- Drive and project manage the annual budgeting process, collaborating with senior leadership and cross functional teams to ensure alignment with proposed strategies/annual plans.
- Create accurate and detailed financial forecasts to support strategic decision-making.
- Track and analyze variances between budgeted and actual financial performance, providing and implementing suggested solutions for improvements and other learnings.
- Support GWIs data analytics broadly, particularly data related to organizational impact and cross-team analytics, and provide strategic insights.
- Prepare and present comprehensive financial reports and presentations for internal and external stakeholders and key meetings/plans including data visualization, analytics, and background research.
- Manage the Quarter End process and ensure timely delivery of materials for the Audit and Finance Committee meetings of the Board including collecting relevant data across the organization, performing financial analyses, and creating Board presentations and reports.
- Lead identification, project design, and implementation for high-impact special projects across the entire organization to improve processes, reporting and data.
- Three to five years of relevant work experience; experience in financial services, management consulting, or corporate financial planning and analysis preferred.
- Strong proficiency in financial modeling and analysis including ability to understand the details, gleam insights big and small, and develop recommendations from data.
- Demonstrated ability to be proactive, take the initiative, have a strong sense of urgency, and thrive in a fast-paced environment.
- Excellent organizational and project management skills and demonstrated ability to prioritize and manage numerous projects at once as they evolve and change.
- Strong communication and presentation skills (verbal and written) and experience translating complex ideas into clear, easy-to-understand concepts.
- Significant experience with Google Suite, Excel (including expert analysis, organizing, and formatting skills), and PowerPoint; experience with Salesforce and project management software preferred.
- Strong commitment to GWIs mission with intellectual curiosity around investment management, market trends, and advancing women
- Diversifying investment teams to drive better outcomes and create meaningful impact
- Welcoming those who self-identify as women and gender non-binary
- Advocating fiercely for communities that have historically faced barriers to entry and advancement
- Utilizing ongoing education as a resource to help women thrive in an evolving investment landscape
- Accelerating careers through the power of community and connection
- Shaping the investment management industry to look more like the world around it
- Ensuring all who interact with GWI: scholars, alumni, board members and staff encounter an inclusive, respectful environment that welcomes each others unique skills and perspectives.
-
Associate, Finance
4 weeks ago
DoorDash New York, United StatesAbout the Role · We are looking for an Associate who will work with partners across DoorDash to ensure we are making efficient, data-driven decisions. You will partner with teams across the business to support financial decisions that involve one of our various products by evalua ...
-
Finance Associate
2 weeks ago
Navitas Resourcing Group New York, United StatesAre you a seasoned finance professional ready to make a significant impact in the renewable energy sector? · Navitas has partnered with a New York-based Renewable Energy Developer. Heavily backed by a top Private equity investor An opportunity to directly report to the head of f ...
-
Finance Associate
2 weeks ago
Hedge Fund New York, United StatesAre you looking for a GREAT work/life balance, laid back culture and highly collaborative environment that promotes entrepreneurship and encourages ideas from all employees? This is the job for you · The firm also offers a terrific work/life balance, benefits and has one of the h ...
-
Finance associate
2 weeks ago
Goodwin Recruiting New York, United StatesWe are looking to add a Finance Associate to the team. You will be forward facing with clients and vendors while playing an important part on the financial team. If you have experience with AP/ AR and like working with people, please send your resume Associate, Finance, Banking, ...
-
Finance Associate
1 week ago
Marsden New York, United StatesTop 3 Finance group | New York | · *legal role · In a legal market where Finance roles have been few and far between over the past year, this is a fantastic opportunity to join a market-leading finance group in New York. We are working directly with the co-heads of the group to ...
-
Finance Associate
2 weeks ago
Amber Charter Schools New York City, United StatesPosition Summary · The Finance Associate works with our Finance Manager and other staff to support non-academic operations at the organization, ensuring compliance with applicable laws, regulations, and requirements set by funders and partners. They are specifically responsible f ...
-
Finance Associate
14 hours ago
Girls Who Invest New York, United StatesFinance Associate - Girls Who Invest · New York, NY (Hybrid - in office 2-3 days per week) · ABOUT THE ORGANIZATION: · Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-bin ...
-
Associate, Finance
2 days ago
GLG New York, United StatesGLG is seeking an Associate to join the Finance team to support the team's various initiatives and will play a significant role in designing, maintaining, and improving the company for balance sheet and cash forecasting. Additionally, this individual will be focused on being a bu ...
-
Finance Associate
3 weeks ago
Pacaso New York, United StatesJob Description · Job DescriptionAbout Pacaso: · Pacaso exists to enrich lives by making second home ownership possible and enjoyable for more people. Our innovative co-ownership model is the easiest, smartest and most responsible way for people to experience the joy of a second ...
-
Finance Associate
17 hours ago
Girls Who Invest New York, United StatesJob Description · Job DescriptionFinance Associate - Girls Who InvestNew York, NY (Hybrid - in office 2-3 days per week) · ABOUT THE ORGANIZATION:Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and adv ...
-
Associate, Finance
3 weeks ago
GLG New York, United StatesGLG is seeking an Associate to join the Finance team to support the team's various initiatives and will play a significant role in designing, maintaining, and improving the company for balance sheet and cash forecasting. Additionally, this individual will be focused on being a bu ...
-
Finance Associate
4 weeks ago
Marina Sirras & Associates LLC New York, United StatesMid-level Leveraged Finance Attorney - New York · Our client is a major international firm, seeking a mid-level finance attorney for its New York or Chicago offices. This position will compensate starting at $235,000+, and may vary depending on different factors. · Qualifications ...
-
FInance Operations Associate
1 week ago
Strategic Employment Partners (SEP) New York, United StatesMy client is a well known specialty finance company based in NYC and they are currently looking to add a remote Finance Operations Associate to their team with 3 to 5 years of experience. Apply Now · Title: Finance Operations Associate · Location: 100% remote but must be able to ...
-
Finance Associate, FP&A
3 weeks ago
JCW New York, United StatesPosition - Finance Associate · Location - New York, NY (hybrid model) · A prominent broker-dealer investment bank is seeking a Finance Associate for their New York City office. The ideal candidate will have at least 3 years of experience working within the finance department of a ...
-
Finance Associate
1 week ago
Galaxy Digital New York, United StatesWho You Are: · The ideal candidate will have at least 2 to 3 years of experience in a public accounting or financial statement reporting role, ideally within a large multinational and diversified services context. Experience in the crypto sector or traditional financial services ...
-
Finance Professionals – Associate
2 weeks ago
Morgan Stanley New York, United StatesFinance Professionals – Associate & Directors (AVP) Job Number: · Posting Date · :May 15, 2024 Primary Location · :Europe, Middle East, Africa-United Kingdom-United Kingdom-Glasgow Job · :FinanceEmployment Type:Full TimeJob Level:Director Description Finance Profession ...
-
Associate, Client Finance
6 days ago
GroupM New York, United StatesDescription · Position at Wavemaker Overview: Associate will be the day-to-day contact, responsible for assisting Client Finance with the daily tasks required to meet the financial needs for a portfolio of clients in a fast-paced, high-volume environment. The Associate will in ...
-
Finance and Operations Associate
2 weeks ago
Euclid Power New York, United StatesEuclid Power | Location: New York City or Remote | Full-TimeAbout UsEuclid Power is a renewable energy software and services company that is building the operating system for the renewable energy industry; we make data management and workflow tools to help project developers and ...
-
Analyst/Associate, Finance
2 weeks ago
Brookfield Properties New York, United States Full timeJob Description · We Are Brookfield Properties: · We are seeking an Analyst or Associate to join the finance team at Brookfield Properties U.S. Office Division in New York, NY. In this role, you will play a key part in inspiring change and continual improvement. If you are comm ...
-
Sr. Associate, IT Finance
2 weeks ago
New York Life Insurance Co New York, United StatesLocation Designation: Hybrid - 3 days per week · When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right ...
Finance Associate - New York, United States - Clear Light Leadership
Description
ABOUT THE ORGANIZATION:
Girls Who Invest (GWI) is a non-profit organization dedicated to transforming the investment management industry by attracting and advancing women and non-binary investors, change-makers, and leaders. To date, GWI has reached more than 2,500 people in just eight years, and of our alumni working full-time, 70% have stayed in the industry.
GWI does this through tuition-free education programs for first and second-year college students. Beyond our programs, GWI provides career advisory services, community building, and support for our alumni at all stages in their careers, with a focus on long-term professional development, retention, and advancement. To learn more, visit
ABOUT THE OPPORTUNITY:
The Finance Associate will report to the Chief Operating Officer of Girls Who Invest and is a key new role designed to perform financial analysis, share strategic insights, manage multiple finance-related projects such as driving the annual budgeting process and analyzing variances, and create top-notch content for leadership and the Board of Directors that will inform key decision-making across the organization.
KEY RESPONSIBILITIES
Financial Analysis, Strategy and Budgeting
Reporting and Project Management
ABOUT THE SUCCESSFUL CANDIDATE:
EDUCATION: Bachelors degree required; degree in Finance, Accounting, Business, or a related field preferred; MBA a plus.
GIRLS WHO INVESTS VALUES
Equity is the core value driving Girls Who Invest it is the foundation of everything we do.
We believe in:
Girls Who Invest provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.