Associate, Financial Operations & Analysis Job at Heitman (Chicago)

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

Bonus eligible
Annual bonus plan

Fulltime

Senior Associate, Financial Operations & Analysis, Private Debt

This Opportunity Our Financial Operations & Analysis department is looking to h...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills

Job Responsibility

Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions

What we offer

bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Strong project and time management skills
Ability to work in a fast-paced environment
Commitment and willingness to manage competing (sometimes tight) deadlines
Strong team player and collaboration skills to support working together across multiple functional departments
Motivated by independent and team-oriented successes
Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
Strong verbal and written communication skills

Job Responsibility

Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
Learning how to calculate property and debt valuations as well as investment performance metrics
Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
Reviewing financial statements, supporting schedules, and related footnotes
Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management

What we offer

bonus eligible
participate in a generous annual bonus plan
competitive compensation
leading-edge, human-centric benefits package

Fulltime

Financial Operations Associate

We are looking for a Financial Operations Associate to join a growing fintech le...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5 years of experience in financial operations, payment operations, loan servicing, or a closely related area
Advanced Excel skills with the ability to manage reconciliations, analyze data, and support financial reporting
Hands-on experience processing ACH transactions and wires in a high-volume or deadline-driven environment
Familiarity with forecasting, financial models, and operational reporting used to support business planning
Background in fintech, lending, banking, or startup environments is strongly preferred
Strong attention to detail with the ability to spot inconsistencies and maintain a high level of accuracy
Clear communication skills and the ability to work effectively with cross-functional teams
A proactive, self-directed approach with interest in improving processes and increasing efficiency

Job Responsibility

Oversee daily payment activity to ensure transactions are reviewed promptly and account balances are accurately reconciled
Coordinate ACH and wire transactions while supporting the timely movement of funds across lending operations
Assist with loan funding activities, including preparing and tracking disbursements to ensure accurate execution
Provide support during month-end close by validating financial data and helping maintain organized operational records
Contribute to forecasting and financial analysis by updating models and preparing data used for planning decisions
Investigate and resolve payment or billing discrepancies with vendors to reduce delays and maintain accuracy
Work closely with Accounting and Loan Operations teams to address issues, share updates, and improve day-to-day coordination
Identify opportunities to streamline workflows and support automation or other process enhancements across financial operations

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Financial Operations Associate

We are seeking an Accounts Receivable Specialist to manage transactional activit...

Location

Egypt , Giza

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

Proficient in English (Intermediate level)
Fluent in the local language
Spanish knowledge is an advantage
Strong computer skills, including advanced proficiency in Microsoft Word and Excel
Detail-oriented with excellent organisational and problem-solving abilities
Ability to manage multiple tasks and maintain accuracy under pressure

Job Responsibility

Create and manage sales orders
Post customer invoices and credit notes accurately
Dispatch customer invoices promptly
Perform cash allocation and cash clearing activities
Process customer refunds in line with policy
Execute customer collections and send statements of account
Handle customer queries and complex email requests professionally
Conduct root cause analysis for KPI and SOX compliance
Support backup tasks during the absence of primary resources

What we offer

Opportunity to work in a global organisation with exposure to diverse markets
Collaborative and inclusive work environment that values growth and innovation
Access to learning and development programmes to enhance your professional skills

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

Senior Associate, Financial Planning & Analysis

We are seeking a highly motivated and analytical Senior Associate, Financial Pla...

Location

Canada , Calgary; Winnipeg

Salary:

Not provided

Neo Financial

Expiration Date

Until further notice

Requirements

A university degree in Business, Finance or Accounting
3-5 years of work experience in an analytical role, with preference given towards prior experience in investment banking or FP&A
Expert-level proficiency in financial modeling, including knowledge and application of industry standard best practices
Experience with advanced Excel skills (e.g., pivot tables, VLOOKUPs, sumifs, array formulas)
Strong analytical and problem-solving skills with the ability to interpret complex data
Excellent written and verbal communication skills
Meticulous attention to detail and a high level of accuracy
Self-starter with the ability to work independently and collaboratively in a fast-paced, dynamic environment
A genuine interest in the FinTech industry and an understanding of its unique financial drivers and challenges

Job Responsibility

Support the corporate cash flow planning processes
Prepare detailed financial forecasts (monthly, quarterly, rolling), analyzing variances to forecasts
Develop and maintain complex financial models to support strategic initiatives, scenario planning, and business case development
Conduct in-depth analysis of financial performance
Partner with business leaders to provide financial guidance and analytical support
Support strategic decision making by providing financial analysis and modelling for new potential business opportunities
Identify areas for process improvement and efficiency within the finance function
Prepare presentations, insights and make recommendations to the Senior Leadership Team
Develop dashboards and key performance indicators (KPIs) to track business performance
Clearly articulate financial results and provide recommendations to drive operational efficiency

What we offer

All team members have a stake in Neo’s success and earn meaningful equity through stock options

Fulltime

Sr. Associate Finance – Financial Planning & Analysis

Coordinate, design and manage the financial planning processes (Budget, Forecast...

Location

Argentina , Buenos Aires

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, Economics, Accounting, or any finance related area and 2 years of Financial experience
Previous experience and knowledge of financial planning (budget, forecast and P&L)
Fluent in English
Advanced Excel skills
Strong analytical skills and developing insights to analyze the company's results
Previous experience in the pharmaceutical industry is highly valued
Skilled in Hyperion, Anaplan and SAP is preferred
Demonstrates a proactive attitude, anticipating needs, taking initiative to solve problems, and actively seeking opportunities for improvement without waiting for instructions

Job Responsibility

Support the preparation and submission of data in global financial systems for Budget, Forecast, and LRS processes
Participate in the monthly closing process (Sales, Opex, and P&L), ensuring accuracy and completeness of financial information
Provide management with timely and relevant financial analysis to support monthly operational reviews and ad-hoc business requests
Perform analyses to identify risks & opportunities and recommend actions to improve business performance
Conduct detailed sales analysis by business channel, product, price, and volume
Perform expense analysis by area, supporting budget tracking and ensuring expense discipline across departments
Collaborate with cross-functional teams (Finance, Marketing, Commercial, Medical, HR, Access) to deliver consistent financial insights and reporting
Contribute to process improvement initiatives, identifying opportunities to increase efficiency and standardization through system and reporting enhancements

What we offer

competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

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Associate, Financial Operations & Analysis

Job Description

Job Responsibility

Requirements

What we offer

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