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Associate, Financial Operations & Analysis

Heitman Chicago, IL

Chicago, IL

Today

$70k - $80k/yr Full time Accounting Analytical Skills Data Analysis

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Job Description

Heitman’s Financial Operations & Analysis (FOA) team is seeking an Associate to deliver timely, accurate, and critical financial data analysis. This hybrid role supports cross-functional collaboration with internal teams and external service providers, with a schedule that includes in-office time in Chicago.

The position is based in the Chicago office, with team work taking place in a hybrid environment and in-office days varying by team.

Role overview

Use accounting principles and financial analysis knowledge in day-to-day responsibilities.
Learn to calculate property and debt valuations, along with investment performance metrics.
Review and approve accounting transactions including acquisitions, dispositions, and waterfall calculations.
Review financial statements, supporting schedules, and related footnotes.

What you bring

Education: Degree in Accounting, Finance, or Real Estate.
Experience: 0 to 2 years of experience.
Analytical mindset with the 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 and manage competing deadlines, sometimes tight.
Strong team player with collaboration skills to work across multiple functional departments.
Motivated by independent and team-oriented successes.
Problem-solving capability, using analytical and critical thinking skills developed through school and/or work experience.
Strong verbal and written communication skills.
“Think outside the box” mindset, with interest in brainstorming creative solutions in an ever-changing industry.
Fundamental knowledge of Excel.

Tools

Excel

Compensation and benefits

Expected annual base salary range: USD 70,000 - 80,000.
All team members are bonus eligible and participate in a generous annual bonus plan.
Competitive compensation.
Leading-edge, human-centric benefits package.

Additional information

This position is based in the Chicago office.
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license.

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Associate, Strategic Finance

Flow New York, NY

New York, NY

Today

$110k - $130k/yr Full time Analytical Skills Budget Management Financial Analysis

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Job Description

The Associate, Strategic Finance role at Flow supports company strategy through advanced financial modeling, strategic planning, and cross-functional decision support. This onsite position in New York, NY focuses on building processes from zero to one while coordinating key reporting and capital markets inputs.

Strategic Finance & Planning

Partner cross-functionally with business leaders across strategic finance functions, including business plan formation, long-range planning, and evaluation of strategic alternatives
Support the broader Strategic Finance mandate through long-range planning, board and management presentations, and ad hoc analysis that informs company strategy
Contribute to future equity and debt financing materials and processes as needed

Reporting, Forecasting, and Performance Drivers

Own the monthly reporting cadence, including close actuals, budget-vs-actual review, and rolling reforecast
Connect reported performance to underlying drivers such as revenue, headcount, and spend to support decision-making

Modeling, Unit Economics, and Business Cases

Build and maintain financial models, unit economics, and business cases for key strategic decisions across the organization
Deliver quantitative insights that help improve decision-making across teams

AI-Powered Finance Execution

Use AI tools to develop and enhance existing models, dashboards, and reporting architecture

Required Qualifications

Bachelor's degree in a relevant field
1 to 2+ years of experience in investment banking, consulting, private equity, strategic finance, or an operating role at a high-growth startup
Strong financial modeling and presentation skills, including comfort building models from a blank sheet
Demonstrated initiative, ability to work independently, and an owner mindset
Fluency with AI tools and a genuine interest in applying them to finance and strategy work
Ability to work in ambiguity with rapidly shifting priorities, with energy for zero-to-one problems
Ability to ramp quickly on unfamiliar industries, business models, and technical domains
Strong written and verbal communication skills, with ability to distill complex analysis into clear narratives
Willingness to work under pressure to produce strong results
Track record of integrity, sound judgment, and collaboration

Compensation and Location

Location: New York, NY (onsite)
Salary: USD 110,000 - 130,000 per year

Benefits and Health & Wellness

Comprehensive medical, dental, vision, disability, and life insurance and parental leave benefits
On-staff doctor; free therapy through SpringHealth; acupuncture; Employee Assistance Program; and other wellness offerings

Time Off

PTO and paid holidays

Retirement and Financial Benefits

401(k) retirement plan
Healthcare and dependent care FSAs
HSA-compatible plan options with annual employer HSA funding and pre-tax commuter benefits

Life at Flow

Weekly catered lunches
Wellness classes
Employee discounts on Flow hotel stays, grocer products, and merch

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Financial Analyst 3 (Korean bilingual)

Intac Solution Plano, TX

Plano, TX

Today

$42 - $46/hr Full time Analytical Skills Budget Management Business Systems

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Job Description

Intac Solution is hiring a Financial Analyst 3 (Korean bilingual) to support marketing profitability analysis, MDF forecasting and reporting, and financial planning activities onsite in Plano, TX.

Responsibilities

Analyze marketing programs using profitability, ROI/KPI metrics, historical performance, and strategic growth objectives to uncover improvement opportunities.
Partner with cross-functional teams to plan and allocate marketing and promotional budgets aligned to business goals and expected ROI.
Own and improve Market Development Fund (MDF) processes, including budget tracking, data management, internal communication, and variance analysis.
Consolidate monthly and annual MDF forecasts by account and product category to support financial planning.
Track marketing program performance, spending trends, and financial results to identify cost optimization and profitability improvement opportunities.
Prepare and publish daily, bi-weekly, and monthly financial reports covering MDF utilization, budget status, forecast accuracy, key financial metrics, and channel spending.
Perform financial and operational analyses, including P&L performance, revenue and expense forecasting, and evaluations related to investments.
Build financial models, spreadsheets, charts, and presentations to communicate findings and recommendations to management and stakeholders.
Evaluate strategic initiatives using factors such as profitability, financial risks, ROI, and overall business performance.

Requirements

Bachelor’s degree in Finance, Accounting, Business, Marketing, or a related field.
5–7 years of experience in financial analysis, accounting, budgeting, or related functions.
Strong capability in financial analysis, budgeting, forecasting, and P&L management.
Solid understanding of financial and general accounting principles, financial reporting, and business performance metrics.
Experience managing budgets, tracking expenditures, and performing variance analysis.
Ability to consolidate and analyze complex financial information from multiple data sources.
Proficiency in Microsoft Excel and Microsoft PowerPoint for financial reporting and management presentations.
Familiarity with SAP or other ERP systems.
Strong analytical, problem-solving, critical-thinking, and communication skills.
Ability to work independently, manage priorities, and show initiative in a fast-paced environment.

Technology

Microsoft Excel
Microsoft PowerPoint
SAP
ERP systems

Schedule and Location

Location: Plano, TX (fully onsite)

Compensation

Pay: USD 42–46 per hour

Preferred Qualifications

Advanced degree in Finance, Accounting, or a related discipline.
Experience with MDF management, marketing financial analysis, promotional budget allocation, or ROI evaluation.
Experience supporting cross-functional teams and presenting financial recommendations to senior management.

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Senior Finance Manager

Saronic Technologies Austin, TX

Austin, TX

Today

Full time Senior Budget Management Defense Finance

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Job Description

Saronic Technologies is hiring a Senior Finance Manager to lead finance for its shipbuilding defense technology products. This onsite role in Austin, TX owns product-line performance end-to-end, drives IRAD-to-program economics, and builds the finance capabilities that help leadership plan, allocate capital, and execute long-cycle programs.

Benefits and Total Rewards

Medical insurance: Saronic pays 100% of the premium for employees and 80% for dependents
Dental and vision insurance: Saronic pays 100% of the premium under the basic plan for employees and 80% for dependents
Generous PTO and holidays
Paid maternity and paternity leave
Industry-standard salaries with opportunities for performance-based bonuses
401(k) plan with company match
Equity options
Life insurance plus short- and long-term disability coverage
Discounted pet insurance options including a 24/7 Telehealth helpline
Free lunch and unlimited free drinks and snacks in the office

Responsibilities

Own the full P&L for shipbuilding defense technology product lines, including revenue, cost of sales, IRAD spend, overhead allocation, contribution margin, and cash
Own the forecast and the annual and long-range plan for the product lines, including explanations of performance versus plan
Build and maintain the KPI set and the monthly operating review leadership uses to run the business
Develop the business case for each IRAD effort: investment required, path to funded program, win probability, expected margin, and payback
Track IRAD burn against technical milestones and provide recommendations to leadership
Partner with Engineering and Program Management to define funding gates and financial milestones that move IRAD into funded programs
Serve as the senior finance partner to product-line leaders and represent the product in corporate planning, capital allocation, and board-level reporting
Analyze and present trade-offs on make-vs-buy, capacity and capital investment, hiring pace, and bid/no-bid decisions
Translate program execution and portfolio performance into clear leadership recommendations
Stand up and own estimate-at-completion (EAC) reviews, earned value, and milestone and progress billing on funded programs
Own risk and opportunity tracking across programs and the margin story that results
Own program cost baselines and change control: set the budget at award, manage re-baselines and scope changes, and ensure current, defensible estimates to complete
Own capital planning for the product, including tooling, facilities, and test assets, and defend requests with finance leadership
Manage working capital on long-cycle builds with manufacturing finance, progress-payment timing, and cash forecasting
Partner with Accounting on program setup, rate structures, and cost allocation
Hire, develop, and lead the finance team supporting the product, scaling as the business grows
Set standards for analysis, forecasting, and financial communication across the team and product organization
Build the systems, processes, and reporting the product needs in partnership with Finance Operations and Accounting

Requirements

10+ years of progressive finance experience, including 3+ years owning a full P&L for a business unit, product line, or program portfolio
People leadership: experience hiring, developing, and managing finance professionals; ability to build and lead a finance team as the business scales
Hands-on experience taking IRAD or internally funded development through to funded contracts or programs
Track record as the financial advisor to a GM, business unit leader, or program executive
Defense or government contracting fluency, including FAR/DFARS, Cost Accounting Standards, indirect rate structures, cost-plus vs fixed-price vs OTA economics, and audit readiness
Program finance depth: EAC, earned value, milestone and progress billing, and multi-year cash forecasting on long-cycle hardware
Hardware or manufacturing finance experience
Strong financial modeling skills with comfort building models and presenting them to executives and customers
A structured thinker able to operate in ambiguity, build processes from scratch, and prioritize effectively in a fast-moving environment
Bachelor’s degree in Finance, Accounting, Economics, or a related field

Preferred Qualifications

Experience at a defense technology startup or scale-up, building finance processes from scratch and operating without a mature back office
Exposure to Other Transaction Authority (OTA) and rapid-prototyping contract vehicles
Familiarity with ERP and planning tools (e.g., NetSuite, Foundry)

Technologies

FAR/DFARS
NetSuite
Foundry

Physical Demands

Prolonged periods of sitting at a desk and working on a computer
Occasional standing and walking within the office
Manual dexterity to operate a computer keyboard, mouse, and other office equipment
Visual acuity to read screens, documents, and reports
Occasional reaching, bending, or stooping to access file drawers, cabinets, or office supplies
Lifting and carrying items up to 20 pounds occasionally (e.g., office supplies, packages)

Saronic CCPA Notice for Candidates and California Employees: If this role is based in the United States, it requires access to export-controlled information or items that require “U.S. Person” status. Saronic does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. We are also committed to providing reasonable accommodations for qualified individuals with disabilities.

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Finance Lead – Pricing

Latham & Watkins LLP New York, NY

New York, NY

Today

$150k - $170k/yr Full time Business Analytics Business Development Fee Proposals

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Job Description

Finance Lead – Pricing role within Latham & Watkins’ Global Finance team, providing pricing expertise and financial analysis to support growth and profitability.

Responsibilities

Lead pricing responses for pursuit of new opportunities by building competitive, innovative, and profitable fee proposals aligned to firm strategic and financial goals
Perform pricing-focused practice group, industry, and market analysis to support leadership decision-making
Develop an internal pricing database and external go-to-market templates for key product areas to improve the efficiency and effectiveness of fee responses
Monitor and review client performance against economic targets to identify when pricing support should be initiated
Collaborate with business services teams to strengthen service delivery
Safeguard and maintain highly sensitive, confidential, privileged, financial, and/or proprietary information

Requirements

Strong professional interpersonal skills, including active listening, with excellent written and verbal communication
Ability to communicate effectively with stakeholders across all organizational levels
Knowledge of market research resources, financial reporting and modeling, and project management
Ability to take initiative and work independently and in a team setting with a customer-service mindset
Bachelor’s degree (economics, finance, business administration, or related field) or equivalent
Advanced degree preferred
Previous experience in a customer-focused position preferred

Location and Work Schedule

Location: New York, NY (hybrid)
Work schedule: Flexible working schedule may be available to support hybrid and in-office presence

Compensation

Pay range: USD 150,000 - 170,000 per year

Benefits

Healthcare, life and disability insurance
Generous 401k plan
At least 11 paid holidays per year
PTO program: accrues 23 days during the first year of employment and increases with tenure
Well-being programs (e.g., mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
Professional development programs
Employee discounts
Affinity groups, networks, and coalitions for lawyers and staff

Equal Opportunity Employer

Latham & Watkins is an equal opportunity employer and prohibits discrimination against employees and applicants on the basis of race (including hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including Vietnam era), gender expression, marital status, or any other protected characteristic under applicable law.

Education: Bachelor’s degree required; advanced degree preferred.

Experience: 5+ years.

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Financial Consultant

Wells Fargo Scottsdale, AZ

Scottsdale, AZ

Today

Full time Advisor Associate Financial Advisor Client Relations

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Job Description

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors in Scottsdale, AZ (onsite). In this role, you will work alongside a Financial Advisor to support client relationships and deliver financial guidance aligned with client goals, while meeting regulatory and risk/compliance expectations.

What you’ll do

Partner with a Financial Advisor to provide financial advice consistent with clients’ goals and risk tolerance.
Meet with clients to collect financial information.
Assess clients’ investment profiles and evaluate financial needs.
Help clients understand the advantages and disadvantages of different financial products and determine which products are suitable for clients’ circumstances.
Support efforts to increase and retain existing client assets and help pursue potential new clients.
Take on selected responsibilities that may be delegated by the Financial Advisor.

This position includes customer contact and may include assessing customer needs and referring customers interested in a dwelling secured product to a SAFE team member.

You will also assist customers without taking an application and without offering or negotiating terms for a dwelling secured transaction. Individuals in a Loan Originator (LO) position must meet the Loan Originator requirements under Regulation Z as outlined in job expectations.

Required qualifications

2+ years of Investment Advice experience, or an equivalent mix of work experience, training, military experience, and/or education.
US only: Successful completion of FINRA Series 7 and 66 (or 63 and 65) exams, or FINRA recognized equivalents, sufficient for immediate FINRA registration.
Loan Originator (LO) positions: must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
A current credit report will be used to assess financial responsibility and credit fitness; a credit score is not included in the evaluation.
Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.
US only: Obtain and/or maintain appropriate FINRA license(s) for ongoing employment.
Compliance with state law registration and licensing requirements is mandatory.
In addition to state registration and licensing, specific product licenses or SAFE licensing may apply.
Additional standards include enhanced financial fitness and criminal background requirements.
Wells Fargo initiates the FINRA licensing review process at the time of offer acceptance.
For certain FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
US only: Designated insurance exams must be completed within a 90 or 180-day window, depending on number of licenses needed if not immediately available to transfer upon hire.
FINRA recognized equivalents are accepted (communicated at time of offer acceptance).
Compliance policies may apply regarding outside activities and/or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if hired.
Subject to FINRA background screening requirements; candidates must pass a background check prior to hire.
Ineligible: individuals subject to statutory disqualification per FINRA rules cannot be associated with a FINRA-registered broker-dealer.
Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.

Desired qualifications

Full-service brokerage experience.
Financial advisement or planning experience.
Client relationship management experience.
Knowledge of Salesforce, Smart Station, or other contact management systems.
Financial services sales experience.
High initiative and accountability.
Experience developing and cultivating professional relationships.
Good verbal, written, and interpersonal communication skills.
Strong organization, multi-tasking, and prioritization skills.

Additional information

Posting location: 18700 N Hayden Rd Scottsdale, Arizona 85255
Posting end date: 29 Oct 2026 (may come down early due to volume of applicants).
Wells Fargo is an equal opportunity employer.
Third-party recordings are prohibited unless authorized by Wells Fargo, and candidates must directly represent their own experiences during recruitment and hiring.

Wells Fargo maintains a drug-free workplace. For medical accommodations during the application or interview process, visit Disability Inclusion at Wells Fargo.

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Senior Financial Analyst - Operations & FP&A

Castolin Eutectic Menomonee Falls, WI

Menomonee Falls, WI

Today

Full time Senior Advisor Analytical Skills

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Job Description

Castolin Eutectic is hiring a Senior Financial Analyst to strengthen the connection between financial performance and day-to-day operational execution. This hybrid role in Menomonee Falls, WI serves as a key finance partner to Operations, Sales, Supply Chain and Procurement, and Leadership, using FP&A, operational analytics, and project profitability analysis to drive clearer business decisions.

In this position, you will translate operational metrics and KPIs into financial impact, lead planning cycles, and support executive-level reporting and performance reviews across the business.

Key Responsibilities

Serve as a strategic finance partner to Operations, Sales, Procurement, and Leadership teams.
Deliver financial and operational insights that enable data-driven decision-making.
Lead budgeting, forecasting, and long-range planning processes.
Translate operational activities and KPIs into financial impact and performance drivers.
Build financial models and run scenario analyses to support strategic and operational decisions.
Develop business cases for investments, capital expenditures, productivity initiatives, and commercial opportunities.
Present findings, recommendations, and performance insights to senior leadership and corporate stakeholders.
Support monthly business reviews and performance discussions.
Analyze operational performance using financial and non-financial KPIs, including:
- Productivity and labor utilization
- Capacity utilization
- Equipment downtime and efficiency
- Manufacturing throughput
- Inventory performance
- On-time delivery
- Project and service profitability
- Working capital metrics
Identify trends, risks, inefficiencies, and improvement opportunities across the business.
Create and maintain dashboards, KPI scorecards, and management reporting tools.
Partner cross-functionally to improve profitability, productivity, and operational effectiveness.
Drive continuous improvement initiatives through data analysis and performance measurement.
Challenge assumptions and provide objective, fact-based recommendations.
Improve data quality, reporting capabilities, and analytics processes to increase business visibility and decision speed.
Analyze P&L performance and explain drivers across revenue, margins, expenses, and profitability.
Evaluate product, customer, project, and service-line profitability; support pricing analysis and margin improvement initiatives.
Prepare monthly financial performance reviews and executive presentations.
Develop rolling forecasts and financial projections; monitor cash flow and working capital performance.
Support corporate reporting requirements and strategic initiatives.
Participate in global finance transformation and process improvement efforts.
Support ongoing ERP (Infor LN) and reporting system enhancements, including standardization and automation of reporting where possible.
Improve reporting processes, controls, and data governance.
Partner with regional and global finance teams to drive consistency and best practices.
Support audit and compliance activities while maintaining practical and efficient controls.
Support month-end close activities, including selected journal entries and account analysis; collaborate with accounting to ensure accurate financial reporting.
Perform cost accounting analysis and monitor manufacturing cost performance, including production costs, efficiency trends, labor variances, and cost-saving opportunities.
Support inventory valuation and manufacturing performance reporting.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Engineering, or a related field.
5-8 years of progressive experience in FP&A, operational finance, business analytics, corporate finance, manufacturing finance, or business consulting.
Experience supporting manufacturing, industrial, engineered products, project-based, service, or B2B environments.
Demonstrated ability to connect operational performance metrics with financial results.
Strong understanding of P&L management, budgeting, forecasting, and business performance analysis.
Advanced analytical and modeling skills, with the ability to turn large volumes of data into actionable insights.
Experience developing KPIs, dashboards, and management reporting tools.
Strong business acumen and curiosity for how operations drive financial performance.
Excellent communication and presentation skills to influence leaders at all levels.
Advanced Excel skills and experience working with ERP and business intelligence/reporting systems.
Highly proactive, hands-on, and comfortable operating in a lean, fast-paced environment.

Technologies

ERP: Infor LN
Advanced Excel
Power BI
OneStream
SQL
Business intelligence/reporting systems

Benefits

Medical
HSA & FSA plans
Dental
Vision
Company paid Life Insurance and Short-Term Disability
401(k) company match
Generous Paid Time Off policy and paid holidays
Voluntary Life Insurance, Long Term Disability, Accident Insurance, Critical Illness & Hospital Indemnity Insurance
Referral bonus
Hybrid work
Alternate work schedules

Additional Notes

Experience with Power BI, OneStream, SQL, or advanced analytics tools is highly desirable.
Experience in management consulting, advisory services, or operational finance is a plus.