- Robert Half Finance & Accounting (New York, NY)
- …and consistent story + Support investor relations and fundraising efforts, including materials, due diligence responses, and presentation prep + Build and manage ... a small, sharp corporate finance and FP& A team + Work across the business to connect financial insights to key operating decisions - be a trusted advisor, not just a scorekeeper + Track competitive and market trends; make sure our positioning reflects both… more
- Neuberger Berman (New York, NY)
- …the audit committee + Collaborate on M&A and/or strategic initiatives, including tax due diligence , integration of acquired business, new tax strategies and ... structures + Active involvement in tax audit reviews and resolutions with federal, state and local and non-US tax authorities + Collaborate with external service providers (law and accounting firms specializing in tax matters as well as fund administrators,… more
- JPMorgan Chase (New York, NY)
- …presentation materials and participating in client/investor meetings + Conducting extensive due diligence on companies, industry and product research as ... well as comparable analysis + Coordinating communication across numerous internal and external parties + Reviewing all work prepared by analysts including financial models Required qualifications, capabilities, and skills + 3+ years of experience in Investment… more
- NoGood (New York, NY)
- …board-ready financial reports and investor materials + Support fundraising efforts with due diligence preparation and financial analysis + Develop budgets and ... track performance against financial targets + Analyze unit economics and key business metrics Systems & Process Development + Select and implement accounting and financial management systems + Create scalable processes for expense management and financial… more
- JPMorgan Chase (New York, NY)
- …presentation materials and participating in client/investor meetings + Conducting extensive due diligence on companies, industry and product research as ... well as comparable analysis + Coordinating communication across numerous internal and external parties + Primary responsibility for reviewing all work prepared by analysts including financial models **Required qualifications, capabilities, and skills** + 1… more
- BMO Financial Group (New York, NY)
- …continually monitors performance of existing accounts and client relationships. + Conducts due diligence (eg client visits, business model analysis, and ... comprehensively reviewing industry trends and related regulations). + Identifies opportunities to diversify client portfolios. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical… more
- Mizuho Corporate Bank (New York, NY)
- …the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation + Cross-sell other Mizuho ... financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory + Contribute to the development and execution of the group's overall business plan + Stay abreast of industry trends and current market… more
- Citigroup (New York, NY)
- …preparing client presentations, creating financial models, and performing valuation analyses and due diligence + Leverage past investment banking or related ... experience to enhance M&A execution and capital raising capabilities + Manage and mentor analysts, providing guidance on financial analysis and deal structuring + Collaborate with senior bankers in business development efforts and client engagement +… more
- Grant Thornton (Melville, NY)
- …analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence , valuation analysis, damage calculations and analysis, ... and industry research + Writing opinion letters and reports + Maintaining active communication with clients to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts effectively + Maintaining active communication with… more
- JPMorgan Chase (New York, NY)
- …industry trends/updates with regards to valuation policies. + Assist in the Operational Due Diligence process with strict focus on tax review, compliance, and ... fund suitability for potential investments. + Assist in the review of quarterly/annual financial statements for the private equity tender fund including all regulatory filings (N-Port, N-CSR, etc.). + Ensure that all investments are accounted for in accordance… more