finance advisor

JPMorganChase

<div>JOB DESCRIPTION 
If you want to support initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the needs of businesses with $.5million to $20 million in revenue.
As a Specialty Finance Advisor in Business Banking, you will provide critical and strategic SBA product expertise and Commercial Real Estate product expertise to Business Relationship Managers (BRM). The Specialty Finance Business Lending Advisor is responsible for consulting and partnering with BRMs to assess the SBA financing needs and Commercial Real Estate financing needs of existing clients and prospects and identify, structure, and close loans successfully.
Job Responsibilities<ul><li>
Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction.</li><li>
Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate</li><li>
Structure and price loans for clients adhering to bank policies and government regulations
</li><li>Determine if client meets preliminary SBA eligibility requirements</li><li>
Act as primary point of client contact during the post application submission, eligibility and post approval phase of the process which includes obtaining critical documentation
</li><li>Monitor loans through the pipeline, closing and booking stage</li><li>
Manage client expectations for products and overcome objections</li><li>
Provide a high level of service to clients throughout the loan cycle</li><li>
Educate BRMs and Chase partners on how to identify SBA and Commercial Real Estate loan opportunities by providing product information, eligibility requirements and coaching</li><li>
Develop and maintain relationships with SBA District Offices and Certified Development Companies</li><li>
Maintain up-to-date knowledge of Chase Credit Policy and SBA Standard Operating Procedures</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Minimum of 7 years of relationship development experience in commercial/business banking</li><li>
Minimum of 2 years of SBA and Commercial Real Estate lending experience</li><li>
Bachelor&rsquo;s degree in finance, Marketing or related business field or equivalent work experience</li><li>
Thorough understanding and knowledge of SBA products along with industry standards and rules/regulations</li><li>
Strong communication skills with individuals at all levels, internally and externally</li><li>
Proven negotiating and business credit skills</li><li>
Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals</li><li>
Ability to work in a team environment to achieve goals</li><li>
Results-oriented, customer-focused with a bias for action and sense of urgency</li><li>
Ability to build relationships with clients and internal partners and influence others without direct control</li></ul>
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;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&rsquo; and employees&rsquo; 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 
 
 
ABOUT THE TEAM 
 
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

Specialty Finance Advisor Senior

Franco Pinto

<div>Job Description 
Role Overview
We are looking for an experienced Project Finance Advisor to support EPC + Finance transactions for large infrastructure and industrial projects in Africa and the Middle East.
The role is advisory and hands-on, focused on structuring, validating, and supporting deals involving Chinese EPC contractors and financing institutions.
This is not a full-time employment role. It is suitable for a senior consultant or independent advisor with real transaction exposure.
Key Responsibilities<ul><li>
Advise on EPC + Finance deal structures for industrial and infrastructure projects</li><li>
Support project bankability assessment (risk, guarantees, cash flow logic)</li><li>
Review and comment on LOIs, MOUs, EPC contracts, and financing structures</li><li>
Participate in selected calls or meetings with EPC contractors, lenders, or project owners</li><li>
Advise on guarantees (sovereign, bank, escrow, offtake) and risk mitigation</li><li>
Support alignment between project owners, EPCs, and financing parties</li></ul> 
Qualifications 
Required Experience (Essential)
Candidates must have proven experience in at least some of the following:<ul><li>
Worked on EPC + Finance or project finance deals</li><li>
Direct exposure to Chinese EPC contractors and/or Chinese lenders</li><li>
Infrastructure or industrial projects (e.g. cement, power, steel, manufacturing, ports)</li><li>
Projects in Africa and/or the Middle East</li><li>
Understanding of SPVs, guarantees, escrow accounts, and offtake agreements</li></ul> 
Additional Information 
Preferred Background<ul><li>
Former role in EPC commercial management, project finance, export credit, or infrastructure advisory</li><li>
Experience working with policy banks, ECAs, or large international contractors</li><li>
Ability to work independently and give practical, deal-oriented advice</li></ul>
Engagement Model<ul><li>
Part-time / advisory / project-based</li><li>
Monthly retainer and/or success-based compensation (to be agreed)</li><li>
Remote with occasional calls or meetings as required</li></ul></div>

Project Finance Advisor (EPC-Focused) - Freelancer – Part-time

Girls Ment To Be Inc

About Girls Ment To BeGirls Ment To Be is a nonprofit organization dedicated to empowering girls ages 7&ndash;17 through mentorship, academic support, leadership development, and community engagement. As we continue to grow, we are strengthening our internal systems to ensure financial transparency, compliance, and sustainability.Position OverviewGirls Ment To Be is seeking a Volunteer Finance &amp; Accounting Advisor to support the organization&rsquo;s Board Treasurer and CEO with financial oversight, accounting guidance, and nonprofit compliance.This is an advisory, non-board role ideal for an accounting or finance professional looking to give back, gain nonprofit experience, or provide pro bono support to a mission-driven organization.Key ResponsibilitiesAccounting &amp; Financial Oversight<ul><li>Review monthly income and expense reports</li><li>Support accurate categorization of donations, grants, and program expenses</li><li>Assist with bookkeeping system setup or review (e.g., QuickBooks, Wave)</li><li>Flag discrepancies or potential compliance concerns</li></ul>Taxes &amp; Compliance<ul><li>Support preparation and review of annual IRS Form 990 / 990-EZ</li><li>Help ensure state and federal nonprofit compliance</li><li>Coordinate with an external CPA if applicable</li></ul>Budgeting &amp; Planning<ul><li>Assist with annual program and operating budgets</li><li>Support budgeting for events, workshops, and fundraising initiatives</li><li>Help forecast cash flow and financial sustainability</li></ul>Board &amp; Leadership Support<ul><li>Prepare simple financial summaries for board meetings</li><li>Serve as a resource to the Board Treasurer for financial questions</li><li>Advise on internal controls and best practices (without handling funds)</li></ul>Qualifications<ul><li>Background in accounting, finance, bookkeeping, or financial management</li><li>CPA, accountant, finance professional, or experienced bookkeeper preferred</li><li>Familiarity with nonprofit finance or willingness to learn</li><li>Strong attention to detail and integrity</li><li>Comfortable working collaboratively with board leadership</li></ul>Time Commitment<ul><li>Approximately 2&ndash;4 hours per month</li><li>Flexible schedule</li><li>Additional time may be requested during tax season or audits (optional)</li></ul>What This Role Is NOT<ul><li>This role does not involve signing checks or handling funds</li><li>This role does not replace the Board Treasurer</li><li>This role is advisory and supportive in nature</li></ul>Why Volunteer With Girls Ment To Be<ul><li>Make a meaningful impact on girls in the community</li><li>Use your professional skills for social good</li><li>Flexible, low-hour commitment</li><li>Opportunity to grow into a future Board Treasurer or Finance Committee role (if mutually desired)</li></ul>Job Type: Part-timeJob Type: Part-timeWork Location: Hybrid remote in Jackson, MS 39213

Finance and Accounting Advisor Volunteer

<div><div>We help the world run better 
At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging &ndash; but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed.</div><div></div> 
At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from.
In Solution Advisory, we listen and get to know a customer&rsquo;s business. We learn what needs to change and why. We help business leaders ideate and think through what is possible. We help them envision how technology and automation could support their winning strategy. We connect their vision and needs to a solution designed with SAP Cloud applications and technologies.
That&rsquo;s where YOU come in! 
The Team
We foster a supportive team environment and work as integral members of SAP account teams which serve our customers. You would be joining one of the most elite Solution Advisory teams in Middle East North. You will work with some of the most innovative technologies in the industry. You will be empowered and supported to do what is right for our customers while expressing your creativity and ingenuity. Our Solution Advisors shine doing what they love to do &ndash; help people, tell stories and connect opportunity to a solution&hellip;with PASSION! 
The Role
The primary role of the Finance Solution Advisor would be to focus on presenting the value of SAP Finance and Risk Management portfolio. This Solution Advisor would possess advanced/expert-level knowledge of Finance Operations, Financial Planning &amp; Analytics, Accounting &amp; Financial Close, Treasury &amp; Working Capital Management. This advisor would also be able to understand the deep integration and financial experience. In this role, the advisor will be asked to learn Best Run Finance to help position the intelligent enterprise and showcase the value to both the C Suite and Office the CFO.
The Solution Advisor interacts with prospective customers through executive meetings, discovery conversations, solution demonstrations, executive presentations, and follow-up discussions. The primary role of the Solution Advisor during an active sales cycle is to gain acceptance from the customer that the SAP solution can solve the customer&rsquo;s problem and is the right choice over the other competitive offerings. During these cycles they may also take on the role of a Solution/Deal Captain. In addition to deal support, a Solution Advisor collaborates with Sales and Industry Value Engineering teams to plan and execute business development strategies using Design Thinking tools and techniques.
The Solution Advisor is knowledgeable in finance business processes and adoption of new technologies. Additional value would be derived from having experience with cloud implementation best practice 
What You Bring 
<ul><li>
Strong presentation and communication skills with executive presence - SAP training on Best Run Demos or Solution Selling preferred</li><li>
SAP product experience or 3-5 years relevant experience in finance and accounting</li><li>
SAP product experience in Treasury or GRC considered a plus</li><li>
SAP product experience in Cloud ERP and/or selling into both Corporate and Enterprise customers across industries</li><li>
Experience in finance transformations and ERP implementations</li><li>
Focus on creating compelling storylines and themes for customer interactions</li><li>
Ability to quickly understand customer business goals and ensure they are at the center of recommended solutions</li><li>
Passion and energy in all customer interactions</li></ul><ul><li> 
 This is a 6-month fixed term contract, with potential of being renewed.</li></ul><div> 
Bring out your best 
SAP innovations help more than four hundred thousand customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. As a cloud company with two hundred million users and more than one hundred thousand employees worldwide, we are purpose-driven and future-focused, with a highly collaborative team ethic and commitment to personal development. Whether connecting global industries, people, or platforms, we help ensure every challenge gets the solution it deserves. At SAP, you can bring out your best.
 
 
We win with inclusion 
SAP&rsquo;s culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone &ndash; regardless of background &ndash; feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better world. 
 
SAP is committed to the values of Equal Employment Opportunity and provides accessibility accommodations to applicants with physical and/or mental disabilities. If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: Careers@sap.com. 
 
For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training. 
 
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability, in compliance with applicable federal, state, and local legal requirements. 
 
Successful candidates might be required to undergo a background verification with an external vendor.</div><div></div><div> 
AI Usage in the Recruitment Process</div><div>
For information on the responsible use of AI in our recruitment process, please refer to our Guidelines for Ethical Usage of AI in the Recruiting Process.
</div>Please note that any violation of these guidelines may result in disqualification from the hiring process. 
 
Requisition ID: 442882 | Work Area: Presales | Expected Travel: 0 - 10% | Career Status: Graduate | Employment Type: Limited Full Time | Additional Locations: #LI-Hybrid</div>

Finance Senior Solution Advisor (Temporary Contract)

HNTB Corporation

<div>What We're Looking For
At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners.
This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability, earnings variances, cash flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as contracting, compensation and payment terms, workplan/project management system alignment, budgets, cost controls, revenue recognition, and cash and invoice management.
What You'll Do:
<ul><li>Engages and supports all financial aspects across the entire project lifecycle.</li>
<li>Models and analyzes gross margin scenarios from initial engagement through final negotiations, offering revenue and cash performance recommendations and enhancement strategies.</li>
<li>Ensures the accuracy of the PM system by overseeing changes to budget, commitments, forecasts, and expenditures, aligning work plans with client/contract requirements.</li>
<li>Reviews and ensures timely and accurate invoice approval and payment applications according to client terms and requirements, including subcontracting needs. Collaborates with the project manager and cash management team to proactively resolve billing and revenue discrepancies.</li>
<li>Generates and evaluates standard and ad hoc reports under guidance to identify and track potential cost issues and overruns. Investigates budget anomalies and escalates concerns to discuss actions.</li>
<li>Forecasts and monitors project estimate-at-completion (EAC) by recording potential and actual changes to cost accounts, including change orders, trends, and deviations.</li>
<li>Supports and may facilitate an efficient earnings review process with the project team, using GAAP and revenue recognition concepts to analyze project finance performance. Performs project revenue adjustments with general supervision.</li>
<li>Escalates project performance that impacts office results to the finance supervisor in a timely manner.</li>
<li>Develops client and subconsultant relationships, ensuring effective client service and efficient subconsultant management.</li>
<li>Works with and utilizes PFAs for routine transactional support.</li>
<li>Performs other duties as assigned.</li>
</ul>What You'll Need:
<ul><li>Bachelor&rsquo;s degree, or</li>
<li>In lieu of education, 4 years of financial, project accounting/analysis, or related work experience.</li>
</ul>What You'll Bring:
<ul><li>Ability to manage ownership of the project finance responsibilities for smaller, low-risk projects or assist in larger projects.</li>
<li>Ability to read and comprehend basic contract requirements.</li>
<li>Emerging understanding of HNTB internal project finance/accounting processes.</li>
<li>Developing data analysis skills, able to accurately store, interpret, and present data using tools such as Excel, HNTB's enterprise reporting system, and HNTB's project management system.</li>
<li>Developing conceptual and analytical skills, interpreting and taking/driving action on data.</li>
<li>Developing organizational skills and the ability to multitask.</li>
</ul>What We Prefer:
<ul><li>Degree in relevant Finance, Accounting, Business, Engineering, or related field</li>
<li>Knowledge of project financial management/cost controls</li>
<li>Knowledge of accounting/financial principles and practices</li>
<li>Knowledge of A/E industry</li>
</ul>Additional Information
Click here for benefits information: HNTB Total Rewards
Click here to learn more about Equal Opportunity Employer/Disability/Veteran
Visa sponsorship is not available for this position.
\#CB #FinanceAccounting #ProjectControls
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Locations:
Harrisburg, PA, King of Prussia, PA (Norristown), Philadelphia, PA (Pennsylvania)
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NOTICE TO THIRD-PARTY AGENCIES:
HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.
Job Type: Regular
Full/Part Time: Full time
Job Category: Finance Group
ReqID: R-29268</div>

Project Analyst

CREDITCARE CREDIT MANAGEMENT LLC

Company: CreditCare Credit Management Location: UAE Salary: Up to AED 3,500 (Based on Experience) Experience Required: Minimum 2 YearsCreditCare Credit Management is seeking a skilled and result-driven Personal Finance Advisor to join our dynamic team. The ideal candidate will have strong experience in credit management and must be confident in handling bank negotiations and settlement processes on behalf of customers.Job Responsibilities:<ul><li>Manage and handle customer accounts related to credit cards, loans, and other liabilities</li><li>Communicate and negotiate directly with banks and financial institutions for settlement and restructuring</li><li>Achieve favorable settlement terms for customers</li><li>Provide professional financial advice and debt management solutions</li><li>Prepare settlement proposals and follow up with banks until closure</li><li>Maintain accurate records of client communications and agreements</li><li>Build strong relationships with banking representatives</li><li>Ensure compliance with company policies and UAE financial regulations</li><li>Meet monthly performance and recovery targets</li></ul>Requirements:<ul><li>Minimum 2 years of experience in financial advisory, debt management, or credit settlement</li><li>Proven experience in negotiating with banks in the UAE</li><li>Strong knowledge of UAE banking and credit policies</li><li>Excellent negotiation and communication skills</li><li>Ability to handle high-pressure situations professionally</li><li>Target-oriented and self-motivated</li><li>Proficiency in MS Office and CRM systems</li></ul>What We Offer:<ul><li>Salary up to AED 3,500</li><li>Attractive performance-based incentives</li><li>Professional work environment</li><li>Career growth opportunities</li><li>Training and development support</li></ul>Job Types: Full-time, Permanent, Contract Contract length: 24 monthsPay: AED2,500.00 - AED3,500.00 per month

Financial Consultant

GenZone

GenZone is a rapidly growing Dubai-based corporate services firm managing over 1,000 companies. We specialize in business setup, corporate structuring, residency visas, compliance, and real estate advisory.We are expanding through acquisitions and are seeking an experienced M&amp;A Advisor to help identify, evaluate, negotiate, and execute acquisitions of business setup firms and related service providers in Dubai and across the UAE.Key Responsibilities:<ul><li>Source and evaluate acquisition targets (business setup firms, accounting firms, PRO companies, brokerages)</li><li>Conduct financial analysis and valuation</li><li>Lead negotiations and structure deals (cash, earn-outs, equity)</li><li>Oversee due diligence with legal and financial teams</li><li>Support post-acquisition integration strategy</li></ul>Requirements:<ul><li>3+ years in M&amp;A, private equity, corporate finance, or investment banking</li><li>Experience valuing service-based businesses</li><li>Strong negotiation and deal structuring skills</li><li>Familiarity with the UAE corporate landscape preferred</li></ul>Compensation:<ul><li>Retainer + success-based compensation</li><li>Performance incentives</li><li>Potential equity participation for the right candidate</li></ul>Please send your CV along with a summary of relevant deal experience and average transaction size.Job Type: Full-timePay: AED15,000.00 - AED40,000.00 per month

M&A Advisor – Business Acquisitions (Dubai)

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