Top Finance Jobs

Supports end-to-end trading activities from order entry through settlement. Responsibilities include executing and reconciling trades, monitoring accounts, resolving discrepancies, preparing management reports, ensuring regulatory compliance, improving operational processes, supporting automation, and serving internal and external clients. The role also mentors junior staff, collaborates with stakeholders, contributes to strategic discussions, and manages ad hoc projects within a fast-paced trading services environment.

Coordinate annual year-end tax reporting, track cross-functional deliverables, validate and reconcile large datasets, investigate exceptions, and support regulatory reporting controls. Use Excel and Alteryx to analyze data, identify risks, document procedures, support testing and release readiness, and advance automation and process improvements. Partner with operations, reporting, technology, and other stakeholders to ensure accurate, complete, and timely reporting aligned with IRS requirements.

Analyze technology expenses, prepare financial reporting, and support budgeting, forecasting, month-end close, and annual planning. Perform variance analysis, explain business drivers, develop executive presentations, coordinate corporate deliverables, monitor allocation processes, and improve reporting controls through automation and modeling. Partner with finance, technology, planning, and business management stakeholders to improve data accuracy, transparency, and decision-making.

Build and support accounting, reporting, reconciliation, and control processes for a new property and casualty insurance agency. Analyze insurance financial data, validate source-to-report outputs, prepare monthly and quarterly reporting materials, and perform variance analysis. Partner with accounting policy, risk, compliance, legal, and reporting teams to interpret GAAP and regulatory guidance. Establish scalable finance infrastructure, strengthen controls, and communicate clear insights and recommendations to senior leadership.

Support quarterly FR Y-15 regulatory reporting for JPMorgan Chase, including data analysis, validation, reconciliations, controls, exception investigation, governance materials, audit support, and regulatory inquiries. Collaborate with Finance, Treasury, Technology, and business teams to resolve data issues, improve reporting processes, maintain documentation, and implement regulatory changes. The role requires strong financial reporting knowledge, analytical skills, data management capabilities, and the ability to meet deadlines during peak periods.

Executes compliance and operational risk testing, evaluates control design and effectiveness, identifies gaps, drives remediation, and recommends improvements. Collaborates with cross-functional stakeholders to communicate testing outcomes and strengthen risk management processes. Preferred experience includes KYC, AML, OFAC, sanctions, auditing, and internal controls.

Deliver and manage regulatory and internal CTC and firmwide liquidity risk reporting, validate controls, drive automation and process improvements (Tableau/Alteryx), monitor KPIs, collaborate globally, and support risk stakeholders.

Conduct equity research on SMid Technology companies by analyzing financial statements, regulatory filings, news, and industry trends. Build Excel-based financial models, forecasts, and valuations; write company and sector research; prepare presentations; and communicate findings to clients, management teams, and industry experts. Collaborate with Sales and Trading to provide market updates and fulfill client requests while generating differentiated investment ideas.

Provide client service and operational support to Private Client Advisors: process account openings, money movements, and trades; assist with relationship reviews, performance reporting, KYC/compliance, referral generation, and administrative tasks to deepen client relationships and ensure timely, accurate operations.

Executes compliance and operational risk testing, assesses control design and effectiveness, identifies gaps, supports remediation, and communicates outcomes to cross-functional stakeholders. The role also improves testing methodologies and contributes to a stronger risk management and control environment.