financial associate

University of Tennessee

<div><p>This position processes expenditures and maintains audited documentation for the UT Creamery for invoices, procurement cards, deposits, equipment, bids, petty cash reimbursements, and all other financial expenditures. This position will be responsible for supporting the Business Manager, of the Department of Food Science and Creamery Manager with all financials. This position also provides general administrative support for the educational program.</p></div>
<br><div><p><b>Accounts payable-UT Creamery
</b></p><ul><li><p>Processes invoices for payment and processes procurement card statements, ensuring they are posted to the correct accounts and activity codes.
</p></li><li><p>Processes purchase order requisitions in Marketplace and contracts in Agiloft along with any necessary non-competitive justifications.
</p></li><li><p>Processes cost transfers utilizing the correct debit and credit adjustments.
</p></li><li><p>Processes miscellaneous reimbursements, (petty cash), T-27's and T-29's while ensuring fiscal compliance with each.
</p></li><li><p>Maintains appropriate documentation for audit. Handles new vendor requests.
</p></li></ul><p><b>Revenue and deposits
</b></p><ul><li><p>Processes deposits (cash, check, credit cards) using the online receipting system
</p></li><li><p>Assists with sales tax remittance from UT Creamery sales
</p></li><li><p>Reconciles POS transactions
</p></li><li><p>Processes internal transfers of revenue generated by the UT Creamery
</p></li></ul><p><b>Inventory and Equipment
</b></p><ul><li><p>Handles UT Creamery equipment inventory by maintaining DASH asset records throughout the year and tagging equipment and performs the annual verification of equipment inventory.
</p></li><li><p>Handles sending items to surplus and keeping up with those records.
</p></li><li><p>Maintains a spreadsheet of high-risk purchases that fall below the sensitive minor equipment threshold (such as tablets or inexpensive laptops/computers).
</p></li><li><p>Maintains a spreadsheet of all software.
</p></li></ul><p><b>Other Financial/Administrative Duties
</b></p><ul><li><p>Directs Creamery Manager and staff when policy questions arise.
</p></li><li><p>Maintains files.
</p></li><li><p>Serves as back up on helping students and guests.
</p></li><li><p>Perform other administrative duties as needed.</p></li></ul></div>
<br><div><p><b>Required Qualifications
</b></p><ul><li><p>Education: High school diploma
</p></li><li><p>Experience: At least 3 years of professional experience in bookkeeping
</p></li><li><p>Knowledge, Skills, Abilities: Knowledge of general accounting principles, cost allocation and cost management guidelines.
</p></li><li><p>Knowledge of and ability to appropriately apply University and UTIA policies and procedures.
</p></li><li><p>Ability to be highly organized and handle competing priorities and continuous interruptions while being detail-oriented and accurately keying data.
</p></li><li><p>Skills: Computer skills (Excel, Word, Adobe, etc.); mathematical skills, organizational skills, interpersonal skills, professional communication skill knowledge of general accounting principles, cost allocation and cost management guidelines.
</p></li><li><p>Knowledge of and ability to appropriately apply University and UTIA policies and procedures.
</p></li><li><p>Ability to be highly organized and handle competing priorities and continuous interruptions while being detail-oriented and accurately keying data.
</p></li><li><p>Skills: Computer skills (Excel, Word, Adobe, etc.); mathematical skills, organizational skills, interpersonal skills, professional communication skills<br>
</p></li></ul><p></p><p><b>Preferred Qualifications
</b></p><ul><li><p>Education: Bachelor&rsquo;s degree in business-related field
</p></li><li><p>Experience: At least 3 years of UT accounting experience.
</p></li><li><p>Knowledge, Skills, Abilities: Knowledge of DASH and UT fiscal policies and procedures<br>
</p></li></ul><p></p><p><b>Work </b>Location: Knoxville, TN
</p><ul><li><p>Onsite, Hybrid, or Remote &ndash; <i>Onsite<br>
</i></p></li></ul><p></p><p><b>Compensation and UT market range: 05
</b></p><ul><li><p><b>Anticipated hiring range: $43 to $45k</b></p></li><p></p><li><p><br>
</p></li></ul><p></p><p><b>Application Instructions
</b></p><p>To express interest, please submit an application with the noted below attachments:<br>
</p><p></p><ul><li><p>Resume
</p></li><li><p>Cover Letter<br>
</p></li></ul><p></p><p><i>To be assured of full consideration, completed applications with all requested materials should be submitted on or before June 15, 2026.<br>
</i></p><p></p><p><b>About The College/Department/Division </b>Herbert College of Agriculture has the benefit of being part of the University of Tennessee Institute of Agriculture (UTIA), which is particularly devoted to the University&rsquo;s land grant mission through its AgResearch and UT Extension units, both of which provide historically strong links with businesses in and out of the state. Herbert has approximately 1,500 undergraduate students enrolled in 10 majors across eight academic departments, plus nearly 300 graduate students enrolled across eight departments.
</p><p><b>The Department of Food Science </b>resides within the University of Tennessee Institute of Agriculture and adheres to the three-pronged mission of land grant universities by providing quality research, teaching, and extension. The Department offers BS, MS, and PhD degrees and currently has 13 full-time faculty members with expertise in diverse areas of food chemistry, food microbiology, food processing and engineering, and food sensory science. For more information about the Department, visit our website at: http://foodscience.tennessee.edu/ .
</p><p><b>UT Creamery&rsquo;s </b>primary purpose is to provide related experiences to their fields of study, while offering premium ice cream and a wide-ranging choice of UT Creamery and Rocky Top themed merchandise. A variety of roles are offered to students including, modern ice cream production methods, manufacturing, logistics, product development, retail business management and analytics, marketing, merchandising, event planning, customer service, and direct-to-customer sales. For more information about the Creamery, visit our website at: https://utcreamery.tennessee.edu/ .</p></div>
<br><div><div>The University of Tennessee, Knoxville, has shaped leaders, changemakers, and innovative thinkers since its founding in 1794. The university is home to more than 38,000 students and 10,000 statewide employees&mdash;the Volunteers&mdash;who uphold the university&rsquo;s tradition of lighting the way for others through leadership and service.<br>
</div><div></div><br>
<div>UT Knoxville offers over 900 programs of study across 14 degree-granting colleges and schools. As Tennessee&rsquo;s flagship land-grant university, its footprint spans the entire state. The university holds the highest Carnegie classification for research activity and has deep partnerships with industry leaders and the US Department of Energy&rsquo;s largest multidisciplinary laboratory, Oak Ridge National Laboratory.<br>
</div><div></div><br>
<div>The Knoxville campus serves and recruits for UT Knoxville, including the Institute of Agriculture and the Space Institute, as well as the UT Institute of Public Service.<br>
</div><div></div><br>
<div>UT Knoxville considers its employees its number one asset. With values that focus on work-life balance, compensation, and innovation leadership, all Vols are supported to advance professionally. Employees have access to career development and coaching, continued education, and an extensive list of development and training possibilities. The Volunteer employee experience implements structures and practices to attract and retain top-tier talent, fostering a strong staff community and supporting a culture of involvement and engagement for everyone.<br>
</div><div></div><br>
<div>The university holds a strong commitment to its land-grant mission of learning and engagement, with a tradition of service and leadership that carries that Volunteer spirit throughout the state and around the world. It has been ranked nationally as &ldquo;Best Employer for New Graduates,&rdquo; &ldquo;One of America&rsquo;s Best Large Employers,&rdquo; and &ldquo;Best Workplace for Women,&rdquo; and has been designated as &ldquo;Best Place for Working Parents&rdquo; by Forbes Magazine.<br>
</div><div></div><br>
<div>Apply today and join the Tennessee Volunteer community!</div></div>

Financial Associate - UT Creamery - UTIA

Henry Ford Health

<div><div><p><b>This position is a 12-hour position with rotating start times as necessary with the primary shift being 6:00am-6:30pm. Rotating shift is 9:30am-10:00pm. This position is weekends and holidays rotating.</b></p><p>
A member of a financial services team. Performs a variety of functions with an emphasis on clerical duties. Responsibilities: 1. Demonstrates an understanding and commitment to the philosophy and objectives of Patient Focused Care, continuous quality improvement, team interaction, and the mission and values of Genesys Regional Medical Center.| 2. Maintains confidentiality of hospital matters regarding patients, physicians, visitors, co-workers, and other center members.| 3. Maintains patient confidentiality by continuously adhering to Federal and State laws regarding the dissemination of patient medical and billing information to outside sources.| 4. Maintains effective and quality interpersonal relationships with patients, family members, physicians, visitors, co-workers, and other center members.| 5. Coordinates communications for entire unit. Answers the telephone and handles mail, fax, and pager communications to and from the unit in a friendly, courteous and accurate manner. | 6. Acts as a unit receptionist and information agent for patients, nursing staff, physicians, allied services, and visitors. Insures that information sharing of unit operations is maintained. Communicates concerns to management team for problem solving.| 7. Performs other duties as assigned.| 8. Registers and admits patients to the unit. Accurately enters and maintains patient information into the hospital computer systems including demographic and financial information. Assigns and verifies patient medical record numbers.| 9. Types and prepares various forms such as preadmission and consent forms.| 10. Verifies and assesses coverage on all types of encounters working with all third party payers included but not limited to: Blue Cross, HMO's, PPO's, private insurance companies, Medicare and Medicaid, and private pay patients.| 11. Receives and records payments for hospital and medical services rendered. Maintains petty cash fund. Balances cash drawer, prepares cash reports and bank deposits daily.| Essential Functions: 1) Must pass a data entry proficiency test for speed and accuracy; 2) Proficient in medical terminology, hospital computer systems, and general office equipment; 3) Must possess excellent interpersonal skills necessary to effectively communicate with patients, medical staff, employees, third party payers; 4) Must possess good analytical and mathematics skills; 5) Must have mobility skills to move room-to-room and between floors, including ability to assist in lifting, moving, and evacuation of patients| Working Conditions: Work setting in patient care unit or office; may be exposed to patient illness, communicable diseases, blood, body fluid, and hazardous chemicals hazards| Orientation Requirements: Must attend Medical Center new hire and department orientations| The above is intended to describe the general nature and level of work performed by people assigned to this classification. It is not to be construed as an exhaustive statement of duties, responsibilities or qualifications for the people so classified, nor is it intended to limit or modify in any way, the right of any supervisor to assign, direct, and control the work of employees under their supervision. The most recently dated job description on file in the Human Resources Department will be considered the official job description.</p>
<div><p><b>Education:</b></p><p>
High school diploma or GED required.</p><p><b>
Work Experience:</b></p><p>
Prefer 12 months previous experience with admitting, registration, hospital third party coverage, insurance verification, billing, unit clerk or medical records - Must successfully pass a medical terminology test - Must be able to satisfactorily complete Administrative Associate Core Role Training.</p>
 </div></div><div><div><div><div><h4 class="jobSectionHeader"><b>Additional Details</b></h4>
<div><p>
This posting represents the major duties, responsibilities, and authorities of this job, and is not intended to be a complete list of all tasks and functions. It should be understood, therefore, that incumbents may be asked to perform job-related duties beyond those explicitly described above.</p></div>
</div>
</div></div><div><div><div><h4 class="jobSectionHeader"><b>Overview</b></h4>
<div><p>
Henry Ford Health partners with millions of people on their health journey, across Michigan and around the world. We offer a full continuum of services &ndash; from primary and preventative care to complex and specialty care, health insurance, a full suite of home health offerings, virtual care, pharmacy, eye care and other health care retail. With former Ascension southeast Michigan and Flint region locations now part of our team, Henry Ford&rsquo;s care is available in 13 hospitals and hundreds of ambulatory care locations. Based in Detroit, Henry Ford is one of the nation&rsquo;s most respected academic medical centers and is leading the Future of Health: Detroit, a $3 billion investment anchored by a reimagined Henry Ford academic healthcare campus. Learn more at henryford.com/careers.</p></div>
</div>
</div></div><div><div><div><h4 class="jobSectionHeader"><b>Benefits</b></h4><div><p><br>
</p><p>The health and overall well-being of our team members is our priority. That&rsquo;s why we offer support in the various components of our team&rsquo;s well-being: physical, emotional, social, financial and spiritual. Our Total Rewards program includes competitive health plan options, with three consumer-driven health plans (CDHPs), a PPO plan and an HMO plan. Our team members enjoy a number of additional benefits, ranging from dental and eye care coverage to tuition assistance, family forming benefits, discounts to dozens of businesses and more. Employees classified as contingent status are not eligible for benefits.
</p></div></div></div></div><div><div><div><h4 class="jobSectionHeader"><b>Equal Employment Opportunity/Affirmative Action Employer</b></h4>
<div><p>
 Equal Employment Opportunity / Affirmative Action Employer Henry Ford Health is</p>
<p>
 committed to the hiring, advancement and fair treatment of all individuals without regard to</p>
<p>
 race, color, creed, religion, age, sex, national origin, disability, veteran status, size, height,</p>
<p>
 weight, marital status, family status, gender identity, sexual orientation, and genetic information,</p>
<p>
 or any other protected status in accordance with applicable federal and state laws.</p></div></div></div></div></div></div>

Financial Admin Associate

University of Alabama, Birmingham

<div></div><div><div><div><div><div><b>Description</b><div></div><p>
To provide technical financial support for an assigned organization unit. To review requests and determine appropriateness with regard to institutional requirements, proper authorization, and conformance with established regulations. To assist with the maintenance and reconciliation of budgets and accounts, review requisitions, and order equipment and supplies. To collect financial information and provide reports and analyses as needed.</p><p>
This position is to assist the distribution of payroll, Green Phire and Visa gift cards. Assists employees with departmental inquiries via telephone and email. Assists with Touchnet Cashiering to process student and departmental deposits. Balance cash, checks and credit cards of all deposits received for the current day. Verify and process Advancement and the GA29 reports when needed. Scan and batch all deposits and backup work to be stored into Onbase for the close of the day.</p><p><b>
Salary Range: $15.00 - $15.45</b></p><p>
LOCATED ONSITE IN BIRMINGHAM, ALABAMA.</p><div><br>
</div></div><div><b>
Qualifications</b><div></div><p>
Associate's degree and two (2) years of experience required. Work experience may substitute for education requirement.</p><p><b>
Preferred:</b></p><ul><li>
Ideal candidate will have prior experience working in banking, handling checks, cash, receipts an/or in customer service</li></ul><p><br>
UAB is an Equal Employment/Equal Educational Opportunity Institution dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, sex (including pregnancy), genetic information, age, disability, and veteran's status. As required by Title IX, UAB prohibits sex discrimination in any education program or activity that it operates. Individuals may report concerns or questions to UAB's Assistant Vice President and Senior Title IX Coordinator. The Title IX notice of nondiscrimination is located at uab.edu/titleix.</p><div><br>
</div></div><div><b>
Primary Location</b><b>:</b> University</div><div><b>
Job Category</b><b>:</b> Clerical &amp; Administrative</div><div><b>
Organization</b><b>:</b> 113607000 FA-Operations Center</div><div><b>
Employee Status</b><b>:</b> Regular</div><div><b>
Shift</b><b>:</b> Day/1st Shift</div><div><b>
Work Arrangement (final schedule to be determined by the department/hiring manager)</b><b>:</b> Onsite</div></div></div></div></div><div></div>

FINANCIAL AFFAIRS ASSOCIATE II

Secured Futures

<div><p>Now seeking a few ambitious &amp; driven individuals to step into a part time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.</p>
<p>
We pride ourselves on a commitment to excellence rivaled by none - a commitment reflected in all aspects of our work.</p>
<p>
This position is 100% remote and we provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.</p>
<p>
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.</p>
<h2 class="jobSectionHeader"><b>
Preferred Backgrounds</b></h2>
<ul><li>Customer service, leadership, coaching, or management</li>
<li>Education, military, or service-oriented experience</li>
<li>Strong communication and people skills</li>
<li>Desire to help individuals and families improve their financial futures</li>
</ul>
<ul><li>Must pass a background check</li></ul>
<ul><li>18 Years or older</li></ul>
<ul><li>U.S. citizen</li></ul>
<ul><li>Training/Coaching included</li></ul>
<ul><li>Personally customized scheduling</li></ul>
<ul><li>Financial skills/knowledge not required</li></ul><p><br>
As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.</p>
<p>
As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients &amp; associates you are personally responsible for on an ongoing basis, providing the support needed in a timely, professional, and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.</p>
<p>
You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.</p>
<p>
You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.</p>
<p>
Advancement &amp; Compensation are scalable based on personalized individual career goals!</p>
<p>
Your training is provided in-house in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.</p>
<p>
We offer access to those that are looking to create a full-time career or one that is part-time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!</p>
<p>
We help make financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.</p>
<p>
Please reach out to us if you have any questions. We look forward to reviewing your application!</p></div>

Associate PT & FT

AES Corporation

<p></p><div><p>Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a <b>Fortune 500 company</b> that's leading the charge in the global energy revolution. With operations spanning <b>14 countries</b>, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the <b>Top Ten Best Workplaces for Innovators</b> by Fast Company in 2022. And with our certification as a <b>Great Place to Work</b>, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.</p><p></p><p>
AES is proudly <b>ranked #1 globally</b> in renewable energy sales to corporations, and with <b>$12.7B in revenues in 2023</b>, we have the resources and expertise to make a significant impact as we provide electricity to <b>25 million customers worldwide. </b>As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as <b>24/7 carbon-free energy</b> for data centers, are setting the pace for rapid, global decarbonization.</p><p></p><p>
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.</p><p></p><div><div><p>
Principal Duties and Responsibilities:</p></div><p></p><div><p><br>
The FP&amp;A Associate will provide wholistic financial management of a portfolio of ~1GW of thermal and Utility scale renewable power plants in operations.</p></div><div><ul><li><p>
Wholistic financial management includes monthly performance review, monthly forecasting of EBITDA and earnings, annual budgeting, identifying financial risk and opportunities, working with asset management and operations leaders to optimize financial performance</p></li></ul></div><div><ul><li><p>
Support lender and tax equity relationship and reporting</p></li></ul></div><p></p><div><p><br>
Core Competencies:</p></div><div><p>
Candidates need excellent problem solving, communication and interpersonal skills, along with patience, a positive attitude, and the ability to work in a demanding team environment. They should also possess the following competencies:</p></div><div><ul><li><p>
Ability to coordinate different projects cross functional. Influence without direct authority</p></li></ul></div><div><ul><li><p>
Good communicator, able to tell business driver stories from the numbers</p></li></ul></div><div><ul><li><p>
Good analytical and time management skills</p></li></ul></div><div><ul><li><p>
Bring strong attention to detail and ability to zoom out and see the big picture</p></li></ul></div><div><ul><li><p>
Proven ability to produce high quality work and meet deadlines</p></li></ul></div><div><ul><li><p>
 Has experience moving multiple projects forward and juggling competing priorities</p></li></ul></div><p></p><div><p><br>
Qualifications</p></div><div><ul><li><p>
5+ years&rsquo; experience in preparing and coordinating budgets, forecasts, and related reporting.</p></li></ul></div><div><ul><li><p>
Strong understanding of Generally Accepted Accounting Principles (GAAP) including experience with financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows.</p></li></ul></div></div><div><div><ul><li><p>
Ability to work effectively with accounting systems, SAP, BPC, Anaplan or similar</p></li></ul></div><div><ul><li><p>
Experience building 3 statement financial models from scratch.</p></li></ul></div><div><ul><li><p>
Has experience with financial oversight for renewable power plants or thermal power plant. Coal power plant experience is a plus</p></li></ul></div><div><ul><li><p>
Fluent in English (required); proficiency in Spanish is a plus</p></li></ul></div><p></p><div><p><br>
Education:</p></div><div><ul><li><p>
Bachelor&rsquo;s degree in finance or accounting, or a relevant field</p></li></ul></div></div><br>
<p></p>
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.<p></p>
The expected salary for this position, at commencement of employment, is between $105,000 and $131,325/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position also includes annual bonus. The benefits offered for this position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and paid time off (including vacation, sick leave time, and parental leave). Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.<p></p>
Apply by clicking the application link below and submitting your information. The deadline to apply for this role is 07/31/2026</div>

FP&A Associate

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.</div>
Position:
<div>
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&amp;A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.</div>
Responsibilities:
<div>
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.</div><div></div><div><br>
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.</div><div></div><div><br>
Associate work will include:</div><ul><li>
Performing financial analysis and financial modeling, utilizing various valuation techniques</li><li>
Drafting of materials for client meetings</li><li>
Preparation of memoranda for internal and external use</li><li>
Conducting financial and other business-related research</li><li>
Coordinating complex and often time-sensitive processes</li><li>
Active involvement in client-facing situations</li><li>
Deal execution logistics</li><li>
Participation in talent development efforts, including recruiting and training</li></ul>
Qualifications:
<ul><li>3+ years of experience as an investment banking Analyst or Associate</li><li>
Bachelor&rsquo;s degree in finance, accounting, or related field</li><li>
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)</li></ul>
Skills:
<ul><li>Excellent verbal and written communication skills</li><li>
Strong grasp of corporate finance and financial accounting</li><li>
High attention to detail and commitment to deliver high quality work product consistently</li><li>
Strong analytical and quantitative skills</li><li>
Able to work accurately under stress and pressure to meet competing deadlines</li><li>
Excellent time-management skills</li><li>
Ability to work well independently and as part of a team</li><li>
Assertiveness, initiative, strong work ethic, team focus</li><li>
Demonstrated and proven results</li><li>
Experience with valuation, modeling and forecasting</li><li>
Creative problem solver who thrives when presented with a challenge</li><li>
Persuasive and goal-oriented</li><li>
Possesses a professional and friendly demeanor</li><li>
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Banking Associate I

Penske Truck Leasing

<div><p><b>Position Summary</b></p>
<p>This position is for Epes Transport System, LLC, a division of Penske Logistics, based in Greensboro, North Carolina. The Associate Financial Analyst is responsible for providing critical accounting and analytical support for financial processes &mdash; including billing, payroll, metrics, planning, pricing, and forecasting &mdash; for Penske Logistics Field Operations. This role may support one customer/one location, one customer/many locations, or many customers/many locations. The position provides support to functional organizations as well as operational management. The analysis includes assisting with financial reporting, monitoring key performance indicators, and supporting month-end close activities. This is a hands-on role that requires the analyst to work collaboratively with multiple organizations to understand and support the business.</p>
<p><b>Schedule:</b> Monday-Friday, 8:00AM-5:00PM, Onsite</p>
<p><b>Major Responsibilities</b></p>
<ul><li>Provide overall financial analytical support &mdash; including interpreting financial results and delivering ad hoc analysis &mdash; to drive sound operational decision-making</li></ul>
<ul><li>Assist in the preparation of annual business plans, identifying key risks, trends, and opportunities</li></ul>
<ul><li>Capture and report on critical Key Performance Indicators (KPIs) for both internal and external customers, ensuring timely and accurate performance visibility</li></ul>
<ul><li>Actively participate in month-end close processes, including preparation of required documentation and account reconciliations, ensuring deadlines are consistently met</li></ul>
<ul><li>Identify and implement LEAN principles and process improvements (Kaizen, etc.) to support continuous improvement initiatives and reduce operational inefficiencies</li></ul>
<ul><li>Other projects and tasks as assigned</li></ul>
<p><b>Qualifications</b></p>
<ul><li>Bachelor's Degree in Accounting or Finance preferred</li></ul>
<ul><li>0&ndash;2 years of general accounting or entry-level finance experience preferred</li></ul>
<ul><li>Intermediate Microsoft Office skills required, with primary proficiency in Excel, Outlook, and PowerPoint</li></ul>
<ul><li>Must have strong written and verbal communication skills</li></ul>
<ul><li>Ability to prioritize and consistently meet deadlines</li></ul>
<ul><li>Analytical mindset with strong attention to detail</li></ul>
<ul><li>Highly organized, self-motivated, and able to work effectively as part of a financial management team</li></ul>
<ul><li>Strong understanding of the importance of cross-functional collaboration with Operations team and the personnel at the Area, Region and Corporate levels</li></ul>
<ul><li>Regular, predictable, full attendance is an essential function of the job.</li></ul>
<ul><li>Successful candidate must complete Penske employment application, submit to a background investigation (past employment, education, and criminal history), and complete a drug screening.</li></ul>
<p><b>Physical Requirements</b></p>
<ul><li>The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li></ul>
<ul><li>The associate will be required to read, communicate verbally and/or in written form, remember and analyze certain information, and remember and understand certain instructions or guidelines.</li></ul>
<ul><li>While performing the duties of this job, the associate may be required to stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25lbs/12kg.</li></ul>
<ul><li>Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.</li></ul>
<p><i>Penske is an Equal Opportunity Employer.</i></p>
<p><b>About Epes Transport</b></p>
<p>Epes Transport, a Penske Logistics company, delivers dependable truckload transportation services with a strong presence in the Southeast, Mid-Atlantic, Northeast, and Midwest. We offer: Dedicated Truckload Capacity, Drayage Services, Shuttle Operations, General Truckload Services, and Yard Switching Operations. With terminals in NC, VA, GA, TN, and TX, and 24/7 satellite shipment tracking, we provide reliable coverage and visibility across major U.S. markets. visit epestransport.com to learn more.</p>
<p>Job Category: Finance/Accounting</p>
<p>Job Function: Financial Analytics</p>
<p>Job Family: Finance</p>
<p>Address: 3400 Edgefield Court</p>
<p>Primary Location: US-NC-Greensboro</p>
<p>Employer: EPES Transport System, LLC</p>
<p>Req ID: 2606705</p></div><p></p>

Associate Financial Analyst

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