financial analyst

Atlanticus Services Corporation

<div>When you join Atlanticus, you become a member of a fast-growing, mission-focused company that is committed to aid in meeting the financial needs of middle-class Americans. With a culture of collaboration and a one-team mindset, we encourage entrepreneurial thinking to empower our customers toward financial well-being.
Atlanticus&trade; technology enables bank, retail, and healthcare partners to offer more inclusive financial services to everyday Americans through the use of proprietary analytics. We apply the experience gained and infrastructure built from servicing over 20 million customers and over $40 billion in consumer loans over more than 25 years of operating history to support lenders that originate a range of consumer loan products. These products include retail and healthcare, private label credit and general-purpose credit cards marketed through our omnichannel platform, including retail point-of-sale, healthcare point-of-care, direct mail solicitation, digital marketing, and partnerships with third parties. Additionally, through our Auto Finance subsidiary, Atlanticus serves the individual needs of automotive dealers and automotive non-prime financial organizations with multiple financing and service programs.
Office Location<ul><li>
Atlanta, GA - Located in the Queen Building (King &amp; Queen Towers, Sandy Springs), with easy access to I-285, GA-400, and a free shuttle to MARTA.</li></ul>
Work Culture
We foster a collaborative, innovative environment where everyone contributes to building something meaningful. You&rsquo;ll be empowered to lead, grow, and make an impact.
The Role
Atlanticus is a financial technology company that partners with banks and retailers to provide innovative credit solutions that help consumers improve their financial lives. Our Structured Finance team plays a critical role in supporting the company's funding strategy through accurate investor reporting, portfolio analysis, and compliance with structured finance transactions.
We are seeking a highly analytical Financial Analyst to join our Structured Finance team. This role offers the opportunity to gain hands-on experience in structured finance and capital markets while working with cross-functional teams across FP&amp;A, Accounting, Legal, and Operations.
Financial Analyst &ndash; Structured Finance
Position Summary<ul><li>
Responsibilities: Prepare daily, monthly, and quarterly investor reports for asset-backed securitization transactions</li><li>
Interpret securitization legal agreements and ensure reporting complies with transaction requirements</li><li>
Gather, validate, and reconcile financial and operational data from multiple systems</li><li>
Identify and resolve reporting issues related to system of record data</li><li>
Perform monthly close activities for investor portfolios</li><li>
Monitor and reconcile investor bank accounts</li><li>
Analyze portfolio performance, identify trends, and investigate reporting variances.</li><li>
Develop ad hoc analyses and reporting to support management, investors, and strategic initiatives</li><li>
Identify opportunities to improve reporting processes, automate recurring tasks, and strengthen internal controls</li></ul>
You&rsquo;re a great fit if you have:<ul><li>
Position is in-office (Atlanta)</li><li>
Bachelor's degree in Finance, Accounting, Economics, or a related business discipline</li><li>
2&ndash;3 years of experience in financial reporting, accounting, or a related field.</li><li>
Strong Microsoft Excel skills, including PivotTables, XLOOKUP/INDEX-MATCH, complex formulas, and data analysis</li><li>
Excellent analytical and problem-solving abilities</li><li>
Strong written and verbal communication skills with the ability to present financial information clearly and concisely</li><li>
Ability to manage multiple priorities and consistently meet time-sensitive deadlines.</li><li>
Highly organized with exceptional attention to detail</li><li>
Comfortable working both independently and collaboratively in a team environment</li></ul>
Why You&rsquo;ll Love Working Here
This role offers an excellent opportunity to develop expertise in structured finance and capital markets while working alongside experienced finance professionals. You'll gain exposure to complex financial transactions, develop valuable analytical skills, and have opportunities for professional growth within a collaborative and high-performing team.
This isn&rsquo;t just a job, it&rsquo;s a place to lead, grow, and thrive. If you believe in your skills and drive, we&rsquo;ll provide the resources and support to help you succeed. This role offers an excellent opportunity to develop expertise in structured finance and capital markets while working alongside experienced finance professionals. You'll gain exposure to complex financial transactions, develop valuable analytical skills, and have opportunities for professional growth within a collaborative and high-performing team.
Benefits include:<ul><li>
Generous PTO and holiday schedule</li><li>
401(k) with company match</li><li>
Employee stock purchase plan</li><li>
Ongoing training (lunch &amp; learns, financial and health webinars)</li><li>
Team volunteer outings</li></ul>
Atlanticus is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, religion, gender, sexual orientation, age, veteran status, disability, or other protected status.</div>

Financial Analyst, Structured Finance

Emory University

<div>Discover Your Career at Emory University:
<div>
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.</div>
Description:
<div>
KEY RESPONSIBILITIES:
</div><ul><li>Coordinates major financial reporting and budgeting activities.</li><li>
Ensures compliance with regulations and reporting requirements.
</li><li>Coordinates the correction of account balances, resolves funding issues and maintains proper accounting controls and procedures.
</li><li>Makes recommendations to management related to long-range financial and cash flow analyses.
</li><li>Prepares and analyzes statistical and financial reports, financial statements and supporting schedules.
</li><li>May assist in preparing, developing and monitoring department/organizational budgets.
</li><li>May maintain grant agreements, policies and guidelines; coordinate grant reporting requirements; review grant funding source compliance; and negotiate grant funding with awarding agencies.
</li><li>May perform indirect cost analysis.
</li><li>May hire, train, and supervise a small staff.</li><li>
Performs related responsibilities as required.</li></ul><div>
MINIMUM QUALIFICATIONS:
</div><ul><li>Bachelor's degree in accounting, business administration, finance or a related field and four years of financial analyst or accounting experience, OR an equivalent combination of experience, education, and training.</li></ul><div>
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.</div>
Additional Details:
<div>
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).</div><div></div><div> 
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.</div></div>

Senior Financial Analyst (ETS) | Temporary

<div>Discover Your Career at Emory University:
<div>
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.</div>
Description:
<div>
KEY RESPONSIBILITIES:
</div><ul><li>Coordinates major financial reporting and budgeting activities.
</li><li>Ensures compliance with regulations and reporting requirements.
</li><li>Coordinates the correction of account balances, resolves funding issues and maintains proper accounting controls and procedures.
</li><li>Makes recommendations to management related to long-range financial and cash flow analyses.
</li><li>Prepares and analyzes statistical and financial reports, financial statements and supporting schedules.
</li><li>May assist in preparing, developing and monitoring department/organizational budgets.</li><li>
May maintain grant agreements, policies and guidelines; coordinate grant reporting requirements; review grant funding source compliance; and negotiate grant funding with awarding agencies.
</li><li>May perform indirect cost analysis.
</li><li>May hire, train, and supervise a small staff.
</li><li>Performs related responsibilities as required.</li></ul><div>
MINIMUM QUALIFICATIONS:
</div><ul><li>Bachelor's degree in accounting, business administration, finance or a related field and four years of financial analyst or accounting experience, OR equivalent combination of experience, education, and training.</li></ul>
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee
Additional Details:
<div>
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).</div><div></div><div> 
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.</div></div>

Senior Financial Analyst - Campus Services

Stellantis

<div>Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citro&euml;n, Dodge, DS Automobiles, Fiat, Jeep&reg;, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.
Position Summary:
 
The Treasury Analyst will support core Treasury activities across cash management, liquidity reporting, funding operations, and financial analysis. Through rotational exposure to various Treasury areas, including Capital Markets, Reporting &amp; Analytics, Capital Planning, Risk Management, and Cash Management, the Analyst will help maintain day-to-day processes and support projects that contribute to the company&rsquo;s funding and growth objectives. The role will work closely with team members and other internal groups to ensure smooth and accurate Treasury operations.
Essential Duties and Responsibilities:
<ul><li>Assist with daily Treasury tasks such as cash positioning, cash flow updates, and basic liquidity reporting.</li>
<li>Support updates to financial models and spreadsheets used for cash, liquidity, and capital planning.</li>
<li>Assist with monitoring and reconciling Treasury transactions, including internal funding activities and short-term borrowing.</li>
<li>Prepare data summaries, reports, and supporting materials for internal reviews, rating agencies, and investor inquiries.</li>
<li>Provide administrative and analytical support for funding activities such as securitizations, warehouse lines, and other financing programs.</li>
<li>Assist with maintaining Treasury systems and tools, including data inputs, reporting workflows, and process improvements.</li>
<li>Gather and organize information related to liquidity metrics, ALM, and other Treasury risk measures.</li>
<li>Coordinate with cross-functional partners (Accounting, Finance, Risk, Legal, etc.) to ensure data accuracy and support process efficiency.</li>
<li>Contribute to ad hoc analyses and projects related to funding, capital structure, and cash management.</li>
<li>Perform other duties as assigned.</li>
</ul>
Required Experience:
<ul><li>Minimum of one (1) year of experience in Treasury, Corporate Finance, Capital Markets, or a related analytical field; relevant internship experience may also be considered.</li>
<li>Entry-level financial and data analysis skills with strong analytical and quantitative abilities.</li>
<li>Ability to work with financial data, build and update spreadsheets, and apply basic financial modeling techniques.</li>
<li>Proficiency in Microsoft Excel, PowerPoint, and Word.</li>
<li>Strong time-management and organizational skills with the ability to handle multiple tasks in a fast-paced environment.</li>
<li>Clear communication skills and a team-oriented, proactive approach.</li>
<li>Display strong attention to detail.</li>
</ul>
Education:
<ul><li>Bachelor&rsquo;s degree in business, finance, accounting, economics or other highly analytical fields.</li>
</ul>
Overtime required &ndash; as needed.
Travel 0-10% - as required on an as needed basis.
Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. 
 
Qualifications Preferred:
<ul><li>Prior experience in the Automotive or Financial Services industry is preferred.</li>
<li>Familiarity with capital markets, liquidity planning, securitization, ALM, and financial modeling concepts is a plus!</li>
<li>Exposure to Treasury Management Systems or other financial data tools.</li>
<li>Experience with data analytics tools (SQL, Power BI, Tableau, VBA), with a willingness to learn additional tools is preferred!</li>
<li>Foundational database knowledge is a plus!</li>
<li>Interest in obtaining relevant industry certifications (e.g., CFA, MBA, CTP).</li>
</ul>
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Work Schedule
 
Ability to work between the hours of 8AM-6PM Monday through Friday and weekends as needed.
Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.
An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position.</div>

Treasury Analyst

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. The Senior Team Lead offers guidance and supervision to staff while also overseeing their work. Additionally, they serve as a subject matter expert and provide consultation on complex projects, utilizing their advanced knowledge to make recommendations and deliver effective solutions.
What You'll Do:
<ul><li>Leads 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>Performs client contract review; assessing payment and compensation terms and recommends opportunities for revenue enhancement and positive cash performance.
</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 to identify and track potential cost issues and overruns. Investigates budget anomalies, resolves variances, and establishes cost risk management approaches with the project manager.
</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>Leads an efficient earnings review process with the project team, using GAAP and revenue recognition concepts to analyze project finance performance.
</li><li>Provides timely communication of project performance that impacts office results to the office management team.
</li><li>Cultivates client and subconsultant relationships, ensuring effective client service and efficient subconsultant management.
</li><li>Provides training and onboarding for project management staff on HNTB project management processes and procedures as needed.
</li><li>Offers guidance and mentorship to Project Finance Associates and earlier career Project Analysts, including oversight of day-to-day work. Utilizes PFAs for routine transactional support.
</li><li>Develops and delivers learning and training to educate others about various aspects of HNTB&rsquo;s best business practices, including financial systems, contracting, cost management, financial performance metrics, revenue recognition, earnings mechanics, and cash management.
</li><li>Provides input on staff recruitment, development, and retention, including performance, compensation reviews, and succession planning. Coordinates schedules and approves timecards. Assists in setting employee objectives, provides client feedback, and coaches/mentors their team.
</li><li>Performs other duties as assigned.
</li></ul>What You'll Need:
<ul><li>Bachelor&rsquo;s degree and 7 years of financial, project accounting/analysis, or related experience
</li><li>1 year of people management, leadership and/or mentoring experience
</li><li>In lieu of education, 11 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 medium to large projects of increasing risk and complexity.
</li><li>Has ownership of large projects of varying complexity.
</li><li>Ability to read and comprehend contract requirements to identify opportunities for improvement.
</li><li>Strong understanding of HNTB internal project finance/accounting processes, able to provide guidance in those areas to other project finance staff and project managers.
</li><li>Advanced data analysis skills in tools such as Excel, HNTB's enterprise reporting system, and HNTB's project management system. Able to develop new, dynamic approaches to processing, interpreting, and analyzing data to drive effective action.
</li><li>Strong conceptual and analytical skills, driving action on data.
</li><li>Excellent organizational skills, ability to multitask, and self-directed.
</li></ul>What We Prefer:
<ul><li>Knowledge of and experience supporting transportation and infrastructure projects, including Construction Engineering &amp; Inspection (CEI) contracts and clients/agencies such as the Georgia Department of Transportation (GDOT), Metropolitan Atlanta Rapid Transit Authority (MARTA), and Alabama Department of Transportation (ALDOT).
</li><li>Familiarity with DOT contracting, project controls, billing requirements, revenue recognition, and financial management practices within the AEC industry.
</li><li>Bachelor's degree in relevant Finance, Accounting, Business, Engineering, or related field
</li><li>Master's degree in business or engineering
</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 
Visa sponsorship is not available for this position.
#SR #FinanceAccounting

Locations:
Atlanta, GA

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-30732
Equal Employment Opportunity &amp; Disability Accessibility Statement
HNTB provides a fair and equal employment opportunity for all employees and applicants regardless of race, color, religion, sex, national origin, age, disability, pregnancy status, sexual orientation, gender identity, veteran status, genetic information, citizenship status, or other status protected by law. The HNTB Companies ensure nondiscrimination in all programs and activities in accordance with Title VII of the Civil Rights Act of 1964.
Any applicant with limited English proficiency or a qualifying physical or mental disability who believes they require a reasonable accommodation for any part of the application or hiring process should contact us at ReasonableAccommodations@HNTB.com or call 816-527-2600 for assistance. HNTB will make determinations on requests for accommodations on a case-by-case basis.
Hearing and speech impaired individuals who seek assistance or accommodation in applying for a position via TTY, may dial 711 in the United States. Instruct the TTY operator to call 888-400-4682 and select option 5 for TTY service. Please indicate to the HNTB agent that you are a candidate seeking assistance in the job application process.
Please note that The HNTB Companies will not accept any resume submitted via this email address. To properly submit your application to the HNTB Companies, and to ensure that our recruiters have immediate access to your resume/CV, please search our open positions online, and apply directly through our careers website.
Thank you for considering HNTB for your career opportunities.
Affirmative Action Policy Statement
HNTB has implemented the following policy as part of its longstanding commitment to compliance with all applicable affirmative action requirements. HNTB agrees to post in conspicuous places, available to employees and applicants for employment, this Affirmative Action Policy.
HNTB is a federal contractor subject to Section 4212 of the Vietnam Era Veterans&rsquo; Readjustment Assistance Act of 1974, as amended (&ldquo;Section 4212&rdquo;) and Section 503 of the Rehabilitation Act of 1973, as amended (&ldquo;Section 503&rdquo;). Accordingly, it is HNTB&rsquo;s policy to take affirmative action to employ and advance in employment protected veterans (disabled veterans, recently separated veterans, Armed Forces Service Medal veterans, or active-duty wartime or campaign badge veterans) and individuals with disabilities at all levels of employment, including the executive level. HNTB also will provide reasonable accommodation to known physical or mental limitations of an otherwise qualified employee or applicant for employment with a disability, unless the accommodation would impose undue hardship on the operation of HNTB. In order to request a reasonable accommodation, employees should contact the HR Solutions Center at General Policy Inquiry - Employee Center and applicants should contact ReasonableAccommodations@HNTB.com.
HNTB will recruit, hire, train, and promote individuals in all job titles, and will ensure that all other personnel actions are administered, without regard to an individual&rsquo;s protected veteran or disability status. All employment decisions will be based only on valid job requirements. In addition, employees and applicants shall not be subjected to harassment, intimidation, threats, coercion, or discrimination because they have engaged in or may engage in any of the following activities: (1) filing a complaint; (2) assisting or participating in an investigation, compliance evaluation, hearing, or any other activity related to the administration of any Federal, State, or local law requiring equal opportunity for protected veterans or individuals with disabilities; (3) opposing any act or practice made unlawful by Section 4212, Section 503, their implementing regulations, or any other Federal, State, or local law requiring equal opportunity for protected veterans or individuals with disabilities; or (4) exercising any other right protected by Section 4212, Section 503, or their implementing regulations.
The non-confidential portions of the affirmative action program for protected veterans and individuals with disabilities shall be available for inspection upon request by any employee or applicant for employment. These plans are available for review upon request during normal business hours. Any questions or requests to review should be directed to your Human Resources Partner.
As Chief Executive Officer, I fully support our affirmative action program and am committed to the implementation of the company&rsquo;s affirmative action policy. I have delegated overall responsibility for this policy to the Business Integrity Director. The Manager of HR Compliance &amp; Immigration is responsible for the implementation, auditing, and reporting of this policy and program, assisted by the office&rsquo;s Human Resources Partner.
HNTB employees must comply with this policy and report any violations of illegal discrimination, as specified in the Integrity Reporting policy.
For Questions or Additional Information
For more information on this policy, please contact the HR Solutions Center, General Policy Inquiry - Employee Center, 888-400-4682.
Robert J. Slimp, CEO</div>

Sr Team Lead - Project Finance

Deloitte

<div>Our Deloitte Strategy &amp; Transactions (S&amp;T) team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&amp;A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact. 
 
Are you interested in working with clients to guide them through some of their biggest decisions? If so, this is your opportunity to join our dedicated team of financial modelers and advisors. 
 
Our Modeling &amp; Insights (M&amp;I) team, a practice within our Valuation &amp; Modeling practice, delivers clients the confidence to act on strategic decisions by transforming complexity into clarity through financial expertise, modeling tools, and strategic insight. We focus on market-leading decision support services in the context of transactions, business planning, and operational assessments. You will have the opportunity to work with some of the largest clients and gain exposure to a range of industries and business situations. 
 
Recruiting for this role ends on 07/17/2026. 
 
Work you'll do
 
 
As a Consultant on the Modeling and Insights team, you will be responsible for:
 
<ul><li>Taking a lead role in supporting clients throughout decision-making processes
</li><li>Developing and delivering financial models and supporting analyses for transactions, strategic business planning, and operational decision-making
</li><li>Working with Deloitte's Apex Platform to integrate financial models with enterprise data and technology solutions, including enterprise resource planning (ERP) systems, databases, visualization platforms, and analytical tools, to generate data-driven financial insights
</li><li>Applying artificial intelligence (AI) capabilities in financial modeling and financial advisory work under the guidance of project leadership
</li><li>Using technical and commercial knowledge to analyze data, interpret model outputs, and help communicate actionable insights to clients and internal teams
</li><li>Supporting the development of scalable, reusable financial solutions for scenario analysis, sensitivity testing, and long-term planning; coordinating with Deloitte subject matter specialists across tax, valuation, accounting, consulting, regulatory, and business functions; and supporting business development activities for the Modeling &amp; Insights Practice
</li></ul> 
A successful candidate would possess these skills:
 
<ul><li>Ability to work independently and collaborate as part of a team
</li><li>Effective written and verbal communication skills
</li><li>Meticulous attention to detail and quality of work product
</li><li>Ability to build and sustain professional relationships
</li><li>Ability to lead projects or workstreams
</li><li>Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
</li><li>Strong interpersonal skills and professional demeanor
</li><li>Ability to meet deadlines
</li>Ability to provide clear guidance to others 
<li>
</li></ul> 
 
The team
 
Our Valuation &amp; Modeling team provides financial modeling for business planning, transactions, and operational improvements. We conduct valuation for tax purposes, regulatory compliance, mergers and acquisitions (M&amp;A), litigation, bankruptcy, and risk management. Additionally, we support audit processes with fair value measurements. 
 
Qualifications Required:
 
<ul><li>Bachelor's degree in accounting, finance, or another business majors
</li><li>1+ years of financial analysis experience
</li><li>2+ years of experience working for a Consulting Firm or equivalent industry experience specifically working in data and financial modeling, strategic planning, managing client relationships, creating, and delivering client service work that exceeds client expectations, communicating (both written and oral) and presenting complex technical issues to non-technical staff
</li><li>1+ years of experience in Power BI, Tableau, VBA, Python, SQL, or similar tools to build finance-led models and analytics
</li><li>Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
</li></ul> 
<ul><li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future</li></ul> 

Preferred:
 
Progress toward CPA, CFA, or other equivalent designation 
<ul><li>
</li></ul> 
 
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,300 to $207,800. 
 
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div>

Financial Modeling & Data Analytics Consultant

CharterUP

<div>
 
 About CharterUP.
 
 CharterUP is transforming the $450+ billion group transportation and mobility market with an AI native platform that powers modern charter, shuttle, and emerging autonomous vehicle operations. Trusted by many Fortune 500 companies, CharterUP connects enterprises, institutions, and event organizers to thousands of bus operators nationwide, while increasingly serving as the operating system for large scale shuttle and transit programs across airports, campuses, industrial sites, and major events.
 
 
 Through real time availability, transparent pricing, intelligent routing, and AI driven dispatch and optimization, CharterUP replaces a fragmented and opaque industry with automation, accountability, and scale.
 
 
 
 Why Join Us
 
 
 
 <ul>
 <li>
 Innovative Impact: Be part of the team that's revolutionizing group travel, setting new standards in an industry overdue for change.
 </li>
 <li>
 Growth Opportunities: As a hyper growth company and one of the fastest-growing companies recognized by Inc., there&rsquo;s no better time to join our dynamic, growth-stage organization.
 </li>
 <li>
 Driven Team: Collaborate with some of the most driven minds in tech, all while working in a remote-first environment with a tech hub in Austin, TX.
 </li>
 <li>
 Funding and Stability: Our $60 million Series A funding was just the start&mdash;we&rsquo;re poised for even greater expansion, and you can be part of this exciting journey. CharterUp has achieved this growth profitability and efficiently, ensuring long-term stability.
 
 
 </li>
 </ul>
 
 Title:
 
 Data Analyst
 
 
 
 Reports to:
 
 Head of Business Intelligence, Finance and Accounting
 
 
 
 Location:
 
 Austin, TX. (Hybrid: Monday, Wednesday, Friday in-office); Open to considering Atlanta, GA or Denver, CO.
 
 
 
 About The Role
 
 
 
 CharterUP is seeking an early career
 
 Data Analyst
 
 to join our Finance BI team, someone eager to tackle data challenges and assist in meeting the reporting and analytics needs of teams throughout the organization. This role&rsquo;s deliverables will have a high impact, with visibility to leadership.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Collect, clean, and organize large datasets from multiple sources (e.g., databases, APIs, spreadsheets) for both one-off data requests and recurring reports.
 </li>
 <li>
 Perform data analysis to identify trends, patterns, and insights that will guide business strategy and decision-making.
 </li>
 <li>
 Develop and maintain dashboards and reports to track key business metrics.
 </li>
 <li>
 Collaborate with cross-functional teams to support data-driven projects and initiatives.
 </li>
 <li>
 Conduct statistical analysis and model data to predict future trends and performance.
 </li>
 <li>
 Present findings, recommendations, and insights in a clear and concise manner to non-technical stakeholders.
 
 
 </li>
 </ul>
 
 Experience And Expertise
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s and Master's degrees. Masters must be in one of the following fields: Mathematics, Applied Mathematics, Statistics, Quantitative Economics, Data Science, Quantitative Finance, Computational Finance, or Finance Engineering
 </li>
 <li>
 1+ years industry experience as Data Analyst
 </li>
 <li>
 Proficiency in SQL, Python or equivalent
 </li>
 <li>
 Proficiency in Excel/Google Sheets
 </li>
 <li>
 Strong knowledge of data visualization tools like Tableau, Power BI, or similar platforms is a plus.
 </li>
 <li>
 Familiarity with any of the following is a plus: Redshift or Snowflake, dbt, Fivetran, Salesforce and tools like 6sense.
 </li>
 <li>
 Experience with data manipulation, cleaning, and transformation techniques.
 </li>
 <li>
 Strong communication skills with the ability to present data insights to diverse audiences.
 </li>
 <li>
 Ability to work independently and manage multiple tasks.
 
 
 </li>
 </ul>
 
 Recruiting Process
 
 
 
 <ul>
 <li>
 Step 1 - Wonderlic Assessment
 </li>
 <li>
 Step 2 - Video call: Talent Acquisition interview
 </li>
 <li>
 Step 3 - Video call: Interview with Head of BI - Finance
 </li>
 <li>
 Step 4 - Video call: Team interview
 </li>
 <li>
 Step 5 - Video call: Final Interview with CFO
 </li>
 <li>
 Step 6 - Offer &amp; Background check
 </li>
 <li>
 Welcome aboard!
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 <ul>
 <li>
 $70,000 - $75,000 base salary
 </li>
 <li>
 Comprehensive benefits package, including fully subsidized medical benefits for the employee
 </li>
 <li>
 401(k) plan
 
 
 </li>
 </ul>
 Salary: $70,000 USD - $75,000 USD
 
 
 Global Benefits &amp; Perks at CharterUP
 
 
 We believe great people can live anywhere&mdash;and they deserve great benefits, too. While offerings may vary slightly by location, we prioritize hiring near our hubs in Austin, Atlanta, Miami, and Denver as we grow our global team.
 
 
 <ul>
 <li>
 Flexible Work Model: CharterUP operates as a remote-first company, with select roles requiring regular, in-office presence based on team and business needs. Role-specific expectations will be shared during the hiring process. U.S.-based employees may reside in any of our 19 approved states.
 </li>
 <li>
 Comprehensive Health &amp; Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards.
 </li>
 <li>
 Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays. International policies vary by country.
 </li>
 <li>
 Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available.
 </li>
 <li>
 Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together.
 </li>
 <li>
 Referral Rewards: Earn bonuses for bringing top talent to the team.
 </li>
 <li>
 Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan. International: region-specific savings programs where applicable.
 </li>
 <li>
 Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.
 
 
 </li>
 </ul>
 
 
 CharterUP is an Equal Opportunity Employer.
 
 
 
 We are committed to creating an inclusive, accessible, and respectful workplace. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, marital status, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws in the United States and Canada. If you require accommodation during the recruitment process, please let us know. CharterUP is committed to providing reasonable accommodations during the hiring process. If you need assistance or an accommodation, please contact your recruiter.
 
 
 
 
 
 Hiring Locations:
 
 CharterUP U.S.-based candidates and employees must reside in one of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Mississippi, Missouri, North Carolina, New Hampshire, Nevada, New York, Oklahoma, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.
 
 
 
 We hire in the U.S. and Canada and are actively expanding our global footprint.
</div>

Data Analyst

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