(cpa firm) japanese speaking advisory associate – office location flexible: ga, mi, or tx

senior financial analyst

(cpa firm) japanese speaking advisory associate – office location flexible: ga, mi, or tx Jobs in Houston

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associate investment banking energy houston tx

Scotiabank

<div>Requisition ID: 225081
Salary Range: -
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 


Title: Associate, Investment Banking, Energy - Houston, TX 


Global Banking and Markets 


Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 


Overview

Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team&rsquo;s business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. 


What You&rsquo;ll Do
<ul>
<li>Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes:
<ul><li>Coordinating with the various product groups and industry team within GBM</li>
<li>Developing and maintaining effective industry relationships with legal counsel, external parties, clients</li>
</ul></li><li>The day-to-day responsibilities include the following:
<ul><li>Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients</li>
<li>Collecting, consolidating, and interpreting company and industry data</li>
<li>Performing comprehensive financial statement analysis and create and maintain models</li>
<li>Financial and written analysis of companies and industries</li>
<li>Identifying and developing business opportunities with clients</li>
<li>Preparing client presentations, including compiling data and assembling presentation materials</li>
<li>Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time</li>
<li>Applying product and capital markets knowledge to help clients achieve their financial objectives</li>
<li>Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development</li>
<li>Actively partner with group leaders and broader team to build team dynamics and engagement across teams</li>
<li>Actively contribute to a high performance and inclusive work environment</li></ul> 
</li>
</ul> 
What You&rsquo;ll Bring
<ul>
<li>2-5+ years&rsquo; work experience in Investment Banking, Equity Research or in a corporate finance role at an industry player</li>
<li>Spanish speaking candidates would be a plus</li>
<li>Bachelors or Masters Degree in Business, Finance, Math, Economics, Science or other quantitative or STEM subject</li>
<li>Strong quantitative skills focused on financial analysis, accounting and financial theory</li>
<li>Strong written and verbal communication skills</li>
<li>Proficiency with the full Microsoft Suite, with an emphasis on Excel</li>
<li>Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities</li>
<li>Ability to manage multiple projects with competing deadlines while maintaining high work standards</li>
<li>Strong communication and teamwork skills</li>
<li>Demonstrated ability to quickly adapt to new situations and short deadlines</li>
<li>Independent thinker and proven ability to take initiative and make decisions</li>
<li>Flexible to demands of work and viewed as a valuable team resource</li>
<li>A high level of energy and a keen desire to learn new concepts</li>
</ul>
Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?

Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : Texas : Houston
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Associate, Investment Banking, Energy - Houston, TX

<div>Requisition ID: 223101
Salary Range: -
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 


Associate, Investment Banking - Power &amp; Utilities - Houston, TX 


Global Banking and Markets

Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 


Position Highlights:

Associates in Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. 


Scotiabank&rsquo;s Power &amp; Utilities Investment Banking team is a leading coverage investment banking platform. The team is actively involved with a wide array of regulated utilities, independent power producers, private equity and infrastructure funds, and renewable energy developers. The Associate will have the opportunity to immediately and meaningfully contribute to live transactions including sell-side and buy-side M&amp;A, capital raises, and equity and debt lending for leading Power and Utilities platforms and Financial Sponsors. 
 
A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients&rsquo; financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. 
With a limited hierarchy of professionals and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and the capital markets. 


Responsibilities:
<ul>
<li>Evaluating and analyzing the financial needs of corporate clients, including the development of financial models</li>
<li>Creating marketing materials and presentations</li>
<li>Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time</li>
<li>Identifying and developing business opportunities with clients</li> 
</ul>
Major Activities Include:
<ul>
<li>Perform comprehensive financial statement analysis and create and maintain models</li>
<li>Collect, consolidate and interpret company and industry data</li>
<li>Financial and written analysis of companies and industries</li>
<li>Preparing client presentations, including compiling data and assembling presentation materials</li>
<li>Supporting drafting of prospectuses, related documentation and marketing materials for transactions</li>
<li>Applying product and capital markets knowledge to help clients achieve their financial objectives</li> 
</ul>
Requirements:
<ul>
<li>2+ years&rsquo; work experience in Investment Banking or the power/utilities sector preferred</li>
<li>Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology</li>
<li>Proven record of outstanding achievement in academic and extracurricular activities</li>
<li>Strong quantitative skills focused on financial analysis, accounting and financial theory</li>
<li>Strong written and verbal communication skills</li>
<li>Excellent command of Microsoft Suite, with an emphasis on Excel</li>
<li>A high level of attention to detail</li>
<li>The ability to manage multiple projects simultaneously while maintaining a high standard of work</li>
<li>The ability to excel under pressure amid demanding deadlines</li>
<li>The ability to perform effectively in a team environment</li>
<li>High professional standards including a strong sense of personal integrity and teamwork</li>
<li>Demonstrated ability to quickly adapt to new situations</li>
<li>A high level of energy and a keen desire to learn new concepts</li></ul> 


Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?

Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : Texas : Houston
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.</div>

Associate, Investment Banking - Power & Utilities - Houston, TX

Plenus Consulting Group LLC

Deal Advisory (New Markets Tax Credit: NMTC) Associate or Manager (Bilingual Japanese/English &ndash; Choice of GA, MI, or TX Office)Company Overview:PKF Plenus is a U.S. member firm of PKF International, providing full-service tax, assurance, and advisory solutions to multinational clients. Our Tax &amp; Deal Advisory team specializes in New Markets Tax Credit (NMTC) and other federal incentive programs, working with global manufacturing and investment companies expanding in the U.S.Position Summary:We are seeking a part-time bilingual (Japanese-English) associate to support our Tax &amp; Deal Advisory practice and general firm operations. The role includes assisting partners with client engagements, schedules, and administrative coordination.Key Responsibilities:<ul><li>Support tax and deal advisory projects, including New Markets Tax Credit (NMTC) and investment incentive programs.</li><li>Assist partners with client communications, scheduling, and documentation.</li><li>Conduct research and analysis related to financial incentives, regulations, and client deliverables.</li><li>Provide general affairs and administrative support across partners and departments.</li><li>Coordinate business trips and external meetings when required.</li><li>Prepare and translate documents (Japanese&ndash;English as needed).</li><li>Provide Japanese&ndash;English interpretation during partner meetings, client visits, and sales presentations.</li><li>Support client relationship management by assisting with communications, hospitality, and follow-up coordination.</li><li>Drive partners or clients during business trips and local client visits as required.</li></ul>Qualifications:<ul><li>Native-level Japanese and fluent English required.</li><li>Bachelor&rsquo;s degree in Business, Accounting, Economics, or related field (preferred). No prior experience required; open to highly motivated fresh graduates.</li><li>Must reside in Georgia (GA), Michigan (MI) or Texas (TX).</li><li>Must hold a valid driver&rsquo;s license and be able to travel by air as needed (up to 50% travel).</li><li>Strong organizational, multitasking, and communication skills.</li><li>Ability to work both independently and collaboratively in a professional environment.</li></ul>Location: Choice of office &ndash; Atlanta, GA; Troy, MI; or Houston, TX (based on candidate preference and business needs).Employment Terms:<ul><li>Choice of office &ndash; Atlanta, GA; Troy, MI; or Houston, TX (based on candidate preference and business needs).</li><li>Part-time for the first 3 months (not applicable for manager level)</li><li>Potential for full-time conversion based on performance.</li><li>Hourly rate: $25+ (commensurate with experience).</li><li>Remote work permitted until further management decision; field visits required upon request.</li><li>Visa or Green Card sponsorship available for qualified candidates.</li></ul>Job Type: Part-timePay: From $25.00 per hourWork Location: Hybrid remote in Houston, TX 77057

(CPA firm) Japanese Speaking Advisory Associate – Office Location Flexible: GA, MI, or TX

Motiva Enterprises LLC

<div><div>At Motiva, our employees&rsquo; energy, passion, and dedication to excellence are what make us who we are and what allows us to generate energy that makes a house a home, gets us from point A to point B, and enables our health and wellbeing. We invest in every aspect of our employees&rsquo; lives because, at Motiva, our people matter.</div><div></div><div>
Headquartered in Houston, Texas, Motiva refines, distributes and markets petroleum products throughout the Americas. The company&rsquo;s Port Arthur Manufacturing Complex in Port Arthur, TX, is comprised of North America&rsquo;s largest refinery with a total throughput of 720,000 barrels per day, the largest base oil plant in the western hemisphere, and an integrated chemical plant. Under exclusive long-term brand licenses with Shell and Phillips 66 (for the 76&reg; brand), Motiva&rsquo;s commercial operations supply more than 12 billion gallons of fuel to customers annually. Motiva is wholly owned by Aramco, one of the world&rsquo;s largest integrated energy and chemicals companies.</div><div></div><div>
Position Overview:</div><div>
The Principal Strategist &ndash; Marketing &amp; Sales leads corporate development and strategic initiatives in Fuels Retail and Base Oils Marketing. This role identifies, shapes, and advances high-impact commercial and portfolio opportunities in alignment with enterprise strategy, capital allocation, and governance requirements. Responsibilities include portfolio shaping, opportunity evaluation, transaction advisory, and strategic guidance, with a focus on analytical rigor, strategic clarity, and disciplined decision-making.</div><div></div><div>
Responsibilities:</div><div>
Corporate Development Leadership &ndash; Fuels &amp; Base Oils Marketing</div><ul><li>
Serve as the primary Corporate Development lead supporting activities in Motiva&rsquo;s Fuels and Base Oils Marketing spaces.</li><li>
Originate, evaluate, and advance opportunities that create commercial and shareholder value, ensuring alignment with enterprise strategy and governance requirements.</li></ul><div>
Portfolio Shaping &amp; Opportunity Development</div><ul><li>
Identify, screen, and mature opportunities, including M&amp;A, partnerships, joint ventures, and commercial optimization initiatives.</li><li>
Co-develop long-term Marketing &amp; Sales strategies, investment theses, and value creation narratives, balancing near-term commercial objectives with longer-term value creation.</li></ul><div>
Deal Development &amp; Execution</div><ul><li>
Manage opportunity framing, valuation, diligence, transaction structuring, and governance approvals.</li><li>
Coordinate cross-functional teams (Commercial, Finance, Strategy, Legal, Tax, Risk) to ensure disciplined evaluation and well‑governed execution.</li><li>
Prepare executive-level materials for senior leadership, investment committees, and the Board of Directors.</li></ul><div>
Strategic Partnership with Marketing &amp; Sales</div><ul><li>
Partner closely with Fuels Retail and Base Oils Marketing leadership to provide analytical rigor, independent perspective, and constructive challenge.</li><li>
Support the evaluation of commercial strategies, market entry and exit decisions, and third‑party engagement strategies.</li><li>
Translate commercial objectives into investment‑ready opportunities consistent with Motiva&rsquo;s governance frameworks.</li></ul><div>
Team Leadership &amp; Capability Building</div><ul><li>
Lead and develop a small corporate development team, providing direction on projects and ensuring quality outcomes.</li><li>
Establish processes, analytical standards, and ways of working aligned with the Corporate Development &amp; CoE charter.</li></ul><div>
Stakeholder &amp; Affiliate Engagement</div><ul><li>
Support engagement with Aramco and affiliate stakeholders to align on strategic intent, transaction parameters, and approval pathways.</li><li>
Ensure transparent communication and effective stakeholder management throughout opportunity development and execution.</li></ul><div></div><div>
Experience and Qualifications:</div><div>
Required Education and Experience</div><ul><li>
Bachelor&rsquo;s degree required.</li><li>
10+ years in corporate development, commercial strategy, investment analysis, or complex deal environments.</li><li>
Demonstrated experience leading initiatives from concept through execution and executive decision.</li><li>
Strong analytical, financial, and valuation skills.</li><li>
Ability to influence senior stakeholders and communicate complex topics clearly.</li></ul><div></div><div>
Preferred Education and Experience</div><ul><li>
Experience combining corporate development and commercial strategy (consulting, investment banking, private equity, or commercial roles with transaction exposure).</li><li>
Familiarity with fuels retail, base oils marketing, or downstream commercial businesses.</li><li>
Experience with structured capital allocation, investment committees, and Board processes.</li><li>
Knowledge of joint ventures, partnerships, or affiliate operating models.</li><li>
Demonstrated ability to lead and develop a small team.</li></ul><div></div><div>
We reserve the right to amend or withdraw Motiva jobs at any time, including prior to the closing date. Depending on qualifications, the successful candidate may be offered a position at a more appropriate level and/or grade.</div><div></div><div>
Applicants for regular U.S. positions must be authorized to work in the United States for Motiva Enterprises LLC without the need for sponsorship of an immigration authorization or visa (for example, TN, H-1B, or other employment-based immigration authorization or visa).</div><div></div><div>
Motiva participates in E-Verify.</div><div></div><div>
All qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, age, religion, disability, sexual orientation, gender identity, protected veteran status, citizenship, genetic information, or other protected status under federal, state, or local laws.</div></div>

Principal Strategist - Marketing & Sales

Clean Energy Fund of Texas

<div>Join our team as a 2026 Summer Emerging Leader Intern! We are seeking three part-time Interns for a 7-week paid internship in the Houston, TX area from June 15 to July 31, 2026. This is a unique opportunity for undergraduates to gain hands-on experience in green banking and clean energy financing while working on projects that support the organization as it continues to grow and impact communities across Texas.
About us
As Texas's pioneering nonprofit green bank, Clean Energy Fund of Texas (CEFTX) is transforming how clean energy solutions reach communities across our state. We bridge financial gaps and create opportunities for smart investments in energy efficiency, solar, and wind power, making sustainable energy both accessible and affordable for Texans.
Our mission extends beyond environmental impact. We&rsquo;re driving economic opportunity and energy resilience where it matters most, in low-to-moderate income and underserved communities that often face barriers to adopting clean energy solutions. Through innovative financing solutions and strategic partnerships, we&rsquo;re empowering families, businesses, and communities to participate in Texas&rsquo;s clean energy transition.
What You&rsquo;ll Do
As an Emerging Leader Intern, you'll work directly with experienced professionals on defined, impactful projects related to clean energy financing and sustainable development. Our program provides:<ul><li>
Real-world experience in green banking and clean energy project development</li><li>
Understanding of financing mechanisms that support an equitable energy transition</li><li>
Professional skills development in research, analysis, and communication</li><li>
Networking opportunities with industry professionals</li></ul>
Each intern will be paired with a dedicated mentor who provides guidance, feedback, and professional development support throughout the program.
Projects:
Interns will be matched with one of the following projects based on their skills and interests:
Event Planning &amp; Coordination<ul><li>
Support with outreach activities related to targeted contractor Lunch-and-Learns, webinars, and related events</li><li>
Review and manage event registration data to identify gaps or inconsistencies</li><li>
Deliverables: Event coordination playbook, communication templates, and engagement analysis</li></ul>
Residential Lending Data Project<ul><li>
Lead data cleaning and validation across program datasets to improve reporting and decision-making.</li><li>
Deliverables: Clean datasets and documentation framework</li></ul>
Commercial Program Automation<ul><li>
Develop a prototype tool to streamline credit memo creation and identify underwriting risks</li><li>
Deliverables: Workflow documentation and prototype tool</li></ul>
Texas Water Programs &amp; Grants<ul><li>
Support in drafting, marketing, and evaluating Request for Information to help identify water projects or partners for the organization</li><li>
Identify partner identification and grant development</li><li>
Deliverables: Documentation and Request for Information playbook</li></ul>
Core Qualifications<ul><li>
Current undergraduate student</li><li>
Excellent organization, communication, and problem-solving skills</li><li>
Comfortable with Microsoft Office and collaborative work tools</li><li>
Passionate about clean energy, sustainability, and equity</li></ul>
Program Details<ul><li>
Duration: 7 weeks</li><li>
Hours: 20 hours per week</li><li>
Compensation: $2,100 total ($15/hour)</li><li>
Location: Hybrid (primarily remote with potential of in-person meetings in Houston)</li></ul>
Application Deadline
April 22, 2026 (11:59 PM CT) Applications will be reviewed on a rolling basis, and early submission is encouraged.
Our Commitment to Diversity and Inclusion
We are an Equal Opportunity Employer that is committed to an inclusive, collaborative, and respectful workplace. We recognize that each team member brings unique abilities that contribute to our overall success. We don't discriminate based on race, color, religion, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs.
We're committed to providing the best experience for all candidates, and we can offer accommodation or adjustments at any stage of the recruitment process. Please email careers@txcef.org to request accommodation during the hiring process.</div>

2026 Summer Emerging Leaders Internship Program

<div>Requisition ID: 250940

Salary Range: -
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience. 


Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Title: Manager, Mortgage Capital Markets Credit Risk 


Global Banking and Markets
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.

Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 


Purpose

Support the assessment and management of credit risk across the Mortgage Capital Markets (MCM) portfolio, while developing expertise in the industry and building depth in credit risk processes. 


What You&rsquo;ll Do
<ul>
<li>Work to develop a strong understanding of the MCM industry, products, and credit risk framework.</li>
<li>Assist with preparation of information guides, comparison materials, and other reference documents to support the team.</li>
<li>Support reviewing and adjudicating credit applications and renewals, preparing clear, accurate, and well-supported recommendations.</li>
<li>Assist with financial and credit risk analysis across loans, derivatives, securities, and related banking products, building knowledge of complex transactions.</li>
<li>Help manage credits within the portfolio and contribute to tracking transaction flow through the approval process.</li>
<li>Contribute to the preparation and maintenance of portfolio monitoring reports, including identifying key risk considerations.</li>
<li>Support preparation of materials for, and responses to, regulators and internal auditors.</li>
<li>Assist with process consistency across the team and work to provide guidance to new joiners.</li>
<li>Collaborate with Global Risk Management and Head Office, as needed, on portfolio reporting and related matters.</li>
</ul>
What You&rsquo;ll Bring
<ul>
<li>4-year college degree</li>
<li>Knowledge of corporate lending products, counterparty derivatives</li>
<li>Understanding of credit risk, and the structures, and protections required for credit analysis</li>
<li>Experience/knowledge of internal credit assessments</li>
<li>Understanding of Bank&rsquo;s lending policies, procedures, and practices</li>
<li>Familiarity with credit documentation</li></ul> 


Interested?
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture. 


What's in it for you?
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Location(s): United States : Texas : Houston || United States : Texas : Dallas

Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. 
 
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</div>

Manager, Mortgage Capital Markets Credit Risk

Aurrum Services

<div>
 
 
 Company:
 
 Confidential Company
 
 
 
 Location:
 
 Houston, TX (On-site)
 
 
 
 Employment Type:
 
 Full-Time
 
 
 
 Seniority Level:
 
 Entry Level / Early Career
 
 
 
 
 
 
 Job Summary
 
 
 
 A leading financial services organization in Houston is seeking a Financial Analyst to support financial planning, reporting, and analytical functions within a fast-paced corporate finance environment.
 
 
 This position plays a key role in driving data-informed decision-making, improving financial reporting accuracy, and strengthening budgeting and forecasting processes across the organization. The role is ideal for recent graduates or early-career professionals seeking hands-on experience in a structured, high-performance finance setting &mdash; with direct exposure to budgeting, forecasting, and executive-level reporting.
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 Financial Planning &amp; Forecasting
 
 
 <ul>
 <li>
 Support the development of annual budgets, rolling forecasts, and long-range financial plans
 </li>
 <li>
 Build and maintain financial models including scenario analysis and sensitivity testing
 </li>
 <li>
 Assist in translating business assumptions into quantitative projections for leadership review
 </li>
 <li>
 Monitor budget-to-actual performance and flag variances with supporting commentary
 </li>
 <li>
 Participate in continuous improvement of forecasting accuracy and planning processes
 </li>
 </ul>
 
 
 Reporting &amp; Variance Analysis
 
 
 <ul>
 <li>
 Prepare monthly, quarterly, and annual financial reports including P&amp;L, balance sheet, and cash flow summaries
 </li>
 <li>
 Conduct detailed variance analysis comparing actuals vs. budget vs. prior period
 </li>
 <li>
 Identify trends, anomalies, and drivers behind financial performance
 </li>
 <li>
 Ensure all reports are accurate, timely, and aligned with internal reporting standards
 </li>
 <li>
 Support documentation of reporting procedures and version-controlled workpapers
 </li>
 </ul>
 
 
 Financial Close Support
 
 
 <ul>
 <li>
 Collaborate with the accounting team during month-end and quarter-end close cycles
 </li>
 <li>
 Assist in journal entry preparation, accrual calculations, and account reconciliations
 </li>
 <li>
 Help resolve discrepancies and ensure completeness of close checklists
 </li>
 <li>
 Maintain organized, audit-ready financial records and supporting documentation
 </li>
 <li>
 Ensure all close activities meet internal deadlines and compliance requirements
 </li>
 </ul>
 
 
 Data Analysis &amp; Dashboards
 
 
 <ul>
 <li>
 Analyze financial and operational data to identify cost-saving and efficiency opportunities
 </li>
 <li>
 Develop and maintain dashboards and tracking tools for KPIs and financial performance metrics
 </li>
 <li>
 Prepare clear, concise summary reports for finance and business leadership
 </li>
 <li>
 Support financial impact assessments related to operational decisions and new initiatives
 </li>
 <li>
 Assist in automating recurring reports to improve team productivity
 </li>
 </ul>
 
 
 Cross-Functional Collaboration
 
 
 <ul>
 <li>
 Work closely with accounting, operations, HR, and business unit teams on financial matters
 </li>
 <li>
 Participate in cross-functional planning discussions and business reviews
 </li>
 <li>
 Support mentoring and training efforts related to financial tools and best practices
 </li>
 <li>
 Communicate financial findings clearly and professionally within technical and non-technical teams
 </li>
 </ul>
 
 
 Required Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field
 </li>
 <li>
 Master's degree from a US-accredited university in Finance, Accounting, Economics, Data Analytics, or a related field &mdash; required
 </li>
 <li>
 Strong analytical and problem-solving skills with high attention to detail
 </li>
 <li>
 Ability to interpret financial statements, reports, and business data
 </li>
 <li>
 Solid understanding of core finance and accounting principles
 </li>
 <li>
 Strong written and verbal communication skills
 </li>
 </ul>
 
 
 Preferred Skills
 
 
 
 
 
 
 
 Finance &amp; Accounting Knowledge
 
 
 <ul>
 <li>
 Exposure to corporate finance, FP&amp;A, investment banking, audit, or management consulting environments
 </li>
 <li>
 Familiarity with US GAAP principles and financial statement interpretation (P&amp;L, balance sheet, cash flow)
 </li>
 <li>
 Understanding of financial ratios, valuation methods (DCF, comparable company analysis), and capital budgeting techniques
 </li>
 <li>
 Knowledge of SOX compliance, internal controls, or regulatory reporting frameworks
 </li>
 <li>
 Awareness of financial markets, trading principles, and macroeconomic indicators
 </li>
 </ul>
 
 
 
 
 
 Analytical &amp; Modeling Skills
 
 
 <ul>
 <li>
 Experience building 3-statement financial models, sensitivity analyses, and scenario planning tools
 </li>
 <li>
 Ability to work with large datasets, identify patterns, and derive actionable business insights
 </li>
 <li>
 Familiarity with statistical analysis, regression modeling, or quantitative research methods
 </li>
 <li>
 Exposure to cost-benefit analysis, ROI evaluation, and investment appraisal techniques
 </li>
 <li>
 Experience supporting or leading variance analysis and budget-to-actual reporting cycles
 </li>
 </ul>
 
 
 
 
 
 Tools &amp; Technology
 
 
 <ul>
 <li>
 Advanced Microsoft Excel &mdash; Power Query, Power Pivot, dynamic arrays, VLookups, and advanced charting
 </li>
 <li>
 SQL &mdash; ability to write queries, join tables, and extract financial data from relational databases
 </li>
 <li>
 Power BI or Tableau &mdash; experience designing and publishing live financial dashboards and KPI trackers
 </li>
 <li>
 Python or R &mdash; exposure to data automation, financial modeling scripts, or analytics workflows
 </li>
 <li>
 ERP platforms such as SAP, Oracle Financials, NetSuite, or Workday &mdash; familiarity preferred
 </li>
 <li>
 Bloomberg Terminal or FactSet &mdash; exposure preferred for candidates with investment or markets background
 </li>
 <li>
 Microsoft PowerPoint &mdash; ability to build clean, executive-ready presentations that translate data into narrative
 </li>
 </ul>
 
 
 
 
 
 Process &amp; Operations
 
 
 <ul>
 <li>
 Experience supporting month-end or quarter-end close processes including accruals and reconciliations
 </li>
 <li>
 Familiarity with budgeting cycles &mdash; from initial submissions through consolidation and final approval
 </li>
 <li>
 Exposure to audit preparation, workpaper organization, and compliance documentation
 </li>
 <li>
 Understanding of cost management, headcount planning, or departmental spend tracking
 </li>
 <li>
 Experience developing or improving recurring reporting templates and financial tracking tools
 </li>
 </ul>
 
 
 
 
 
 Soft Skills &amp; Professional Competencies
 
 
 <ul>
 <li>
 Exceptional attention to detail &mdash; ability to self-review work before submission and catch errors proactively
 </li>
 <li>
 Strong written and verbal communication &mdash; able to present financial findings clearly to both finance and non-finance audiences
 </li>
 <li>
 Ability to manage multiple deliverables across different business units under tight deadlines
 </li>
 <li>
 Comfort working in ambiguous environments where data may be incomplete or assumptions need to be validated
 </li>
 <li>
 Collaborative mindset &mdash; experience working cross-functionally with operations, HR, accounting, or strategy teams
 </li>
 <li>
 Intellectual curiosity and a proactive approach to identifying process improvement opportunities
 </li>
 </ul>
 
 
 
 
 
 Certifications
 
 (Preffered)
 
 <ul>
 <li>
 CFA Level 1 candidate or passed
 </li>
 <li>
 Progress toward CPA licensure
 </li>
 <li>
 Financial Modeling &amp; Valuation Analyst (FMVA) certification
 </li>
 <li>
 Bloomberg Market Concepts (BMC) certificate
 </li>
 <li>
 Six Sigma or Lean fundamentals
 </li>
 </ul>
 
 
 
 
 
 Eligibility Requirements
 
 
 <ul>
 <li>
 Must be legally authorized to work in the United States (OPT and STEM OPT accepted)
 </li>
 <li>
 Must be available to work fully on-site in Houston, TX
 </li>
 <li>
 Graduating May 2025 or December 2025 only
 </li>
 <li>
 Minimum 2 years of relevant experience required &mdash; internships and co-ops count
 </li>
 </ul>
 
 
</div>

Financial Analyst

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