UNKNOWN

FEED

YEAR

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

The OpportunityGreysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities<ul><li>Leverage Greysteel’s collaborative platform to advise clients on their commercial real estate transactions.</li><li>Become an expert in your market by staying up to date on industry trends and activity.</li><li>Prospect, cultivate, and maintain client relationships.</li><li>Conduct and present in-depth property analysis, financial modeling, sales, and due diligence reviews. </li><li>Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process.</li><li>Represent yourself, your colleagues, and Greysteel with professionalism and integrity.</li></ul>Successful Advisors Have<ul><li>An entrepreneurial mindset and strong desire to build your own business.</li><li>An exceptional work ethic </li><li>Demonstrated ability to work independently, set and exceed goals.</li><li>Coachability and eagerness to constantly learn.</li><li>The ability to communicate complex ideas. </li><li>A Bachelor’s degree or two years related work experience.</li></ul>What We Offer<ul><li>A powerful training and development program with exposure to a vast network of industry professionals</li><li>Collaborative platform and a shared database of clients.</li><li>The freedom to build your own business within a proven model for success supported by the Greysteel Engine.</li><li>Unlimited earning potential through a commission-only role.</li></ul>Powered by JazzHR

Greysteel Company Llc

Real Estate Agent / Associate (Investment Sales)

Analysis Skills

Coaching

Commercial Real Estate

Communication Skills

Customer Relations

Develop and Maintain Customers

Due Diligence

Entrepreneurship

Exceeded Sales Goal

Financial Modeling

Industry/Trade Analysis

Marketing

Real Estate Sales

Sales

Sales Management

Set Goals

Team Player

Transaction Processing/Management

partner JazzHR

FULL_TIME

3+ years in a financial analysis role focused on investment decision-making and analytics; experience in high yield credit, equity, or private equity investing is ideal.  . As a Credit Analyst, you assess the financial health and risk of clients by analyzing financial statements, building models, and supporting funding decisions.

Who We Are:  We are on a mission to provide innovative working capital solutions to small and medium size businesses throughout the United States, Canada, and the United Kingdom. A steady cash flow can change the course of a business and help a company define its future, promote growth, and impact the bottom line! As a leading provider of innovative funding solutions for small to medium sized businesses, we are one of the fastest growing companies in the industry. Through our Commercial Finance, Freight Factoring and ABL divisions, eCapital offers capital solutions to 80+ industries. We truly love to help our clients grow and this is a position where you can grow too!  Summary: As a Credit Analyst, you assess the financial health and risk of clients by analyzing financial statements, building models, and supporting funding decisions. You collaborate with internal and external partners, leverage data to inform recommendations, and assist with closing documentation to support timely, well-informed credit decisions.   You will be working on the Commercial Finance portfolio. Responsibilities:<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Analyze financial statements of sub-investment grade and unrated companies, with an emphasis on the unrated middle market, and form an investment thesis.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Build financial models to support investment thesis.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Propose funding solutions, and facilitate/execute decision-making.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Leverage data and analytical tools to bring quantitative rigor to the funding and decision-making process.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Effectively communicate with external and internal constituents, with a keen focus on problem solving.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Issue and negotiate closing documentation (contracts, guaranties, subordinations, etc.).  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Other duties as assigned by direct, department, or division leadership.  </li></ul>Qualifications:<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree or equivalent experience required, preferably in Finance, Accounting or Business.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">3+ years in a financial analysis role focused on investment decision-making and analytics; experience in high yield credit, equity, or private equity investing is ideal.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Experience in supporting and making decisions that will impact go/no-go within various business transactions.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Working knowledge of Microsoft Office: Excel, Word, Outlook, Google Docs and the ability to learn Tableau.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Excellent verbal and written communication skills.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Problem solving abilities, delivering solutions-driven work, and providing impactful results.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Resourceful, self-starter, independent thinker.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Team player, collaborative, responsive.  </li></ul><ul style="margin-bottom:11px"><li style="margin-bottom:11px">Detail-oriented.  </li></ul>We Bring:<ul style="margin-bottom:11px"><li style="margin-bottom:11px">$65,000 Annually</li><li style="margin-bottom:11px">Annual Bonus</li><li style="margin-bottom:11px">PTO</li><li style="margin-bottom:11px">Health, Dental, and Life Benefits</li><li style="margin-bottom:11px">401K Matching</li><li style="margin-bottom:11px">Abundant professional development opportunities at a growing and thriving alternative Finance company! </li></ul>eCapital Culture: At eCapital, we're not just a funding provider—we're a strategic partner built for what's next. Our culture is defined by innovation, scalability, and personalized service. We value:<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Agility: We adapt quickly to changing market conditions and customer needs.</li><li style="margin-bottom:11px">Relationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together.</li><li style="margin-bottom:11px">Accountability: We hold ourselves to the highest standards in all aspects of our work.</li><li style="margin-bottom:11px">Innovation: We constantly push boundaries to create better solutions for our clients.</li></ul>We offer a dynamic work environment where you'll have the opportunity to make a significant impact on our business and the SMBs we serve. Join us in revolutionizing how businesses access and manage capital in the digital age. eCapital values diverse experiences and backgrounds. We encourage all qualified candidates to apply, regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. AI Statement eCapital uses AI-enabled tools within our applicant tracking system to support resume screening by comparing qualifications to job requirements. Final hiring decisions and resume reviews are always conducted by our recruiters.Powered by JazzHR

eCapital

Credit Analyst

Accounting

Applicant Tracking System

Artificial Intelligence (AI)

Cargo/Freight

Cash Flow

Channel Strategies

Credit Analysis

Data Analysis

Detail Oriented

Documentation

Equity Securities

Finance

Financial Analysis

Financial Risk

Funding

Google Apps

Investment Analysis

Leadership

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Negotiation Skills

Presentation/Verbal Skills

Problem Solving Skills

Quantitative Analysis

Support Documentation

Tableau

Time Management

Writing Skills

OTHER

Responsibilities: Perform detailed financial statement and business analysis to assess target company performance, including review of income statements, balance sheets, cash flow statements, revenue quality, margin trends, working capital requirements, backlog, and key operating metrics. Technical Accounting Fluency: Understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and a mastery of core valuation methodologies, including DCF and precedent transactions.

Who We Are:
At UES, we’re a team of more than 4,000 engineers, scientists, geologists, inspectors, technicians, and drillers united by a shared purpose—to make a meaningful impact in the communities we serve. As a national leader in geotechnical engineering, environmental consulting, and materials testing and inspection, we collaborate on transformative projects across transportation, energy, water, healthcare, and more. Learn more about the benefits of joining Team UES and our core values at <a href="https://universalengineering2.icims.com/proxy/classic-data/classic-data-spa/export/profile/careers.teamues.com" rel="noopener nofollow noreferrer" target="_blank">careers.teamues.com</a>.

Position Overview:
Are you ready to join one of the fastest-growing AEC (Architecture, Engineering, Construction) firms in the United States? At UES, we don’t just talk about expansion; we execute it. As a Corporate M&A Analyst, you will be a vital member of a lean, high-output team responsible for identifying, analyzing, and integrating the companies that will shape our future.In this role you will support the Corporate Development and M&A growth activities of the company, including financial analysis, target evaluation, due diligence, pipeline management, and integration planning. This role is ideal for a highly analytical, detail-oriented professional who thrives in a fast-paced environment and is eager to build foundational experience in corporate development and M&A executionJoin a team where your analysis drives real-world results. If you are ready to apply your technical expertise to a high-volume deal environment and contribute to the growth of a national industry leader, we want to hear from you!

Responsibilities:
<ul><li>Perform detailed financial statement and business analysis to assess target company performance, including review of income statements, balance sheets, cash flow statements, revenue quality, margin trends, working capital requirements, backlog, and key operating metrics.</li><li>Collaborate on the development of financial models and valuation analyses for potential transactions.</li><li>Maintain valuation and performance benchmarks, including transaction comparables, precedent transactions, and market data.</li><li>Contribute to ongoing development of the company’s inorganic growth strategy by providing research, competitive insights, and market intelligence related to potential acquisitions.</li><li>Create, manage, and maintain deal data rooms, ensuring accuracy, version control, and timely updates for internal and external stakeholders.</li><li>Collaborate with cross-functional teams (Finance, Operations, HR, IT, Legal, Strategy, Business Units) to support integration planning activities for in-process transactions</li><li>Maintain and regularly update the team’s pipeline management software, trackers, and reporting documents.</li><li>Actively maintain and update the pipeline management software, ensuring completeness, accuracy, and visibility for senior leadership.</li><li>Track key deal milestones, timelines, next steps, and required deliverables.</li></ul>#LI-CM1 

Job Responsibilities Note:
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. UES retains the right to add to or change the duties of the position at any time. 

Qualifications:
<ul><li>Bachelor’s degree in Finance, Business, Economics, Accounting, or related discipline required.</li><li>Approximately 3 years of relevant experience in corporate finance, investment banking, private equity, strategy, transaction services, consulting, or similar analytical roles.</li><li>Experience working with financial statements, transaction processes, or cross-functional project work preferred.</li><li>Strong understanding of financial statements, accounting fundamentals, and key business performance drivers.</li><li>High proficiency in Excel (data analysis, financial statement manipulation) and PowerPoint (executive-ready materials).</li><li>Excellent analytical and research skills with strong attention to detail.</li><li>Strong written and verbal communication skills; able to summarize findings clearly and concisely.</li><li>Ability to manage multiple workstreams, prioritize effectively, and meet deadlines in a fast-paced environment.</li><li>Collaborative, team-oriented mindset with a high level of ownership and initiative.</li><li>Strong organizational skills and comfort working with large datasets, trackers, and structured workflows.</li><li>Experience using Datasite and Grata preferred</li></ul>

Preferred Qualifications:
<ul><li>Financial Modeling Mastery: Advanced proficiency in Excel with a proven ability to build and maintain complex, integrated financial models.</li><li>Technical Accounting Fluency: Understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and a mastery of core valuation methodologies, including DCF and precedent transactions.</li><li>Precision & Analytical Rigor: A high degree of attention to detail and accuracy, paired with the problem-solving skills necessary to navigate complex deal structures.</li><li>M&A Tech Stack: Familiarity with industry-standard tools such as DataSite for virtual data rooms and Grata for middle-market sourcing and intelligence.</li><li>Collaborative Drive: A proactive, "team-first" mentality with the ability to execute high-stakes tasks within a small, dynamic M&A group.</li><li>Growth Mindset: An ambitious professional eager to learn the UES business model and advance within the organization</li></ul> 

Travel Requirements:
This position does not require regular travel as part of its primary responsibilities. However, occasional travel may be required, up to 10%, primarily for occasional off-site meetings, training sessions, or company events. Travel, when necessary, will be communicated in advance and aligned with business needs.

Physical Demands & Work Environment:
<ul><li>This position primarily operates in a professional office environment, requiring the ability to work at a desk for extended periods while using a computer, phone, and standard office equipment.</li><li>The position involves sitting for extended periods, performing data entry, and engaging in frequent communication via email, phone, and in-person interactions.</li><li>The role involves regular communication with team members, clients, and stakeholders, both in person and through virtual platforms.</li><li>The physical demands of the job may include occasional standing, walking, bending, and lifting of office materials up to 15 pounds.</li></ul>

EEO Statement:
UES is an Equal Opportunity Employer and is proud to recruit the most qualified candidates. Please see our full EEO Statement at the bottom of the page <a href="https://careers.teamues.com/eeo/" rel="noopener nofollow noreferrer" target="_blank">here</a>

Universal Engineering Sciences, Inc. (Universal) is a consulting engineering firm specializing in geotechnical engineering, environmental sciences, construction materials testing, and threshold inspection. We are a growing, competitive firm with a strong position and reputation in our industry. We are always looking for ways to provide enhanced services. With this in mind, we began offering private provider inspection (PPI) and plan review in 2003, and added in-house geophysical engineering and surveys to our already wide range of construction-related services.
 
Universal’s mission is to do “WHATEVER IT TAKES” to provide our services with a primary focus on understanding and delivering solutions for each of our individual client’s needs, be that timeliness, cost-saving recommendations, ingenuity or any other requirement they may have.

Universal Engineering Sciences

Corporate M&A Analyst

Agile Programming Methodologies

Balance Sheet

Benchmarking

Business Analysis

Business Model

Competitive Analysis/Strategy

Competitive Research

Construction Engineering

Consulting

Corporate Finance

Corporate Planning

Cross-Functional

Data Entry

Data Sets

Drilling

Economics

Environmental Engineering

Establish Priorities

Financial Operations

Financial Statements

Financial Trend Analysis

Geology

Geotechnical Engineering

Hardware Virtualization

Healthcare

Income Statements

Industry Standards

Investment Services

Legal

Materials Testing

Mergers and Acquisitions

Metrics

Microsoft PowerPoint

Office Equipment

Organizational Skills

Performance Analysis

Physical Demands

Private Banking

Research Skills

Sales Pipeline

Source Code/Configuration Management (SCM)

Technical Accounting

Travel Industry

Willing to Travel

[AW]-iCims

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

DescriptionJob Description:Title: Senior Financial AnalystWork Mode: Fully remote| Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations  About the Role: The Senior Financial Analyst partners closely with division sales and service leadership to provide comprehensive financial analysis and reporting support. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews. The Senior Financial Analyst plays a critical role in translating financial data into actionable insights that drive informed decision‑making and divisional performance.  Key Responsibilities:<ul><li>Financial Partnership: Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions.</li><li>Budgeting & Forecasting: Facilitate the annual budgeting process and support periodic forecasting efforts for the division.</li><li>Variance Analysis: Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.</li><li>Investment Analysis: Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.</li><li>Revenue Performance Tracking: Monitor and report revenue performance of significant accounts, including analysis of trends and risks.</li><li>Payroll & Expense Monitoring: Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.</li><li>Monthly Financial Reviews: Prepare materials and conduct monthly financial review meetings with sales and service leadership.</li><li>Financial Commentary & Reporting: Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.</li><li>Book of Business Analytics: Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.</li><li>KPI Reporting: Deliver divisional KPI results and insights to monitor performance against goals.</li><li>Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.</li><li>Champion IOA Values: Demonstrate integrity and leadership.</li></ul>Ideal Candidate Qualifications:<ul><li>Bachelor’s degree in Finance, Business Administration, or a related analytical field</li><li>Minimum of three (3) years of financial analysis experience</li><li>Prior finance experience in the insurance industry strongly preferred</li><li>Advanced proficiency in Microsoft Excel</li><li>Experience integrating data into reporting and analytics platforms (Power BI preferred)</li><li>Strong analytical, research, and problem‑solving skills</li><li>Excellent organizational, prioritization, and multi‑tasking abilities</li><li>Outstanding verbal and written communication skills</li><li>Ability to manage large volumes of work independently with accuracy and attention to detail  </li></ul>What We Offer:<ul><li>Competitive salaries and bonus potential</li><li>Company-paid health insurance</li><li>Paid holidays, vacations, and sick time</li><li>401K with employer match</li><li>Professional growth and career progression opportunities</li><li>Respectful culture and work/family life balance</li><li>Community service commitment</li><li>Supportive teammates and a rewarding work environment</li></ul> What to Expect (Application Process):<ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>Salary RangeThe expected pay range for this position is $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Summary The Senior Financial Analyst will work closely with sales and service leadership to be responsible for, and have an in-depth understanding, of all financial activity within their Division. Including but not limited to coordinating the annual budget, month end analysis and reporting, tracking book of business statistics, and conducting monthly business reviews.

Investment Jobs in Ocoee, FL

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Investment Jobs in Ocoee, FL

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Credit Analyst eCapital

Corporate M&A Analyst Universal Engineering Sciences

Senior Financial Analyst (Insurance experience) Insurance Office of America

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