with user requirements, specifications, or scope.

Key Responsibilities

Apply mathematical and statistical techniques to finance related issues, including derivative valuation, trading activities, risk management, and regulatory considerations.
Research or develop analytical tools for portfolio construction, optimization, performance measurement, attribution, P&L measurement, and pricing models.
Develop core analytical capabilities or model libraries using advanced quantitative methods and econometric techniques.
Define model specifications or data collection methods to support analytics work.
Develop independent models or tools to validate results produced by analytical systems.
Collaborate in the development or testing of new analytical software to ensure it meets user requirements, specifications, and project scope.
Engage with fellow financial engineers or analysts on trading strategies, market dynamics, and system performance to inform quantitative technique development.
Partner with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
Help prepare requirements documentation for use by software developers.
Contribute to the design, rollout, and governance of financial solutions across Citi businesses, products, functions, and locations.
Assist in establishing business and information architecture standards for Finance.
Support forums and governance frameworks to establish policies for global Finance processes.
Assist in incorporating changing business, regulatory, and market information into finance processes and applications.
Provide directional strategy through analysis of subject matter and its application to the business context.
Serve as a technical expert to advise on significant business or product decisions.
Implement policies and procedures as required.
Perform other duties as assigned and operate with limited direct supervision.
Exercise independent judgment and autonomy and serve as a subject matter expert for senior stakeholders and team members.
A telecommuting or hybrid work schedule may be permitted within a commutable distance from the worksite, in line with Citi policies and protocols.

Qualifications and Requirements

Education: A bachelor’s degree, or foreign equivalent, in Finance, Accounting, Business Administration, Project Management, or a related field. Experience: six years in the offered position or a related role performing UAT integration testing and providing financial analysis within the financial industry. The six-year requirement must include:

Performing global requirements and user acceptance testing for financial applications through Change Management to enable Finance Transformation.
Developing a requirements and UAT testing team across cultures and regions to ensure performance metrics and customer service quality.
Assessing risks in areas such as systems, data, models, procedures, regulatory requirements, governance, and analytics.
Identifying and addressing gaps in the requirements/UAT process to drive improvements and ensure adherence to policies and milestone timelines.
Establishing standardized KPIs, reporting metrics, and measurements for the global requirements/UAT process to monitor capacity, performance, productivity, and quality in alignment with Risk and Control requirements.
Identifying and implementing process improvements, standardization, or automation ideas to boost productivity and efficiency, shorten processing cycles, and reduce error rates by documenting workflows and creating process narratives.
Designing and implementing solutions to keep a large matrix network of team members informed, including building and maintaining SharePoint Online intranet sites, email newsletters, and communications via Microsoft Teams.

Work Arrangement

40 hours per week. A telecommuting or hybrid schedule may be permitted within a commutable distance from the Tampa worksite, in accordance with Citi policies and protocols.

Application Details

Interested applicants should submit their resumes at https://jobs.citi.com/. Please reference Job ID 26939034.

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Asset Manager

DC Green Bank Washington, DC Hybrid

1mo ago

Full time Manager Asset Management Asset Management

Manager Asset Management Asset Management

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Job Description

DC Green Bank (DCGB) advances innovative financing to support businesses, organizations, and residents pursuing a cleaner future. Our investments include solar energy systems, energy efficient buildings and retrofits, green stormwater infrastructure, and transportation electrification, guided by Sustainability, Clean Economy, and Inclusive Prosperity. To date, DCGB has invested millions toward a cleaner, greener, and more equitable future. We are seeking an Asset Manager to oversee and optimize a portfolio of investments aligned with DCGB’s mission and strategic priorities. The role covers the full lifecycle—from underwriting and approval to ongoing asset management and performance monitoring—to ensure financial sustainability, mitigate risk, and demonstrate measurable impact. The Asset Manager collaborates with internal teams and external partners to structure, evaluate, and manage investments while maintaining compliance with policies and regulations. This position requires strong financial analysis, meticulous attention to detail, and the ability to manage multiple complex projects simultaneously. Location: Hybrid remote in Washington, DC 20036.

Key Responsibilities

Portfolio and asset management
- Manage an assigned portfolio ensuring compliance with financial, contractual, and performance requirements
- Monitor portfolio performance including financial returns, risk exposure, and impact metrics
- Identify and proactively address portfolio risks, performance issues, and restructuring needs
- Oversee disbursements, repayments, amendments, and waivers in coordination with internal teams
- Maintain accurate and up-to-date portfolio records, reports, and documentation
Investment analysis and underwriting
- Conduct financial analysis, modeling, and due diligence for new and existing investments
- Evaluate credit risk, cash flow projections, and project feasibility
- Prepare investment memoranda, recommendations, and supporting documentation for internal approvals
- Support deal structuring to align financial performance with mission-driven outcomes
- Collaborate with legal, finance, and operations teams to support transaction execution
Reporting and performance monitoring
- Develop and prepare regular portfolio performance reports for senior leadership and the Board
- Track key financial, operational, and impact indicators across the portfolio
- Ensure timely and accurate reporting to internal stakeholders, funders, and regulators as required
- Utilize data and analysis to inform portfolio strategy and continuous improvement
Stakeholder and partner management
- Serve as the primary contact for borrowers, investees, and project sponsors within the portfolio
- Build and maintain relationships with external partners, developers, lenders, and service providers
- Coordinate with government agencies, utilities, and community partners as needed to support projects
- Support stakeholder communications related to portfolio performance and outcomes
Strategic and cross-functional support
- Contribute to portfolio strategy development, including diversification, risk management, and impact goals
- Support continuous improvement of portfolio management systems, tools, and processes
- Participate in special projects and strategic initiatives as assigned
- Collaborate across departments to ensure alignment between investment strategy, operations, and organizational goals

Education & Experience

Bachelor’s degree in Finance, Economics, Business Administration, Public Policy, or a related field required
Master’s degree in Business Administration, Finance, Public Administration, or related discipline preferred
Minimum of 5–8 years of experience in portfolio management, asset management, lending, investment analysis, or a related field
Experience with clean energy finance, infrastructure finance, public finance, or mission-driven investing preferred
Experience with portfolio monitoring, reporting, and performance tracking
Ability to interpret and manage complex financial and legal documents
Ability to balance financial performance with mission and impact objectives

Competencies

Technical
- Strong financial analysis and modeling capabilities
- Knowledge of credit analysis, underwriting, and risk management
- Advanced Excel skills and familiarity with financial management systems
- Proficiency in Microsoft PowerPoint and other Office tools
Behavioral
- Accountability for deal outcomes from origination through closing, with clear ownership of responsibilities and results
- Adaptability to dynamic and evolving environments, adjusting to new information and obstacles
- Analytical thinking to evaluate risks and opportunities using sound financial judgment
- Effective communication to explain complex deal structures to internal and external stakeholders
- Collaboration and teamwork, sharing information and credit for team accomplishments
- Customer focus, understanding needs of internal and external clients and delivering value
- Initiative, driving projects to completion and acting proactively
- Negotiation skills to reach favorable terms while protecting organizational interests
- Planning and organizing to set priorities and coordinate resources effectively

Other Requirements

Ability to perform computer-based tasks for extended periods
Hybrid schedule requiring three days in the Washington, DC office (Tuesday through Thursday) and two days remote (Monday and Friday)
Periodic local travel for site visits, meetings, and industry events

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Interim Senior Accountant

Jefferson Wells Cleveland, OH

1mo ago

Full time Senior Accountant Accounting

Senior Accountant Accounting

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Job Description

Role Overview

Jefferson Wells is supporting a manufacturing client by adding a contract Senior Accountant Consultant to assist the accounting team during a critical transition. The role focuses on core accounting operations to preserve the accuracy and integrity of financial records while a permanent hire is sought. The assignment starts immediately and is planned for 2-3 months, with the possibility of converting to a full-time position for contract consultants.

Location: Cleveland, Ohio 44124

Key Responsibilities

Perform general ledger account reconciliations
Manage cash application activities, ensuring timely and accurate postings
Oversee invoicing processes, including preparation, review, and issue resolution
Assist with month-end and quarter-end close tasks as needed
Maintain accurate documentation and support audit requests
Collaborate with internal stakeholders to ensure accounting accuracy and streamline workflows
Provide process insights and recommend improvements where applicable

Qualifications

Bachelor’s degree in Accounting, Finance, or a related field
4+ years of progressive accounting experience (senior-level preferred)
Strong understanding of GAAP and standard accounting practices
Experience with account reconciliations, cash application, and invoicing functions
High attention to detail and accuracy
Ability to start immediately and work effectively with limited onboarding time
Strong communication and organizational skills

Additional Details

Contract role with potential to convert to permanent
Competitive hourly compensation based on experience
Start Date: Immediate
Duration: 2-3 months

If you are interested in this opportunity, a recruiter will reach out to discuss the role and next steps.

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Accountant II

Brand Addition St. Louis, MO Hybrid

1mo ago

$65k - $75k/yr Full time Accountant Accounting Audit

Accountant Accounting Audit

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Job Description

Overview

The Accountant II assists the Controller in delivering accurate, timely financial reporting and analysis in line with GAAP and company policies. This role is integral to the monthly close, financial analysis, internal controls, and cross-functional business support. The ideal candidate is detail-oriented, analytical, and comfortable partnering with leaders across the organization.

Key Responsibilities

Accounting and Close Process
Execute month-end and period-end close activities, including journal entries and reconciliations. Conduct monthly balance sheet reconciliations. Manage and reconcile intercompany accounts. Support capital expenditure accounting and reporting. Assist with internal and external audit requirements. Analyze financial results and explain variances.
Financial Analysis and Reporting
Prepare recurring and ad hoc financial reports. Partner with business leaders on forecasts, performance metrics, and operational initiatives. Provide clear variance analysis and insights to support decision-making. Assist in preparing presentations for finance and operational leadership.
Controls and Process Improvement
Ensure compliance with internal controls and accounting policies. Identify and implement process improvements to enhance efficiency and accuracy. Support system enhancements and workflow automation initiatives.
Collaboration and Leadership
Serve as a resource and mentor to accounting team members. Participate in cross-functional meetings and initiatives. Communicate financial information clearly to non-financial stakeholders.

Qualifications

Bachelor’s degree in Accounting, Finance, or equivalent experience.
3+ years of accounting experience.
Strong understanding of GAAP and month-end close processes.
Experience working cross-functionally within an organization.
Proven ability to analyze and interpret financial data.
Technical Skills — Advanced Microsoft Excel skills (pivot tables, advanced formulas). Experience working with ERP systems and financial reporting tools. Proficiency in Microsoft Office Suite.

What We’re Looking For

High attention to detail and accuracy.
Strong time management in deadline-driven environments.
Clear and professional communication skills.
Problem-solving mindset with a focus on continuous improvement.
Ability to manage multiple priorities independently.

Location

Hybrid remote in St. Louis, MO 63101.

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AVP/VP Underwriter IV-Healthcare Real Estate - (Hybrid) New York

First Citizens Bank New York, NY Hybrid

1mo ago

$130k - $185k/yr Full time AVP Banking Commercial Credit

AVP Banking Commercial Credit

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Job Description

Overview

This is a hybrid role with regular time spent both inside and outside a company office based in New York. First Citizens Healthcare Finance delivers comprehensive financing and banking solutions to middle market healthcare companies across the United States. With a client‑focused, industry‑centric approach, Healthcare Finance tailors its products and services to support clients seeking growth capital.

Responsibilities

Lead the process of assessing and approving Healthcare Real Estate and working capital credit facilities, typically including recapitalization and acquisition of skilled nursing and senior housing properties.
Apply strong credit and collateral analysis to manage multiple transactions and multi‑task effectively.
Prepare initial credit approval memoranda with thorough financial and business analysis, and lead due diligence focused on credit, collateral, and government reimbursement / regulatory considerations.
Take the lead on legal due diligence, loan documentation negotiations, and closing activities.
Engage proactively with Credit Management, Borrowers/Sponsors, Loan Operations, treasury, and Closing teams, and collaborate with peers including junior underwriting staff.

Qualifications

Assistant Vice President - Underwriter IV

Required: Bachelor’s Degree and 4 years of experience in Commercial Lending or Credit Analysis focused on evaluating historical financial statements and projections, with involvement in structuring credit facilities; OR a High School Diploma or GED and 10 years of relevant Commercial Lending or Credit Analysis experience with similar responsibilities.
Preferred Education: Bachelor’s in Business, Finance, Economics, or Accounting
Preferred Area of Experience: Finance, Banking
Minimum of 4+ years of relevant experience in accounting and/or banking; current role in healthcare underwriting or strongly preferred
Experience in assisting the underwriting and closing of Healthcare transactions; new construction financings are a plus but not required
Proficiency in financial, credit, and collateral analysis
Excellent writing and communication skills
Proficiency with Microsoft Excel, Word and PowerPoint

Minimum of 4+ years of relevant experience in accounting and/or banking; current role in healthcare underwriting or strongly preferred

Vice President – Sr Underwriter

Required: Bachelor’s Degree and 6 years of experience in Commercial Lending or Credit Analysis focused on the assessment of historical financial statements and projections, with involvement in structuring credit facilities; OR a High School Diploma or GED and 10 years of experience in Commercial Lending or Credit Analysis with similar responsibilities.
Preferred Education: Bachelor’s in Business, Finance, Economics, or Accounting
Preferred Area of Experience: Finance, Banking
Minimum of 6+ years of relevant experience in accounting and/or banking; current role in healthcare underwriting strongly preferred
Experience with underwriting and closing Healthcare transactions; new construction financings a plus but not required
Proficiency in financial, credit and collateral analysis
Excellent writing and communication skills
Formal bank credit training a plus
MBA or equivalent degree a plus
Proficiency with Microsoft Excel, Word and PowerPoint

Compensation

For the AVP, Underwriter IV - Healthcare, the base pay typically ranges from $130,000.00 to $140,000.00. For the VP, Sr Underwriter - Healthcare, the base pay typically ranges from $150,000.00 to $185,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits

Benefits are an integral part of total rewards, and First Citizens Bank is committed to providing a competitive, thoughtfully designed and high‑quality benefits program to meet the needs of our associates.