Category: Finance (Page 1 of 5)

Raleigh/Durham or Remote – Port Group – Operations and Finance

We are building a great team at Port Group (portgroup.us) to provide outsourced business development and sales support services for SaaS, VARs, MSPs, Channel Sales, and other B2B industries. The business is a year and a half old and has a lot of opportunities ahead of it. I’m happy to discuss these over an introduction.   If you have a strong financial and operations background and are interested in working with a local professional services startup, let’s chat!

This position is paid. Please contact thomas@portgroup.us for more information.

Shanghai/Hong Kong/Remote – Airwallex – Corporate Development/Investment Summer Intern

About Airwallex:

Established in Melbourne in 2015, Airwallex is a US$5.5 billion payments platform transforming the way businesses move and manage money globally.   In today’s fast-changing digital era, our purpose is to empower businesses of all sizes to grow without borders, and by doing so, contribute to the global economy. With technology at our core, we built a global financial infrastructure to help businesses transact, collect and pay across 130+ countries and 50+ currencies, without the constraints of the traditional global financial system.   Description:

The Corporate Development Intern will work in a high caliber team, interacting with many different parts of the organization such as Product, Sales and Finance. As an integral part of the Corporate Development team, you will play an influential role in driving Airwallex’s strategic growth in evaluating and executing new investment opportunities, strategic partnerships, mergers and acquisitions, joint ventures and divestitures.   In this position you will have the following responsibilities:

-Support analysis on where to deploy resources and develop partnership, investment, and/or acquisition strategies to drive long term strategic value-Research market and analyze competitive landscapes-Develop operating and financial models to support business case-Work with cross functional teams (strategy, finance, product, legal., etc.) in accessing opportunities-Execute transactions that will have a material impact on the business-Qualifications-Excellent written and verbal communication skills in both Chinese and English-Currently a student at a top university. Grads and MBAs also welcome-Previous experience in investment banking / VC / PE / startups / strategy / management consulting preferred-Strong analytical and problem-solving skills-Strong Excel and PowerPoint skills required, ability to create and manage financial models

Austin, TX – Zogo Finance – Data Analyst

Zogo rewards you for learning. Our mission is to make finance fun, simple, and social.

We are seeking a full-time Data Analyst to join our team.

As the Data Analyst at Zogo, you will work with our product team to create, analyze, gather, and visualize data to drive meaningful insights that will be applied towards our product and growth strategies. In this role you will lead product-related data analysis, reporting, strategy, and process.

What You’ll Do:

– Build data visualizations and extract meaningful insights from data
– Gather, visualize, and analyze data and create reports and presentations to respond to requests from Zogo teams
– Deliver A/B and multivariate experiments, design and automate reports, implement analytics tagging, master exploratory analysis and insight, all in close collaboration with partners across the Data team and business groups.
– Discover new data use cases and acquire new data sources
– Standardize and manage reporting for Zogo campaigns, sponsors, and needs
– Work with leadership to develop long-term data strategy at Zogo

Minimum Qualifications:

– Bachelor’s degree in an analytical field such as economics, mathematics, or computer science or equivalent years of experience
– 2+ years of direct experience working in digital businesses
– 1+ years work experience reporting on business KPIs
– 1+ years work experience writing in SQL
– Strong communication skills

Preferred Qualifications:

– Experience programming in Python or R
– Experience with Google Analytics or other analytics platforms
– Experience using a BI tool such as PowerBI, Tableau, SiSense
– Experience analyzing, cleaning, visualizing, and extracting insights from data
– Experience with defining, implementing and analyzing A/B and multivariate experiments

Email jacob.young@zogofinance.com to apply!

Durham – Self-Help Credit Union – Federal Policy Intern

Internship Program:

Self-Help/CRL offers a 10-week summer internship program that is designed to give students valuable experience in a professional setting while broadening their knowledge of Community Development Financial Institutions (CDFI’s). Participants may also expand their knowledge of The Center for Responsible Lending (CRL) works which ensures a fair, inclusive financial marketplace that creates opportunities for all credit-worthy borrowers, regardless of their income Along with each specific intern project, the intern will participate in a series of brownbag lunches to learn more about Self-Help and the Community Development industry as a whole. Interns will also be given the opportunity to network with one another and other Self-Helpers through a variety of planned events.

Internship Description:

The Federal Policy Intern will help to advance strategies that increase strong consumer protection and responsible lending policies. This assignment may be based in either Washington, DC or Durham, NC.

Essential Responsibilities:

– Play a key role in federal campaigns, including developing social media toolkits, creating graphics for social media, and participating in campaign strategy development
– Support federal policy team with administrative tasks
– Assist the federal policy team (Ex. Research Congressional members and their districts, create spreadsheets to track information about federal rule comment letters from partner organizations, etc)
– Perform other duties as may be deemed necessary.

Credentials, Experience and Skills:

– Enrollment in undergraduate degree program.
– Preference for rising junior or senior with major in political science or other relevant majors preferred but others will be considered as well.
– Experience with social media platforms (twitter, Instagram, etc)
– Experience developing social media graphics and posts
– Strong writing skills including research, outlining, editing

Compensation: TBD

Application:

Please apply for this assignment on our Internship Careers Page or the CRL Careers Page. Please upload a thoughtful cover letter describing why you are interested in this internship and a resume with your application. Applications must be submitted by summer to ensure consideration.

About Us:

The Center for Responsible Lending (CRL) is a nonprofit, non-partisan organization working to ensure a fair, inclusive financial marketplace that creates opportunities for all. Through research, legal analysis, policy development, and state and national advocacy engagement, CRL fights for economic equity for underserved communities—particularly Black and brown communities and low-to-middle income families. CRL’s staff reflect a collective commitment to eliminating systemic injustice in America’s financial services. Learn more at www.responsiblelending.org.

CRL is an affiliate of Self-Help, a community development lender founded in 1980 that has provided more than $9 billion dollars in financing to help 164,000 low-wealth borrowers buy homes, build businesses, and strengthen community resources.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Durham – Self-Help Credit Union – CRL Philanthropy/Development Intern

Internship Program:   Self-Help/CRL offers a 10 week summer internship program that is designed to give students valuable experience in a professional setting while broadening their knowledge of Community Development Financial Institutions (CDFI’s). Participants may also expand their knowledge of The Center for Responsible Lending (CRL) works which ensures a fair, inclusive financial marketplace that creates opportunities for all credit-worthy borrowers, regardless of their income Along with each specific intern project, the intern will participate in a series of brownbag lunches to learn more about Self-Help and the Community Development industry as a whole. Interns will also be given the opportunity to network with one another and other Self-Helpers through a variety of planned events.   Internship Description:   The CRL Philanthropy Intern will help develop and execute strategies that secure financial and in-kind support for the organization’s mission. As part of the philanthropy team, the intern will gain hands-on experience crafting fundraising campaigns, contributing to donor-centric communications, researching prospective donors, and working in the fundraising database. The intern will also learn about the array of issues CRL addresses, with particular emphasis on student loan debt. An undergraduate applicant for the philanthropy internship can offer a valuable perspective as they experience higher education financing during school and post-graduation. This Internship assignment will be based in Durham, NC.   Essential Responsibilities:

Drafting written and electronic solicitations, developing digital and social media (e.g. Twitter, Facebook, Linkedin) communications, contributing to the fundraising database, and providing assistance as-needed to the philanthropy team. Enrollment in undergraduate degree program.   Credentials, Experience and Skills:   Prior experience with nonprofits/fundraising helpful but not required. Experience with Salesforce, or databases more generally, helpful but not required.   Physical Requirements:   Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.   Compensation: TBD   Application:   Please apply for this assignment on our Internship Careers Page. Please upload a thoughtful cover letter describing why you are interested in this internship and a resume with your application.   About Us:   The Center for Responsible Lending (CRL) is a nonprofit, non-partisan organization working to ensure a fair, inclusive financial marketplace that creates opportunities for all. Through research, legal analysis, policy development, and state and national advocacy engagement, CRL fights for economic equity for underserved communities—particularly Black and brown communities and low-to-middle income families. CRL’s staff reflect a collective commitment to eliminating systemic injustice in America’s financial services.   CRL provides a strong voice on both the state and national levels for these families to expand family wealth and financial stability through sustainable homeownership, affordable higher education, and support for small businesses, and protect their financial stability by preventing abusive products that trap families in debt and strip away their income, by ending payday lending and other predatory high-cost lending, exorbitant bank fees, and abusive debt collection practices.   CRL is an affiliate of Self-Help, a community development lender founded in 1980 that has provided more than $9 billion dollars in financing to help 164,000 low-wealth borrowers buy homes, build businesses, and strengthen community resources.   Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class, or family status.

Durham – Self-Help Credit Union – Benefits Intern

Internship Program:

Self-Help/CRL offers a 10-week summer internship program that is designed to give students valuable experience in a professional setting while broadening their knowledge of Community Development Financial Institutions (CDFI’s). Participants may also expand their knowledge of The Center for Responsible Lending (CRL) works which ensures a fair, inclusive financial marketplace that creates opportunities for all credit-worthy borrowers, regardless of their income. Along with each specific intern project, the intern will participate in a series of brownbag lunches to learn more about Self-Help and the Community Development industry as a whole. Interns will also be given the opportunity to network with one another and other Self-Helpers through a variety of planned events.

Internship Description: Support the HR Operations team in comprising a proposal of revised or enhanced benefit plan offerings. The goal is to propose new or improved benefit offerings to promote improvements that would foster improvements with recruiting and employee retention .

Essential Responsibilities: Assist with help needed in researching, preparing documents and presentations for this project.

Credentials, Experience and Skills: Presentation, project management, Research and analyzing data. Enrollment in undergraduate degree program.

Physical Requirements: Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds.

Compensation: TBD

Application:

Please apply for this assignment on our Internship Careers Page. Please upload a thoughtful cover letter describing why you are interested in this internship and a resume with your application.

About Us:

Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.6 billion in assets and serving more than 92,500 members in 32 branches – six in Florida, 22 in North Carolina, three in South Carolina, and one in Virginia – Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 41 years, the national Center for Community Self-Help and its affiliates have provided more than $11 billion in financing to help over 198,000 people buy homes, start and grow businesses, and build wealth. For more information, please visit www.self-help.org.

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

Remote – Advatix – Sales and Operations Planning and Expectation Consultant

Position: Consultant, Sales and Operations Planning (S&OP) Execution

Department: S&OP

Reports to: Senior Manager, S&OP Solutions

Position Summary:

This is a position within the S&OP group in the Advatix organization. The candidate will assume a key role in product development, client interfacing, and solution integration and implementation. This role will be instrumental in project conceptualization through delivery, helping clients build strategies and capabilities to deploy improved systems and processes.

The candidate requires a thorough understanding of supply chain planning fundamentals; including demand planning, supply planning, and inventory management with experience implementing these learnings/ tools in a professional capacity. The candidate should be analytically inclined and fluent in technical communication with all levels of an organization. Basic knowledge of fulfillment processes, logistics solutions, shipping modes, and associated cost drivers is a plus. Demonstrated experience with business process design, process reengineering, and/or management system information (MIS) implementations is highly desirable.

Key Responsibilities:

Solution readiness and implementation (50%):

-Develop readiness requirements: create process maps, client requirements, and standard operating procedures based on observing client processes, interpreting documentation, and/or conducting interviews with all levels of an organization
-Engage with the development team to align system requirements to client readiness. Define and map client requirements.
-Conduct operational assessments (e.g., process time studies, stress tests) to benchmark operational processes against best-in-class
-Identify opportunities for process improvement based on the application of S&OP applications, technical knowledge, and/or prior experience
-Coordinate development, configuration, and/or deployment of improved system functionality or operational processes with subject-matter expert assistance

Data Analysis and readiness (30%):

-Identify and communicate information requests to clients to support data-driven assessments
-Collate and analyze data to manage alignment and delivery of solutions

Development of Technical Recommendations for Project & Client Executives (20%):

-Articulate technical recommendations, direction, and value drivers related to S&OP solutions
-Support development of project deliverables for client engagements
-Present technical solutions and/or recommendations to all levels of an organization

Minimum Qualifications:

-Bachelor’s degree required – Science, Engineering, Supply Chain Management, Economics or Finance majors preferred
-A thorough understanding of supply chain management and planning processes and tools is essential
-Up to 2 years experience in operations, logistics, and/or supply chain management roles
-Excellent Excel, and data visualization skills with Tableau and/or Power BI
-Excellent verbal, written, and presentation (PowerPoint) communication skills
-Travel may be up to 50% or as required

Additional Requirements (Highly Desirable):

-Master’s degree in Supply Chain Management
-Professional Supply chain certifications
-Demonstrated experience supporting system implementations, with outstanding planning and organizational skills

Location: All US locations

If interested, please apply here: https://advatixinc.applytojob.com/apply/lfPIewVUAk/Consultant-Sales-And-Operations-Planning-Execution

We truly value our staff and offer the benefits to prove it, medical, dental, and vision insurance, vacation, sick and personal leave, etc. Salary is dependent upon experience and skillset

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Remote – Advatix – Supply Chain and Analytics Consultant

Department: Supply Chain, Analytics & Technology

Start Date: May 16th, 2022

Position Summary: This is a position within the Supply Chain, & Analytics group in the Advatix organization. The candidate requires a basic understanding of supply chain and operations fundamentals and experience with implementing analytical techniques and tools in these domains. The candidate should be comfortable developing analytical models and fluent in technical communication with all levels in an organization. A fundamental knowledge of fulfilment processes, logistics solutions, shipping modes and associated cost drivers is a plus. Experience in network analytics and operations research is a plus.

Key Responsibilities:

Analytics Solutioning (10%):

Support consulting, analytics and sales solutioning teams to identify/execute opportunities for providing analytics solutions and services

Data Analytics (35%):

-Prepares data for analysis with the use of tools and scripts
-Conducts analysis using instructions, techniques and algorithms provided or researched
-Collates and prepares key insights and findings

Supply Chain Modeling, Simulation & Optimization (35%):

-Supply chain cost, location and network modeling
-Facility CAPEX/OPEX modeling for operational performance improvement and automation
-Logistics cost modeling on first-middle-last mile models, alternatives, multi-modal etc.

Development of Technical Recommendations for Client Executives (20%):

-Ability to articulate technical recommendations, direction and value drivers
-Supporting development of proposals and deliverables for client engagements

Minimum Qualifications:

-Bachelor’s degree required – Science, Engineering, Economics or Finance majors preferred
-Master’s degree in Business Analytics, Statistics, Operations Research and/or Industrial Engineering preferred
-2-4 years experience in supply chain modeling, analytics, simulation and/or optimization
-Excellent data visualization skills with Tableau and/or Power BI
-Excellent verbal, written and presentation communication skills
-Travel may be up to 50% or as required

Additional Requirements:

-Experience with Anylogistix, Anylogic, Llamasoft is a plus
-Experience working with GIS toolkits (ESRI, Quantum GIS, MapInfo) is a plus
-Experience with statistical programming packages in Python, R, Stata, SAS or SPSS is a plus

If interested, please apply here: https://advatixinc.applytojob.com/apply/hdz0mg7eWO/Consultant-Supply-Chain-And-Analytics

Advatix®, Inc. is one of world’s leading providers of ecommerce Supply Chain and Logistics Consulting Services and Solutions that enables its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services and we are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

Remote – Advatix – Accounting and Finance Intern

Position: Accounting and Finance Intern

Department: Finance

Reports to: Senior Director of Finance

Start date: May 16th, 2022

Role Description:

The Accounting and Finance Intern reports directly to the Senior Director, Finance, and works in support of the accounting and finance team, including company objectives. The intern carries out responsibilities specifically related to finance, compliance, and accounting. This role is a learn/grow role where the Intern is expected to take on progressively more complex projects and assignments throughout the internship.

What to Expect:

-This is a 5-month paid internship for 10-20 hours a week, geared towards an Undergraduate Student who is interested in Finance/Business careers.
-Accelerate your technical capabilities and transformative leadership skills with future-focused courses and development programs
-Broader your horizons by working on highly integrated teams across the globe and collaborating with people of diverse backgrounds –both professionally and culturally
-Bring out the best in yourself with continuous investment in your personal well-being and career development
-Develop your purpose and help us create a positive ripple effect on our teams, our business, clients, and society – building a better world, together

Requirements:

-You have an agile, growth-oriented mindset. What you know matters, but the right mindset is just as important in determining success. We’re looking for innovative people, who can work in an agile way, and keep pace with a rapidly changing world
-You are curious and purpose-driven. We’re looking for people who see opportunities instead of challenges, who ask better questions to seek better answers that build a better working world
-You are inclusive. We’re looking for people who seek out and embrace diverse perspectives, who value differences, and team inclusivity to build safety and trust

Qualifications:

-Have or be working towards an undergraduate or graduate degree in Accounting, Finance, or a related field
-A strong academic record, including, without limitation course work that Advatix and Xpdel deem relevant to this position
-A demonstrable plan for passing the CPA, CFA, CMA, or other recognized professional credential

Apply here if interested: https://advatixinc.applytojob.com/apply/OO6UKwNe9E/Accounting-And-Finance-Internship

Advatix®, Inc. is one of the world’s leading providers of E-ecommerce Supply Chain and Logistics Consulting Services and Solutions that enables its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services and we are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any qualified individual to apply. We are an EEOC Employer.

Washington, DC – Redball Energy – Junior Asset Manager

Redball is an owner of renewable energy producing assets. It engages in renewable energy projects in various parts of the United States.

Position Expectations:

Redball is seeking an entry-level candidate to join a fast-growing solar distributed generation company as a key member of the asset management team. The Junior Asset Manager will have responsibility for assisting in the management of the ongoing operations of portfolios of solar projects and monitoring their financial and operational performance. The Junior Asset Manager will also support the portfolio management leadership in administering complex financing structures, investor reporting, budgeting, and the sale of environmental commodities.

Specific Job Functions:

• Monitor and manage performance of a +$50M solar project portfolio across multiple states
• Perform financial analysis for solar projects
• Manage relationship with contract counterparties
• Prepare periodic asset management reports (including operational and financial performance)
• Present oral or written reports on operating projects, financial results, and research
• Identify and initiate optimization efforts on operations within the Asset Management department
• Work with management to facilitate the onboarding of additional portfolios of solar projects
• Generate and send out invoices and manage accounts payable
• Assist in budget creation and budget monitoring
• Develop an understanding of different electricity and capital markets for electricity generating assets (incentive programs, tax equity structures, and non-recourse debt)
• Quickly adapt and interact with the Soltage asset management software platform
• Additional responsibilities as assigned

Qualifications:

• Bachelors degree
• Demonstrated interest in renewable energy through work experience, projects, or coursework
• Demonstrable proficiency in Microsoft Office (Word, Excel, Powerpoint) required
• Excellent written and verbal communication skills
• Proven analytical and mathematical capabilities
• Superior listening, critical thinking, and writing and presentation skills
• An eagerness to learn about an exciting and fast-growing industry
• High degree of attention to detail

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