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Business, Entrepreneurialism, and Management

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


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Investment Fund Managers

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Investment Fund Managers

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Investment Fund Managers


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Investment Fund Managers

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Job Opportunities

Investment Fund Managers

  • Asset & Wealth Management Tax Manager
    PwC    Phoenix, AZ 85067
     Posted about 20 hours    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 40%

    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

    Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

    Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

    Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

    + Analyse and identify the linkages and interactions between the component parts of an entire system.

    + Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

    + Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

    + Develop skills outside your comfort zone, and encourage others to do the same.

    + Effectively mentor others.

    + Use the review of work as an opportunity to deepen the expertise of team members.

    + Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

    + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

    The Opportunity

    As part of the Financial Services Tax team you are expected to provide benefits through digitization, automation, and increased efficiencies. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to leverage PwC's exceptional technical knowledge and specialization, coupled with industry insights, to solve clients' needs.

    Responsibilities

    - Supervise and develop team members to achieve exceptional deliverables

    - Manage client service accounts and engagement workstreams

    - Independently solve and analyze complex problems

    - Utilize PwC's technical knowledge and industry insights to address client needs

    - Drive digitization, automation, and efficiency improvements

    - Coach teams to enhance their skills and performance

    - Oversee successful planning, budgeting, and execution of projects

    - Foster a culture of continuous improvement and innovation

    What You Must Have

    - Bachelor's Degree in Accounting

    - 4 years of experience

    - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

    What Sets You Apart

    - Thorough knowledge of compliance and consulting for financial partnerships

    - Knowledge of structuring funds to limit tax liability

    - In-depth tax technical skills in partnership tax forms

    - Experience identifying and addressing client needs

    - Building, maintaining, and utilizing networks of client relationships

    - Success as tax technical business advisor

    - Familiarity with CRM systems

    - Knowledge of automation and digitization in professional services

    - Experience with alternative fee arrangements and pricing strategies

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

    The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

    \#LI-Hybrid


    Employment Type

    Full Time

  • Oracle Cloud Financials Analyst (3810)
    SMX    Phoenix, AZ 85067
     Posted about 20 hours    

    Oracle Cloud Financials Analyst (3810)at SMX(View all jobs) (https://www.smxtech.com/careers/)

    United States

    Creoal has recently become a proud subsidiary of SMX, marking an exciting collaboration that enhances our collective capabilities to deliver cutting-edge digital transformation solutions.SMX has a growing Oracle Cloud Practice, focusing on Commercial and Public Sector customers.

    An Oracle Functional Consultant works with business clients to identify their needs and develop a technical solution using Oracle Cloud Financials Applications. As an Oracle Financials Functional Consultant, your duties involve meeting with clients to determine the requirements, present solutions and implement new systems to achieve high efficiency and productivity. You may also train employees on how to use the new systems and prepare process documentation for other consultants or business managers to follow. Expected travel 50%.

    Preferred locations are in the **Philadelphia area** , but remote work may be considered.

    **Candidates will be asked to log into an Oracle Demo System and demonstrate hands-on capabilities based on a use-case provided during the interview.**

    Essential Duties and Responsibilities for the Oracle Cloud Financials Analyst:

    + **Requirement Gathering:** Collaborate with business stakeholders to understand their financial management processes, requirements, and pain points.

    + **Solution Design** : Develop functional designs and solutions that leverage Oracle Fusion Financials modules to address business needs, such as General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Fixed Assets, etc.

    + **Configuration** : Configure Oracle Fusion Financials applications based on the business requirements.

    + Testing: Develop and execute test plans to validate the functionality of the configured system. Ensure that the solution aligns with business requirements and industry best practices.

    + Data Migration: Collaborate with technical teams to define data migration strategies and oversee financial data migration from legacy systems to Oracle Fusion Financials.

    + User Training: Train end-users on effectively using the Oracle Fusion Financials applications. Create user documentation and guides.

    + Support and Troubleshooting: Provide post-implementation support to address user issues, troubleshoot problems, and ensure the system’s smooth operation.

    **Required Skills and Experience:**

    + Clearance Required: None

    + Bachelor's degree in Business Administration, Accounting, Economics, or related field

    + 7+ years of experience configuring Oracle Cloud Financials applications (General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management), or 5 successful full lifecycle implementations of said applications

    + “Oracle Certified Implementation Professional” for General Ledger, Accounts Payable or Accounts Receivable

    + Proficient in creating functional specifications, process flows, and system configurations

    + Experience with data migration, system integration, and interface design

    + Proficient in Reporting and Analytics tools (Oracle Financial Reporting Studio, OTBI, Smartview)

    + Excellent problem-solving skills with a strong attention to detail

    + Strong communication skills, both verbal and written, with the ability to interact effectively with business users and technical teams

    + Ability to work independently and manage multiple priorities in a dynamic environment

    + Ability to travel up to 50%

    Application deadline 12-13-2024

    \#cjpost #LI-REMOTE #LI-JJ1

    The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

    The proposed salary for this position is:

    $150,000—$190,000 USD

    At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

    We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

    SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

    Selected applicant may be subject to a background investigation and/or education verification.


    Employment Type

    Full Time

  • Asset & Wealth Management - Tax Senior Associate
    PwC    Phoenix, AZ 85067
     Posted about 20 hours    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.

    Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

    Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn’t clear, you ask questions, and you use these moments as opportunities to grow.

    Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

    + Respond effectively to the diverse perspectives, needs, and feelings of others.

    + Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

    + Use critical thinking to break down complex concepts.

    + Understand the broader objectives of your project or role and how your work fits into the overall strategy.

    + Develop a deeper understanding of the business context and how it is changing.

    + Use reflection to develop self awareness, enhance strengths and address development areas.

    + Interpret data to inform insights and recommendations.

    + Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

    The Opportunity

    As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.

    Responsibilities

    - Lead digitization and automation efforts

    - Solve intricate tax challenges

    - Mentor and guide junior team members

    - Foster and sustain client relationships

    - Gain thorough understanding of business contexts

    - Navigate complex tax scenarios effectively

    - Grow personal brand and technical skills

    - Uphold exceptional professional and technical standards

    What You Must Have

    - Bachelor's Degree in Accounting

    - 2 years of experience

    - Job seekers need to demonstrate the minimum requirements are met for CPA licenture per respective state regulations

    What Sets You Apart

    - Innovating through new and existing technologies

    - Experimenting with digitization solutions

    - Working with large, complex data sets

    - Building models and leveraging data visualization tools

    - Exposure to pricing and client worth

    - Reviewing contracts and finding new pricing options

    - CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licenture, or Member of the Bar

    - Job seekers need to demonstrate that the minimum requirements are met for CPA licenture per respective state regulations

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

    The salary range for this position is: $83,000 - $208,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

    \#LI-Hybrid


    Employment Type

    Full Time

  • Senior Financial Analyst
    ManTech    Chandler, AZ 85286
     Posted about 20 hours    

    Become an integral part of a diverse team while working at an Industry Leading Organization, where our employees come first. At ManTech International, you’ll help protect our national security while working on innovative projects that offer opportunities for advancement.

    Currently, ManTech is seeking a motivated, career and customer-oriented **Senior Financial Analyst** to join our team in the **Chandler, AZ.**

    **Responsibilities include but are not limited to:**

    + Lead team with providing Program Financial Control functions including budgeting, forecasting, financial planning and analysis, reporting, establishing/managing program cost baselines.

    + Develop, monitor and manage program budget

    + Utilize financial modeling, scenario analysis, and sensitivity testing to support strategic planning.

    + Gather, analyze, and interpretfinancial data to support decision-making processes.

    + Responsible for the accurate, timely preparation, submission of financial contract deliverables.

    + Generate financial status reports and/or charts to meet contractual financial reporting requirements (e.g., monthly status report, etc.).

    + Prepares material estimates and delivery schedules.

    + Prepare and present accurate and concise financial reports, presentations, and dashboards.

    + Lead, direct, manage, mentor, and train team(s) in financial management efforts, tools, and practices

    + Liaise with key stakeholders to ensure effective financial management.

    + Collaborates with cross-functional teams to ensure data accuracy and resolve financial discrepancies.

    + Perform ad-hoc financial analysis and research as required.

    + Provides guidance to Associate Financial Analyst

    + Ensure compliance with all applicable laws and regulations.

    + Support customer budget requests and submissions

    + Support customer cost management and hybrid technology cost optimization

    + Support Technology Business Management structure, identification, inputs, tracking, and management for customer IT investments

    **Basic Qualifications:**

    + A bachelor’s degree in accounting, Business Administration, or related field

    + A minimum of nine (9) years' of experience

    + Familiarity with financial accounting and reporting systems

    + Understanding of defense contracting, FAR, CAS

    + Demonstrated ability to perform tasks working with Accounting, Finance, or Economics-related financial data

    + Strong analytical and problem-solving skills, with an ability to work independently as well as collaboratively in a team environment.

    + Demonstrated proficiency in MS Office tools (Word, Excel, PowerPoint, Outlook, Power BI)

    **Preferred Qualifications:**

    + An advanced degree

    + FinOps experience

    + TBM experience

    **Clearance Requirements:**

    + Must hold a Secret clearance

    + Must be able to obtain a TS/SCI clearance

    + Must be able to pass DHS Suitability

    **Physical Requirements:**

    + Must be able to remain in a stationary position 50%

    + Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine and computer printer

    + The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

    ManTech International Corporation, as well as its subsidiaries proactively fulfills its role as an equal opportunity employer. We do not discriminate against any employee or applicant for employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    If you are a qualified individual with a disability and require a reasonable accommodation to apply for a position with ManTech through its online applicant system, please email us at [email protected] and provide your name and contact information.


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ - Hilton Village
    JPMorgan Chase    Scottsdale, AZ 85258
     Posted about 20 hours    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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 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 at our company. 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 under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • J.P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ
    JPMorgan Chase    Lake Havasu City, AZ 86405
     Posted about 20 hours    

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

    **Job responsibilities**

    + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

    + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

    + Demonstrate a deep understanding of financial markets and sound business judgement

    + Exhibit unwavering integrity that points toward doing right by clients at every opportunity

    + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

    + Provide a holistic view of clients' needs and financial coaching beyond investments

    + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

    **Required qualifications, capabilities, and skills**

    + At least 2 years in a Financial Advisor role or equivalent financial services experience

    + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

    + Demonstrated ability and commitment to goals-based planning and advice

    + A valid and active Series 7

    + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

    + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

    **Preferred qualifications, capabilities, and skills**

    + Certified Financial Planning (CFP®) certification is preferred

    + Bachelor's degree preferred

    INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

    Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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 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 at our company. 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 under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer/Disability/Veterans


    Employment Type

    Full Time

  • Operations/Supply Chain (OSC) Financial Analyst - P2 - (On-Site)
    RTX Corporation    Tucson, AZ 85702
     Posted 1 day    

    Date Posted:

    2025-01-16

    Country:

    United States of America

    Location:

    MA101: Andover MA 350 Lowell St Essex 350 Lowell Street Essex, Andover, MA, 01810 USA

    Position Role Type:

    Onsite

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    The Operations/Supply Chain (OSC) Finance Organization has an immediate need for a P2 Financial Analyst supporting the ASDS Mission Area, specifically the TPY portfolio. The candidate will work on a team of Operations Analysts executing all aspects of the production finance processes (EACs, EVMS, etc).

    The ideal candidate will help construct and execute change management protocols generating value to the executing originations via critical analysis, bandwidth management, guidance and insights. They will be expert communicators, able to transfer knowledge, resolve conflicts and relay timing critical information across all multi-functional stakeholder environments. Lastly, they will prioritize and allocate resources in a dynamic, geographically dispersed, and deadline driven environment.

    The analyst will be responsible for ensuring accuracy and integrity of operations analysis while infusing expertise and best practices into the organization. This effort will be inclusive of side-by-side analysis with working teams to drive analytical capability growth and appropriate functional ownership accountability to the results generated. Each program includes an efficient and effective team that relies on individual drive and integrity for success. Rapport is of upmost priority and it is expected that the candidate is capable of building business relationships and trust with all stakeholders. Leaders will be responsible for understanding the drivers within their respective program areas and determine trends or drifts within the organization; ultimately consolidating information, identifying critical metrics and recommending / executing solutions to challenges as appropriate. These roles will serve as a critical business partner providing insight and guidance to Mission Areas; as well as, Business Unit Leadership.

    What You Will Do:

    + Cost/schedule control and analysis, forecasting, estimate-at-completion (EAC), variance analysis, data reviewing and reporting for a set of assigned programs.

    + Frequent collaboration with the Program Manager, and CAM’s/IPTLs, Material Program Managers, and Mission Area PMO/Finance.

    + Personal involvement in the successful execution of contracts.

    + Actively identifying risks that affect cost and/or schedule and providing proactive analysis of all financial aspects of the projects. Performance of additional ad-hoc analysis will be required as well.

    Qualifications You Must Have:

    + Typically candidates will have a bachelors degree and 2 years’ financial based experience or an advanced degree and less than 2 years experience.

    + Experience using Microsoft Office tools (advanced excel preferred).

    + U.S. Citizenship Status is Required as this position will require the ability to Access US Only Data Systems

    Qualifications We Prefer:

    + Understanding of operations/material systems and processes

    + A subject matter resource willing to execute analysis side-by-side with team members

    + Convey business acumen to stakeholders without financial backgrounds or expertise

    + Comfort taking on dynamic environments and new challenges

    + Clear, succinct and polished written and verbal communication skills

    + Proficient in SAP, PRISM, Business Warehouse, and Microsoft Office

    + Demonstrated ability to communicate effectively with peers and leadership

    + An understanding of material EACs cradle-to-grave (Gate 3 – Gate 11)

    + Ability to absorb performance indicators to create consolidated executive presentations

    + Knowledgeable of varying lifecycle program controls

    + Strong experience with Excel and other business analytical tools

    + Experience with financial evaluations of programs performance

    + Strong understanding of company command media, disclosures and GAAP

    What We Offer

    + Our values drive our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive.

    + We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    + Please consider the following role type definition as you apply for this role. Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

    The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

    Privacy Policy and Terms:

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Senior Financial Analyst
    RTX Corporation    Tucson, AZ 85702
     Posted 1 day    

    Date Posted:

    2025-01-15

    Country:

    United States of America

    Location:

    AZ849: RMS AP Bldg 849 1151 East Hermans Road Building 849, Tucson, AZ, 85756 USA

    Position Role Type:

    Onsite

    At Raytheon, the foundation of everything we do is rooted in our values and a higher calling – to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today’s mission and stay ahead of tomorrow’s threat. Our team solves tough, meaningful problems that create a safer, more secure world.

    Naval Power’s Close-in Weapon System (CIWS) Sustainment finance team is seeking a motivated finance professional to join our large DOD/FMS Spares, Repairs, and existing Performance Based Logistics (PBL) portfolio as a Senior Financial Analyst. This portfolio is composed of DOD/FMS contracts varying in size with the U.S. Navy. In this role, you will be responsible for the financial operations, collaboration, and relationship building with internal and external customers.

    You will be an excellent communicator with a strong desire to learn while being challenged. You must have the ability to think on their feet, make decisions in a fast-paced environment, manage competing priorities and interact with various levels of management. This position will provide an opportunity to improve skills in financial planning, PRISM, estimates at complete and variance analysis and apply them to existing and future pursuits.

    We value diverse skills and experience, so don’t hold back. Your qualifications could add tremendous value to our team. Our customers come from all different backgrounds, and so do our employees. If you’re passionate about what you could accomplish here, we’d love to hear from you.

    This position is currently designated as Onsite. However, the successful candidate will be required to work onsite from one of the following Raytheon locations, Louisville, KY, Tewksbury, MA or Tucson AZ.

    What You Will Do

    + Quarterly Development of Estimate at Completion (EACs).

    + Interfacing with Control Account Managers, Program Management, the Integrated Product Leadership Team, and ensuring compliance with financial policies.

    + Analysis of program performance, utilization of PRISM tools, assisting with initial baseline for new awards.

    + Contribute to cross-functional teams with an emphasis on financial implications of team decisions and ensure finance team knowledge of program decisions.

    + Develop, utilize, and disseminate process improvement and tool improvement opportunities to enhance analytical opportunities for the entire finance team.

    + Ad-hoc request support in a fast-paced environment (RFI's, UCA proposal support).

    Qualification You Must Have

    + Typically requires a Bachelor’s degree in Business, Math, Finance, Accounting or a related field with 2 years of relevant work experience.

    + Experience using SAP (APEX, PRISM, and/or BW/AO), RTN PMX or similar financial systems.

    + Experience with Microsoft Excel and PowerPoint.

    + EVMS Certification or ability to achieve EVMS Certification within 6 months of hiring.

    Qualifications We Prefer

    + Excellent verbal and written communication skills.

    + Excellent analytical and problem-solving skills, with the ability to multitask effectively in a fast-paced environment.

    + A dedicated and positive attitude with the ability to meet critical deadlines and develop reports to drive solutions and continued process improvements.

    + Advanced Excel Skills.

    + DoD Industry experience.

    Additional Information

    + This position grade is P2, Senior Program Cost Controls Analyst.

    + Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.

    + Relocation assistance is not available.

    What We Offer

    + Our values strengthen our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.

    + Whether you’re just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.

    Learn More & Apply Now!

    + RTX solves some of the toughest challenges in aerospace and defense. That requires expansive thinking and bold innovation – and that, in turn, requires a culture that is diverse, equitable and inclusive. We embrace individuality and diversity of thought to fuel opportunity for our employees, our customers, and our communities. We work toward progress, knowing that a more inclusive world is critical to our mission. Not just in this moment, but always.

    The salary range for this role is 66,000 USD - 130,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate’s work experience, location, education/training, and key skills.

    Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.

    Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company’s performance.

    This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.

    RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.

    RTX is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

    Privacy Policy and Terms:

    Click on this link (http://www.rtx.com/privacy/Job-Applicant-Privacy-Notice) to read the Policy and Terms

    Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.


    Employment Type

    Full Time

  • Intern – Financial Analyst
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    Verint Systems, Inc. has an immediate need for a Channel Financial Analyst Intern. This role offers the ability to work remote five days a week. The Financial Analyst Intern will provide direct assistance to the Americas Channel leadership by providing support in the analysis and decision making based on key partner performance metrics. This would include understanding our ability to sell Verint’s entire product portfolio to different type of partners and measuring our ability to get net new logo business and long term renewal contracts with our existing partner customers.

    **Principal Duties and Essential Responsibilities:**

    + Analyzing financial data related to partner specific performance.

    + Identify and report bad partner financial trends related to new business and renewal data.

    + Preparing required reports partner dashboards by working with sales operations.

    + Provide recommendations for improvement based on trends.

    + Assist in the approval process and allocation of co-op budget.

    + Help in the presentation to finance and sales operations on key needs that get identified based on the intern’s financial analysis.

    + Work with sales operations, finance, and strategy functions on partner specific education.

    **Minimum Requirements:**

    + Currently enrolled and pursuing a degree in finance, business or a related field preferred

    + Excellent academic performance

    + Ability to work in a cross-functional team environment.

    + Ability to work in a cross-functional team environment.

    + Possess strong analytical and technical skills with ability to learn troubleshooting methods and perform root cause analysis.

    + Possess good written and verbal communication skills.

    + Fast learner and able to pick up new ideas and approach quickly.

    + Has strong organizational and time management skills.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    **Preferred Requirements:**

    + Strong communication skills (written and verbal) and excellent team building skills.

    + Must be well organized and able to escalate issues when encountered.

    + Ability to learn quickly in a hands-on, virtual environment.

    + Possess creativity, flexibility, variety, and growth potential.

    + Willingness to interact with internal and external resources.

    + Fearlessness to ask questions of someone you don’t know.

    + Experience with Excel, Tableau or another spreadsheet or reporting tools.

    **What Will You Learn?**

    At Verint, we use technology to support our Channel Sales efforts. As a Financial Analyst Intern you will be exposed to and learn how to make effective use of these technologies including industry leading solutions such as:

    + Salesforce

    + Power BI

    + LinkedIn Sales Navigator

    + Microsoft Office Suite

    MIN: $25/hr

    MAX: $30/hr


    Employment Type

    Full Time

  • Intern, Security Analyst
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    Verint is seeking a Security Engineer Intern who will use a combination of programming knowledge, threat management, and communication skills to automate and integrate cybersecurity at every stage of the product lifecycle.

    **Principal Duties and Essential Responsibilities:**

    + Execute scheduled audits of internal processes and procedural adherence.

    + Coordinate with internal and external resources to ensure evidence is gathered thoroughly and in a timely manner.

    + Identify gaps in processes, documentation, or systems that need to be addressed and present to management for remediation.

    + Support external annual audits for PCI-DSS, FedRAMP, HITRUST, SOC2, etc. including:

    + Manage evidence request lists.

    + Ensure requested evidence is adequately covered as part of the audit schedule.

    + Provide all requested evidence in a timely manner.

    + Follow up on identified remediations to ensure completion.

    + Maintain compliance and security awareness of new projects and clients.

    + Schedule security reviews for all new client projects.

    + Stay up to date with any regulatory changes relevant to the industry.

    **Minimum Requirements:**

    + Currently pursuing a degree in CIS, CS, or a related field

    + Minimum of 0-1 years' experience in a professional environment

    + Effective written and verbal communications skills

    + Strong analytical, critical thinking, and problem-solving skills

    + Organizational skills

    + Ability to establish priorities and successfully manage multiple projects while meeting deadlines.

    + Ability to work collaboratively in a team-oriented environment.

    + Ability to manage many details simultaneously and follow up accordingly.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    **Preferred Requirements:**

    + Knowledge of PCI, HIPPA, GDPR, and ISO 27001:13 requirements

    + Knowledge in industry benchmarking CIS standards

    + Knowledge in applying audit principals, concepts, techniques, and practices.

    + Ability to manage projects to completion in an efficient manner.

    + Task orientated.

    \#LI-BM1

    MIN: 25/HR

    MAX: 30/HR


    Employment Type

    Full Time


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