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14d ago

Sr. Financial Analyst

M.C. Dean, Inc Tysons, VA

Tysons, VA

14d ago

$94k - $118k/yr Full time Senior Data Analysis Deal Valuation

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Job Description

As a Sr. Financial Analyst at M.C. Dean, Inc, you will support the end-to-end lifecycle of the company’s M&A and Corporate Venture Capital (CVC) activity. The role spans deal sourcing and screening through valuation, diligence, execution, and post-deal integration or ongoing portfolio support, with close collaboration alongside senior leadership and exposure to both acquisitions and strategic venture investments.

Key Responsibilities

Build and manage a database of acquisition candidates and intermediaries, including proactive outreach to prospective targets and ongoing contact with investment bankers and other intermediaries.
Monitor the startup and emerging-technology landscape by building relationships with venture capital firms and founders and identifying minority investment opportunities aligned with company strategy.
Screen inbound and proactively sourced M&A and CVC opportunities, conduct initial valuation and strategic-fit analysis, and prepare clear recommendations for senior leadership.
Create financial models (including DCF, comparable company, precedent transaction, and returns analyses), market research, investment memos, and presentations to support investment decisions.
Coordinate transaction activities from initial evaluation through diligence, negotiation, and close, partnering with finance, legal, operations, and outside advisors.
Support the review of letters of intent, term sheets, and definitive agreements.
Assist with post-acquisition integration planning and tracking, monitor CVC portfolio performance, and produce regular pipeline and portfolio updates for executive leadership.

Qualifications

Bachelor’s Degree in accounting, finance, or a related field with 5+ years of experience.
Minimum 2 years of experience in investment banking, venture capital, private equity, FP&A, or corporate development.
Strong financial modeling and valuation skills, including a detailed understanding of financial statements, budgets, and other corporate financial documentation.
Advanced proficiency in Excel.
Proven analytical, project management, and organizational skills, with strong written and verbal communication, including the ability to present to senior executives.
Demonstrated ability to identify, prioritize, structure, and execute fact-based analysis and solutions to sophisticated business problems.

Tools and Technologies

Excel
PitchBook
Capital IQ
CRM

Preferred Qualifications

Direct experience with M&A or venture transactions, including valuation, due diligence, and deal documentation.
Familiarity with engineering, construction, technology, or Federal Government-related businesses.
MBA, CFA, or similar advanced credential.
Experience with deal and market data tools, such as PitchBook, Capital IQ, or a CRM for deal tracking.

Location and Compensation

Location: Tysons, VA (onsite)
Pay range: USD 94,000 - 117,500 per year

Benefits

Competitive salary
Medical, dental, vision, life, and disability insurance
Paid time off
Tuition reimbursement
401k Retirement Plan
Military Reserve pay offset
Paid maternity leave

Work-Related Physical/Communication Abilities

Exposure to a computer screen for an extended period of time
Sitting for extended periods
Ability to reach by extending hands or arms in any direction
Finger dexterity to manipulate objects using fingers rather than whole hands or arms, such as using a keyboard
Ability to listen to and understand information presented through spoken words and sentences
Ability to communicate information and ideas in speaking so others can understand
Ability to read and understand information and ideas presented in writing
Ability to apply general rules to specific problems to produce sensible answers
Ability to identify and understand another person’s speech

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14d ago

Finance Analyst

SCA Health Exton, PA

Exton, PA

14d ago

$68k - $73k/yr Full time Accounting Analytical Skills Analytics

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Job Description

SCA Health (US Digestive Health) is seeking a detail-oriented Finance Analyst to help support financial planning, reporting, and operational decision-making across a network of gastroenterology practices and ambulatory surgery centers. The role collaborates closely with Finance, Accounting, Revenue Cycle, Operations, and senior leadership to evaluate performance, identify trends, and deliver actionable insights.

Key Responsibilities

Prepare and distribute management reports and provide operational analysis for internal use.
Support budget development, strategic planning, and re-forecasting activities in partnership with stakeholders to advance company goals.
Assist with monthly and quarterly financial reporting packages, including budget-to-actual comparisons and variance analysis.
Review historical and future performance trends; create reports and provide advice to management on appropriate actions.
Analyze revenue, operating expenses, profitability, and key financial trends across practices, providers, and service lines.
Partner with business unit owners to define and measure monthly KPI reporting (business operations metrics) for leadership review.
Provide financial support to corporate functions and operational leadership.
Create and critique forecasts and trends for expenses, identifying issues and opportunities.
Collaborate with Accounting during the month-end close process to review results and investigate variances.
Complete ad hoc financial analysis and special projects as requested by leadership.
Maintain regular communication with corporate functional leaders.
Assist with business case scenarios for strategic investments.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration (or equivalent business experience).
Experience working with business or unit management teams as a value-add resource and trusted advisor.
Strong analytical and problem-solving skills.
Advanced Microsoft Excel proficiency, including pivot tables, lookups, complex formulas, and financial modeling.
Demonstrated ability to work effectively within a team.
Strong interpersonal and communication skills, with the ability to present complex financial and business information clearly.

Technologies

Microsoft Excel
Pivot tables and lookups
Power BI
Tableau
SAGE
Oracle BI
OneStream

Preferred Qualifications

Experience in healthcare, physician practice management, ambulatory surgery centers, or a multi-site service organization.
Familiarity with healthcare revenue cycle concepts, reimbursement, payer mix, and provider productivity metrics.
Experience with financial reporting systems, ERP platforms, and business intelligence tools such as Power BI or Tableau; prior systems experience with SAGE and/or data analytics tools such as Oracle BI or OneStream.
MBA, CPA, or other relevant professional certification.

Compensation and Location

Location: Exton, PA (onsite)

Salary: USD 68,000 to 73,000 per year

Benefits

Medical, dental, and vision coverage
401k plan with company match
Paid time off
Life and disability insurance

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14d ago

Patient Financial Counselor

Mount Carmel Behavioral Health Columbus, OH

Columbus, OH

14d ago

Full time Accounting Billing Client Relations

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Job Description

The Patient Financial Counselor at Mount Carmel Behavioral Health in Columbus, OH provides patient-facing support to help individuals understand insurance coverage and their financial responsibilities. This onsite role focuses on accurate eligibility verification, patient counseling, upfront collections, and documentation that supports timely reimbursement and account resolution.

Key Responsibilities

Verify insurance benefits and audit admission paperwork for accuracy and completeness.
Review and update patient demographic and insurance details within the patient accounting system.
Counsel patients and guarantors on coverage, benefits, expected out-of-pocket costs, and available payment options.
Collect patient balances, including deductibles, copays, coinsurance, and other amounts due.
Complete financial assistance applications and verify income and expense documentation.
Prepare charity care documentation, administrative adjustment requests, and payment arrangements when required.
Maintain collection, charity, and adjustment logs, and review activity with leadership.
Analyze account information and take appropriate action to support timely payment and reimbursement.

Required Qualifications

High school diploma or equivalent required.
3+ years of experience in healthcare financial counseling, patient access, billing, or a related field required.
Extensive knowledge of Commercial Insurance, Medicare, and Medicaid required.
Strong customer service, communication, and problem-solving skills.
Ability to explain complex insurance and financial information to patients and families.

Additional Experience Details

Three years of collecting experience is required for this position. Five years is preferred.

Work Environment Expectations

As a patient-facing role within a behavioral health environment, the position requires compassionate, empathetic support. Emotional intelligence, patience, and the ability to assist patients through challenging situations are important to success in the role.

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14d ago

Financial Consultant

Truist Bank Louisville, KY

Louisville, KY

14d ago

Full time Advisor Associate Financial Advisor Business Development

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Job Description

Truist Bank offers a consultative wealth environment for professionals who want to support Financial Advisors while helping clients move toward their goals. This onsite role in Louisville, KY includes a structured benefits package, protected time off, and opportunities to collaborate on client engagements as part of a Financial Advisor team.

Responsibilities

Support the establishment of the Financial Advisor team’s strategic direction to help increase revenue.
Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services.
Implement recommended investment products and services as appropriate.
Help clients with trades, requests for information, research, and account issues.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
Contribute to the preparation for and delivery of client presentations and engagements.
Assist Advisors in maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
Follow professional and ethical standards set by Truist, FINRA, and other applicable regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
4 years of professional experience, including 1 year in the securities industry.
FINRA Series 7 and FINRA Series 66.
Applicable state health and life insurance licenses and jurisdictional registrations matching the advisor(s) supported.
Organized and self-motivated with strong skills in analytics, problem-solving, interpersonal interactions, persuasion, and relationship management.
Proficiency with basic computer applications, including Microsoft Office tools.
Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

Medical, dental, and vision coverage
Life insurance, disability, and accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation (prorated)
10 sick days (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment type: Regular. Language: English (Required). Technologies: Microsoft Office.

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14d ago

Financial Advisor

Truist Bank Louisville, KY

Louisville, KY

14d ago

Full time Advisor Asset & Wealth Management Business Development

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Job Description

Truist Bank is hiring a Financial Advisor in Louisville, KY (onsite) to drive client growth through tailored investment guidance and compliant sales execution.

Responsibilities

Provide personalized investment solutions designed to help clients pursue long-term financial goals.
Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
Maintain a profitable level of securities and insurance sales by executing opportunities identified via external networking and internal referrals.
Ensure sales activities align with the client segmentation model and clients’ best interests.
Use a consultative sales process to partner with clients and review investment plans on a regular basis.
Lead client relationship management strategies to deepen client connections and loyalty.
Record transactions and inquiries accurately, and ensure customer files are completed and maintained to meet regulatory policies.
Stay current on Truist Wealth products and complete all required continuing education.
Build partnerships with Wealth, Commercial, and other internal teams to identify and address unmet client financial needs.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
FINRA Series 7 and 66 (with 63 and 65 in lieu of 66).
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized and self-motivated with strong skills in analytical, problem-solving, interpersonal, persuasion, and relationship management.
Competency with Microsoft Office products.

Technology

Microsoft Office

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
At least 10 days of vacation in the first year (prorated based on hire date and full-time/part-time status)
10 sick days (also prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

Other Information

Regular position
Language: English (Required)
Work shift: 1st shift (United States of America)
Preferred qualifications: Additional credentials such as CFP, CIMA, etc.; banking experience helpful
Benefits eligibility (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits; eligibility for specific benefits may vary by division

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14d ago

Equipment Finance Structuring Director

Truist Bank Hunt Valley, MD

Hunt Valley, MD

14d ago

$95k - $125k/yr Full time Finance Director Commercial Finance Deal Structuring

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Job Description

Lead the structuring and risk execution for equipment finance lease and loan transactions in a hands-on, onsite role in Hunt Valley, MD.

Responsibilities

Structure, underwrite, negotiate, and close equipment finance (EF) transactions
Perform deep quantitative and qualitative analysis to create transaction structures aligned with client needs and Truist risk appetite
Identify, quantify, prioritize, and mitigate transaction risk
Negotiate legal documents for EF transactions
Ensure compliance with risk policies and procedures
Coordinate with originations, portfolio management, legal, compliance, and risk partners to support seamless execution
Mentor, coach, and develop junior team members
Demonstrate Truist culture and values

Requirements

BA/BS degree
11-15 years of related work experience
Solid subject matter expertise, including knowledge of industry drivers, product positioning, structuring, and risk mitigation
Ability to collaborate across functional areas to resolve complex issues
Strong interpersonal skills that support teamwork, trust, creativity/innovation, and accountability
Ability to communicate clearly, concisely, and insightfully

Preferred Qualifications

MBA degree with a finance focus
Capital markets or other product structuring/underwriting experience

Compensation and Location

Salary: USD 95,000 - 125,000 per year
Location: Hunt Valley, MD (onsite)
Employment type: Regular
Work shift: 1st shift (United States of America)

Language Fluency

English (Required)

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation: no less than 10 days in first year, prorated
Sick days: 10 days, prorated
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)

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14d ago

Mgr. FP&A - Supply Chain Finance

Smurfit Westrock Atlanta, GA

Atlanta, GA

14d ago

Full time Manager Budget Management Data Analytics

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Job Description

Lead Supply Chain Finance planning and analytics for Enterprise Logistics in Atlanta.

Develop freight forecast and planning for both Mills and Packaging businesses
Run variance analytics and support performance review with logistics and supply chain partners
Coordinate with Packaging counterparts on forecast/planning assumptions and variance analytics
Deliver recurring financial analyses (daily, weekly, monthly) including commentary and supporting accuracy
Create and present financial materials as required, including leading financial presentations
Track KPIs and provide insights into performance drivers to Supply Chain and Mill business partners
Validate and track CTO freight project savings
Support freight and logistics diagnostics and project-based work
Mentor Financial Analysts and interns, supporting early career development

Requirements

Bachelor's Degree in a relevant field (Finance, Accounting, Business, Procurement, or Supply Chain Management)
5+ years related experience across general or corporate finance, strategic finance, supply chain/logistics data analytics, and complex system configuration integration (ERP implementation and support)
Ability and desire to advance into leadership roles
Capacity to adapt in a high-paced environment, managing routine work alongside ad hoc requests and stringent deadlines
Advanced Microsoft skills (Excel & Access)
Oracle Transportation Management (OTM) experience preferred
JD Edwards and Hyperion experience a plus
Minimal to no travel required
Occasional weekend work (financial reporting, system cutovers, testing, etc.)

Technologies

Microsoft Excel
Microsoft Access
Oracle Transportation Management (OTM)
JD Edwards
Hyperion
ERP implementation and support

Benefits

Corporate culture grounded in integrity, respect, accountability, and excellence
Comprehensive training with numerous learning and development opportunities
Attractive salary reflecting skills, competencies, and potential
Career in a global packaging company where Sustainability, Safety, and Inclusion are business drivers in daily work