1,467 Results for

Financial Advisory Jobs in Trinity, NY

Jobs

Senior Audit Manager, Wealth Management Canadian Imperial Bank of Commerce

New York, NY

$120,000–$165,000 / year

Partnership and advisory support - Build trusted relationships with management, participate in select U.S. region committees to stay informed on current issues, and provide practical advice on business risks, controls, and governance matters. You bring 10+ years of progressive experience, including internal audit experience within a large U.S. bank, wealth management firm, or registered investment advisor, with a focus on investment, advisor, and trust-related audits.

20 days ago

Tax Manager, Legal Entity Management Deloitte

New York, NY

$144,600–$274,750 / year

At Deloitte Tax LLP, our TTC practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. As a Manager in Legal Entity Management, your focus will be enabling our clients annual governance process with an emphasis on United States compliance, you will also support the review of governance structures, assessments of corporate documents and management of corporate data.

9 days ago

Remote Junior Financial Analyst Careerscape

New York City, NY

Remote

$65,000–$80,000 / year
Full time

This fully remote, entry-level role is suited to a recent graduate or early-career finance professional who enjoys working with numbers and turning data into clear, useful reports. Fully remote work arrangement; hands-on experience in financial reporting, budgeting, and forecasting; opportunities to develop Excel, financial modeling, and analytical skills.

13 days ago

Investment Banking Vice President Paper & Packaging M&A (Elite Boutique) Prospect Rock Partners

New York, New York

$185,000–$275,000 / year

The Industrials team specializes in advising leading companies across Capital Goods, Transportation, Automotive, Business Services, Chemicals, Building Products, Packaging, and Aerospace & Defense on their most critical strategic transactions. With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients.

30+ days ago

Investment Banking Associate 1/2 Paper & Packaging M&A (Elite Boutique) Prospect Rock Partners

New York, New York

$185,000–$275,000 / year

With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The position provides the entrepreneurial learning environment and mentorship typical of elite advisory platforms, where Associates are given meaningful deal responsibilities and direct interaction with senior management teams.

30+ days ago

2027 Summer Associate - Strategic Advisory (New York) PJT Partners Inc

New York, NY

Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. Our global team focuses on a diverse set of industries, including financial institutions, healthcare, industrials, energy, power & utilities, real estate, gaming & lodging, consumer and retail, and technology, sports, media & telecommunications.

21 days ago

Investment Banking Associate - Capital Structure Advisory Guggenheim Partners LLC

New York, NY

$175,000–$200,000 / year

The Capital Structure Advisory Group is a critically important strategic initiative for Guggenheim Securities, which in 2018 acquired Millstein & Co., a leading advisor to companies, investors, sovereigns and municipalities and other constituencies in special situations involving financial distress. Perform due diligence of companies, including generating and managing financial and operational diligence requests, conducting tours of company premises and operations, and discussing diligence questions with management and employees.

30+ days ago

Director - Solution Advisory BlackLine Inc

New York, NY

$169,000–$212,000 / year

You will play a critical role in demonstrating the value of BlackLine''s financial close and accounting automation solutions, driving successful sales cycles, and fostering strong client relationships. Make Your Mark: As Director - Solution Advisory at Blackline Systems, Inc., you will lead a team of solution advisory professionals, providing strategic guidance and technical expertise to prospective and existing clients.

30+ days ago

Director - Solution Advisory BlackLine Systems

New York, NY

$169,000–$212,000 / year

You will play a critical role in demonstrating the value of BlackLine's financial close and accounting automation solutions, driving successful sales cycles, and fostering strong client relationships. Make Your Mark: As Director - Solution Advisory at Blackline Systems, Inc., you will lead a team of solution advisory professionals, providing strategic guidance and technical expertise to prospective and existing clients.

30+ days ago

Sr. Director, Strategic Solution Advisory BlackLine Systems

New York, NY

$193,000–$242,000 / year

Partner with the C-Suite on Flagship Deals: Act as the premier solution sponsor and trusted technical advisor on multi-million-dollar, board-visible transformations, establishing deep technical and operational credibility with Chief Accounting Officers (CAOs), Chief Information Officers (CIOs), Controllers, and CFOs. Operating at the intersection of enterprise sales, modern accounting transformation, and product innovation, you will lead an elite team of Solution Advisors embedded in top-tier strategic pursuits, guiding CAOs, CIOs, and Controllers through consultative discovery, target-state solution architecture, and tangible automation roadmaps.

30+ days ago

Capital Projects Senior Consultant - Dba/Pwa Deloitte

New York, NY

$110,700–$218,300 / year

From strategy to execution, this team delivers integrated, end-to-end support and advisory services covering valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. Work alongside clients every step of the way, helping them navigate new challenges, avoid financial pitfalls, and provide practical solutions at every stage of their journey-before, during, and after any major transformational projects or transactions.

19 days ago

Senior Account Director Dentsu International Ltd

New York, NY

$136,850–$158,750 / year

Employees who live within a commutable distance of one of our hub offices, currently located in Chicago, Metro Detroit, Los Angeles, and New York City, are expected to work from the office three days per week (two days per week for employees based in Los Angeles). With 16,000+ teammates across 50+ global offices, we bring together diverse expertise: 5,000+ technologists and engineers, 4,500+ data analysts and scientists, 3,000+ strategists and operators, 2,500+ loyalty and engagement experts, and 1,000+ designers and UX professionals.

19 days ago

Associate - Strategic Advisory (Industrials) PJT Partners Inc

New York, NY

$200,000–$250,000 / year

Associates within Strategic Advisory would be responsible for the following: Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers, acquisitions, and other strategic combinations, asset sales and divestures; Supporting day-to-day execution of transactions, including due diligence, valuation analysis and negotiating agreements; work with senior deal team members and coordinate the development and review of materials; Analyzing financial data and developments in financial markets important to the business of PJT Partners; Conducting research of targeted industries to support strategic and financial alternatives analyses and investment opportunities; Performing valuation analysis of prospective investment opportunities under consideration, including the assessment of financial risks; Comparing a company's financial data with other companies of the same industry, size and location to the forecast of industry trends; Designing and developing quantitative models to assess the economic performance of targeted companies; Preparing written analysis and evaluations of investment opportunities for use by PJT Partners management and review by clients; Participating in both internal and external client meetings, negotiation of contracts and other agreements and due diligence sessions. In addition, qualified candidates will possess the following: 2 - 5 years of experience in a relevant field or experience in an Industrials group at a bulge bracket or boutique advisory firm; Analytical and detail oriented with strong organizational and problem solving skills; Strong verbal and written communication skills; Self-motivated and proactive; Aptitude to work collaboratively in a team environment; Robust organizational and time management skills; Strong work ethic and ability to work well under pressure; Resume must be in PDF format.

10 days ago

Associate - Strategic Advisory (Power, Utilities & Renewables) PJT Partners Inc

New York, NY

$200,000–$250,000 / year

Our global team focuses on a diverse set of industries, including technology, media & telecommunications, consumer & retail, financials & insurance, GP advisory, energy, oil & gas, power, utilities & renewables, industrials, aerospace & defense, healthcare and real estate, gaming, lodging, and leisure. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world.

30+ days ago

Senior Consultant, Technical Advisory Arup Group Ltd

New York, NY

$158,400–$185,000 / year

Specific experience in providing technical due diligence is an advantage; Strong proficiency in a technical or consulting area derived from professional experience (design, construction, development, owner/public sector, technical consulting, investment banking, management consulting, etc); Excellent presentation and writing skills are required. You will work within an existing and growing team; providing advice related to the procurement, development, and financing of a broad range of infrastructure projects that include transportation, energy, water, telecommunications, and others - delivered with an increasing focus on sustainability, decarbonization, resilience and ESG principles.

30+ days ago

Wealth Management Advisory Reporting Vice President Jefferies Financial Group Inc

New York, NY

$140,000–$180,000 / year

This individual will serve as a key point of contact for performance reporting-related matters, partnering closely with Financial Advisor Teams, Advisory Operations, and the technology vendor(s) to ensure timely issue resolution, effective platform utilization, and a high-quality client reporting experience. The role will focus on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools, dashboards, and analytics to identify meaningful portfolio insights beyond investment returns.

30+ days ago

AI Advisory Consultant Scale AI

New York, NY

$141,600–$177,000 / year

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position and may be inclusive of several career levels at Scale; it will be determined during the interview process based on work location and additional factors, including job-related skills, experience, qualifications, interview performance, and relevant education or training. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact.

28 days ago

Technical Advisory Intern (Summer 2027) Arup Group Ltd

New York, NY

$24.50–$47.50 / hour

Our internal employee networks support our inclusive culture: from race, ethnicity and cross-cultural working to gender equity and LGBTQ+ and disability inclusion - we aim to create a space for you to express yourself and make a positive difference. Globally, each year we recruit hundreds of graduates and students who help us see things differently and solve the most complex challenges facing our clients, climate and communities.

23 days ago

Vice President, REVS Houlihan Lokey

New York, New York

3 years of experience must include: (1) real estate financial analysis including identifying and analyzing comparable property sales and leases, (2) technical and cash flow modeling with Excel and ARGUS software to estimate revenues, costs, and investment performance (3) modeling property performance and waterfalls from property financial statements, debt instruments, ownership documents, budget and leases combined with market data (4) analyzing commercial property lease terms including expense treatments and adjustments to yield comparable rent amounts (5) mining data from the subscription data sources including CoStar, (6) preparing financial and investment reports and presentations for internal and external audiences. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

30+ days ago

Commercial Disputes And Investigations Advisory Director Huron Consulting Group

New York, NY

Remote

$200,000–$270,000 / year

Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. Our experienced team combines forensic, accounting, financial, and investigative expertise to help clients resolve complex disputes and communicate findings effectively in both court and out-of-court settings.

30+ days ago

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Financial Advisory Jobs in Trinity, NY

Senior Audit Manager, Wealth Management Canadian Imperial Bank of Commerce

Tax Manager, Legal Entity Management Deloitte

Remote Junior Financial Analyst Careerscape

Investment Banking Vice President Paper & Packaging M&A (Elite Boutique) Prospect Rock Partners

Investment Banking Associate 1/2 Paper & Packaging M&A (Elite Boutique) Prospect Rock Partners

2027 Summer Associate - Strategic Advisory (New York) PJT Partners Inc

Investment Banking Associate - Capital Structure Advisory Guggenheim Partners LLC

Director - Solution Advisory BlackLine Inc

Director - Solution Advisory BlackLine Systems

Sr. Director, Strategic Solution Advisory BlackLine Systems

Capital Projects Senior Consultant - Dba/Pwa Deloitte

Senior Account Director Dentsu International Ltd

Associate - Strategic Advisory (Industrials) PJT Partners Inc

Associate - Strategic Advisory (Power, Utilities & Renewables) PJT Partners Inc

Senior Consultant, Technical Advisory Arup Group Ltd

Wealth Management Advisory Reporting Vice President Jefferies Financial Group Inc

AI Advisory Consultant Scale AI

Technical Advisory Intern (Summer 2027) Arup Group Ltd

Vice President, REVS Houlihan Lokey

Commercial Disputes And Investigations Advisory Director Huron Consulting Group

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